I am looking forward to presenting to the CAGP Advanced Canadian Gift Planning Symposium on international philanthropy in Ottawa on October 17, 2018. Robert Kleinman, Executive Vice-President of The Jewish Community Foundation of Montreal, and myself will present on “Charity Performed Abroad – practical tips and minefields”.
Here is a blurb from CAGP on the CAGP Advanced Canadian Gift Planning Symposium:
Don't miss your chance to attend one of CAGP's signature programs in Ottawa, ON!
Dates: October 17-18, 2018
Location: Carleton University
Registration closes October 1, 2018
This two-day symposium is intended to provide learning and dialogue on current tax, legislative and philanthropic issues related to charitable giving. It is designed for professionals who have a good understanding of individual and corporate taxation, trusts, and the use of financial planning strategies with high net worth donors / clients.
Highlights of this year’s Advanced Symposium include:
Charity performed abroad – Practical Tips and Minefields (Robert Kleinman and Mark Blumberg)
Special Senate Committee on the Charitable Sector – An interactive conversation with the Committee's Deputy Chair about some of the issues currently before the Committee (The Honourable Ratna Omidvar)
The Graduated Rate Estate and Testamentary charitable gifting – Focus on the new rules around testamentary charitable giving (M. Elena Hoffstein)
Gifts Involving Insurance – Session sponsored by Cardinal Capital Management, Inc. – Problems with extended benefits and promises made to donors (Brenda McEachern)
What’s wrong with endowments today? – A more practical approach to endowment funding, especially for faculty positions in a university setting (Doug Puffer)
How Public Policy fits Philanthropy -Self-regulation has become much more important due to various scandals and changing policy (Susan Phillips)
Donor Advised Funds Project – Where the results of the first Canadian comprehensive report on Donor Advised Funds will be shared (Keith Sjorgren, Katherine Dalziel and Karen Hudson)
Out-of-the-Box Gifts – These include gifts of private company shares, private REITS, and gifts involving potential private benefit and recognition (Jo-Anne Ryan and Troy McEachren)
The Perfected Gift: it may not be what you think! (John Poyser)