Articles & Cases

Planned Giving in a Global World by Mark Blumberg to the CAGP Annual Conference April 2008

April 27, 2008

Here is a copy of Planned Giving in a Global World, my presentation at the CAGP national convention about “Planned Giving in a Global World”. The description of the presentation was "In this session, we will discuss basic information that a planned giving officer needs to know to allow for planned gifts in support of charitable activities outside of Canada. Topics will include the legal requirements and restrictions for Canadian charities operating abroad; examples of charities losing their status for non-compliance with CRA requirements; different organizational models for charities operating abroad; common mistakes and concerns with charities operating outside of Canada; and an overview of recent developments and flexibility in charities operating abroad."