July 10, 2020 @ 9:00 am – 4:30 pm
170 Metcalfe St, Ottawa, Ontario, ON K2P

There are almost 86,000 Canadian registered charities.  About 74,500 are “charitable organizations” that conduct their own activities whether by using volunteers, employees or intermediaries that are not charities.  Some charitable organizations even make gifts to other charities.

The COVID-19 pandemic has had a huge impact on the charity sector – including some charities having to shut down, others seeing large increases in revenue and many needing to change the way they operate.  For many charities what was fine last year is not at all adequate this year.

This program will focus on compliance issues with an emphasis on those specifically relevant to charitable organizations that are registered charities in Canada.

It is vital that directors and staff of charitable organizations understand their legal obligations to avoid problems such as compliance agreements, penalties, revocation, and directors and officers becoming ineligible individuals.

[If you are involved in running a private or public foundation you might find this other event more helpful]

Topics will include:

  • Introduction
  • Every Charity is different
  • How is your charity designated?
  • Key documents and information
  • What constraints apply to your organization?
  • Structure and Corporate Law
  • CNCA
  • Legal Objects
  • Organizing Documents
  • Operating under the CNCA
  • OCA and ONCA
  • Trusts and Unincorporated Associations
  • Operating a Registered
  • Revenue
  • Fundraising and Restricted Gifts
  • Government Funds
  • Earned Income/Business Activities/Social Enterprise
  • Investments
  • Receipting
  • Expenditures
  • Making grants to qualified donees and due diligence
  • Grant Agreements for Gifts to Qualified Donees
  • Charitable Activities by employees and volunteers
  • Making grants to non-qualified donees in Canada and outside of Canada
  • Political Activities (Public policy dialogue and development activities (PPDDAs)
  • Administration
  • What is good governance?
  • Key issues for some organizations
  • T3010 and Transparency
  • Books and Records
  • Internal Controls
  • Risk Management and Insurance
  • Collaboration
  • Multiple Structures and Increased Flexibility
  • Separation and Independence from Entities that are not Canadian Registered Charities
  • How to deal with a CRA Charity Audit and factors used to determine who to audit
  • Resources for Charities

Cost: $395.00 per person (includes materials and registration fees and access to the presentation for 30 days afterwards).  [Early bird specials may be applicable]

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

Fundamentals of Running a Canadian Charitable Organization/Operating Charity 2020 will be of interest to

  • staff and volunteers at charitable organizations responsible for governance, financial management and compliance issues;
  • professional advisors such as lawyers, accountants, investment advisors who advise registered charities; and
  • board members of Canadian registered charities.

For lawyers, this event qualifies for 6 hours of Law Society of Ontario Substantive Hours but does not qualify for Professionalism Hours.   For accountants, this may count as 6 hours of Continuing Professional Development.

If you cannot attend this event but wish to be informed of future events then please subscribe to our newsletter.

Timing and content are subject to change.  Tickets are fully refundable until 30 days prior to the event but not thereafter.   If you register and are unable to attend you can still access the recording for 30 days after the event. 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.