Although direct cash donations are still the most common form of philanthropic giving in Canada, having an understanding of the wide-range of other types of gifts that can be made to charity can bolster a fundraiser’s toolkit and maximize his or her fundraising success. In this presentation we will review the various non-traditional, donor-centric forms of giving (often unknown to donors and fundraisers alike) that have the ability to yield significant revenue for charities and allow donors to have an impact in ways that best suit them and that they never thought possible. Knowing what property can be gifted, when particular gifts should be made and how can help fundraisers steward a potential donor toward making a gift that best aligns with the donor’s intentions and the charity’s needs.

Learning Objectives:

  1. Gain awareness of all the possible types of gifts that can be made to charity;
  2. Think outside the box when looking at a particular donor’s situation and his or her ability to give;
  3. Understand the basics for when and how these “other” types of gifts can be made (timing, valuation, basic tax consequences, receipts);
  4. How to communicate with donors effectively and accurately about all the different ways to give.

Speakers
Nicole D'Aoust, MA, LL.B.

Associate

Miller Thomson LLP

Nicole is a bilingual lawyer practicing exclusively in charity and not-for-profit law.  Nicole advises clients on a wide range of topics that affect how their organizations operate both in Canada and internationally, including organizational and corporate structure, governance, charitable gifts and receipting, endowments, donor advised funds, compliance with tax and corporate law, and social finance issues. Nicole has completed CPA Canada's three-year In-Depth Tax Course for tax lawyers and accountants. She has also completed the Canadian Board Diversity Council's Corporate Governance Education Program for charities and not-for-profit organizations. Nicole lives and works in Toronto and enjoys giving back to the community by volunteering her time and through philanthropy.

Natasha Smith, LL.B.

Associate

Miller Thomson LLP

Natasha is a member of Miller Thomson’s Social Impact Group, with a practice dedicated to providing practical legal advice to charities and non-profits, exclusively.  Natasha assists these entities with a variety of matters including corporate governance and tax compliance.  Her practice focuses on helping her clients to determine the best structure for their organization and to navigate the complex regulatory environment in which they operate. Specifically, she provides advice on issues including incorporation and charitable registration, operating in foreign jurisdictions, structuring complex gift agreements, and general compliance under legislation governing the voluntary sector.