ONLINE MEETING: Donor-Advised Funds - Life and Death
This meeting is being hosted by the Charities and Not-for-Profit Law Section.
| Speaker(s): |
Kate Bake-Paterson, Associate Counsel at DLA Piper
Liz Moxham, Legal Counsel UBC office of the University Counsel |
| Time: |
Thursday, May 20, 2021, 10:00am - 11:30am (PT) |
| CPD Hours: |
1.00 hour |
Synopsis
You likely have all heard of Donor Advised Funds (DAFs), but do you understand the legal implications of creating a DAF and how a DAF can be incorporated into a donor’s planned giving? In this session, we will work through a DAF case study following the life and death of a donor, beginning with a donor wanting to establish a DAF as a planned giving vehicle through to her death (and beyond). Of interest to charities and professional advisors alike, we will discuss issues such as:
- what a DAF is, at law;
- the implications of creating a DAF both for the donor and for the charity that might otherwise have been receiving direct gifts from the donor;
- how donors and charities work with DAFs;
- what happens upon the death of a donor, among others.
Territorial Acknowledgement
This event will be broadcast from the traditional and unceded territory of the Coast Salish peoples, including Tsleil-Waututh, Squamish and Musqueam First Nations. We encourage members to explore the rich history and knowledge of Indigenous people, and to continue learning about their experience in Canada past and present.
Webinar/Teleconference
Sections will solely be hosting webinar meetings until further notice. If you need assistance with the logistics of logging in to our meetings, please contact sections@cbabc.org.
Webinar instructions will be sent to your email that we have on file 24 hours prior to this meeting date. These instructions will indicate when and how you should log in.
If you have not received instructions by days end one day prior, please email sections@cbabc.org.
Disclaimer
Please ensure to sign-in with your full name at the meeting will result in de-registration. CBABC requires this as a record to confirm your attendance for this meeting for your CPD reporting (if applicable).
