Heritage Covenants & Preservation

by McMordie, Michael; Pannekoek, Frits

• ISBN13: 9781552381335
• ISBN10: 1552381331
• Format: Paperback
• Copyright: 2005-04-01
• Publisher: Univ of Calgary Pr

Summary

Urban planners, government officials, and preservation activists are increasingly at odds as every day more and more heritage buildings are threatened with destruction to make way for urban development and revitalization. Stakeholders in these often emotionally and politically charged debates have arrived at what is potentially a solution that can satisfy all parties in the equation. Heritage covenants are a complex legal instrument involving the sale or donation of a heritage interest to a not-for-profit organization or government agency. In an unprecedented initiative, the Calgary Civic Trust, in the year 2000, brought together experts and leaders in heritage covenants from Canada, Great Britain and the United States, to discuss the future of this unique preservation instrument. This book is a result of the proceedings and focuses specifically on this sophisticated aspect of heritage preservation.

Table of Contents

Editors' Acknowledgments	vii
Covenants: An Introduction	1	(14)
Workshop: Introduction	15	(2)
Section 1 The International Context	17	(38)
1: The British Experience	19	(16)
Tim Butler, Solicitor to the National Trust, United Kingdom
2: The American Experience	35	(20)
Paul Edmondson, Vice President & General Council, National Trust for Historic Preservatic
Section 2 Canadian Precedents	55	(64)
3: Ontario Precedents	57	(20)
Jeremy Collins, Coordinator, Acquisition & Dispositions, Ontario Heritage Foundation
4: The Preservation and Planning Context in Alberta	77	(18)
Larry Pearson, Protection & Stewardship, Heritage Resources Management
5: The Calgary Context	95	(24)
Rob Graham, Heritage Planner, City of Calgary
Section 3 Financial and Legal Considerations	119	(28)
6: Tax Implications: Financial and Legal Considerations	121	(12)
Marc Denhez, Heritage Lawyer
7: Heritage Canada Policy: The Canadian Tax Context	133	(8)
Doug Franklin, Heritage Canada Foundation
8: Calculating the Market Value: Appraisal Methods	141	(6)
Jason Ness, Calgary Civic trust
Section 4 Discussion	147	(58)
9: A Review of Key Issues and Design of a Covenant	149	(26)
Michael McMordie
10: Realities of the Development Industry: The Impact of Covenanting on Development-A Panel Discussion	175	(24)
11: Stewardship through Covenanting: Moving Forward	199	(6)
Biographies: Speakers and Panel Participants	205	(9)
Appendices	214	(26)
Bibliography	240	(2)
Notes	242	(3)
Index	245