1. P A C I F I C B U S I N E S S & L A W I N S T I T U T E
Charities and Non-Profit Organisations:
What You Need to Know NOW
February 23rd
, 2017 • UBC Robson Square • Vancouver, BC
Live Webinar also available!
Chaired by
Margaret H. Mason
Bull, Housser & Tupper LLP
Approved
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the
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Society
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for5.75
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entcredits

2. REGISTER
www.pb
Chair
Margaret H. Mason, Partner, Bull, Housser & Tupper LLP, Vancouver, BC.
Ms. Mason practises in the area of trust law with a particular emphasis on
advisingcharitableandtax-exemptorganizations.Sheassistsnot-for-profitand
charitable organizations with their creation, administration and registration
with the Canada Revenue Agency and has particular expertise with respect to entities
involved in environmental and health care matters. Ms. Mason advises such entities on
governanceissuesandregulatorycompliance.Shealsoadvisesdonorswithphilanthropic
planning. Ms. Mason lecturesextensivelyinher areaofpractice.She iswidely published
and was recognized as a leading lawyer in the areas of Corporate Governance Practice
and Trusts and Estates in the 2017 edition of Best Lawyers in Canada. She currently
serves on the Board of Directors of Imagine Canada and is an appointee of the Law
Society of BC to the Board of the BC Law Institute.
Faculty
Kate Bake-Paterson, Associate, DLA Piper (Canada) LLP, Vancouver, BC.
Kate Bake-Paterson practises in the area of corporate/commercial law with
a particular emphasis on advising charities and not-for-profit organizations.
She regularly assists both for-profit and not-for-profit organizations with a
wide variety of corporate and commercial issues, and has also developed specialized
knowledge of the additional legal and business issues faced by charities and other not-
for-profitorganizationsthatgobeyondthoseoffor-profitcompanies.Kateisamemberof
DLA Piper’s Wills, Estates & Trusts and Charities & Not-for-Profit Organizations practice
groups. She is also the Co-Chair of the Canadian Bar Association (BC Branch) Charities
& Not-for-Profit Organizations subsection, and a contributing editor of the “Planned
Giving” of CLE’s BC Estate Planning & Wealth Preservation publication.
Robert Brown, President, Catalyst Community Developments, Vancouver,
BC. Mr. Brown brings over 35 years of diverse real estate and life experience
including commercial real estate, market housing development, innovative
green building projects, non-profit development work, and hands on work
with community-based organizations. He trained in Scotland as a Chartered Surveyor,
starting in 1979. After participating in many aspects of real estate in the UK he came to
Vancouver in 1988. After eight years in commercial real estate brokerage Robert created
Chesterman Properties with the goal of undertaking market real estate developments
that are thoughtful, beautiful and inspiring. Also, between 2001 and 2008 Robert (with
a partner) operated reSource Rethinking Building, a green building consulting firm that
assistedmanylargedevelopments(anddevelopers)toachievesignificantimprovements
in building performance with a reduced impact on our environment. Since 2008,
Robert has also brought his real estate expertise to work with a variety of not-for-profit
organisations seeking to optimize their real estate assets to further their mission and
create significant community benefit. It was this work that spawned the idea for Catalyst.
Malcolm Burrows, Head, Philanthropic Advisory Services, Scotia Wealth
Management, Toronto, Ontario. With 26 years of charity experience, Mr.
Burrows is a nationally-known philanthropic advisor who works with private
clients. He is the founder of Aqueduct Foundation, a public foundation
with donor advised funds, which is operated by Scotia Wealth Management. He is an
educator and public policy volunteer through the Canadian Association of Gift Planners
and has served on CRA Charities Directorate’s technical issues working group. He is a
director of The Muttart Foundation (Edmonton) and governance advisor to Medécins
Sans Frontières (Doctors Without Borders) operational centre in Barcelona.
Liana Martin, Tsleil-Waututh First Nation Elected Council Member, North
Vancouver, BC. Liana Martin is currently serving her eighth term as a member
of the Tsleil-Waututh Elected Council. She is also currently a Board Member
of the Tsleil-Waututh Community Society. She currently sits on the Land-Use
Planning Committee of the Tsleil-Waututh First Nation, and she formerly sat on the
Comprehensive Community Planning Committee. Her current portfolio with the First
Nation includes the Public Works Department.
Hayley Maschek, Associate, KPMG Law LLP. Hayley Maschek practises in
affiliation with KPMG EnterpriseTM
in Vancouver. In that capacity, Hayley’s
practice focuses on working with charitable and not-for-profit clients, assisting
with tax compliance and planning, including maintenance of tax-exempt
status and structuring planned gifts. Hayley also works with privately owned businesses,
assisting clients with trust and estate planning and tax-efficient charitable gifting. Hayley
is a practising member of the Law Society of British Columbia. She is also a member
of the Canadian Tax Foundation and the Canadian Bar Association.
Robert W. Pakrul, Partner, Alexander Holburn Beaudin + Lang LLP. Robert
Pakrul is a member of Alexander Holburn’s Corporate / Commercial Practice,
with an emphasis on information and privacy, and governance. Mr. Pakrul
has significant experience of over 30 years working with both large and small
non-profit organizations and foundations in their creation, governance, regulatory
compliance and day-to-day operations. Mr. Pakrul participated in the working group
of the Canadian Bar Association which analyzed and made submissions on society law
reform in British Columbia over the past several years. Within the legal community,
he has received a distinguished peer rating for high professional achievement from
Martindale-Hubbell.
Charities and Non-Profit
Organisations: What You
Need to Know NOW
The non-profit legal regime in British Columbia
is changing. As of November 28, 2016, the new
BC Societies Act alters the ways non-profit are
governed and regulated. In order to effectively
meet the demands of this changing environment,
directors and officers must stay on top of best
governance practices and tools. This will have
a significant impact on not only the success of
the board, but on the success and survival of the
organisation. To assist you in learning how to carry
out your role effectively, this forum assembles
leaders in the field of non-profit governance to
examinetherolesandresponsibilitiesofnon-profit
directors and officers, to identify longstanding
challenges that continue to affect non-profits,
and discuss new opportunities and issues arising
in non-profit governance.
Key Issues to be Addressed:
• Best practices for transitioning to and
navigating the new Societies Act
• Drafting bylaws under the new non-profit
regime
• Donee qualifications and considerations for
First Nations
• Qualifying and maintaining status as a non-
profit under the Tax code
• Registering and administering non-profit
entities under the Tax code
• Implications of receiving unusual gifts
Who Should Attend?
•• Directors and officers of charities and non-
profit organisations
•• Lawyers, accountants, consultants and other
professionalsadvisingcharitiesandnon-profit
organisations
•• Management professionals involved in
charities and non-profit organisations

3. R TODAY!
bli.com
Charities and Non-Profit Organisations: What You Need to Know NOW
February 23rd
, 2017
12:15 Networking Lunch
1:15 Tales from the Crypt: An Unusual Gift
Malcolm Burrows
Scotia Wealth Management
• The real life experience of receiving a complex and
unusual gift
2:05 Questions and Discussion
2:15 Refreshment Adjournment
2:30 Expense Allocations and the T3010
Hayley Maschek
KPMG Law LLP
• Tips for preparing the T3010
• Guidance and best practices for allocating
administrative, fundraising and program
expenses
3:00 Questions and Discussion
3:10 Taxation and Non-Profit Entities
Robert Brown
Catalyst Community Developments
Margaret H. Mason
Bull, Housser & Tupper LLP
• What is required to qualify as a non-profit under the
Income Tax Act?
• Implications when an entity fails or ceases to meet
the requirements
• Structuring options to maintain tax exempt status
4:00 Questions and Discussion
4:10 Chair’s Closing Remarks
4:15 Conference Concludes
9:00 Welcome and Introduction by PBLI
9:05 Chair’s Welcome and Introduction
Margaret H. Mason
Bull, Housser & Tupper LLP
9:15 BC’s New Societies Act – Tips and Traps
of The Transition Process
Kate Bake-Paterson
DLA Piper (Canada) LLP
• Who needs to transition?
• When must the transition process be complete?
• What is required?
• Tips and traps for a successful transition
9:55 Questions and Discussion
10:05 Refreshment Adjournment
10:20 Bylaws under the New Act
Robert W. Pakrul
Alexander Holburn Beaudin + Lang LLP
• The model bylaws
• Previously unalterable provisions
• Drafting customized bylaws
• Amending the bylaws
11:10 Questions and Discussion
11:20 Qualified Donees: First Nation
Determinations
Liana Martin
Tsleil-Waututh First Nation
• The old system and the new formal
designation process
• Requirements to qualify
12:05 Questions and Discussion

4. / / / /
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Registration Form
Pacific Business & Law Institute
Unit 2 - 2246 Spruce Street
Vancouver, BC Canada V6H 2P3
Telephone: 604-730-2500; Fax: 604-730-5085
E-mail: registrations@pbli.com
Information
Materials: The faculty will prepare papers and/or other materials explaining many
of the points raised during this program. Materials will be available for pick-up
at the program. Please contact us at registrations@pbli.com if you are unable to
attend the program and wish to purchase a set of materials.
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Cancellations: Full refunds will be given for cancellations (less a $60.00
administration fee) if notice is received in writing five full business days prior
to the program (February 16th
, 2017). After that time we are unable to refund
registration fees. Substitutions will be permitted. We reserve the right to cancel,
change or revise the date, faculty, content, venue, or the availability of webinar
for this event.
Charities and Non-Profit Organisations:
What You Need to Know NOW
February 23rd
, 2017
UBC Robson Square • Vancouver, BC
 In person  Live webinar
Please indicate your areas of interest for future notifications (select all that apply):
 Wealth Management  Tax  NPO / Charities  Wills Estates & Trusts  Other
How did you hear about this program?
 Brochure  Email  Colleague  PBLI Website  Other
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to 5.75 hours of continuing professional development with the Law
Society of BC.
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2. Fax us: 604-730-5085 or toll free 866-730-5085
3. Mail your registration form with payment
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Registration: The registration fee is $770.00 plus GST of $38.50 totalling $808.50
covering your attendance at the program (in person or by live webinar), written
materials, a light breakfast, a networking lunch and refreshments throughout the day.
Early Bird Discount: Register by January 23rd
, 2017 and receive a $100 discount on
the registration fee ($670.00 plus GST).
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