Workshops

All of these workshops are interactive, and geared for the average volunteer board member or staff person. Each participant receives a package including the slide show and relevant reference material. Sessions can be held for a single organization of 5 or 6 people, or for large groups of 100 or more with diverse interests. Each workshop can be tailored to fit different needs, circumstances and jurisdictions. Workshops vary in length from as short as 1 hour to as long as 3 hours. Topics can be combined for a full day of education.

 

Topics:

  1. The Legal Fundamentals of Serving as a Non-profit Director

This workshop examines the legal duties of directors, potential liabilities and ways to manage the risks. It includes a helpful checklist for directors to refer to as part of their due diligence.

  1. Incorporating, Registering and Maintaining a Charity

This session provides all the basics needed to go from a good idea to a functioning charity.

  1. Advocacy or “political activity” by Charities – what’s safe and what’s not

This workshop can be as short as an hour or as long as three hours, with some small group exercises added.

  1. Community Economic Development by Charities

This workshop examines the relevant CRA administrative policy in some detail.

  1. How Canadian Charities Can Work Internationally

This workshop examines the practices that will help keep charities working overseas out of trouble, and it flags the potential pitfalls.

  1. Planned Giving – Strategies for Charities

This session introduces charities to the various ways donors can makes gifts to them, and provides advice on designing a planned giving campaign to meet their needs.

  1. Giving – an Introduction for Donors

This session is intended for potential donors. It explains the tax consequences of gifts to charities and options for leaving a legacy.

  1. What is “Charity” in Canada?

This workshop starts with the Statute of Elizabeth, 1601, and moves quickly to present day Canada to identify what is and what is not “charity” in Canada. It also looks at the new definition of charity in the UK.

  1. Charity or non-profit – What’s the difference?

There is quite a bit of confusion on this topic, and this short session brings clarity.

10. Serving as a Director of a Co-op - The Legal Basics

This workshop is designed for new Directors, or as a refresher for experienced directors. 

Other topics relating to charities, non-profits and co-ops can be addressed on request. Please contact me to discuss how I can help your organization.

Here is some of the participant feedback from a workshop in Kentville, Nova Scotia in March, 2008: