ONLINE 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) |
| 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.
Territorial Acknowledgement
This event will be broadcast from 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.
Webinar/Teleconference
If you need assistance with the logistics of logging in to our meetings, please contact sections@cbabc.org.
Webinar instructions will be sent to your email that we have on file 24 hours prior to this meeting date. These instructions will indicate when and how you should log in.
If you have not received instructions by days end one day prior, please email sections@cbabc.org.
Disclaimer
Please ensure to sign-in with your full name at the meeting, to not do so will result in de-registration. CBABC requires this as a record to confirm your attendance for this meeting for your CPD reporting (if applicable).
