CRA releases new educational video series on ‘Gifting and Receipting’

CRA recently released its first video as part of a new educational video series on 'Gifting and Receipting'.  This series is meant to…

Canadian registered charities no longer required to register as a charity in Quebec

As a result of the 2016 Quebec Budget, Canadian registered charities are no longer required to complete a separate charitable registration in Quebec…

CRA letter on donation of capital property and donation receipt

CRA recently released a letter which discusses whether an official receipt issued for property donated in kind can include an amount less than the…

Top Fallacies about Private Foundations in Canada

Here is a recent article written by Mark Blumberg, Kate Robertson and Lynn Gluckman of Blumberg Segal LLP on the Top Fallacies about private…

Top Fallacies about Private Foundations in Canada – Part two

The Hillborn Charity eNews just published the second part of our article Top fallacies about private foundations in Canada.  It discusses…

Top fallacies about private foundations in Canada – Part one

The Hillborn Charity eNews just published the first part of our article Top fallacies about private foundations in Canada.  It discusses…

CAGP Advanced Canadian Gift Planning Course in Toronto

The CAGP will be offering an Advanced Canadian Gift Planning Course in Toronto from June 1-3, 2016. I will be delivering two presentations.  The…

2016 Federal Budget and its impact on non-profits and charities

Today the new Liberal Government has delivered their first budget.  Here is our article 2016 Canadian Federal Budget - How will it affect…

Should a registered charity issue an official donation receipt for gifts from a qualified donee

We get this question often.   If a registered charity receives funds from a qualified donee then it should not issue an official donation…

CRA provides information on graduated rate estates and charitable donations

The CRA has provided some information on how estate donations will change in 2016.  Essentially the tax benefits for bequests and certain…

Finance proposals to adjust deadline for donation by estate to charity from 3 years to 5 years

The Department of Finance has released Legislative Proposals Relating to Income Taxation of Certain Trusts and Estates.   There are a number of…

CRA letter on gifting to a public foundation

CRA recently released a letter which discusses whether a gift of a share of the capital stock of a corporation to a public foundation to which…

Humber Fundraising Management Course “Ethical and Legal Issues”

Mark Blumberg will be team teaching, with Valerie Campbell and Sharilyn Hale, the Humber Fundraising Management Course "Ethical and Legal…

Finance releases consultation on draft legislative proposals for Budget 2015 charity provisions

The Department of Finance in late July released for consultation purposes draft legislative proposals that will have an impact on charities.  …

CRA guidance on the 2015 Federal budget released

The CRA has posted guidance on the recent 2015 Federal Budget and specifically the provisions relating to donations involving private…

Fundamentals of Receipting by Canadian Charities [SOLD OUT]

Properly issuing official donation receipts has been challenging for many registered charities.  According to the CRA, 89% of registered…

CRA letter on gifts made by will

CRA recently released a letter which discusses whether a gift by will of marketable securities provided to a Foundation would be deemed to have been…

Recent decision of the BC Supreme Court in Re Mulgrave School Foundation

The British Columbia Supreme Court recently released a decision, Re Mulgrave School Foundation, which discusses charitable gifts that are made for a…

CRA letter on Spousal Sharing of Charitable Gifts

CRA recently released a letter with respect to spousal sharing of charitable gifts that was written to David Sherman, one of Canada's top tax…

Mark speaking on planned giving at 2nd Elderly Client Conference

Mark Blumberg will be speaking on "Planned Giving and the Elderly Client" conference on January 23, 2015 Here is the description of the……

CBC story on “Canada Revenue Agency privacy breach leaks prominent Canadians’ tax details”

The CBC has disclosed that CRA had provided them with a list of private information on taxpayers who had applied for certain tax benefits as a result…

Finance consults on draft tax legislation on bequests to Canadian charities and trust taxation

Following up on the 2014 Budget, Finance has released draft tax legislation for consultation.  The changes with respect to bequests to…

CRA letter on charitable gifts by secondary will

The CRA recently released a letter which discusses whether a taxpayer's estate was entitled to donation tax credits claimed for a charitable gift…

Blumbergs 2013 Receipting Kit for Canadian Registered Charities

Here is the Blumbergs’ 2013 Receipting Kit. Download Article