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Recorded Webinars

Recorded Webinar: Faith, Finances and Fundraising: Managing Donations, Bequests and Deductibility

Donations, offerings, and bequests are the lifeblood of many religious institutions, but managing them properly is essential to maintain public trust and legal compliance. Whether it’s tithes, one-off donations, or bequests left in a will, how these gifts are received, managed and
PRESENTED BY Catherine Brooks Principal - Equitable Philanthropy , Melbourne

Date/Time

About the Webinar

Donations, offerings, and bequests are the lifeblood of many religious institutions, but managing them properly is essential to maintain public trust and legal compliance. Whether it’s tithes, one-off donations, or bequests left in a will, how these gifts are received, managed and applied has serious implications for an institution’s integrity, reputation and compliance. This session explores the key legal and tax issues surrounding fundraising in faith-based contexts, including:

  • Honouring donor intent while ensuring proper governance and flexibility
  • Understanding the tax treatment of tithes, offerings, and designated gifts
  • When can your church issue tax-deductible receipts, and when can't it?
  • Managing bequests left to churches or faith-based charities through wills
  • Handling disputes or confusion over how donated funds are used

Presented By

Catherine Brooks
Principal, Equitable Philanthropy Melbourne, VIC

Catherine Brooks is the CEO of Equitable Philanthropy, a consultancy that acts as the bridge between charities and philanthropists, delivering strategic fundraising and planning support to drive greater impact. A practicing lawyer for over 18 years, Catherine has worked across Victoria, New South Wales, and Queensland, with a career dedicated to supporting the not-for-profit sector for more than two decades.

She is also:

• A Council Member of the Institute of Community Directors Australia (part of Our Community)

• A donor and past committee member of the P500 Giving Circle at the Geelong Community Foundation

• A founding member and proud donor of Monkey Baa’s Theatre Unlimited donor circle; and

• A participant in Philanthropy Australia’s NewGen program

Catherine brings a unique blend of legal expertise, philanthropic leadership, and deep sector knowledge to her work—ensuring charities are funder-ready and philanthropists can give with confidence.

Who Should Attend?

This webinar is suitable for lawyers advising religious institutions and executives from religious institutions – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

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 – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Jason Hooker on (03) 8601 7709 or email: [email protected]

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