As of 2009 Canadian charities need to file the T3010B form for year ends after January 1, 2009. For almost all charities they have no more use for the T3010A. CRA has removed the old T3010A form because so many…
The preliminary schedule for Being Good at Doing Good: Safeguarding Yourself and your Charity in a Complex World was released today Check out the topics and speakers and register while you can for this CLIP conference.
The Charities Directorate of the Canada Revenue Agency has put an open call for people to comment on existing policies and guidance of the Charities Directorate. For a number of years the CRA engaged in extensive consultation with the sector…
Through the Charity Law Information Program I will be delivering over 30 online webinars over the next two months. They are priced at $25 per webinar. The webinars are listed at www.capacitybuilders.ca/clip Here is a coupon code xq42k that…
The CRA has updated its guide P113 Gifts and Income Tax for 2009. For the document see This document will be of interest to donors, their professional advisors and charities.
My CanadianCharity channel on Twitter is growing rapidly. I have 117 people following me (and most are not even family) You can access it at It covers legal, ethical and practical issues with charities in Canada. A great way…
In 2009 I attended the Interaction Forum held in Washington, D.C. The Interaction Forum is the largest gathering of US and international NGOS involved with international development. I met some very interesting people and learned quite a lot. One of…
In Newsletter 33, CRA identified various registered charities that have had their registered charity status revoked for involvement in tax shelter gifting arrangements. In Newsletter 33 (), CRA advised as follows: “Tax shelter-related revocations In 2009, the following charities had…
The CRA noted in Newsletter 33 that they are accepting comments on their new Guidance CPS-028. Newsletter 33 () CRA provides in part: “On June 11, 2009, the new Guidance CPS-028, Fundraising by Registered Charities, was posted on the Charities…
The CRA has updated its publication “Donations to Prescribed Universities Outside Canada” The main change seems to be a more explicit requirement that the foreign university must provide information on “the number of Canadian students that have attended the…
Tax expenditures are projections of the lost revenue of all special federal tax measures designed to support the economic and social priorities of the Government and they include things like donation tax credits, GST rebates for charities etc. Here is…
CRA Income Tax Technical News No. 41 was released December 23, 2009 and discusses rulings (opinions) on proposed legislative amendments, the definition of “Tax Shelter” – Subsection 237.1(1) and donation of flow-through shares – subparagraph 38(a.1)(i), subsection 248(35) through (41)…
I am helping organize the CLIP conference Being Good at Doing Good: Safeguarding Yourself and Your Charity in a Complex World Feb. 22-23, 2010 in Toronto.. It promises to be a very exciting and affordable two day conference with many…
Here is a copy of a report on terrorist financing entitled Financial Action Task Force Report on Terrorist Financing
Here is an interesting report from the Financial Action Task Force (FATF) on COMBATING THE ABUSE OF NON-PROFIT ORGANISATIONS International Best Practices from 2002. It highlights the importance of transparency in non-profit sectors and financial management in thwarting abuse of…
Here is a sample fraud policy from the UK Charity Finance Directors’ Group. While Canadian non-profits and charities do not need to have a fraud avoidance policy this example may be of use to some and certainly being aware of…
Here are copies of the handouts for a number of recent presentations that I have delivered for the Charity Law Information Program (CLIP) *Charity Checklist: Managing Legal Compliance Risks; *Charity Compliance: A Primer for Boards; *Foreign Activities Guidance and Dealing…
Registered Charities Newsletter No. 33 was just released by the CRA today. It has some very useful information on receipting. Also CRA will be accepting submissions with respect to the fundraising guidance before April 2010. If you have ideas for…
On December 3, 2009 there was a Third Reading of the Good Government Bill (C-212) and it was carried and the bill passed. Royal Assent was given to the Good Government Act, 2009 on December 15, 2009 and therefore the…
Whether a staff person is an employee or independent contractor is an important distinction that can have huge ramifications for charities and their boards of directors. To understand CRA’s position you should review RC4110 Employee or Self-employed? at http://www.cra-arc.gc.ca/E/pub/tg/rc4110/ Charities…
Whether a staff person is an employee or independent contractor is an important distinction that can have huge ramifications for charities and their boards of directors. To understand CRA’s position you should review RC4110 Employee or Self-employed? at http://www.cra-arc.gc.ca/E/pub/tg/rc4110/ Charities…
UJA Federation of Greater Toronto Invites you to attend a CHARITY LAW SEMINAR for Jewish communal organizations ……………………………………………….. Thursday, January 14, 2010 Lipa Green Centre | 4600 Bathurst Street Tamari Family Hall (Free Parking) Registration: 8:30 a.m. Program: 9:00 a.m.…
The Standing Committee on Finance released its Pre-Budget Consultations 2009 and it is located at The Report, tabled in the House on Wednesday, December 9, 2009. Below are excerpts relating to charities. For the full text see below. V.…
I am so excited and it is not that I am going away on vacation today for a week. The new T3010B Registered Charity Information Return, which is filed by Canadian charities for fiscal year ends beginning January 1, 2009…