P A C I F I C B U S I N E S S & L A W I N S T I T U T E

Charities and Non-Profit Organisations: What You Need to Know NOW

February 23rd, 2017 • UBC Robson Square • Vancouver, BC

Live Webinar also available!

Chaired by

Margaret H. MasonBull, Housser & Tupper LLP

Approved by

the Law Society of BC

for 5.75 hours of

professional development credits

REGISTER TODAY!

www.pbli.comChair

Margaret H. Mason, Partner, Bull, Housser & Tupper LLP, Vancouver, BC. Ms. Mason practises in the area of trust law with a particular emphasis on advising charitable and tax-exempt organizations. She assists not-for-profit and charitable organizations with their creation, administration and registration

with the Canada Revenue Agency and has particular expertise with respect to entities involved in environmental and health care matters. Ms. Mason advises such entities on governance issues and regulatory compliance. She also advises donors with philanthropic planning. Ms. Mason lectures extensively in her area of practice. She is widely published and was recognized as a leading lawyer in the areas of Corporate Governance Practice and Trusts and Estates in the 2017 edition of Best Lawyers in Canada. She currently serves on the Board of Directors of Imagine Canada and is an appointee of the Law Society of BC to the Board of the BC Law Institute.

FacultyKate Bake-Paterson, Associate, DLA Piper (Canada) LLP, Vancouver, BC. Kate Bake-Paterson practises in the area of corporate/commercial law with a particular emphasis on advising charities and not-for-profit organizations. She regularly assists both for-profit and not-for-profit organizations with a

wide variety of corporate and commercial issues, and has also developed specialized knowledge of the additional legal and business issues faced by charities and other not-for-profit organizations that go beyond those of for-profit companies. Kate is a member of DLA Piper’s Wills, Estates & Trusts and Charities & Not-for-Profit Organizations practice groups. She is also the Co-Chair of the Canadian Bar Association (BC Branch) Charities & Not-for-Profit Organizations subsection, and a contributing editor of the “Planned Giving” of CLE’s BC Estate Planning & Wealth Preservation publication.

Robert Brown, President, Catalyst Community Developments, Vancouver, BC. Mr. Brown brings over 35 years of diverse real estate and life experience including commercial real estate, market housing development, innovative green building projects, non-profit development work, and hands on work

with community-based organizations. He trained in Scotland as a Chartered Surveyor, starting in 1979. After participating in many aspects of real estate in the UK he came to Vancouver in 1988. After eight years in commercial real estate brokerage Robert created Chesterman Properties with the goal of undertaking market real estate developments that are thoughtful, beautiful and inspiring. Also, between 2001 and 2008 Robert (with a partner) operated reSource Rethinking Building, a green building consulting firm that assisted many large developments (and developers) to achieve significant improvements in building performance with a reduced impact on our environment. Since 2008, Robert has also brought his real estate expertise to work with a variety of not-for-profit organisations seeking to optimize their real estate assets to further their mission and create significant community benefit. It was this work that spawned the idea for Catalyst.

Malcolm Burrows, Head, Philanthropic Advisory Services, Scotia Wealth Management, Toronto, Ontario. With 26 years of charity experience, Mr. Burrows is a nationally-known philanthropic advisor who works with private clients. He is the founder of Aqueduct Foundation, a public foundation

with donor advised funds, which is operated by Scotia Wealth Management. He is an educator and public policy volunteer through the Canadian Association of Gift Planners and has served on CRA Charities Directorate’s technical issues working group. He is a director of The Muttart Foundation (Edmonton) and governance advisor to Medécins Sans Frontières (Doctors Without Borders) operational centre in Barcelona.

Liana Martin, Tsleil-Waututh First Nation Elected Council Member, North Vancouver, BC. Liana Martin is currently serving her eighth term as a member of the Tsleil-Waututh Elected Council. She is also currently a Board Member of the Tsleil-Waututh Community Society. She currently sits on the Land-Use

Planning Committee of the Tsleil-Waututh First Nation, and she formerly sat on the Comprehensive Community Planning Committee. Her current portfolio with the First Nation includes the Public Works Department.

Hayley Maschek, Associate, KPMG Law LLP. Hayley Maschek practises in affiliation with KPMG EnterpriseTM in Vancouver. In that capacity, Hayley’s practice focuses on working with charitable and not-for-profit clients, assisting with tax compliance and planning, including maintenance of tax-exempt

status and structuring planned gifts. Hayley also works with privately owned businesses, assisting clients with trust and estate planning and tax-efficient charitable gifting. Hayley is a practising member of the Law Society of British Columbia. She is also a member of the Canadian Tax Foundation and the Canadian Bar Association.

Robert W. Pakrul, Partner, Alexander Holburn Beaudin + Lang LLP. Robert Pakrul is a member of Alexander Holburn’s Corporate / Commercial Practice, with an emphasis on information and privacy, and governance. Mr. Pakrul has significant experience of over 30 years working with both large and small

non-profit organizations and foundations in their creation, governance, regulatory compliance and day-to-day operations. Mr. Pakrul participated in the working group of the Canadian Bar Association which analyzed and made submissions on society law reform in British Columbia over the past several years. Within the legal community, he has received a distinguished peer rating for high professional achievement from Martindale-Hubbell.

Charities and Non-Profit Organisations: What You

Need to Know NOW

The non-profit legal regime in British Columbia is changing. As of November 28, 2016, the new BC Societies Act alters the ways non-profit are governed and regulated. In order to effectively meet the demands of this changing environment, directors and officers must stay on top of best governance practices and tools. This will have a significant impact on not only the success of the board, but on the success and survival of the organisation. To assist you in learning how to carry out your role effectively, this forum assembles leaders in the field of non-profit governance to examine the roles and responsibilities of non-profit directors and officers, to identify longstanding challenges that continue to affect non-profits, and discuss new opportunities and issues arising in non-profit governance.

Key Issues to be Addressed:

• Best practices for transitioning to and navigating the new Societies Act

• Drafting bylaws under the new non-profit regime

• Donee qualifications and considerations for First Nations

• Qualifying and maintaining status as a non-profit under the Tax code

• Registering and administering non-profit entities under the Tax code

• Implications of receiving unusual gifts

Who Should Attend?

• Directors and officers of charities and non-profit organisations

• Lawyers, accountants, consultants and other professionals advising charities and non-profit organisations

• Management professionals involved in charities and non-profit organisations

REGISTER TODAY!

www.pbli.com

Charities and Non-Profit Organisations: What You Need to Know NOW

February 23rd, 2017

12:15 Networking Lunch

1:15 Tales from the Crypt: An Unusual Gift

Malcolm BurrowsScotia Wealth Management

• The real life experience of receiving a complex and unusual gift

2:05 Questions and Discussion

2:15 Refreshment Adjournment

2:30 Expense Allocations and the T3010

Hayley MaschekKPMG Law LLP

• Tips for preparing the T3010• Guidance and best practices for allocating

administrative, fundraising and program expenses

3:00 Questions and Discussion

3:10 Taxation and Non-Profit Entities

Robert BrownCatalyst Community DevelopmentsMargaret H. MasonBull, Housser & Tupper LLP

• What is required to qualify as a non-profit under the Income Tax Act?

• Implications when an entity fails or ceases to meet the requirements

• Structuring options to maintain tax exempt status

4:00 Questions and Discussion

4:10 Chair’s Closing Remarks

4:15 Conference Concludes

9:00 Welcome and Introduction by PBLI

9:05 Chair’s Welcome and Introduction

Margaret H. MasonBull, Housser & Tupper LLP

9:15 BC’s New Societies Act – Tips and Traps of The Transition Process

Kate Bake-PatersonDLA Piper (Canada) LLP

• Who needs to transition?• When must the transition process be complete?• What is required?• Tips and traps for a successful transition

9:55 Questions and Discussion

10:05 Refreshment Adjournment

10:20 Bylaws under the New Act

Robert W. PakrulAlexander Holburn Beaudin + Lang LLP

• The model bylaws• Previously unalterable provisions• Drafting customized bylaws• Amending the bylaws

11:10 Questions and Discussion

11:20 Qualified Donees: First Nation Determinations

Liana MartinTsleil-Waututh First Nation

• The old system and the new formal designation process

• Requirements to qualify

12:05 Questions and Discussion

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Please recycle

Registration FormPacific Business & Law InstituteUnit 2 - 2246 Spruce Street Vancouver, BC Canada V6H 2P3 Telephone: 604-730-2500; Fax: 604-730-5085 E-mail: registrations@pbli.com

InformationMaterials: The faculty will prepare papers and/or other materials explaining many of the points raised during this program. Materials will be available for pick-up at the program. Please contact us at registrations@pbli.com if you are unable to attend the program and wish to purchase a set of materials.

Your Privacy: We will keep all information that you provide to us in strict confidence, other than to prepare a delegate list containing your name, title, firm and city for our faculty and the program delegates. We do not share our mailing lists with any non-affiliated organization.

Cancellations: Full refunds will be given for cancellations (less a $60.00 administration fee) if notice is received in writing five full business days prior to the program (February 16th, 2017). After that time we are unable to refund registration fees. Substitutions will be permitted. We reserve the right to cancel, change or revise the date, faculty, content, venue, or the availability of webinar for this event.

Charities and Non-Profit Organisations:What You Need to Know NOW

February 23rd, 2017UBC Robson Square • Vancouver, BC

In person Live webinar

Please indicate your areas of interest for future notifications (select all that apply):

Wealth Management Tax NPO / Charities Wills Estates & Trusts Other

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Course Accreditation: Attendance at this course can be listed for up to 5.75 hours of continuing professional development with the Law Society of BC.

Four Ways to Register: 1. Telephone us: 604-730-2500 or toll free 877-730-25552. Fax us: 604-730-5085 or toll free 866-730-50853. Mail your registration form with payment 4. Register at www.pbli.com/1325

Registration: The registration fee is $770.00 plus GST of $38.50 totalling $808.50 covering your attendance at the program (in person or by live webinar), written materials, a light breakfast, a networking lunch and refreshments throughout the day.

Early Bird Discount: Register by January 23rd, 2017 and receive a $100 discount on the registration fee ($670.00 plus GST).

Group Discount: Register four persons from the same organization at the same time and you are entitled to a complimentary fifth registration. Early Bird and Group Discount cannot be combined.

Payment: You may pay by VISA, MasterCard or cheque. Cheques should be made payable to the Pacific Business & Law Institute. Registration fees must be paid prior to the program.

When and Where: Check-in begins at 8:30 a.m. The program starts at 9:00 a.m. UBC Robson Square is located at the basement level of 800 Robson Street in Vancouver, BC. Please visit http://robsonsquare.ubc.ca/find-us/ for directions.

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