Planned Giving in a Global World - CAGP Annual Conference April 2008

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Published under Canadian Charity Law | Ethical Issues and Canadian Charities | Canadian Charities Operating Abroad | Planned Giving for Canadians

Planned Giving in a Global World is my presentation at the CAGP national convention about Planned Giving by Canadian charities for projects outside of Canada. The description of the presentation was “In this session, we will discuss basic information that a planned giving officer needs to know to allow for planned gifts in support of charitable activities outside of Canada. Topics will include the legal requirements and restrictions for Canadian charities operating abroad; examples of charities losing their status for non-compliance with CRA requirements; different organizational models for charities operating abroad; common mistakes and concerns with charities operating outside of Canada; and an overview of recent developments and flexibility in charities operating abroad.”


GlobalPhilanthropy.ca was created by Mark Blumberg, a lawyer at Blumberg Segal LLP in Toronto, Ontario.  If you have legal questions about non-profit organizations or charities in Canada he can be contacted at .(JavaScript must be enabled to view this email address) or at 416-361-1982 x. 237. To find out more about legal services that Blumbergs provides to Canadian charities and non-profits please visit the Blumbergs’ Non-Profit and Charities page at http://www.blumbergs.ca/non_profit.php or http://www.globalphilanthropy.ca

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  • Blumbergs If you require legal advice with respect to Canadian or Ontario non-profits or charities please contact Mark Blumberg
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