An important source of funding for NFPs and charities is through donations in various ways, often by way of tax-deductible gift giving or through a bequest in a will. Recipient organisations need to be aware of developments in these areas to safeguard these important sources of funding. This session will provide and update on legal issues affecting both types of gift, including:

• Gifts inter vivos (during life time):

• what types of gift are tax deductible?
• can the gift giver receive a benefit from the donee?
• how will proposed reforms to DGR status impact NFPs?
• what will a NFP need to do to continue to attract tax deductibility for its donors?

• Bequests to NFPs and charities under a will:

• what can go wrong: case examples including Re Graham (deceased) [2020] QSC 27; Re estate of the late Stasha Berger [2020] NSWSC 750; Banwell V Attorney-General (Qld) [2020] QSC 239
• advice to give potential donors about bequests:
• avoiding conflicts of interest and undue influence
• contesting and defending gifts in wills: ethical, costs and reputational considerations

Paul Paxton-Hall established his practice in Brisbane in February 2007 after retiring from a national firm.

Paul has worked in the commercial, property, finance and tax areas of the law all his career.  His focus remains in the company and commercial areas of the law with a commitment to business succession and estate planning and to the not-for-profit sector.

Amongst a range of board commitments, Paul is the deputy chair of the Queensland Education Leadership Institute and a member of the Queensland Law Society's Not-for-Profit Committee. 

This webinar is suitable for lawyers advising not for profits, and executives working for not for profits and charities – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

Lawyers can claim up to 1 CPD unit/point – substantive law.  This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – From 1/4/2021, due to changes to your CPD requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.