June 12, 2018

Fundamentals of Receipting by Canadian Charities - Tuesday September 18 2018

Blumbergs' will be hosting a half-day program on Tuesday September 18 2018 covering all of the fundamentals of receipting. Properly issuing official donation receipts has been challenging for many registered charities.  According to the CRA, 89% of registered charities that are audited by CRA are not correctly issuing official donation receipts.  Issuing incorrect receipts can result in revocation or penalties. It is easier to do it right than fix problems later! Find out more here

Topics covered in this course include:

•             When are charities allowed to issue official donation receipts? (“tax receipts”)

•             Why are receipts so important?

•             What are the top Canadian registered charity receipting mistakes

•             Review of information required on an official charitable tax receipt

•             CRA’s sample official donation receipts

•             What is a gift?

•             Is the donation a gift?

•             Is there an obligation to issue receipts?

•             Who is the donor?

•             What is split receipting and how does it affect galas, golf and other fundraisers?

•             How do you correct or replace official donation receipts?

•             Can you issue a receipt for a gift certificate?

•             Can you return a gift?

•             Are funds given by a business considered a gift or a sponsorship?

•             Can you provide receipts for donors to third party fundraising events?

•             Use of computer generated and e-mail receipts

•             Is it appropriate to receipt for expenses of volunteers who travel abroad?

•             Problems, abuses and consequences of improper receipts

•             What is a gift in kind?

•             What is fair market value of a gift and how to determine fair market value?

•             What is “deemed” fair market value and how will it change the amount of the eligible amount of the gift?

•             Receipting of gift in kind donations and special issues with gifts in kind

•             How do you appraise gifts in kind?

•             Can you receipt for donors of items to an auction?

•             Can you receipt a successful bidder at an auction?

•             What are some best practices for gifts in kind donations?

Cost: $225.00 (includes snacks and coffee, materials, and registration fees). There is an early bird discount if you enter the following promo code upon purchase: EBR2018. 


The program will be led by charity lawyer Mark Blumberg.  

June 12, 2018

Blumbergs’ Canadian Charity Law Institute 2018

Join us on Monday October 15, 2018 in Toronto for the 7th Annual Blumbergs' Canadian Charity Law Institute. We will be featuring a number of speakers covering different legal and compliance issues affecting Canadian charities and non-profits. It will be a full day packed with practical legal and ethical compliance information geared toward charities, professional advisors and those interested in regulatory issues affecting charities and the non-profit sector. Space is limited.  For more information and to register see the Blumbergs' Canadian Charity Law Institute 2018.

Some of our topics and speakers [subject to change] include:

Reflections on the Senate Committee on the Charitable Sector - The Honourable Ratna Omidvar - Senator for Ontario
Critical Financial Internal Controls for Charities and NFPOs: Protecting the Assets and Reputations of Organizations and their Directors - Gordon Holley – Humanity Financial Management, Vancouver
Update on the CNCA - Colleen Kirby – Manager, Policy Section of Innovation, Science and Economic Development Canada
Sponsorships – negotiating with a corporation without being fleeced - Chris Baylis - The Sponsorship Collective, Ottawa
Charities and Related Business - Richard Bridge – Nova Scotia Charity Lawyer
Update on the Status of the Sector and 5 biggest mistakes Canadian charities make - Mark Blumberg – Toronto Charity Lawyer.

Topics: Presentations

June 12, 2018

Building Financial Capacity for Canadian Charities and Non-profits - Tuesday October 16 2018

Join Blumbergs on Tuesday October 16, 2018 in Toronto for a financial capacity building workshop with Gordon Holley from Humanity Financial Management.  Gordon will show organization leaders what they can do to increase the financial capacity of their charities and not-for-profit organizations. You can sign up here.

It will be a full-day program that senior management and directors of charities and non-profit organizations will find very informative.

Some of the topics will include:

- Charity and not-for-profit financial capacity: what is it and how can we get more of it?

- Financial reporting to Boards: financial health and performance indicators for charities and not-for-profits

- Best practices for allocation of overhead costs to programs and funders

- CRA reporting for charities and not-for-profits: how to stay onside with the CRA

The price is $275 for the day. It includes breakfast, lunch, breaks, coffee and drinks, HST and handouts.  REGISTER HERE.

[There is an early bird discount if before September 15, 2018 you enter the following promo code upon purchasing your ticket: EBFM2018  Buy your ticket early to avoid disappointment]

Gordon Holley, CPA, CA is the president and CEO of Humanity Financial Management (HFM), a CPA firm dedicated to helping charities and not-for-profit organizations build internal financial confidence and external financial credibility. He has over 35 years of not-for-profit board experience – mostly in the role of Treasurer.  He currently sits on three boards.  Gordon facilitates Financial Governance Workshops and webinars for many organizations, including Charity Village and Vantage Point in Vancouver.  He is the only licenced facilitator of the Certified Nonprofit Accounting Professional program (CNAP) in Canada.

If you have questions please call Daniela Campos at 416-361-1982 x. 252 or email

Tickets are fully refundable until thirty (30) days prior to the event but not thereafter. If you register and are unable to attend, you are welcome to substitute someone else from your organization at any time. Dates, locations and other details may be subject to change should circumstances arise. All efforts will be made to notify you as soon as possible in this event.

Do you require legal advice with respect to Canadian or Ontario non-profits or charities?


Charity Lawyer Mark Blumberg

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.
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