Events

April 29, 2019

Fundamentals of Receipting by Canadian Charities

Properly issuing official donation receipts has been challenging for many registered charities.  According to the CRA, 89% of registered charities that are audited by CRA are not correctly issuing official donation receipts.  Issuing incorrect receipts can result in revocation or penalties. It is easier to do it right than fix problems later!   

We will be hosting a 3-hour event on June 10, 2019, 8:30am - 12pm on receipting by Canadian registered charities. The program will be led by charity lawyer Mark Blumberg. You can find out more about this program here.

Topics covered in this course include:

  • When are charities allowed to issue official donation receipts? (“tax receipts”)
  • What are the top Canadian registered charity receipting mistakes
  • Review of information required on an official charitable tax receipt
  • What is split receipting and how does it affect galas, golf and other fundraisers?
  • Use of computer generated and e-mail receipts
  • and more...

Cost: $225.00 (includes snacks and coffee, materials, and registration fees). REGISTER HERE.

Early bird tickets are $175 and are available until May 14, 2019. You can also buy a combination ticket for both the morning Receipting and afternoon T3010 programs for $300 (lunch will be included).

Lunch is sponsored by Guardian Capital

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April 29, 2019

Fundamentals of the T3010 and Transparency for Canadian charities

Every year Canadian registered charities must file the T3010 Registered Charity Information Return with the Charities Directorate of CRA. In June 2019 Canadian registered charities will be able to file the T3010 online which will make the process easier and quicker. If charities do not file the form, they can be revoked by CRA for non-filing. If the T3010 is not filed accurately it can be cause for suspension of a charity's receipting privileges. 

We will be hosting a 3-hour event on June 10, 2019, 1:00pm - 4:30pm, on the T3010 for Canadian registered charities. The program will be led by charity lawyer Mark Blumberg. You find out more about this program here

Topics Include / You Will Learn:

• CRA Guidance and how it impacts the T3010
• Common mistakes in completing the T3010
• Strategies for filing T3010 accurately and in a timely fashion
• Fixing past mistakes with the T3010
• Tools to review T3010 filings
• What changes will be taking place with electronic filing in June 2019 that you need to know
• and more. 

Cost: $225.00 (includes snacks and coffee, materials, and registration fees). REGISTER HERE.

Early bird tickets are $175 and are available until May 14, 2019. You can also buy a combination ticket for both the morning Receipting and afternoon T3010 programs for $300 (lunch will be included).

Lunch is sponsored by Guardian Capital

Topics:

April 29, 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 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.  Early bird specials may be available.  

If you have questions please call Daniela Campos at 416-361-1982 extension 252 or e-mail daniela@blumbergs.ca  

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 https://www.globalphilanthropy.ca/charity_law_list/subscribe/

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 www.canadiancharitylaw.ca, www.globalphilanthropy.ca or www.charitydata.ca 

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

Contact

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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