This professional development seminar is jointly hosted by Canadian Association of Gift Planners, Greater Vancouver Chapter, and The Canadian Bar Association (British Columbia Branch), Charities and Not-for-profit Law Section.
Gifts are a vital source of funding for charities of all sizes. While some gifts are given without conditions or limitations, many come with restrictions on how or when they may be used. This seminar will explore the unique challenges associated with restricted gifts, including reasons for accessing restricted funds, considerations for repurposing an otherwise restricted gift or encroaching on capital, and best practices for planning restricted gifts.
This is a valuable opportunity to deepen your understanding of restricted gifts, expand your network, and further your professional development!
For information on the availability of bursaries to cover the cost of attendance, please email Carla Banfield (carla.banfield@ubc.ca).
Bryan Millman is a partner at Miller Thomson LLP, a national full-service law firm with approximately 500 lawyers across five Canadian provinces. Bryan’s practice is aimed at providing practical legal advice to the tax-exempt sector. Registered charities, not-for-profit organizations, professional bodies, and other tax-exempt entities rely on Bryan’s advice to fulfill their respective missions.
Bryan assists his clients on a wide variety of matters, including charitable registration, governance, corporate structuring and restructuring, corporate enterprise, regulatory compliance, fundraising, and tax. In addition, Bryan counsels donors on philanthropic planning by advising on the implementation of charitable gifts.
Bryan’s many accolades include being named the 2025 Lawyer of the Year for Charities and Non-Profit Law by Best Lawyers Canada.
Liz Moxham (B.Comm, LLB, LLM, CFRE) is legal counsel at the Office of the University Counsel at The University of British Columbia and primarily focuses on supporting the Development and Alumni Engagement portfolio (fundraising). Prior to joining the Office of the University Counsel, Liz spent 17 years working with the charitable sector. During this time, Liz first assisted the Price Waterhouse Coopers Tax Group with charitable giving-related matters, then acted as the Senior Philanthropy Officer in Gift and Estate Planning at BC Children’s Hospital Foundation, and then acted as Manager of Development in the Faculty of Medicine at The University of British Columbia.
Liz is the secretary of The Canadian Bar Association Charities and Not-for-profit Law Section and a member of Canadian Association of Gift Planners and its Government Relations Committee.
Event Sponsor: Miller Thomson LLP
*Please note this event has been approved for 1 CFRE credit*
