Some compliance trends or task over the next 6 months for Canadian registered charities

Here are a number of trends or compliance suggestions for charities over the next six months: If you are an Ontario corporation under the Ontario…

New course on restricted gifts in Canada by Mark Blumberg

Today we are launching a new course of restricted gifts for Canadian charities: "Restricted Gifts - Managing the Opportunities and Dangers of…

What is a Qualified donee under the Income Tax Act Canada in 2020? How many are there?

A qualified donee is an organization that can issue official donation receipts for gifts it receives from individuals and corporations. It can also…

Guidance from Charity Commission “Manage financial difficulties in your charity caused by coronavirus”

Here is some really good guidance from the Charity Commission of England and Wales.   Guidance Manage financial difficulties in your charity…

New Course on Canadian Charities Working with Non-Charities in Canada

We have just prepared a new course on Canadian Charities Working with Non-Charities in Canada.  Here is information on the new course and how to…

Additional Information from the BC Financial Services Authority on gifts of life insurance to charities

I wrote to the BC Financial Services Authority on May 4, 2020, asking for some clarifications relating to their Information Bulletin entitled…

PGT views of what is “pandemic-related”

We have written about 2 recent notices from the Ontario Public Guardian and Trustee ("PGT") relating to restricted funds and the pandemic.  These are…

Ontario Ministry Allows Virtual Witnessing of Wills -important for bequests

Many people at home right now have some time on their hands and some are thinking about updating their wills.  Some don't have wills at all and for…

Further update from the government of Canada on NPOs, charities and the wage subsidy

Today the Federal government released two documents.  One was entitled Government provides further flexibility for employers to access the Canada…

If your Canadian charity has assets/reserve and you don’t have a reserve fund policy you should stop fundraising

There is a backlash brewing against charities that are putting up desperate requests for funding but when people look at their annual report,…

Corona Virus/COVID-19 charity issues – cancelling events, refunds and the possibility of a charitable donation

The COVID-19 crisis is affecting charities in numerous ways.  In this short note, we will discuss cancelling events and refunding money or attempting…

Registered Charity Q&A with Blumbergs – Friday March 20, 2020

With the Charities Directorate call centre suspended till April 5, 2020, we thought we would have a Registered Charity Q&A on Friday, March 20.…

A discount for Blumbergs online courses until April 1, 2020

Over the last year, Blumbergs has released 8 online courses.   In case you are interested we have provided over the next 2 weeks a 50% discount…

Blumbergs releases new Canadian Charity Legal Checklist for 2020 by Mark Blumberg

Here is an updated Canadian Charity Legal Checklist by Mark Blumberg.  It is a checklist for Canadian registered charities to assist them with…

Blumbergs’ Canadian Charity Law Boot Camp 2020 -now online

Blumbergs is pleased to announce that we will be hosting Blumbergs' Canadian Charity Law Boot Camp again on Monday, April 20, 2020. An easy enough…

Recent CRA letters of revocation for Canadian registered charities -2015-2018

Here are the CRA letters from a number of recent Canadian registered charity revocations.  These letters from CRA cover many different grounds for…

Mormon church has US$100 billion dollar fund and questions asked about it.

The Washington Post recently had an article entitled "Mormon Church has misled members on $100 billion tax-exempt investment fund, whistleblower…

Auschwitz-Birkenau Foundation is for now a qualified donee in Canada

There is a list called "foreign charities that have received a gift from Her Majesty in right of Canada".  As the name suggests a group that gets a…

Blumbergs Canadian Charity Sector Snapshot 2017

We are pleased to launch our Blumbergs Canadian Charity Sector Snapshot 2017 with information on the Canadian registered charity sector for 2017.…

Just launched our 3rd online course “Fundraising from Canada: A course for groups outside of Canada”

We have just launched our 3rd online course - this one is entitled "Fundraising from Canada: A course for groups outside of Canada".   It is geared…

TCC Ruling on Failure to Maintain Adequate Books and Records with Foreign Activity and Suspension

On June 28, 2019, the Tax Court of Canada released its decision Promised Land Ministries v the Queen, in which it upheld CRA's decision to…

CRA’s Charities Education Program Letter

In December 2017, CRA introduced a new program, the Charities Education Program ("CEP") which is aimed at helping charities comply with the…

Canadian Charity Legal Checklist by Mark Blumberg – April 2019

Here is our new Canadian Charity Legal Checklist.  For those who are interested in reviewing legal compliance for their registered charity,…

Blumbergs’ Canadian Charity Law Boot Camp 2019 (SOLD OUT)

The Blumbergs' Canadian Charity Law Boot Camp will be held again on Monday April 8, 2019. This is a one-day boot camp on compliance and…