here is attached a CRA press release on donating wisely. If you are interested in donating wisely there are a number of articles on my website that may be helpful including: News release Donate wisely this holiday season…
The Charities Directorate of CRA in Charities Connection No. 5 – November 2010 notes new guidances that will be released for consultation by the Charities Directorate. Consultation processes We consult on our new guidance documents because your comments help…
Here is an interesting article by Bill Harper entitled “Tax Shelters—No Shelter for Charities”. It is short and concise and warns charities about the hazards of abusive tax shelter donation arrangements. The article is at:
The CRA has just released Charities Connection #5 with information on the new T3010-1 Registered Charity Information Return, highlights from some recent Guidance Documents, information on their upcoming consultations and speakers kits that anyone can use to educate groups about…
On Thursday at AFP there was a debate between Ken Mayhew, Dan Pallotta and myself on a number of issues surrounding compensation. Ken Mayhew and myself opposed commission based fundraising and Dan Pallotta supported it. There are a number of…
It appears that the changes from the T3010B to the T3010-1 will be minor and all of the are referenced in the link: relating to the March 4, 2010, Federal Budget. That will be a relief for many charities…
Here is a copy of my presentation on Top Legal and Ethical Issues for Canadian Fundraisers and my slides for the the Great Debate in which we discussed a number of issues relating to ratios, fundraising costs and compensation.
The database on non-profit collaboration provides numerous examples of collaboration and how they can benefit a charity. As well, it can be searched by a number of criteria. Here are some of the search criteria: Ways to Collaborate Purchase goods…
There are now 3 CIDA calls for Proposals under the new Partners for Development Program. CIDA Launches Two Calls for Proposals under the new Partners for Development Program December 1, 2010 Ottawa?The Canadian International Development Agency announced the launch of…
The Financial Action Task Force (FATF) is body made up of different countries and the FATF’s purpose is to combat money laundering and terrorist financing. The FATF Standards are comprised of Forty Recommendations on Money Laundering and the Nine Special…
I have expressed on a number of occasions my numerous concerns with Bill C-470 – a private members bill which involves salary caps for registered charities as well as salary disclosures of the top 5 executives or employees of a…
Here is an article by Andy Levy-Ajzenkopf entitled “Third-party fundraising, boon or bust?” which discusses the issue of charities using third party fundraisers.
Here is an interesting presentation by Ken Goodman entitled Fiduciary Considerations Involving Charitable Property There are a number of very good slides including a comparison of the requirements under the Income Tax Act and as a fiduciary or trustee of…
The Charities Directorate of CRA Released Charities Connection No. 5 for November 2010. It discusses the new Form T3010-1, Registered Charity Information Return; a number of the Charities Directorate’s guidance documents and also giving to charity: Information for donors –…
The CRA has revised its T4117 Income Tax Guide to the Non-Profit Organization (NPO) Information Return and the T1044 Form – Non-Profit Organization (NPO) Information Return. If an organization is a registered charity under the Income Tax Act they would…
Here is an article by Paul Waldie on a rarely used category of qualified donee called IC84-3R, Gifts to Certain Charitable Organizations Outside Canada:
I recently saw a great presentation on books and records from Teresa Douma, Senior Director, Legal Services for the Canadian Council of Christian Charities Here is the slide deck For more information on free resources from the CCCC see
Malcolm Burrows recently wrote a very thoughtful article for the September 2010 edition of Gift Planning in Canada on C-470, the private members bill to cap salaries at registered charities and to force charities to disclose salary information on the…
Here is a copy of the presentation “What’s New at the Charities Directorate” delivered by Cathy Hawara, Director General, Charities Directorate. It covers a number of topics including the recent very positive Auditor General’s Report on the Charities Directorate, Changes…
Private foundations in Canada have to comply with the “Excess Corporate Holdings” requirements introduced by Finance in the 2007 Federal Budget. Canadian private foundations that hold more than 2% of the issued and outstanding shares of any class of shares…
Here is the flyer for my November 24, 2010 presentation in Vancouver. (Fundraising and Receipting Brochure for Vancouver November 24, 2010) Here is a quick blurb on my session – more information in the flyers: Understanding CRA’s Fundraising Guidance and…
The letter from CRA discusses two disbursement quota scenarios in a gift from one charity to another related charity and depending on whether all or a portion of the gift is designated a “designated gift” how it will affect the…
Here are my seminar slides on Understanding CRA’s Fundraising Guidance, Top Legal Issues and Charitable Receipting by Mark Blumberg prepared for the Charity Law Information Program (CLIP).
This case deals with sentencing of a lawyer, Mr. Viccars, for facilitating a tax evasion scheme dealing with tax write offs for computer software. It has nothing to do with charities or non-profits but it is interesting to read the…