Planned Giving for Canadians: A Guide to Instituting and Managing a Successful Planned Giving Programme By Frank Minton and Lorna Somers Published by Somersmith, Waterdown, Ontario LOR 2HO REVIEWED BY GEOFFREY J.R. DYER Tory Tory DesLauriers & Binnington, Barristers and Solicitors, Toronto This work is a valuable addition to philanthropic literature in Canada. The co-authors…
Contents: Volume 13, Issue 1 (1995)
This paper is an expansion of “Charitable Foundations and the Law: The Directors’ Responsibilities and Liabilities”, a presentation to the Community Foundations of Canada 1994 Conference, May 19-22, 1994, Vancouver. I. Introduction A. Overview Outside the realm of the law of charities there are significant differences between the responsibilities placed upon trustees and those placed upon…
Introduction On Monday, November 29, 1993, Child Find Alberta launched a $1 million lawsuit against its professional, independently contracted fund raiser, alleging misappropriation of funds. 1 The fund raiser had conducted a door-to-door Christmas-card sales campaign for Child Find Alberta to raise money to search for missing or abducted children. The money raised was placed…
Ethical Investing In (1993), 11 Philanthrop. No. 4, I reported on Harris and Others v. The Church Commissioners, an English case dealing with “ethical investing” by charitable trustees. Those interested in that subject should read the Manitoba Law Reform Commission’s Report No. 79 of 1993, Ethical Investments By Trustees. Ethical investing generally means refusing to…
Managers of investment portfolios have a choice of numerous investment styles. A manager’s style could be “top down”, in which case he or she would analyze macroeconomic factors to determine the best investment sectors to be in at any one time. Or, a manager could utilize a “bottom up” investment strategy, emphasizing value in individual…
We start the new volume with a survey of the duties and liabilities of directors of charities. The authors focusses on British Columbia law, but much of what he says applies across the country. The Philanthropist has covered several of his topics in depth, but we have not surveyed the field in some years. One…