Topics: What's New from the Charities Directorate of CRA, Canadian Charity Law, Receipting by Canadian Registered Charities, Fundraising Guidance for Registered Charities, Canadian Charity Statistics, CharityData.ca, Transparency
Mark Blumberg will be delivering two upcoming Chartered Professional Accountants of Ontario (CPA Ontario) charity programs: Charity Fundraising and Receipting Rules - A Primer for Accountants and T3010 and Transparency in the Charitable Sector.
Here are the text descriptions of the 2 upcoming programs:
This presentation will discuss charitable receipting and the Canada Revenue Agency’s (CRA) Fundraising Guidance. With the removal of the 80/20 expenditure requirements from the disbursement quota a few years back and increased public and regulatory scrutiny, the CRA’s Fundraising Guidance has become crucial. In addition,according to the CRA, 89 per cent of registered charities auditied by CRA do not correctly issue official donation receipts.
This seminar will teach you the tips and traps of fundraising and receipting, and will share best practices for aligning with the principles of the CRA’s Fundraising Guidance.
WHO WILL BENEFIT:
Accountants whose clients are charities and/or non-profit corporations, those who sit on the board of directors of a charity and/or non-profit corporation and/or those who conduct audits and review engagements for charities and/or non-profit corporations.
Every year Canadian registered charities must file the T3010 Registered Charity Information Return. If charities do not file the form, they can be revoked by CRA for non-filing. If there are mistakes on the T3010 it can lead to significant consequences for your charity clients. The T3010 is a complicated form dealing with legal, accounting and operational issues. This seminar will focus on the legal and operational issues and not the accounting issues.
WHO WILL BENEFIT:
This seminar will be of use to accountants and other professional advisors who wish to understand the legal environment for charities and who are involved with advising charities or auditing charities. As well those who are involved with the governance of charities such as serving as a board member or officer of a charity. Also it may be of interest to those who would like to be more involved with the charitable sector.
Do you require legal advice with respect to Canadian or Ontario non-profits or charities?
Mark Blumberg is a partner at the law firm of Blumberg Segal LLP in Toronto and works almost exclusively in the areas of non-profit and charity law.