Master Class Series

Sponsored by:





Created for participants of all skill levels, Master Class sessions allow experts in a chosen field to delve deep into the topic. Informal, small classroom sessions will provide a combination of technical and practical information. All participants should come prepared to engage in a variety of activities (e.g. discussions, case studies and group projects) over a 2.5-hour session. 

Designed to challenge and be interactive, participants will ‘master’ core concepts by applying them to real-life, work-related situations.

The 2018 Master Class Series will feature the following:

Wednesday, April 11, 9:15-12:15 (includes 30 min. break) – session is full
Tax Smart Giving for Business Owners

This session explores the pros and cons of using the Immediate Financing Arrangement strategy for maximizing charitable bequests by business owners; as well as the added benefits of donation of securities in kind by a corporation; and the pros and cons of donating flow through limited partnerships owned by a corporation.
Ali Spinner CPA, CA, TEP, Crowe Soberman; Tina Tehranchian, The Donor Motivation Program

Thursday, April 12, 9:15-12:15 (includes 30 min. break)
Gift Planning for Small Shops
Gift Planning can be a BIG job – how do you get it done in a SMALL shop? Our two presenters have overcome that challenge and will walk you through the essentials, from getting Board buy in, figuring out and advocating for a reasonable budget, developing (or borrowing) expertise, and undertaking an inexpensive marketing plan. Come with your sleeves rolled up and expect discussion, stories, and examples of solutions that work!     
Jane Anema, Sarnia Community Foundation; Susan McLean CFRE, Strathroy-Middlesex Hospital Foundation

Friday, April 13, 9:15-12:15 (includes 30 min. break)
Bequest Management for Charities

Gift planning marketing and carefully built relationships eventually culminate in a gift from a donor’s estate. Such a gift imposes both rights and obligations upon a charity. This master class will cover legal fundamentals and practical considerations for the day-to-day reality of managing estate administration. We will focus on best practices, and tips and techniques to honour the legacy of the donor while maintaining your charity’s integrity as a fiduciary beneficiary.
Jill Nelson CFRE, The Princess Margaret Cancer Foundation; Jasmine Sweatman J.D., LL.M., TEP, C.S., EPC, CPCA, Sweatman Law Professional Corporation

Please note that the Master Classes have limited space and they will fill up so register early!