Agenda - November 14th, 2019


Welcome and Introduction by PBLI


Chair's Welcome and Introduction


Margaret H. Mason, Q.C.

Norton Rose Fulbright Canada LLP



Charities and NPOs Tax 101


Cathie Brayley

Miller Thomson LLP


  • Issues for charities vs. non-profit organizations
  • Staying within your tax exemption
  • Revenue generation - what is allowed?



Questions and Discussion


Refreshment Adjournment


Caselaw Update


Bryan Millman

Norton Rose Fulbright Canada LLP


  • Recent court decisions, including Doukhobor
  • The impact of recent caselaw on your charity or NPO



Questions and Discussion


E-Filing for Charities and How to Avoid Common T3010 Filing Mistakes


Hayley Maschek



  • The Charities IT Modernization Project ("CHAMP")
  • Getting your organization set up with the new e-filing system
  • Using the system: submitting T2050s and filing T3010s
  • Tips to help your organization avoid common mistakes when filing the T3010 return



Questions and Discussion


Networking Lunch


Creating an Effective Board


Maria Turnbull

Vantage Point


  • Creating the right structure or your board
  • Fostering a healthy board culture
  • Finding and keeping the right board members
  • Implementing board practices and procedures that make meetings productive



Questions and Discussion


Structuring for Mixed-Use Projects

Margaret H. Mason, Q.C.

Norton Rose Fulbright Canada LLP


  • Redevelopment and getting into the quagmire of affordable housing
  • Mixing charitable and non-charitable uses while staying within your tax exemption
  • Creating structures to develop affordable housing



Questions and Discussion


Refreshment Adjournment

   3:05 Panel on New Journalism Tax Incentives - RJOs andd QCJOs

Jeannette Ageson

The Tyee


Linda Solomon Wood

National Observer


  • What qualified donee status means to news organizations
  • Registering for and maintaining RJO status
  • Other new measures: the refundable labour tax credit for news organizations and the non-refundable tax credit for subscriptions to Canadian digital news


   3:50 Questions and Discussion
   4:00 Investing in Governance

Cathy Barr

Imagine Canada


  • Imagine Canada's Standards Program
  • Creating a governance baseline for charities and non-profit organizations
  • The peer review process
  • The Standards Program Trustmark


   4:45 Questions and Discussion
   4:55 Chair's Closing Remarks 
   5:00 Program Concludes