Fundamentals of the T3010 and Transparency for Canadian charities

April 17, 2024 @ 1:00 pm - 4:30 pm

Every year, Canadian registered charities must file the T3010 Registered Charity Information Return with the Charities Directorate of CRA. Canadian registered charities are now able to file the T3010 online which makes the process easier, quicker and more accurate. If charities do not file the T3010, they will be revoked by CRA for non-filing. If the T3010 is not filed accurately and completely, it can be cause for suspension of a charity’s receipting privileges.

The T3010 is a complicated form dealing with legal, accounting and operational issues. This seminar will focus on the legal and operational issues and not the accounting issues. Understanding the T3010 is essential for those involved with finance and governance at charities, as well as researchers, grant writers, funders and fundraisers.

Topics Include / You Will Learn:

Vital Income Tax Act (Canada) definitions needed to complete the form
The T3010 guide and its importance
CRA Guidance and how it impacts the T3010
Common mistakes in completing the T3010
Consequences of incomplete or inaccurate T3010 filing
Schedules and other documents required to be filed with the T3010
Strategies for filing T3010 accurately and in a timely fashion
Fixing past mistakes with the T3010
Other mandatory and suggested transparency requirements
Tools to review T3010 filings
How the T3010 information is being used and misused
Limitations of the T3010 data
What information on the form tends to be accurate and what less so
What recent changes to the T3010 that you need to know about

While the T3010 can be complicated, and there are many ways a charity can show transparency, the T3010 is the minimum legal requirement of charities. The T3010 is one of the main tools the CRA uses to decide which charity will be audited. Major donors and funders often consult T3010 when making important decisions that can affect charities.

The program will be led by charity lawyer Mark Blumberg.

Blumbergs’ Fundamentals of the T3010 and Transparency for Canadian charities will be of interest to staff at non-profits and charities responsible for compliance issues, especially finance and governance at charities, as well as researchers, grant writers, funders, fundraisers, programs officers, professional advisors such as lawyers and accountants who advise charities and non-profits, and board members of Canadian charities.

If you have questions, please get in touch with Daniela Campos at 416-361-1982 x252 or e-mail daniela@blumbergs.ca

Timing and content are subject to change.

For lawyers, this event qualifies for 3 hours of LSO Substantive Hours but does not qualify for Professionalism Hours. For other professional advisors, it may count toward continuing education requirements.

Tickets are fully refundable until 30 days before the online event but not thereafter. If you register and are unable to attend, you are welcome to substitute someone else from your organization at any time. Dates may be subject to change should circumstances arise. All efforts will be made to notify you as soon as possible in this unlikely event.