April 7, 2016 @ 8:30 am – 4:30 pm
55 Gould Street, Toronto, Ontario, M5B 1E9

A one day boot camp on compliance and standards issues for Canadian charities

This one-day workshop on Thursday April 7, 2016 will deal with questions that all charities (or potential charities) should consider: What are we trying to accomplish? Should we incorporate? Should we be a charity? What is the difference between a for-profit, non-profit and registered charity?

The session will cover matters that are significant for any operating charity surrounding revenue generation rules, receipting, transparency, and protecting your charity against risks. Topical issues such as collaboration, foreign activities, political activities and the Canada Not-for-Profit Corporations Act (CNCA) and Ontario Non-Profit Corporations Act (ONCA) will be touched upon as well.

The session will be led by charity lawyer, Mark Blumberg.

 Cost: $185.00 (includes breakfast, lunch, snacks, materials, registration fees)(there is an limited early bird special until March 1, 2016 which saves you $40 of the regular price of $185.00.  Use code EB2016 when ordering to obtain the early bird special)

 INTRODUCTION – Should we incorporate,   should we be a registered charity?
8:30Light breakfast
8:45Introduction– sponsors, logistics
– importance of charity sector
– why legal and ethical issues are important.
9:10   – 10:00


What are you trying to accomplish?There   are many ways to make this world a better place, not just being a charity
What is the difference between a for-profit, non-profit and registered charity?Advantages and disadvantages of using each form.

What is a charity?

Should we incorporate?


There are advantages and disadvantages of incorporation. What are costs of incorporation – and what   information do you need to know
10:00Should we apply for registered charity status?The good and bad of being a registered charity and some of the problems and roadblocks. with applications. What information do we require to apply for charitable status?
11:00Bringing   in the money – fundraising, government funds and earned income/business   incomeRules on fundraising including CRA’s guidance on fundraising, issues with government funds and restrictions on businesses that charities can carry out. With greater emphasis on “social  enterprise” there is increasing pressure on charities to consider various   revenue generation possibilities but charities need to be aware of the  restrictions
12:45Q&A   on morning session etc.
1:00ReceiptingOne of the most important advantages of being a registered charity is the ability to issue receipts. According to CRA   most charities when audited were found to be not receipting correctly. We will discuss the rules around receipting   and common mistakes
2:10T3010   and Transparency
Books   and Records
Internal   Controls
The   T3010 Registered Charity Information Return needs to be filed by registered charities every year or they risk deregistration. As well in Budget 2012 CRA   can suspend a charities receipting privileges if the charity has not properly completed the T3010. Charities also need to keep adequate books and records. Charities should also have appropriate internal controls to protect property and funds. There is a dizzy array of insurance out there – what is really needed?
 ADVANCED – Collaboration, Foreign   Activities, Political Activities, New Corporate Acts
3:00Collaboration   between charities, Funding and Dealing with groups who are not registered   charities in Canada or abroadThere are various options for dealing with other organizations depending on whether they are registered charities or not. If you want to work with a good non-profit in Toronto that is not a registered charity or a foreign entity,   one needs to understand the CRA rules on dealing with intermediaries and foreign activity. US concepts such as  ‘fiscal sponsorship’ are not allowed in Canada.  If you want to transfer funds to a group that is not a charity you need structured arrangements with ‘direction and control’.
3:40Political   ActivitiesCharities who want impact often find that being engaged in the political process is important. There are rules on how much and what type of activities Canadian charities can do. In short, you can do a lot, but not everything. Separate the hype from the reality.
4:00Governance   and the New Corporate ActsFederal   non-profit corporations will need to consider continuing under the new Canada   Not-for-Profit Corporations Act (and Ontario non-profit corporations will   want to bring their corporate documents into alignment with the new ONCA.)
4:30Discussion,   Q&A and Conclusion

Blumbergs’ Canadian Charity Law Boot Camp will be of interest to staff at non-profits and charities responsible for compliance issues, professional advisors such as lawyers and accountants who advise charities and non-profits, and board members of Canadian charities as well as philanthropists interested potentially establishing a private foundation.   If you have questions please call Yana Yanovski at 416-361-1982 x. 238 or e-mail yana@blumbergs.ca

For lawyers, this event qualifies for 6.5 hours of LSUC Substantive Hours but does not qualify for Professionalism Hours.

Timing and content is subject to change.  There are a limited number of spaces available for this conference. The price is $185 for the day. It includes lunch, breaks, coffee and drinks, HST and handouts.

Tickets are fully refundable until March 1, 2016 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 and locations may be subject to change should circumstances arise.  All efforts will be made to notify you as soon as possible in this event.

To find out more about legal services that Blumbergs provides to Canadian charities and non-profits please visit www.canadiancharitylaw.ca or www.globalphilanthropy.ca