Charities and Not-for-Profit Law Conference 2021

Course Date: November 2, 2021

Full Course Materials
Total: 5h 11min
Total Ethics: 10min

Welcome and Land Acknowledgement (9:00 – 9:10)

Michael BlatchfordNorton Rose Fulbright Canada LLP, Vancouver
Martha Rans, QCBarrister & Solicitor, Vancouver

A Step Forward—Breaking Down Barriers for Canadian Charities, Both at Home and Abroad (9:10 – 10:10)

  • Cooperation and collaboration between charities and non-charities is increasingly necessary to create lasting impact to help all communities. Now is the time to update the laws regulating the charitable sector with new legislation.
  • Senator Ratna Omidvar will discuss her Senate bill (Bill S-222) that she will retable in the next parliament, amending the Income Tax Act to enable charities to establish equal partnerships with non-charities.
  • This legislation will especially empower the voices of BIPOC organizations, while still ensuring accountability and transparency

Featured Speaker:
The Honourable Ratna Omidvar, C.M., O.Ont.
Independent Senator for Ontario, Ottawa

BREAK (10:10 – 10:25)

Obstacles and Opportunities for Indigenous Charitable Organizations (10:25 – 11:25)

Kris ArchieCEO, The Circle on Philanthropy, New Westminster
Rosalind M. CampbellArbutus Law Group LLP and Councillor, Musqueam Indian Banc, Victoria
Yvan G. LarocqueMiller Titerle Law Corporation, Vancouver

BREAK (11:25 – 11:35)

Virtual Meetings—Tips, Traps, and the Future (11:35 – 12:35)

  • statutory framework
  • preparing for the meeting
  • running the meeting
  • what worked and what didn't
  • ethical considerations

Anders Ourom — Sole Practitioner, Vancouver
Dierk UllrichFasken Martineau DuMoulin LLP, Vancouver
Lisa M. Zwarn
 — Professional Registered Parliamentarian, Surrey

LUNCH BREAK (12:35 – 1:35)

Working with Restricted Funds (1:35 – 2:35)

  • This presentation will overview the common kinds of restricted funds and the issues they can create for charities
    • purpose restrictions
    • endowments and other capital restricted funds
    • donor advised funds
  • Kate and Michael will also outline the current debate about whether donor advised funds are a good or bad thing for the charitable sector

Kate Bake-PatersonDLA Piper (Canada) LLP, Vancouver
Michael Blatchford
Norton Rose Fulbright Canada LLP, Vancouver

BREAK (2:35 – 2:50)

Hot Topics in Charities and Not-for-Profit Law (2:50 – 3:50)

  • CRA online system for charitable registration 
  • decisions from the Civil Resolution Tribunal on societies issues 
  • SCC decision on Ethiopian Orthodox Tewahedo Church of Canada St. Mary Cathedral v. Aga (2021 SCC 22)

Sarah Fitzpatrick — Miller Thomson LLP, Vancouver
Ripan HansHaddock & Company, North Vancouver
Aaron Oh
— Legal Counsel, Corporate, Charity & Tax, MasterCard Foundation, Toronto

Closing Remarks (3:50 – 4:00)

Michael BlatchfordNorton Rose Fulbright Canada LLP, Vancouver
Martha Rans
Barrister & Solicitor, Vancouver