April 23, 2024 @ 8:45 am – 4:30 pm
Online Event

Blumbergs’ Charity Law Boot Camp: A one-day boot camp on structure, compliance and standards issues for Canadian charities

This one-day workshop 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 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 new Canada Not-for-Profit Corporations Act (CNCA) and Ontario Non-Profit Corporations Act (ONCA) will be touched upon as well.

 Cost: $295.00 (includes materials, registration fees and taxes) 

 INTRODUCTION – Should We Incorporate, Should We Be a Registered Charity?
8:30 am Online registration  
8:45 am Introduction Logistics

Importance of the charity sector

Why legal and ethical issues are important
9:10 am

 

 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 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 the costs of incorporation – and what information do you need to know?
10:00 am Should 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?
10:45 am Break  
 OPERATING A CHARITY
11:00 am Bringing in the money – fundraising, government funds and earned income/business income Rules on fundraising including CRA’s guidance on fundraising, issues with government funds and restrictions on businesses that charities can carry out. With a 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.
12:00 pm Break  
12:45 pm Q&A on morning session, etc.  
1:00 pm Receipting One 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.
2:00 pm Break  
2:10 pm T3010 and Transparency

Books and Records

Internal Controls

Insurance

 

 The T3010 Registered Charity Information Return needs to be filed by registered charities every year or they risk deregistration. As well, CRA can suspend a charity’s 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
3:00 pm Collaboration between charities, Funding and Dealing with groups who are not registered charities in Canada or abroad There 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’.
3:30 pm Break  
3:40 pm Political Activities Charities that 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.
4:00 pm Governance and the New Corporate Acts Federal 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.)
4:30 pm Discussion, Q&A and Conclusion  

Timing and content are subject to change.

Tickets are fully refundable until March 27, 2024, but not thereafter. If you register and are unable to attend, you are welcome to substitute someone else from your organization at any time. Date may be subject to change should circumstances arise. All efforts will be made to notify you as soon as possible in this event.

For lawyers, this event qualifies for 6.5 hours of Law Society of Ontario (LSO) Substantive Hours but does not qualify for Professionalism Hours. It may also qualify for 6.5 hours of continuing education for some other professional advisors.   

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

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