[BCMA] Collections Policy Legal Advice

[Moderated BCMA subscriber listserv.]

Hi Todd 

The easy answer is yes, especially if you have the money for a lawyer. 
We had a case where another family member, not the donor wanted a donation back. Under CRA rules you can't give it back if a donation agreement has been signed. They went to the Mayor and their Member of Parliament and called me an 'officious bastard' online. I didn't hear anything more after I responded to the MP citing CRA rules. 
We did revamp our collections policy to meet CRA rules - without a legal review. 
I would be interested in seeing your wording on CRA 
Regards 

Jim Millar 

Executive Director 
Port Moody Heritage Society dba Port Moody Station Museum 
2734 Murray Street 
Port Moody,BC 
V3H1X2 

604 939 1648 

"We acknowledge our location on the unceded territories of the Coast Salish speaking peoples, with whom we are actively working to develop strong relationships" 

CONFIDENTIALITY NOTICE: This message and any accompanying attachments contains information intended for a specific individual(s) and purpose and should be treated as confidential and the property of the Port Moody Heritage Society. If you are not the intended recipient, or a person responsible for delivering it to the intended recipient, please notify the sender immediately and destroy all copies of this e-mail. 


From: "Moderated BCMA subscriber listserv." <bcma at lists.vifa.ca> 
To: bcma at lists.vifa.ca 
Sent: Friday, August 21, 2020 10:16:59 AM 
Subject: [BCMA] Collections Policy Legal Advice 

The Princeton and District Museum and Archives Society has spent a great deal of time and effort developing an updated Collection Policy. We took the best parts of all of the relevant Canadian documents we could find and combined this with guidance from the CRA (yes, we are a Charity). Knowing that the Collection Policy and the Society Bylaws are probably the two most important guiding documents in a Society like ours, and knowing that frequently, major changes to Bylaws are reviewed by a lawyer (with non-profit knowledge), would it be wise to have our new policy reviewed? What have you done in your environment? 

-- 
Todd Davidson 
Operations Manager 
Princeton and District Museum and Archive 
167 Vermillion Ave., PO Box 281, 
Princeton, BC, V0X 1W0 
250-295-7588 
www.princetonmuseum.org 

We acknowledge that our activities take place on the traditional lands of the 
Upper Similkameen First Nation 

_______________________________________________ 
BCMA mailing list 
BCMA at lists.vifa.ca 
http://lists.vifa.ca/mailman/listinfo/bcma 
-------------- next part --------------
An HTML attachment was scrubbed...
URL: http://lists.vifa.ca/pipermail/bcma/attachments/20200821/5a66f65b/attachment.htm