At the upcoming 2010 AFP Greater Toronto Congress I will be on a panel to discuss “The Great Debate: Charity Ratios and Ranking”

The Great Debate: Charity Ratios and Ranking Thursday, December 2 9:00AM – 11:45AM
Dan Pallotta, Author/ Founder of Pallotta Teamworks
Blumberg, Mark, LL.B., LL.M., TEP, Partner, Blumberg Segal LLP
Mayhew, Ken, Chief Development Officer, Multiple Sclerosis Society of Canada
Storey, Susan, CFRE, Vice President, KCI (Ketchum Canada Inc.)

Can deserving and effective charities be determined by ratios and ranking? Is the simplicity of ratios and ranking helping or hurting the non-profit sector and its stakeholders? And what do they actually tell you about a charity? If ratios and ranking are here to stay, what do we as fundraisers need to know to deal with these issues? Also can we as a sector come up with a reasonably good process for evaluating charity effectiveness and if so, how?

The first part of this session will be to discuss the good, bad and ugly of charity ranking. Join us for a fierce but friendly debate on the issue. Following the debate, participate in a hands-on working session to brainstorm and identify meaningful measures for evaluating the effectiveness of charities, including your own.


I will also put on a presentation on:

Top 20 Legal and Ethical Issues for Canadian Fundraisers
Wednesday, December 1 9:00AM – 12:30PM
Blumberg, Mark, LL.B., LL.M., TEP, Partner, Blumberg Segal LLP

What are the most important legal and ethical issues that fundraisers working with Canadian registered charities need to be aware of?  How in most cases can fundraisers tackle these issues without resort to outside legal counsel?  Often what is “new” or interesting is not what is most important.  Fundraisers play a vital role in charities and they should understand the most important legal and ethical issues affecting fundraising and registered charities.

Learning Outcomes:

CRA’s rules new transparency, accountability, disclosure and fundraising expense allocation requirements that have been introduced for Canadian charities
Fundraising ratios and how they may affect your choice of fundraising methods
Common receipting mistakes that fundraisers should recognize
Other top legal compliance issues facing registered charities and their fundraisers