Charitable gifts made by donors who lack capacity are vulnerable to challenge. But it can be difficult to know how to handle a charitable gift made by an attorney on behalf of a donor and assess whether the attorney actually has the authority to make the gift. Come learn about powers of attorney and how they can be used to facilitate charitable giving, as well as steps that should be taken by charities when receiving gifts from a representative of an incapable donor or reviewing the accounts of a residual estate in which there was an active POA.
Kate Bake-Paterson
Kate Bake-Paterson is a lawyer at DLA Piper (Canada) LLP who practices in the area of charities and not-for-profit organizations. She regularly advises organizations on a broad range of issues, including governance and other matters related to incorporating and organizing not-for-profit entities; regulatory compliance (such as obtaining and maintaining charitable registration); receipt of charitable gifts and other planned giving; and the conduct of revenue-generating activities. Kate also assist donors in making charitable gifts. Kate is the Chair of the Canadian Bar Association National Charities & NPO section and the Chair of CAGP Vancouver Chapter.
Yolanda Benoit
As current Director, Will & Estate Gifts at The British Columbia Society for the Prevention of Cruelty to Animals (BC SPCA), Yolanda continues to advance the planned giving program and has been working with supporters, professional advisors and executors, passionately exploring, determining and facilitating the final legacies of donors since 2013. Previously, she spent over 10 years raising funds in the healthcare sector. Yolanda is a past director of the CAGP National Board and a member of the Vancouver Chapter, the Fraser Valley Estate Planning Council, and an Associate Member of STEP, where she earned her Certificate in Estate and Trust Administration. She pursues her passion of gift planning and estate administration thanks to the support of her husband, two sons and dog, Digger!
