IN-PERSON MEETING: Restricted Gifts: Making Encroachments and Managing Donor Expectations
This meeting is being hosted by the Charities and Not-For-Profit Law Section in joint with the Canadian Association of Gift Planners.
| Speakers: |
Bryan Millman, Partner, Miller Thomson LLP
Liz Moxham, Legal Counsel, University of British Columbia |
| Time: |
Thursday, February 13, 2025, 4:00pm - 5:30pm (PT) |
| Location: |
Miller Thomson LLP (Cypress Boardroom), Suite 2200, 700 West Georgia Street, Vancouver BC, V7Y 1K8 |
| CPD Hours: |
1.50 hour |
Synopsis
Gifts are a vital source of funding for charities of all sizes. While some gifts are given without conditions or limitations, many come with restrictions on how or when they may be used. Bryan Millman and Liz Moxham explore the unique challenges associated with restricted gifts, including reasons for accessing restricted funds, considerations for re-purposing an otherwise restricted gift or encroaching on capital, and best practices for planning restricted gifts.
This valuable opportunity is a chance to deepen your understanding of restricted gifts, expand your network, and further your professional development. We look forward to seeing you in person or online!
Speaker Bios
Bryan Millman is a partner at Miller Thomson LLP, where he provides practical legal advice to registered charities, not-for-profit organizations, and other tax-exempt entities on regulatory compliance and gift planning.
Liz Moxham is legal counsel at the Office of the University Counsel at The University of British Columbia, where she primarily focuses on supporting the Development and Alumni Engagement portfolio (fundraising). Previously, Liz spent 17 years working with the charitable sector.
PARTICIPANT ACKNOWLEDGEMENT - COVID-19 HEALTH & SAFETY
By registering for the in-person option, registrants agree to follow and adhere to the health and safety protocols of the venue to reduce the risks of exposure to and transmission of COVID-19 and agree to cancel your attendance if you are experiencing any COVID-19 symptoms. If you test positive for COVID-19, you may transfer your registration to the virtual option.
Territorial Acknowledgement
This event takes place on the traditional and unceded territory of the Coast Salish peoples, including Tsleil-Waututh, Squamish and Musqueam First Nations. We encourage members to explore the rich history and knowledge of Indigenous people, and to continue learning about their experience in Canada past and present.
Accessibility & Inclusiveness
The CBABC provides access to Section activities for all members. The facilities for this meeting may be wheelchair accessible. For information about accessible parking or to communicate your request for other accommodation you require, please contact CBABC Sections at sections@cbabc.org.
We also welcome your suggestions for enhancing the inclusiveness of our activities.
By attending this in-person Section event, attendees agree to follow the health and safety protocols of the venue to reduce the risks of exposure to and transmission of COVID-19 and confirm that they are not experiencing any COVID-19 symptoms on the day of the event.
Webinar/Teleconference (if applicable)
Sections host webinars from Internet-capable venues depending on the resources and technology available at the venue.
Disclaimer
Please ensure to sign-in at the meeting; failure to sign-in will result in de-registration. CBABC requires this as a record to confirm your attendance for this meeting for your CPD reporting (if applicable).
