Encouraging Bequests While Avoiding Legal and Ethical Issues

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Published under Ethical Issues and Canadian Charities | Planned Giving for Canadians

I recently delivered a presentation to a number of international development charities in Ottawa entitled “Encouraging Bequests While Avoiding Legal and Ethical Issues”.  It covered issues such as the CRA Fundraising Policy and its effect on planned giving and bequests, 15 steps to create a basic planned giving program with or without money, 18 legal concerns with bequests to avoid, and 6 ethical issues with bequests and planned giving to be aware of.  A copy of the presentation is in PDF here.

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  • Blumbergs If you require legal advice with respect to Canadian or Ontario non-profits or charities please contact Mark Blumberg
    .(JavaScript must be enabled to view this email address)
    416-361-1982 x237
    www.canadiancharitylaw.ca