Donations of Private Company Shares to Public Foundations

Florence Carey operates a solo law practice focussed on charities and non-profits.  An experienced lawyer, Florence has 20+ years of experience at a regional firm where, in addition to a busy tax practice, she helped charities and non-profits address their legal issues.  Today, Florence provides solid legal advice to help organizations incorporate, create by-laws, and apply for charitable status.  She also helps her clients navigate Canada Revenue Agency regulation of charities and non-profits, including gift planning and fundraising rules, and provides advice regarding governance matters.  She considers herself fortunate to work with many large and established charities as well as small start-ups, and her clients have a wide range of purposes.  She provides advice to organizations (including the boards of directors), and offers training, workshops and access to legal information to help organizations fulfil their purposes while operating ethically, following good governance principles and rules of the regulator. 

Florence has been recognized as a Best Lawyer in Canada, is the immediate past-chair of the Canadian Bar Association Charities and Not-for-Profit Law Section, a member of the Technical Issues Working Group of Canada Revenue Agency’s Charities Directorate, President of the Canadian Association of Gift Planners Manitoba Chapter, a member of the Canadian Tax Foundation, and past co-chair of the CBA’s National Charity Law Symposium.  Florence completed the Institute of Corporate Directors’ NFP Governance Essentials Program in 2019, and received the full Directors’ Education Program (DEP) designation in 2021.  She has served on the volunteer boards of directors of a number of local charities, and currently serves as Board President of the Manitoba Chamber Orchestra. She is also a board member at Imagine Canada and Charitable Gift Funds Canada Foundation.  She is a frequent writer and lecturer on charity law subjects. 

*services provided by F I Carey Law Corporation

Rick Braun-Janzen is the Director of Gift Planning at Abundance Canada. He provides leadership for Abundance Canada’s gift planning consultants, assisting them in developing and implementing generosity plans and engagement strategies for donors and prospects. Prior to Abundance Canada, Rick worked for various for-profit companies and social profit agencies. Rick holds a Bachelor of Commerce (Honours) degree, the Certified Financial Planner and MFA-P designations and is a member of CAGP. He also chairs the Board of Directors for a seniors housing society in Winnipeg.

Brian Janzen has been with Deloitte for 35 years, specializing in tax for the last 32 of those.  Specializing in tax planning and compliance for private businesses and their shareholders, Brian is also one of Deloitte’s main practitioners in the area of charitable gift planning as well.

Brian was awarded the Manitoba Institute of Chartered Accountant’s Community Service Award, and has served on numerous Winnipeg charity boards, including two organizations presently.

Brian has co-authored a Tax Foundation article dealing with gifting of private shares to public foundations in Canada.

Brian has also served as an expert witness for two Federal private members’ bills dealing with tax issues affecting private business owners.