Blumberg Segal LLP will be hosting an event “Fundamentals of Running a Canadian Charitable Organization/Operating Charity 2020” on July 10, 2020. This will be a whole day event. Click here to find out more information and to register for this event.

There are almost 86,000 Canadian registered charities.  About 74,500 are “charitable organizations” that conduct their own activities whether by using volunteers, employees or intermediaries that are not charities.  Some charitable organizations even make gifts to other charities.

The COVID-19 pandemic has had a huge impact on the charity sector – including some charities having to shut down, others seeing large increases in revenue and many needing to change the way they operate.  For many charities what was fine last year is not at all adequate this year.

This program will focus on compliance issues with an emphasis on those specifically relevant to charitable organizations that are registered charities in Canada.

It is vital that directors and staff of charitable organizations understand their legal obligations to avoid problems such as compliance agreements, penalties, revocation, and directors and officers becoming ineligible individuals.

Topics will include:

  • An overview of the Canadian charity sector
  • A brief overview of the process to establish a new charitable organization
  • Key documents to understand your charitable organization
  • Key issues for charitable organizations
  • What are the differences between a charitable organization, public foundation and private foundation
  • Constraints that apply to charitable organizations
  • The importance of legal objects of foundations and how they can limit activities
  • Control and organization of charitable organizations
  • The importance of the separation of charitable foundations from non-qualified donees such as an affiliated bank or for-profit entity or non-profit
  • Having more flexibility through changes in corporate documents or set up as well as possibly having multiple entities
  • Corporate law considerations, by-law and policies
  • Investments and related compliance issues
  • Maintaining your corporate entity
  • Receiving gifts and avoiding problems with restricted gifts
  • Making grants to qualified donees and potential pitfalls to be aware of
  • Structuring gift agreements with grantees
  • Making grants to non-qualified donees in Canada and outside of Canada and the need for direction and control according to CRA Guidance
  • Top compliance concerns for charitable organizations
  • Transactions with directors and compensating directors and the complexities related to it
  • Top mistakes made by charitable organizations
  • How much should you spend on administration?
  • Rules around fundraising and grant writing
  • Disbursement quota rules and how the 2010 reforms made many changes
  • Anti-Avoidance rules and designated gifts
  • Some ideas on good governance for charitable organizations
  • Good grantmaking practices and due diligence on grants
  • How to deal with a CRA audit and factors CRA uses to determine who to audit
  • Public and media concerns with charities and strategies to avoid reputational problems

Cost: $395.00 per person (includes materials and registration fees and access to the presentation for 30 days afterwards).

If you have questions please call Daniela Campos at 416-361-1982 extension 252 or e-mail daniela@blumbergs.ca

Fundamentals of Running a Canadian Charitable Organization/Operating Charity 2020 will be of interest to

  • staff and volunteers at charitable organizations responsible for governance, financial management and compliance issues;
  • professional advisors such as lawyers, accountants, investment advisors who advise registered charities; and
  • board members of Canadian registered charities.

For lawyers, this event qualifies for 6 hours of Law Society of Ontario Substantive Hours but does not qualify for Professionalism Hours.   For accountants, this may count as 6 hours of Continuing Professional Development.

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