Planned Giving Instruments: The Great Circle Route

Introduction Charities in Canada are very interested in developing successful planned giving programs. They see their American counterparts raising millions of dollars in such programs and covet their success. When they quickly learn that for technical tax reasons the charitable lead trust and the unitrust cannot be brought across the border, they concentrate on the…

Duties and Responsibilities of Directors

Most people accept a position as director on the board of a charity on the basis of their commitment to the charitable endeavour, usually with scant regard for the legal responsibilities of such a position. Yet, while directors may focus their attenĀ­tion on the altruistic promotion of charitable activities, they also have definite legal responsibilities…