Webinar: When Doing Good Crosses the Line

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CAGP Members: Please be sure you are signed in before continuing with the registration in order to ensure you receive member pricing.

Cost: CAGP Members: $35 / Non-members: $50 (Tax exempt)

group_photo.pngWhen Doing Good Crosses the Line
Presenters: DeWayne Osborn, Cardinal Capital Management & Florence Carey and Ian Scarth, MLT Aikins LLP

As donors demand more and more services from the charities they support, is there a risk that the organization providing the services may inadvertently “cross the line” and expose the charity to litigation or similar consequences?  While development officers are typically concerned about providing tax and/or legal advice, what about investment advice, financial planning services, etc.?  What if you do inadvertently provide advice to land that major or planned gift? Where is the line, what is considered advice, and what are the risks?  Winnipeg based lawyers Florence Carey and Ian Scarth will join DeWayne to discuss the various types of services being offered and to help define the line.

October 30th, 2019 1:00 PM   through   2:00 PM
Member Price $ 35.00 + $ 0.00 Tax
Non-Member Price $ 50.00 + $ 0.00 Tax

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