We have a number of resources to assist including our online course Receipting for Canadian Registered Charities with an updated Receipting Kit.
If you wish to retain our law firm to assist with your charity or non-profit’s receipting questions, you can contact us.
CRA recently provided a redacted letter on “Whether an individual may claim a non-refundable tax credit on their final return for a gift by will, to a U.S. organization.” The letter has a good summary of how donations by Canadian…
CRA has the ability to provide penalties to Canadian registered charities and suspend the receipting privileges and qualified donee status of a registered charity. This is in addition to other tools such as revoking the charitable status of a charity. …
In the case of Piett v Global Learning Group Inc., 2021 SKQB 232 the Saskatchewan Court of Queen’s Bench decided not to certify a class action on GLGI as there is already one in Ontario. Here is good coverage of the case…
Here is an announcement from CRA relating to new webinars dealing with gifting and receipting on November 16 and 17, 2021. Charities information webinars We are pleased to announce that the next charities information webinars about gifting and receipting will…
There is often confusion in the charity sector about donations of marketable securities vs. donations of private company shares in Canada. There is a huge difference in complexity between the two different transactions, although many charity gift acceptance policies that…
In this article “Should the disbursement quota for registered charities in Canada change or be left alone?”, Mark Blumberg and Jessie Lang discuss the disbursement quota (DQ) and the Department of Finance’s consultation on whether the Income Tax Act should be…
We reviewed the Canadian registered charities that identified they issued official donation receipts and the total amount of donation receipts issued was approximately $19.6 billion. Here is a list of the Canadian charities that issued the largest amount of official…
Here is the Blumbergs’ Snapshot of the Ontario Charity Sector 2019. We recently reviewed the T3010 Registered Charity Information Return database for 2019 as part of the Sean Blumberg Transparency Project and focussed on the T3010s of Ontario registered charities. …
Here is the Blumbergs’ Canadian Charity Sector Snapshot 2019. We recently reviewed the T3010 Registered Charity Information Return database for 2019 as part of the Sean Blumberg Transparency Project. The database covers about 83,892 of the approximately 86,000 registered charities…
In an article in the National Post entitled “WE in hot water again — this time with the CRA over donation receipts: WE’s legal fees will be far in excess of the $90,000 in dispute. Sometimes you just can’t win for…
CRA has announced new webinars dealing with registered charities and receipting. Here is a link. Here is the note from CRA: Charities and giving – What’s new Charities information webinars We are pleased to announce that the next charities…
CRA recently sent out an email entitled “Warning: Watch out for tax shelter gifting schemes“. I am not sure if this is just regular communication or there is an upswing in these. You would think that they would be warning…
On April 21, 2021 we had our Blumbergs’ Canadian Charity Law Boot Camp 2021. It is the second Boot Camp that we have conducted online and our tenth Boot Camp in total. Those who missed the course can catch the…
In a recent Federal Court of Appeal case called Kueviakoe v. Canada, the court decided that an official donation receipt lacking certain basic or correct information can be invalidated. This is consistent with past court decisions. The court noted various…
Here is an announcement from CRA relating to new webinars dealing with gifting and receipting on March 30 and March 31, 2021. . Charities information webinars Dear Stakeholder, I am pleased to announce the return of the charities…
2020 was a turbulent year. The CRA has updated their document P113 – Gifts and Income Tax for 2020. The P113 is a helpful guide to the tax consequences of donations to registered charities and qualified donees. The big change…
Mark Blumberg will be delivering a webinar for Blackbaud on “Tax Receipting and the Top Compliance Issues for Canadian Charities“. Here is further information: Tax Receipting and the Top Compliance Issues for Canadian Charities January 21, 2021 at…
La Presse Inc. is now the first registered journalism organization registered under new category of qualified donee. You can see it listed here. As CRA notes “A registered journalism organization (RJO) is a qualified donee; therefore, it can issue official donation receipts…
Our firm has been using online tools for over 10 years – primarily webinars. In 2018, we moved to providing paid online courses dealing with charity and non-profit legal compliance and risk management to the non-profit and charity sector as…
We were pleasantly surprised to see that The Charity Report “your independent source of news in the charity sector” recently published an article Blumberg Snapshot: Taking measurement of the charity sector, 2010 to 2018. It profiles the many years that our…
Here is our Blumbergs Canadian Charity Sector Snapshot 2018. We recently reviewed the T3010 Registered Charity Information Return database for 2018 as part of the Sean Blumberg Transparency Project. The database covers about 84,323 of the 85,800 registered charities in…
A lot has happened since we originally published this article on September 4th so here is an updated version below. The WE Charity scandal has now been going on for over 3 months. It has caused the Minister…
In the case of Mudge v. The Queen, it deals with a charitable scheme and a motion by the taxpayer to strike out portions of CRA’s pleadings when CRA was trying to deny the deductibility of the ‘donation’. The case…
When CRA audits charities they typically send a long questionnaire to be filled in by the charity on many different issues. With some questionnaires, it is clear that they have a particular interest in a certain area such as foreign…