I will be presenting 2 workshops in Ottawa on November 3rd with Volunteer Ottawa- one on “Top CRA Compliance Issues for Canadian Registered Charities and their Directors” and the second workshop on “Foreign Activities by Canadian Charities - CRA’s new Guidance on Activities Outside of Canada for Canadian Registered Charities” Here is further information:
Legal Workshop Double Header!
Mark Blumberg is a charity lawyer and the editor of http://www.canadiancharitylaw.ca - a Canadian charity law website and http://www.globalphilanthropy.ca - a Canadian website dedicated to legal and ethical issues for Canadian charities operating abroad. He will be presenting the following two workshops – REGISTER EARLY, THEY’RE SURE TO SELL OUT!!
Join us on Wednesday, November 3rd for a workshop on
Top CRA Compliance Issues for Canadian Registered Charities
and their Directors
11:30 a.m. – 1:30 p.m. (brown bag lunch)
In this presentation covers 20 top compliance issues for Canadian registered charities. It is led by charity lawyer, Mark Blumberg, who is a partner at the law firm Blumberg Segal LLP in Toronto and the editor of GlobalPhilanthropy.ca. This presentation also provides a simple checklist that a registered charity can use to monitor the most important compliance issues facing it, with many references and links to further information on each of the compliance issues.
•Filing the new T3010B
•Issuing proper official donation receipts
•Appropriate fundraising and CRA’s guidance on fundraising
•Appropriately dealing with non-qualified donees such as Canadian non-profits that are not registered charities and foreign charities
•The disbursement quota and recent changes and their effect on charities
•Avoiding abusive charity tax schemes
•Payments to directors
•The importance of keeping adequate books and records
•Business activities/conducting social enterprise by Canadian charities
•How to handle a CRA charity audit
•Important employment issues for Canadian charities
Who should attend this workshop: Executive Directors, Board Chairs, Treasurers, CFOs, Senior Managers, Directors and others interested in ensuring that their registered charity complies with legal obligations.
Foreign Activities by Canadian Charities
CRA’s new Guidance on Activities Outside of Canada for Canadian Registered Charities
(2:00 p.m. – 4:00 p.m.)
This workshop will provide an overview of CRA requirements for foreign activities by Canadian registered charities and what is “new” with CRA’s guidance.
The workshop will be conducted by Canadian charity lawyer Mark Blumberg, who is a partner at Blumberg Segal LLP, lead trainer for Capacity Builders and editor of http://www.globalphilanthropy.ca, a website dedicated to assisting Canadian charities with foreign activities.
Some of the topics will include how to maintain “direction and control”; what is required in agreements; reporting and monitoring; receipts; local laws, transfers of capital property in development situations; sample contractor agreement for foreign activities; capacity building; recent cases on foreign activities; intermediary arrangements; ongoing instruction; effect of CIDA funding; books and records requirements and important ethical issues for foreign activities.
The presentation will be followed by a discussion of the guidance with an opportunity for participants to ask questions. Although not required it is recommended that you review the New Guidance at http://www.globalphilanthropy.ca/index.php/articles/new_guidance_for_canadian_registered_charities_carrying_out_foreign_activit/
Who should attend this workshop: Executive Directors, Board Chairs, Treasurers, CFOs, Senior Managers, program officers and others whose registered charities conduct either activities outside of Canada (“foreign activities”) or activities with intermediary organizations in Canada that are not qualified donees such as registered charities.
Mark Blumberg, an expert legal mind on the topic of legal issues facing all types of charities will be presenting these workshops – here’s a little more about him…
Mark Blumberg is a partner at the law firm of Blumberg Segal LLP in Toronto and works primarily in the areas of non-profit and charity law. He has a B.A. in Political Science from the University of Toronto, an LLB from the University of British Columbia and a LLM from Osgoode Hall Law School in Tax Law.
Mark is on the Executive of the Canadian Bar Association (CBA) National Charities and Not-for-Profit Law Section and Ontario Bar Association (OBA) Charity and Non-profit law section.
Mark is the lead trainer for the Charity Law Information Program (CLIP), which is a project of Capacity Builders, funded by the Charities Directorate of the Canada Revenue Agency. The project’s goal is to help Canadian charities become more aware of their legal obligations under the Income Tax Act, and to increase compliance with those requirements. (http://www.capacitybuilders.ca/clip/clip.php)
Mark is also the editor of at http://www.canadiancharitylaw.ca/ – a Canadian charity law website and http://www.globalphilanthropy.ca/ – a Canadian website dedicated to news about the Canadian charitable sector as well as legal and ethical issues for Canadian charities operating in Canada or abroad.
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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.