Webcast description

Recent changes in legislation have produced unparalleled opportunities for charities in Canada. In broad terms, these changes have been designed to do two things: increase the contributions to charity, and decrease the administrative burden for the 75,000+ charities that do not have sophisticated systems for administration.  

While time will tell on the effect of the latest changes (March 4, 2010), it is safe to say that ALL charities need to review their administrative procedures to take full advantage of the opportunities and avoid the pitfalls both today and tomorrow. 

This webcast will explore the more significant changes, opportunities, challenges, pitfalls, and how financial professionals will be called upon to "right the ship" as we sail into 2011 and beyond! 

This webcast will assist you to

• identify key opportunities and design policy and procedures to best enable the charity to benefit
• identify the potential threats (pitfalls) to the charity and be better prepared to deal with them
• ensure that the organization's tax receipting and gift acceptance guidelines are current and correct
• be better able to guide the organization's strategic planning process

Presentation outline

• Introduction
• Identify the key players/participants in the sector (advisors, charities, donors, governments)
• Identify the significant rule changes of the past decade
• Discuss the intended purpose of the changes
• The Charitable Sector Today
• Overview of the three types of charities and how they typically operate
• Discuss the key opportunities and threats to each under the new rules
• Predict the future of each type of charity
• The New Frontier
• Detailed discussion of the new available opportunities, challenges, and associated risks
• Discuss the increased role of the accountant in the new frontier

System requirements

Internet Explorer 6 or later is required to view and hear the webcast. In order to access this webcast presentation, please test your system on the computer you will be using for the webcast. Be sure to click on "OK - Play Test" under Status in order to see and hear the video playing.
 
                   A screen shot of the "test your system" tool

If you require further information, go to our Help page or send an e-mail to PD Net Comments.  

DeWayne Osborn, CGA, is the General Manager, Compliance Officer, and in-house expert on charitable and planned giving at Lawton Partners. He joined the firm in 2000.

DeWayne received the 2003 Certified General Accountants Association of Manitoba Sharing Expertise Award. The Association cited his ongoing dedication to numerous charities, as well as his leadership in furthering greater awareness and acceptance of planned giving as examples of how he has significantly advanced the social and economic life of the community.

As a Certified Financial Planner and Certified General Accountant with more than a decade of experience serving in senior positions of not-for-profit organizations, DeWayne has become one of Canada's leading authorities on planned giving. He is a much-sought-after speaker, consultant, and advisor on the complexities and tremendous financial and philanthropic benefits that can be achieved by applying tax-effective strategies for gifting real property, cash, securities, life insurance products, wills, and bequests.