“The Essentials of Charitable Planned Gifting” Webinar Series

Learn about the essentials of charitable planned gifting in a two-part webinar series with Kevin Wark and Ryma Nasrallah. They will provide an overview of the charitable sector in Canada, the key tax rules governing charitable donations while alive and upon death, and a more detailed discussion of charitable gifting strategies (including the use of life insurance) for high-net-worth individuals and small business owners.

This webinar series:

  • Will take place in two live, two-hour sessions on November 25 and December 2 from 1:00 pm ET to 3:00 pm ET
  • Is open to CALU members and guests (non-members)
  • Is eligible for up to 4 CE credits from up to nine accrediting bodies (view list)
  • Will be available for on demand viewing and CE credits following each live event

A companion guide “The Essential Canadian Guide to Charitable Gifting” will be available for purchase on Amazon.ca in Fall 2026

Registration coming soon…

Speakers

Partner and National Co-Leader, Charities and Not-For-Profit Law Group, BLG

Ryma Nasrallah is a leading charity and tax lawyer who delivers strategic solutions to complex tax and regulatory challenges. As National Co-Leader of BLG’s Charities and Not-For-Profit Law Group, Ryma advises registered charities, non-profit organizations, foundations, and high-net-worth individuals with a proactive, anticipatory approach.

Ryma regularly advises charities and non-profit organizations on the income tax implications of their transactions and activities, including revenue generation, fundraising compliance, international intermediary relationships, and granting strategies. She guides charities and non-profit organizations through interactions with the Canada Revenue Agency, dealing with ongoing income tax compliance issues, corporate governance matters, and provincial laws including the Charities Accounting Act (Ontario) and Trustee Act (Ontario), with respect to investments, endowments, and other related issues. Her expertise extends to sophisticated multi-disciplinary transactions including mergers and acquisitions, reorganizations, and strategic partnerships. She also regularly advises individuals and family enterprises on philanthropy and gift planning, as well as multi-generational giving strategies.

Advanced Education Advisor, CALU

Kevin is the Advanced Education Advisor at CALU and Managing Partner, Integrated Estate Solutions. He has written and spoken extensively on taxation and estate planning topics. He is the author of the popular consumer book entitled The Essential Canadian Guide to Estate Planning (3rd Edition) as well as The Essential Canadian Tax Guide Series on Insured Buy-Sell Arrangements, Life Insurance Transfers and Income Splitting Planning.

Kevin is the Editor-in-Chief of the CALU Report and a regular contributor to the Advocis FORUM Magazine and e-magazine, CALU’s INFOexchange and Advisor.ca. He is frequently interviewed and quoted in a number of financial publications including the Globe and Mail on issues relating to tax and estate planning.

Kevin is a member of Advocis, The Institute, the Canadian Tax Foundation, Canadian Bar Association and the Society for Tax and Estate Practitioners. He also sits on the board of the Royal Lepage Shelter Foundation.