Charitable Giving

Total 81 Posts

Complaining about a charity

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Charity regulators all have processes for members of the public to make complaints about the charities.  These processes reveal as much about the regulator and the underlying laws as they do about charity malfeasance.  Charities are generally good actors, but they do sometimes have lapses or get caught in internal, community, or national politics.  In a few cases, you have “wolf in sheep’s clothing” charities, which whistle blowing mechanisms are….

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Charitable Giving, Philanthropy/Charitable Giving

Giving Tuesday

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This past weekend was the American Thanksgiving.  Black Friday sales and shopping and ‘savings’ ( an oxymoron, no?) advertisements were everywhere. Fortunately there is penance to be had with GivingTuesday, which is  tomorrow.  I can dissuade any guilt by giving to those less fortunate.   According to givingtuesday.ca, this is “a global movement for giving and volunteering, taking place each year after Black Friday.  The ‘Opening day of the giving season,’….

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Charitable Giving

Campaign Donors Permitted to Advance Trust Claim

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GoFundMe is arguably the most recognized crowd funding platform used by many who seek to raise funds from the public domain to support a defined goal. Legal issues have been raised surrounding the funds donated through platforms such as GoFundMe, particularly when the funds are used for something other than its intended purpose. This issue is at the heart of Maghdoori v. Sanjari, 2022 ONSC 4624 (CanLII) (“Maghdoori”), an application….

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Charitable Giving, Estate Donations, Philanthropy/Charitable Giving, Trusts

Life Interest or Licence to Use?

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A person’s house is often their most valuable assets – both monetarily and emotionally. As a result, testators tend to put a lot of thought into who, and how, they wish to leave their house. However, as is always the case, best laid plans often go awry. One example of this, explored in the 2022 Court of Appeal of Ontario decision Barsoski Estate v Wesley, is when it is unclear whether the will gifts someone with a life interest in the house or a licence to use the property…..

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Charitable Giving, Contested wills, Estate Administration, Estate Litigation, Estate Planning, Interest, Philanthropy/Charitable Giving, Property, Real Estate, Succession Planning, Wills

Seven Faces of Philanthropy

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  The Seven Faces of Philanthropy: A New Approach to Cultivating Major Donors is an iconic American fundraising book published in 1994.  In it authors Russ Allen Prince and Karen Maru File neatly categorize charitable profiles.  While written for a fundraising audience, the book is a helpful reminder that charitable motivations are diverse.  There is not a single way that donors approach philanthropy. The book focuses on lifetime “major gifts”….

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Charitable Giving, Philanthropy/Charitable Giving

“To give or not to Give?” is only the first part of the question – as important is “How”?

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Charitable giving is often an important goal of a client’s planning.  As the title of this blog suggests, there are many ways to achieve this objective. What follows is a general overview of on of the options available for charitable giving- namely the establishment of a private foundation- and addresses some of the practical implications of same. Purposes and Categories A private foundation usually operates as a funder, i.e., it….

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Charitable Giving, Estate Planning
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