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