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Professional Developement Luncheon |
New and Unusual Gifts: When to Accept, Issues to Consider and When to Say 'No'
Presented by
Andrew Valentine, Partner, Miller Thomson LLP
Natasha Smith, Associate, Miller Thomson LLP
You've stewarded a donor for years and you receive notification from the estate's executor that the donor left your organization a gift in their Will. It's a case of rare wine, gift certificates and some bitcoin.
- Can your organization accept these gifts?
- Does it want to?
- Should it?
- What does it need to think about?
Join us and hear from Andrew Valentine and Natasha Smith on the pros, cons and legalities around various new and unusual gifts. Learn about why you should be familiar with your organization's gift acceptance policy, how to paper a complex gift and when it might be appropriate to decline a well-intentioned donation.
Date: Wednesday November 7th, 2018
Time: 12noon - 1:30pm
Location: Miller Thomson, Scotia Plaza, 40 King St. W., Suite 5800, Toronto
Agenda:
12:00 noon - Registration and Hot Lunch
12:30pm - 1:30pm - Presentation
Andrew Valentine’s charities and non-profit law practice focuses on providing advice to organizations on issues including gift planning, incorporation and registration, ongoing compliance matters, and audits. Andrew also deals extensively with non-profit corporate governance and corporate structuring issues, advising on corporate restructuring, directors’ duties and liabilities, governance best practices, bylaws and policies, and membership disputes.
Andrew has expertise in social enterprise, and has worked with clients to develop innovative structures to unlock new revenue and find new ways of pursuing their mission. Andrew also advises on social finance and mission-investing for charities and foundations. Andrew played a key role on the Miller Thomson team that worked on the first federally funded social impact bond with a large national charity. Andrew has been involved in several litigation matters involving charity law issues, including at the Federal Court of Appeal and the Supreme Court of Canada.
Natasha Smith is a member of the Social Impact Group, with a practice dedicated to providing practical legal advice to charities and non-profits, exclusively. In an effort to ensure that these organizations achieve their missions and mandates successfully, Natasha assists these entities with a variety of matters including corporate governance and tax compliance.
Natasha’s practice focuses on helping her clients to determine the best structure for their organization and to navigate the complex regulatory environment in which they operate. Specifically, she provides tailored advice on various issues including incorporation and charitable registration, operating in foreign jurisdictions, structuring complex gift agreements, reporting, and general compliance under legislation governing the voluntary sector. Natasha has experience structuring merger and asset-transfer transactions between non-share capital corporations, advising on social enterprise and social finance ventures, and facilitating corporate reorganizations.
Tickets: CAGP members - $55; non-members - $70; CAGP member exclusive Season's Pass
(Note: Special meal requests that exceed the cost of the ticket price, may incur an added fee).
This session is included in our Season's Pass package. However, Season's Pass holders MUST STILL REGISTER. For all attendees, please note that registration represents a purchased ticket to the event. Payments may be made by Visa or MasterCard if you register online, or by cheque or cash at the door.
Important note: CAGP members and pass holders, please log in to your CAGP account to see appropriate pricing!
Registered but you cannot attend? Substitutions or cancellations must be made at least 48 hours prior to the event. An invoice will be sent to guests who have not notified the CAGP GTA.
**SEATING IS LIMITED**
Please register by November 4th, 2018
For more information Email: info@cagptoronto.org Website: www.cagptoronto.org
