News

January 13, 2019

Fallacies about private foundations in 2019 - an article on the many myths about private foundations

The compliance requirements and restrictions on private foundations in Canada are frequently misunderstood, even by those who run large private foundations.   Here is our article Fallacies about private foundations in 2019 that might be helpful in dispelling these myths. 

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January 10, 2019

“Impossible to Justify” A Political Scientist Takes on American Philanthropy - David Callahan review

David Callahan recently reviewed Rob Reich's new book "Just Giving: Why Philanthropy is Failing Democracy and How It Can Do Better." in an article "Impossible to Justify" A Political Scientist Takes on American Philanthropy".  The review and the book are a further wake-up call that there are concerns in the public about philanthropy.    We can wait for people to become more cynical of the charity sector or we can act now to prevent that.   It is definitely worth reading David Callahan's review.  

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January 08, 2019

Addition to “Foreign charities that have received a gift from Her Majesty in right of Canada”

The Swiss Aga Khan Foundation has been added to the list of "Foreign charities that have received a gift from Her Majesty in right of Canada".  They have not been on the list for a number of years.  We have discussed this category previously.   There are only 3 groups at the moment on the list

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January 02, 2019

Safeguarding and preventing abuse of vulnerable and other individuals by charities

The Charity Commission of England and Wales has significant material to help charities understand the importance of putting in place systems and implementing them to safeguard charity beneficiaries, as well as staff and volunteers.   Sometimes the issue is framed in terms of "vulnerable" beneficiaries such as children or the elderly but similar principals apply to employees, volunteers, suppliers etc.  The issue has been covered recently in the media and for Canadian charities, there is little guidance on the topic from the CRA.

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December 14, 2018

Bill C-86 Receives Royal Assent

On Thursday December 13, 2018, Bill C-86 received Royal Assent. Within this Bill, there are several changes to the Income Tax Act related to charities, especially with regards to political activities.  The change allows Canadian registered charities to conduct public policy dialogue and development activities (PPADA) connected to the legal purpose of the charity as long as they are not directly or indirectly partisan.   We are awaiting guidance from CRA on how they will interpret the new provisions on political activities.  Also the CWP decision will probably one day end up in the Supreme Court of Canada and perhaps they will have a thing or two to say about political activities and how purposes and activities relate to registered charity status.  

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December 13, 2018

CRA announces the end of the T3010 charity annual return barcode stickers

As of November 14, 2018, CRA will no longer send out the peel and stick barcode labels with the T3010 annual information return package. These stickers were on the back of Form TF725, Registered Charity Basic Information Sheet. Charities will continue to receive Form TF725, on which they will be able to verify and make changes to their telephone number, fax number, email, website address and/or mailing address.

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December 04, 2018

Charities Directorate releases Report on the Charities Program 2016 to 2018

The CRA released today their Report on the Charities Program 2016 to 2018.  They note: "We made the report shorter by reducing the amount of text and added more visuals. The report is now easier to understand and has a more modern look."  There is far less information in this report than previously provided which is unfortunate.   Although with all the crazy changes Finance is coming up with on political activities I am surprised that CRA had the time to prepare this report at all. 

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November 29, 2018

Standing Senate Committee on Finance and their review of Political Activities - November 28, 2018

On Wednesday November 28, 2018 I presented to the Senate Committee on Finance in Ottawa. My presentation dealt with Bill C-86, Budget Implementation Act, 2018, and specifically the proposed changes to the rules and regulations on political activities carried out by charities within the Bill. 

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November 24, 2018

Informal Risk Reviews are Excellent Value for Money for Registered Charities

November 24, 2018

Statistics Canada is collecting data to reassess MBM, Canada’s Official Poverty Line

The Government of Canada recently announced that it will now be using the Market Basket Measure (“MBM”) to measure Canada’s poverty line. Previously, Canada did not have an official measure of poverty; rather MBM was used along with Low Income Cut-Off (‘LICO’) and low income measure (‘LIM’). With Canada’s First Poverty Reduction Strategy, announced in August 2018, the Federal Government needed an official poverty measure to guide this new strategy.

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November 24, 2018

Special Senate Committee on the Charity Sector and Mark Blumberg’s testimony November 19, 2018

On Monday November 19, 2018 I presented to the Special Senate Committee on the Charity Sector in Ottawa.  My presentation dealt with a number of areas especially transparency of non-profits and registered charities, good charity regulation, and political activities by charities.

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November 21, 2018

Finance 2018 Fall Economic Statement - its Impact on Canadian Charities, Journalism, Social Finance

November 18, 2018

St. Michael’s College School group sex assault scandal and broader thoughts on the charity sector

There have been a number of articles in the media on a Catholic school in Toronto called St. Michael’s College School over the last week and a number of recent incidents involving sexual assault and what the National Post describes as "Broomstick sexual assault".  St. Michael's College School is a registered charity.  Here is information on our Charitydata.ca website on St. Michael's College School. 

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November 05, 2018

New Canadian Registered Charity Legal Checklist by Mark Blumberg

Here is the new Canadian Charity Legal Checklist.  For those who are interested in reviewing legal compliance for their registered charity they may find the checklist helpful.  

November 04, 2018

CRA reminders to file the T3010

Canadian registered charities must file their Registered Charity Information Return (Form T3010) on an annual basis within 6 months of their fiscal year end.  Generally, CRA will send the T3010 package (which includes the peel-off labels) to the Charity’s mailing address within a month of a Charity’s fiscal year end.  And if not yet filed, CRA will send a Reminder to file the T3010 to registered charities by regular mail after the initial T3010 package was sent. 

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November 04, 2018

Ontario companies branch heavily backlogged

The Companies Branch of the Ontario Ministry of Government and Consumer Services (“MGS”) is very heavily backlogged at the moment.  Estimated times for processing applications that generally would have taken 6 – 8 weeks are now taking 4 or more months! 

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October 31, 2018

CBC article “Pro sports charities hoarding cash, overspending on fundraising, watchdog says”

The CBC today covered the issue of Canadian pro sports teams and their fundraising charities in "Pro sports charities hoarding cash, overspending on fundraising, watchdog says".   This is a follow on to the coverage by the Toronto Star from 2010. 

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October 31, 2018

Finance Changes to Political Activities and Canadian Charities

There have been large changes over the last week in the rules for Canadian registered charities and political activities.  Here is our article Finance Changes to Political Activities and Canadian Charities.

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October 30, 2018

Why you should not be setting up an Ontario non-profit corporation under the OCA today

Even with the Ontario Not-for-Profit Corporations Act ("ONCA") looming, we are still seeing recently incorporated non-profits that are set-up under the Ontario Corporations Act ("OCA"). Here is an article on some of the reasons why this is generally not a good idea, and why it is better for our clients to set up new entities under the federal Canada Not-for-profit Corporations Act ("CNCA").

October 28, 2018

Finance Legislative Proposals Notice of Ways and Means related to charities and political activities

On October 25, 2018 the Department of Finance posted Legislative Proposals Notice of Ways and Means Motions and Explanatory Notes which among other things change the rules for Canadian charities carrying out political activities.

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October 28, 2018

Blumbergs welcomes Gary Huenemoeder to our team as a Charity Audit & Compliance Advisor

Gary Huenemoeder has joined Blumbergs as a Charity Audit and Compliance Advisor to assist Canadian registered charities when they are being audited and more importantly to conduct informal risk reviews of a charity's operation (preferably before the audit) to identify and resolve issues in the simplest way possible. Gary will also be undertaking educational activities for groups or umbrella organizations that want to learn more about charity compliance.

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Topics: News

October 27, 2018

CRA releases infographic on charities changing your fiscal year

For many reasons a charity may decide that it is beneficial to change its fiscal year.   CRA has guidance on how to request such a change and now CRA has published an infographic on the topic.  

October 16, 2018

Blumbergs’ Submission on Finance’s Legislative Proposals Regarding Political Activities of Charities

Here is Blumbergs' submission to the Department of Finance on their recent Draft Legislative Proposals Regarding Political Activities of Charities.  For further information on political activities and Canadian registered charities see our directory of blogs and documents.  

October 15, 2018

Blumbergs Canadian Charity Sector Snapshot 2016

We launched today at the Blumbergs' Charity Law Institute 2018 the Blumbergs Canadian Charity Sector Snapshot 2016.  It has some interesting statistics on the Canadian charitable sector from the T3010 Registered Charity Information Return filings.  

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October 07, 2018

Blumbergs’ Canadian Charity Law Institute 2018

The Blumbergs' Canadian Charity Law Institute 2018 will be held on October 15, 2018.  Here is the Agenda.  Register here.

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Topics: News

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Charity Lawyer Mark Blumberg

Mark Blumberg is a partner at the law firm of Blumberg Segal LLP in Toronto and works almost exclusively in the areas of non-profit and charity law.

mark@blumbergs.ca
416.361.1982
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