April 21, 2024
Blackbaud presents “Charity Receipting in the Digital Age” with Mark Blumberg on April 25, 2024
Here is a description of the presentation: Charity Receipting in the Digital Age Thursday, April 25 at 1:00 pm EST For charities and…
April 16, 2024
Canadian Federal Budget 2024 and its impact on non-profits and charities
Today, Canadian Finance Minister Chrystia Freeland introduced the Federal 2024 Budget. Here is a note with our comments on the 2024 Canadian Federal…
April 13, 2024
CRA letter on claiming Canadian charity gifts and the five year carry forward
CRA recently put out a letter dealing with Canadian taxpayers claiming Canadian charity gifts and the five-year carry forward. For “most”…
April 12, 2024
Global “Alberta universities concerned about bill mandating provincial approval of federal funding”
In a recent article Global News notes: Incoming legislation that requires provincial approval of direct agreements with the federal government has…
April 9, 2024
Blumbergs’ Snapshot of the Ontario Charity Sector 2022
Here is the Blumbergs' Snapshot of the Ontario Charity Sector 2022. Some of the highlights of the Blumbergs’ Snapshot of the Ontario Charity Sector…
April 9, 2024
Blumbergs’ Snapshot of the Alberta Charity Sector 2022
Here is the Blumbergs' Snapshot of the Alberta Charity Sector 2022. Some of the highlights of the Blumbergs’ Snapshot of the Alberta Charity Sector…
April 9, 2024
Blumbergs’ Snapshot of the Atlantic Provinces Charity Sector 2022
Here is the Blumbergs' Snapshot of the Atlantic Provinces Charity Sector 2022. Some of the highlights of the Blumbergs’ Snapshot of the Atlantic…
April 9, 2024
Blumbergs’ Snapshot of the British Columbia Charity Sector 2022
Here is the Blumbergs' Snapshot of the British Columbia Charity Sector 2022. Some of the highlights of the Blumbergs’ Snapshot of the British…
April 9, 2024
Blumbergs’ Snapshot of the Quebec Charity Sector 2022
Here is the Blumbergs' Snapshot of the Quebec Charity Sector 2022. Some of the highlights of the Blumbergs’ Snapshot of the Quebec Charity Sector…
April 7, 2024
Mark Blumberg will be doing a presentation on “Due Diligence on Registered Charities in Canada” for the Estate Planning Council of Canada on April 11, 2024
Here is some information on the upcoming presentation "Due Diligence on Registered Charities in Canada". Here is some information on the…
April 3, 2024
Statistics Canadas’ numbers for 2022 donations to registered charities have been released
Every year I make some comments on Statistics Canada's release of tax data. While in this note, I will discuss their normal release, we have also…
March 24, 2024
Blumbergs’ Snapshot of the Canadian Charity Sector 2022
We recently reviewed the T3010 Registered Charity Information Return database for 2022 as part of the Sean Blumberg Transparency Project to create…
March 24, 2024
CRA Charities Directorate recently released their “Report on the Charities Program 2021 to 2022” – it has interesting information and we provide some comments on the Report
CRA has recently published their Report on the Charities Program 2021 to 2022. Here are some preliminary comments on the Report: The report…
March 22, 2024
CRA advises “Fugitive Brampton tax preparer caught and jailed for $34 million fraudulent charitable donation scheme”
Here is the press release from CRA: Fugitive Brampton tax preparer caught and jailed for $34 million fraudulent charitable donation scheme……
March 17, 2024
CRA updates guidance “P113 – Gifts and Income Tax 2023” with information on the donations and tax incentives
CRA has recently updated guidance “P113-23e Gifts and the Income Tax Act” with information on the donations and tax incentives. CRA updates the…
March 12, 2024
Ebert vs His Majesty the King – procedural decision by FCA relating to donation of wine to a registered charity and valuation
In Ebert vs His Majesty the King, this case deals with what CRA argues is the inflated valuation of wine that was donated to a charity. The CRA…
March 12, 2024
CRA response to Taxpayers’ Ombudsperson’s report “Charity Begins with Fairness: More to Explore”
We have written previously about the Taxpayers’ Ombudsperson's report report "Charity Begins with Fairness: More to Explore" which was released on…
March 12, 2024
CRA reminding Canadian registered charities to use the correct T3010 form
CRA is reminding charities to use the correct T3010 form in this notice, which we have reproduced below. Even better, as CRA notes, is to get on the…
February 26, 2024
Searching for a US 501(c)(3) charity or a Canadian registered charity
If you want more information on a US 501(c)(3) organization here are some suggestions: Google is a great resource The website of the organization or…
February 26, 2024
CRA has recently updated their webpages dealing with the disbursement quota
CRA has recently updated their page Annual spending requirement (disbursement quota). Here are the pages: Annual spending…
February 26, 2024
How valuable is your time? Get legal advice before embarking on the ONCA transition.
It is so sad to see so many Ontario non-profits spending months or years working on draft documents and then coming to a law firm "for a quick…
February 26, 2024
Grant to Grantees and the New T3010
As many of you already know, in June 2022, the Income Tax Act was amended to include a new way for registered charities to work with non-qualified…
February 26, 2024
CRA recently updated their Basic Guidelines Checklist for registered charities
CRA recently updated their Basic Guidelines Checklist for registered charities as a result of the new qualifying disbursement rules. Here are the new…
February 26, 2024
Future of Good doing series on charity advocacy and the Alternative Minimum Tax changes and whether the advocacy is misplaced
It is nice to see that Gabe Oatley of the Future of Good is looking at the topic of the proposed changes to the Alternative Minimum Tax and how that…