Strategy Institute 8th Annual The Foundation, Endowment & Not For Profit Investment Summit

The Strategy Institute’s Foundation, Endowment & Not For Profit Investment Summit is the 8th of its type and will be held in Toronto on January 18 and 19th, 2011.  I will be speaking there on Governance and Compliance Challenges for Foundations in 2011.

Governance and Compliance Challenges for Foundations in 2011
2011 is promising to be one of the busiest years for governance changes with new non-profit corporate acts both in Ontario and at the Federal level. Understand how these shifts may or may not affect your organization. Topics include:

•Federal and Ontario corporate law changes

•DQ changes and higher and more subjective expectations

•Fundraising rules

•Appropriate receipting

•Tax shelters and schemes - tax avoidance versus tax evasion

•Foundations dealing with non-qualified donees (“foreign grantmaking”) - praise or penalties

◦checklist of compliance concerns and red flags

For more information on the summit see http://foundationendowment.ca/