June 28, 2019

Fundamentals of Running a Private or Public Foundation in Canada

Private and Public Foundations are an important part of the Canadian charity sector.  The Blumbergs' Fundamentals of Running a Private or Public Foundation in Canada on Tuesday September 17, 2019 will focus on compliance issues with an emphasis on those specifically relevant to running a private or public foundation that is a registered charity in Canada.  While some foundations give out a small amount each year – others are giving hundreds of millions.  Large gifts might have been $10-20 million a few years ago but are now $100 million and over.  

There are over 10,000 foundations (5800 private and 5000 public) and CRA is increasingly auditing them as CRA prioritizes higher risk registered charities with higher assets and expenditures for audits.  It is vital that directors and staff of foundation understand their legal obligations to avoid problems such as compliance agreements, penalties, revocation, and directors and officers becoming ineligible individuals.

Register here for the Fundamentals of Running a Private or Public Foundation in Canada 

Some of the topics will include:

  • An overview of the private and public foundation sectors
  • A brief overview of the process to establish a private and public foundation and current challenges
  • Myths and fallacies about public and private foundations
  • Key documents to understand your foundation
  • Key issues for your foundation
  • What are the differences between a charitable organization, public foundation and private foundation
  • Constraints that apply to private and public foundations and which are most important
  • The importance of legal objects of foundations and how they can limit activities
  • Control and organization of foundations
  • The importance of the separation of charitable foundations from non-qualified donees such as an affiliated bank or for-profit entity or non-profit
  • Having more flexibility through changes in corporate documents or set up as well as possibly having multiple entities
  • Corporate law considerations, by-law and policies
  • Investments and related compliance issues
  • Maintaining your corporate foundation
  • Receiving gifts or endowing foundations and avoiding problems
  • Making grants to qualified donees and potential pitfalls to be aware of
  • Structuring gift agreements with grantees
  • Making grants to non-qualified donees in Canada and outside of Canada and the need for direction and control according to CRA Guidance
  • Top compliance concerns for private and public foundations
  • Transactions with directors and compensating directors and the complexities related to it
  • Top mistakes made by private and public foundations
  • How much should you spend on administration?
  • Rules around fundraising and grant writing
  • Disbursement quota rules and how the 2010 reforms made many changes
  • Anti-Avoidance rules and designated gifts
  • Some ideas on good governance for foundations and some grant-making good practices
  • Due diligence on grants
  • How to deal with a CRA audit and factors CRA uses to determine who to audit
  • Criticisms of foundations and strategies to avoid reputational problems

Cost: $395.00 per person (includes snacks and coffee, lunch, materials, and registration fees). REGISTER HERE

If you have questions please call Daniela Campos at 416-361-1982 extension 252 or e-mail  

Fundamentals of Running a Private or Public Foundation in Canada will be of interest to

  • staff and volunteers at private and public foundations responsible for governance, financial management and compliance issues; 
  • professional advisors such as lawyers, accountants, investment advisors who advise private and public foundations; and
  • board members of Canadian foundations.

For lawyers, this event qualifies for 5 hours of Law Society of Ontario Substantive Hours but does not qualify for Professionalism Hours.   For accountants, this may count as 5 hours of Continuing Professional Development.   

If you cannot attend this event but wish to be informed of future events then please subscribe to our newsletter at

Timing and content are subject to change.  There are a limited number of spaces available for this conference. 

Tickets are fully refundable until 30 days prior to the 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 and locations may be subject to change should circumstances arise.  All efforts will be made to notify you as soon as possible in this event.

 To find out more about legal services that Blumbergs provides to Canadian charities and non-profits please visit, or 


June 28, 2019

Blumbergs’ Canadian Charity Law Institute 2019

Join us on Monday October 7, 2019 in Toronto for the 8th Annual Blumbergs' Canadian Charity Law Institute. We will be featuring a number of speakers covering different legal and compliance issues affecting Canadian charities and non-profits.  It will be a full day packed with practical legal and ethical compliance information geared toward charities, professional advisors and those interested in regulatory issues affecting charities and the non-profit sector. Space is limited.

The price is $275 for the day. It includes breakfast, lunch, breaks, coffee and drinks, HST and handouts. There are early bird specials if you sign up early enough including the super early bird which expires July 31.  For more information or to register here is a link to the Blumbergs' Canadian Charity Law Institute 2019.


June 28, 2019

Online Charity Law Courses from Blumbergs - 24/7 compliance education for registered charities

We have created two new online courses for those outside of Toronto who are not able to come to our programs.  They might also be helpful to those in Toronto who cannot wait for our next session as they sometimes only occur annually.  Online course are never going to be the same as in-person courses but for many they are far easier to access and more convenient.  You can do an online course at your pace and redo sections if you wish.

The first course is "Should We Establish a Canadian Social Enterprise, Non-Profit or Charity and How to Do It?".   The course is $149 and you can register at 

The second course is "Receipting for Canadian Registered Charities".  The course is $225 and you can register at 


Do you require legal advice with respect to Canadian or Ontario non-profits or charities?


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.
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