Explore every episode of the podcast The Canadian Charity Law Podcast

This episode focuses on the Canada Revenue Agency's (CRA) guidelines for balancing fundraising activities with the primary purpose of serving charitable causes. It outlines the importance of reasonableness in fundraising expenses and stresses the need for charities to obtain proper permissions and licenses for specific fundraising methods, including lotteries, bingos, and charity casinos. The article also highlights the "Guidance CG-013" document from the CRA, which provides detailed information on fundraising activities and best practices for registered charities.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B.I.G. Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode provides guidance on how Canadian charitable organizations can effectively manage their assets to ensure long-term sustainability and maximize their positive impact on the community.

We emphasizes the importance of comprehensive asset management, strategic insurance, protecting organizational identity, careful facility usage, and continuous improvement in governance.

By implementing these strategies, Canadian charities can maintain donor trust, ensure the long-term viability of their mission, and use every donated dollar to create meaningful social change.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B.I.G. Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

In this episode we explore the purposes of the ONCA (the new legislation for nonprofits and charities incorporated in Ontario)  and what’s new, including its implications for existing corporations and the transition process.

We also discuss practical tips for directors and members on navigating the new legislation, including how to prepare for the ONCA transition and file necessary documents with the Ministry.

Finally, we highlight the key differences between Public Benefit Corporations (PBCs) and non-PBCs and the financial review requirements for each type of corporation.

This episode is sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm serving charity and not-for-profit clients across Canada (https://www.charitylawgroup.ca/ 416-488-5888) and B.I.G. Charity Accounts Group, a firm serving Canadian charities with all their financial statements and tax filing needs.

https://www.charitylawgroup.ca/
416-488-5888

https://www.charityaccountingfirm.ca/
289-301-8883

This episode provides advice for executive directors leading capital campaigns for charitable organizations.

It offers six tips to effectively navigate the fundraising process, covering topics such as allocating time for fundraising, crafting a compelling case for support, communicating authentically with donors, embracing vulnerability, being responsive and resourceful, and seeking support and learning opportunities from others.

The tips aim to equip charity leaders across Canada with the knowledge and skills needed to successfully lead capital campaigns and secure the necessary funding for their organization's goals.

This episode is sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B.I.G. Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode provides a detailed guide for Canadian charities on how to run a successful matching end-of-year fundraising campaign.

It explains the benefits of such campaigns, including increased donor motivation and larger donations, and outlines a step-by-step process for implementation. The episode covers key elements such as setting clear goals, finding a matching partner, crafting compelling messaging, planning outreach strategies, engaging donors throughout the campaign, and reporting results.

This episode is sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B.I.G. Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

In this episode, we provide an overview of fundraising guidelines for charities in Canada. We discuss the Canada Revenue Agency's (CRA) broad definition of fundraising, which encompasses a variety of activities, both direct and indirect.

We also highlight the CRA's focus on ensuring that charities maintain transparency and accountability in their fundraising practices.

Finally, we outline key pointers from the CRA's guidance, including the importance of adhering to the Income Tax Act, identifying unacceptable fundraising practices, meeting reporting requirements, and following best practices.

This episode is sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm serving charity and not-for-profit clients across Canada with registration and governance, and B.I.G. Charity Accounts Group, a bookkeeping firm serving Canadian charities with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This discussion provides four essential tips for maintaining a nonprofit website. It emphasizes the importance of ensuring user experience elements function properly, updating key information, refreshing the site's appearance, and promoting the website through other marketing channels. We also highlight the need for regular maintenance to create a user-friendly and visually appealing website that reflects the organization's mission and values.

This episode is sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm serving charity and not-for-profit clients across Canada with registration and governance, and B.I.G. Charity Accounts Group, a bookkeeping firm serving Canadian charities with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

In this episode we cover the required information on an official donation receipt from a registered charity.

The receipt must include the charity's name and address, the donor's full name and address, the date of the donation, the amount donated, the date the receipt was issued, and the charity's registration number issued by the Canada Revenue Agency (CRA).

It also outlines specific requirements for receipts issued for cash and non-cash gifts, emphasizing the need for a clear description of non-cash gifts and their fair market value.

This episode is sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm serving charity and not-for-profit clients across Canada with registration and governance, and B.I.G. Charity Accounts Group, a bookkeeping firm serving Canadian charities with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode provides guidance for charities and applicants for charitable status who promote the welfare of animals.

It explains the legal framework for registering as a charity in Canada, including the requirement that charitable purposes must provide a public benefit and that activities must align with legal and ethical standards.

The episode outlines the types of activities considered charitable, including animal rescue, rehabilitation, sanctuary, and advocacy for animal welfare.

It further clarifies that activities involving the use of animals in scientific research or agricultural practices must adhere to existing Canadian legislation and ethical guidelines.

This episode is sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm serving charity and not-for-profit clients across Canada with registration and governance and B.I.G. Charity Accounts Group, a firm serving Canadian charities with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
416-488-5888

https://www.charityaccountingfirm.ca/
289-301-8883

Here we explore when a Sports Organization can and cannot qualify for charity registration in Canada.

This episode is sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm serving charity and not-for-profit clients across Canada (https://www.charitylawgroup.ca/ 416-488-5888) and B.I.G. Charity Accounts Group, a firm serving Canadian charities with all their financial statements and tax filing needs.

https://www.charitylawgroup.ca/
416-488-5888

https://www.charityaccountingfirm.ca/
289-301-8883

This episode is a guide for registered charities in Canada who want to make grants to organizations that do not have charitable status.

We explain the legal framework and requirements for making these grants, which were recently amended to allow for more flexible and collaborative partnerships.

It outlines the key legal terms, such as "qualifying disbursement" and "grantee organization," and then outlines the "accountability requirements" that charities must meet when making grants.

We emphasize the importance of due diligence, recommending a process for charities to assess risk and apply appropriate accountability tools, such as research, written agreements, and reporting plans.

The ultimate purpose of the discussion is to provide charities with the tools and information they need to make grants to non-qualified donees in a responsible and compliant manner, ensuring that their resources are used effectively for charitable purposes and that public trust in the charitable sector is upheld.

This episode is sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm serving charity and not-for-profit clients across Canada (https://www.charitylawgroup.ca/ 416-488-5888) and B.I.G. Charity Accounts Group, a firm serving Canadian charities with all their financial statements and tax filing needs.

https://www.charitylawgroup.ca/
416-488-5888

https://www.charityaccountingfirm.ca/
289-301-8883

This episode provides guidelines for creating effective and informative board meeting minutes.

Key aspects covered include formatting, content limitations, and what information to include (decisions, actions, responsibilities).

The conversation emphasizes transparency while maintaining confidentiality, suggesting a balance between detailed records and protecting sensitive information.

Consistency in format and a pre-approved template are recommended for efficiency. Finally, the episode stresses the importance of regularly reviewing minute-taking practices to ensure they align with the board's goals for transparency.

This episode is sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm serving charity and not-for-profit clients across Canada with registration and governance, and B.I.G. Charity Accounts Group, a bookkeeping firm serving Canadian charities with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

In this episode we explore the advantages of establishing a private foundation in Canada.

Key benefits include maintaining control over donated assets, engaging family members in philanthropic activities, and customizing supported charitable causes.

Additional advantages are operational flexibility, building a sustainable asset base, enhanced privacy, and the potential for increased public recognition.

Bottom line: private foundations are a powerful tool for impactful and enduring charitable giving.

This episode is sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm serving charity and not-for-profit clients across Canada with registration and governance, and B.I.G. Charity Accounts Group, a bookkeeping firm serving Canadian charities with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode emphasizes a structured approach to Charity Budgeting, beginning with establishing a timeline and identifying key personnel, and progresses through data collection, establishing an account structure, and prioritizing certain information.

The podcast concludes by highlighting the importance of aligning the budget with the charity's goals and striving for a balanced budget.

This episode is sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm serving charity and not-for-profit clients across Canada with registration and governance, and B.I.G. Charity Accounts Group, a bookkeeping firm serving Canadian charities with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode outlines the costs associated with registering and maintaining a charity in Canada.

Initial costs include legal and consulting fees (ranging from $5,000 to $15,000), and incorporation fees (around $200 federally).

Ongoing expenses encompass annual financial statements, annual reporting to the CRA (both starting around $1,000), fundraising costs (10-15% of funds raised), governance and operational costs ($500-$5,000), insurance ($700-$2,000), and additional potential costs for technology, training, and office space.

The episode emphasizes the importance of expert Charity Lawyers to navigate the registration process successfully.

This episode is sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm serving charity and not-for-profit clients across Canada with registration and governance, and B.I.G. Charity Accounts Group, a bookkeeping firm serving Canadian charities with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode provides guidance on accurately filing a Canadian charity's T3010 tax return, emphasizing the importance of meeting deadlines, providing complete information, and accurately describing charitable activities.

The guide highlights common mistakes to avoid, such as incorrectly reporting financial data or failing to file even during periods of inactivity.

This episode is sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm serving charity and not-for-profit clients across Canada with registration and governance, and B.I.G. Charity Accounts Group, a bookkeeping firm serving Canadian charities with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode is a general guide to Canadian tax compliance for private foundations.

It details the administrative, financial, and operational restrictions placed on these foundations, including requirements for corporate filings, annual information returns, and disbursement quotas.

The guide also covers tax implications for donations, rules on loanbacks and investments, and the impact of provincial statutes. Essentially, the guide provides a comprehensive overview of the legal and regulatory framework governing private foundations in Canada, and emphasizes compliance to avoid penalties.

This episode is sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm serving charity and not-for-profit clients across Canada with registration and governance, and B.I.G. Charity Accounts Group, a bookkeeping firm serving Canadian charities with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode offers an essential guide to selecting a charity lawyer, highlighting the importance of legal expertise for Canadian nonprofits and charities.

It emphasizes finding a lawyer with experience in Canadian charity law, transparent and predictable fees, significant number of online 5 star reviews, and strong, timely communication.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B.I.G. Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode is a step-by-step instructions for reinstating a revoked charity license in Canada. It highlights the importance of understanding the reasons for revocation, rectifying non-compliance issues, and engaging with the Canada Revenue Agency (CRA).

The discussion emphasizes the need for a comprehensive reinstatement application and the benefits of seeking professional legal assistance from organizations like B.I.G. Charity Law Group.

The information provided is for educational purposes and does not constitute legal advice.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B.I.G. Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode outlines the key responsibilities for Canadian charity board directors. 

‍These responsibilities include monitoring the executive director's performance, making organizational decisions, maintaining accurate records, filing returns with the Canada Revenue Agency, and approving financial statements. 

‍The outline also covers budget development, ensuring sufficient and well-trained board members, preparing an annual report, convening an annual general meeting, and regularly evaluating risks.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B.I.G. Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

‍

This episode explains how to register a temple, mosque, or church as a charity in Ontario and across Canada. It covers crucial steps like choosing a name and obtaining a NUANS report, establishing an address and board of directors, defining the organization's purpose and charitable activities, and understanding the incorporation timeframe and associated fees. The process of filing an initial notice and obtaining charitable tax status from the Canada Revenue Agency is also detailed. Finally, the episode emphasizes the importance of legal compliance and seeking professional assistance, particularly that of an experienced charity lawyer, when needed.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B.I.G. Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode emphasizes the importance of year-end accounting for Canadian charities. ‍ Accurate accounting is legally required for filing the T3010 form with the CRA and issuing correct tax receipts. ‍ Financially sound practices build donor trust by demonstrating responsible use of funds. Analyzing financial records allows charities to learn from past performance and plan for future success. Maintaining organized records simplifies audits and ensures compliance. Finally, the episode suggests seeking professional help when needed.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

The episode highlights how outsourcing your charity's bookkeeping saves time, reduces financial risks, ensures accurate tax filings, provides access to better software, and offers expert advice. 

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode provides a guide to essential legal documents for churches in Ontario. It details the importance and preparation of Articles of Incorporation, bylaws, volunteer policies, and a statement of faith.

Furthermore, it highlights the necessity of additional policies covering finances, discipline, and facility use, along with maintaining crucial records like meeting minutes and member databases.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

The episode provides a guide for establishing a private foundation in Toronto. It outlines key considerations such as defining the foundation's mission and legal structure, selecting a jurisdiction, and securing funding.

Further topics cover endowed funds, active versus passive funding models, and effective management strategies.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode outlines the post-incorporation responsibilities for Canadian not-for-profit organizations. Key obligations include holding an initial directors' meeting, registering extra-provincially if federally incorporated, filing annual returns, updating registration upon changes in directors or address, maintaining accurate financial statements, and potentially registering with the CRA as a charity. The text emphasizes the importance of compliance with all relevant laws and regulations, suggesting seeking professional legal and accounting advice.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode discusses the advantages and disadvantages of incorporating a nonprofit organization (NPO) in Canada. Key benefits of incorporation include liability protection for members, continuity, a formal framework for dispute resolution, and the legal capacity to enter contracts and own property. Conversely, remaining unincorporated offers more flexibility, but leaves the nonprofit vulnerable to legal risks. The overall message encourages careful consideration of the implications before making a decision.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode provides guidance on accurately filing a Canadian charity's T3010 tax return, emphasizing the importance of meeting deadlines, providing complete information, and correctly reporting activities.

It highlights potential pitfalls such as inaccurate financial reporting and improper descriptions of charitable activities.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode emphasizes the importance of a well-designed and legally compliant website for Canadian charities. The episode highlights crucial aspects like transparently conveying the charity's mission and activities, ensuring legal compliance in online fundraising, and avoiding conflicts of interest. It stresses the need for accurate financial reporting and discourages the promotion of unrelated commercial interests. Finally, the episode advocates for user-friendly website design to enhance the charity's online presence and attract support.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode provides a thorough outline of how Canadian charities can safeguard their assets against various legal and financial threats.

The discussion emphasizes the importance of comprehensive asset management, including meticulous financial record-keeping and strategic insurance coverage.

Protecting organizational identity through trademark registration and carefully managing facility usage are also highlighted as key strategies.

Continuous improvement and good governance are essential for long-term sustainability and maintaining donor trust.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode clarifies the Canada Revenue Agency's (CRA) criteria, which involves common law and the Income Tax Act.

The CRA focuses on whether the organization's belief system qualifies as a religion and whether its purposes and activities advance that religion. Requirements include belief in a Supreme Being, worship, and a comprehensive system of faith.

To "advance" religion means to promote belief through activities materially connected to religious teachings.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode addresses the rewards and risks involved in hiring a celebrity for charity marketing.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode outlines the CRA's recommended due diligence approach for grant-making to non-qualified donees (i.e., non charities), emphasizing alignment with charitable purpose and risk assessment.

The model stresses collaboration, accountability, and thorough documentation for responsible grant management.

 Consistent application of these principles protects the charity and acknowledges necessary administrative expenses.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode offers practical advice for individuals considering founding a Canadian nonprofit organization.

It emphasizes the importance of self-reflection regarding motivations and ensuring a genuine need exists for the proposed organization.

The discussion highlights key considerations such as developing a sound business plan, exploring various organizational structures, and understanding the differences between nonprofits and charities.

It also addresses the realities of the commitment involved, including administrative burdens and the need for self-care.

Furthermore, the episode outlines the incorporation process, essential documents, post-incorporation requirements like bylaws and board development, and ongoing legal and financial obligations.

Finally, it touches upon the challenges of "Founder's Syndrome" and provides a self-assessment checklist to help potential founders determine their readiness.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode provides guidance to Canadian charities on preparing for and managing audits by the Canada Revenue Agency (CRA).

It highlights the potential consequences of audits, including revocation of charitable status and reputational damage.

The discussion details the CRA audit process, common audit triggers, and possible outcomes, ranging from education letters to revocation.

Furthermore, it outlines steps charities can take to prepare for an audit, such as maintaining proper documentation and seeking professional support.

Finally, the episode identifies common audit issues like inadequate record-keeping and impermissible political activities, emphasizing proactive compliance and professional advice to mitigate risks.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode addresses the crucial topic of executive compensation within Canadian charities (with some references to US charity law as well), emphasizing the need for fair and reasonable pay to attract and retain competent leadership while adhering to legal and ethical standards. 

Canadian regulations, particularly by the CRA, define compensation broadly and strictly prohibit undue private benefit, requiring transparency through the T3010 form. 

In the US, the IRS and organizations like Charity Navigator also stress reasonable compensation, suggesting reliance on comparability data and independent review processes, while acknowledging the complexities and competitive pressures of executive roles in often large, mission-driven organizations. 

Ultimately, both jurisdictions underscore the importance of board oversight and accountability in ensuring responsible stewardship of charitable resources regarding executive pay.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode, Essential Principles for Charity and Nonprofit Bookkeeping, outlines crucial guidelines for managing a Canadian organization's finances.

It emphasizes meticulously documenting and summarizing all financial transactions using accrual and double-entry bookkeeping methods for accuracy and internal control.

The discussion stresses the importance of a comprehensive chart of accounts and the regular production of key financial statements like the statement of activities and the statement of position.

Furthermore, it covers aspects such as consistent system procedures, proper recognition of revenue and expenses, management of assets, adherence to regulations, and the implementation of internal controls to ensure sound financial management and accountability.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs.

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode outlines the necessary steps for establishing a not-for-profit corporation in Toronto.

The process involves choosing a unique name, preparing Articles of Incorporation, appointing directors, defining bylaws, and submitting an incorporation application.

The guide also mentions the optional step of obtaining charitable status through the Canada Revenue Agency for additional tax advantages.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs. Hat tip to our friends at OrgHub.ca, a new, innovative software platform that provides not-for-profits and charities across Canada with a solid foundation for incorporation and streamlined corporate governance. 

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode explains the crucial early decision for nonprofits looking to incorporate in Ontario: whether to incorporate provincially (specifically in Ontario) or federally.

Provincial incorporation in Ontario offers benefits such as easier access to funding, potential tax advantages, limited liability protection, an independent legal identity, and perpetual existence.

Federal incorporation provides nationwide name protection, enhanced prestige, greater flexibility for national operations, and potentially advantageous governance structures.

Ultimately, the choice depends on a nonprofit's geographic scope, administrative capacity, future plans, and budget, though both options offer core benefits like limited liability and legal standing.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs. Hat tip to our friends at OrgHub.ca, a new, innovative software platform that provides not-for-profits and charities across Canada with a solid foundation for incorporation and streamlined corporate governance. 

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

Recent changes to Ontario's Not-for-Profit Corporations Act (ONCA) have altered the rules for proxy voting in non-profit and charitable organizations located in Ontario.

Previously, the right to use proxies was automatic for members, but now, it is only permitted if explicitly stated in an organization's articles or by-laws.

This discussion outlines what a proxy is, the potential benefits and drawbacks of allowing them, and highlights that virtual meetings offer an alternative.

Canadian nonprofits that continue to use proxies must adhere to specific requirements for proxy forms to ensure legal compliance.

If you are looking to register a nonprofit or charity and need assistance with ensuring you, as the founder, retain control, call us at 416-488-5888 or email at ask@charitylawgroup.ca, and our experienced charity lawyers can assist with bylaw and related resolutions formation and revisions, giving you absolute control.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs. Hat tip to our friends at OrgHub.ca, a new, innovative software platform that provides not-for-profits and charities across Canada with a solid foundation for incorporation and streamlined corporate governance. 

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode explains challenges to founder control in standard non-profit structures where all members typically have voting rights.

It then presents two main solutions involving different membership classes to mitigate this challenge.

The first solution proposes a structure where only board members are voting members, ensuring they control board appointments. The second involves multiple classes of members.

These strategies enable founders to maintain influence over the non-profit's direction and board composition without worry of losing control of the nonprofit or charity.

If you are looking to register a nonprofit or charity and need assistance with ensuring you, as the founder, retain control, call us at 416-488-5888 or by email ask@charitylawgroup.ca, and our experienced charity lawyers can assist with bylaw and related resolutions formation and revisions, giving you absolute control.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs. Hat tip to our friends at OrgHub.ca, a new, innovative software platform that provides not-for-profits and charities across Canada with a solid foundation for incorporation and streamlined corporate governance. 

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode explains how to start a non-profit society specifically in British Columbia, offering a step-by-step process for incorporation.

It highlights key stages such as building a core team, choosing a name, defining the society's purpose, and crafting bylaws.

The discussion also touches upon filing for incorporation, opening a bank account, and the separate process of obtaining charitable tax status.

Finally, it includes important considerations for long-term success and directs listeners to resources for further assistance and related topics in charity law.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs. Hat tip to our friends at OrgHub.ca, a new, innovative software platform that provides not-for-profits and charities across Canada with a solid foundation for incorporation and streamlined corporate governance. 

https://www.charitylawgroup.ca/
P: 416-488-5888

https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode outlines how Canadian charities can legally engage in political advocacy while maintaining their registered status.

It clarifies what political activities are allowed and prohibited, emphasizing the requirement to remain non-partisan.

The episode highlights how recent amendments to the Income Tax Act have removed the 10% spending limit on public policy dialogue and development activities, allowing for more freedom in advocacy as long as it supports the charity's mission.

Best practices for compliant advocacy are also provided, including staying focused on the mission, keeping records, and focusing on education rather than campaigning.

If you are looking to register a nonprofit or charity and need assistance with ensuring you, as the founder, retain control, call us at 416-488-5888 or email at ask@charitylawgroup.ca, and our experienced charity lawyers can assist with bylaw and related resolutions formation and revisions, giving you absolute control.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs. Hat tip to our friends at OrgHub.ca, a new, innovative software platform that provides not-for-profits and charities across Canada with a solid foundation for incorporation and streamlined corporate governance. 

B.I.G. Charity Law Group Professional Corporation
https://www.charitylawgroup.ca/
P: 416-488-5888

B&H Charity Accounts Group
https://www.charityaccountingfirm.ca/
P: 289-301-8883

This episode outlines the process for Canadian registered charities to change their fiscal year-end, emphasizing that approval from the Charities Directorate is required.

It details two main methods for requesting this change: online via the My Business Account (MyBA) portal or by submitting a formal letter, specifying the necessary information for each.

The episode also explains the concept of a transition period created by the change, requiring a separate information return, and highlights the importance of acting promptly and ensuring the charity's governing documents are updated to reflect the new date.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs. Hat tip to our friends at OrgHub.ca, a new, innovative software platform that provides not-for-profits and charities across Canada with a solid foundation for incorporation and streamlined corporate governance. 

B.I.G. Charity Law Group Professional Corporation
https://www.charitylawgroup.ca/
P: 416-488-5888

This episode discusses the Canada Revenue Agency's (CRA) Report on the Charities Program for 2023 to 2024, detailing the CRA's Charities Directorate's activities related to registered charities and other qualified donees in Canada.

It outlines the directorate's mission, vision, and progress in upholding the integrity of the sector and supporting organizations in complying with tax legislation.

The report includes statistical data on registered charities, application processes, compliance efforts including audits and non-audit interventions, and information on revocations and revocation tax.

It also highlights program policy updates, stakeholder engagement through various committees, and the CRA's efforts to serve the sector and the public through various channels like telephone and written enquiries, webinars, and online resources.

If you are looking to register a nonprofit or charity and need assistance with ensuring you, as the founder, retain control, call us at 416-488-5888 or email at ask@charitylawgroup.ca, and our experienced charity lawyers can assist with bylaw and related resolutions formation and revisions, giving you absolute control.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs. Hat tip to our friends at OrgHub.ca, a new, innovative software platform that provides not-for-profits and charities across Canada with a solid foundation for incorporation and streamlined corporate governance. 

B.I.G. Charity Law Group Professional Corporation
https://www.charitylawgroup.ca/
P: 416-488-5888

This episode explains the key differences between non-profit and charitable organizations in Canada, emphasizing that charitable organizations can issue tax receipts, unlike non-profits.

It highlights that incorporation is not required for either but is strongly recommended for legal and name protection benefits.

The discussion also outlines how a non-profit obtains charitable status by applying to the CRA and provides examples of each type of organization.

Furthermore, it details the general requirements for incorporating and the importance of a Nuans report in the process.

Finally, it notes that non-profit organizations are generally exempt from income tax.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs. Hat tip to our friends at OrgHub.ca, a new, innovative software platform that provides not-for-profits and charities across Canada with a solid foundation for incorporation and streamlined corporate governance. 

B.I.G. Charity Law Group Professional Corporation
https://www.charitylawgroup.ca/
P: 416-488-5888

B&H Charity Accounts Firm
https://www.charityaccountingfirm.ca/

This episode outlines several key scenarios where fundraising activities by registered charities in Canada can be deemed unacceptable by the Canada Revenue Agency (CRA).

This includes situations where fundraising becomes a primary focus instead of supporting the charitable mission, results in excessive private benefits, or involves activities that are illegal or contrary to public policy.

Additionally, fundraising is considered unacceptable if it is deceptive in any way or if it utilizes an unrelated business not permitted for charities.

Engaging in these practices can jeopardize a charity's registered status.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs. Hat tip to our friends at OrgHub.ca, a new, innovative software platform that provides not-for-profits and charities across Canada with a solid foundation for incorporation and streamlined corporate governance. 

B.I.G. Charity Law Group Professional Corporation
https://www.charitylawgroup.ca/
P: 416-488-5888

B&H Charity Accounts Firm
https://www.charityaccountingfirm.ca/

The episode explains that registered charities in Canada must meet specific obligations to maintain their status, as failing to do so can lead to serious repercussions.

The Canada Revenue Agency (CRA) uses a graduated scale of enforcement, starting with education and potentially progressing to compliance agreements.

More severe non-compliance can result in sanctions, such as financial penalties or the suspension of the right to issue donation receipts.

The most extreme consequence is the revocation of charitable status, which leads to the loss of tax benefits, required asset dispersal, and significant damage to public perception.

The discussion emphasizes that proactive compliance through accurate filings, adherence to rules, proper record-keeping, and good governance is essential, and highlights the valuable role a charity lawyer plays in navigating these complexities and ensuring compliance.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs. Hat tip to our friends at OrgHub.ca, a new, innovative software platform that provides not-for-profits and charities across Canada with a solid foundation for incorporation and streamlined corporate governance. 

B.I.G. Charity Law Group Professional Corporation
https://www.charitylawgroup.ca/
P: 416-488-5888

B&H Charity Accounts Firm
https://www.charityaccountingfirm.ca/

This episode warns against using Artificial Intelligence (AI) for Canadian charity registration applications due to frequent failures and significant delays.

It emphasizes that AI lacks a nuanced understanding of Canadian charity law requirements, struggles with complex evaluation criteria from the Canada Revenue Agency (CRA), and fails to grasp governance requirements.

The discussion highlights the absence of strategic positioning and ongoing support from AI, leading to costly appeal processes and founder burnout.

Ultimately, the hosts advocate for professional legal guidance as a crucial investment for successful and efficient charity registration in Canada.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario and across Canada with all their financial and tax filing needs, including of course timely T3010 filings.

Hat tip to our friends at OrgHub.ca, a new, innovative software platform that provides not-for-profits and charities across Canada with a solid foundation for incorporation and streamlined corporate governance. 

B.I.G. Charity Law Group Professional Corporation
https://www.charitylawgroup.ca/
P: 416-488-5888

B&H Charity Accounts Corporation
https://www.charityaccountingfirm.ca/

This comprehensive episode, Stay On The CRA's Good Side, outlines the essential requirements for Canadian registered charities to maintain compliance with the Canada Revenue Agency (CRA).

It covers the CRA Charities Directorate's oversight role, detailing how they monitor compliance through various methods like T3010 screening and audits, and lists common triggers for reviews.

The episode emphasizes annual T3010 filing obligations, including deadlines, required schedules, and frequent errors to avoid, while also explaining the serious consequences of non-compliance.

Furthermore, it clarifies financial management requirements such as record-keeping, disbursement quota obligations, and acceptable expenditures, and details the strict rules for issuing donation receipts, including mandatory elements and common pitfalls.

Finally, the episode addresses rules around political activities, compliant business operations, working with non-qualified donees, and the necessity of notifying the CRA of organizational changes, concluding with advice on audit preparation and responding to compliance concerns.

This episode is jointly sponsored by B.I.G. Charity Law Group Professional Corporation, a Charity Law Firm exclusively serving charity and not-for-profit clients in Toronto, Ontario and across Canada with registration and governance, and B&H Charity Accounts Group, a bookkeeping firm serving Canadian charities in Ontario with all their financial and tax filing needs. Hat tip to our friends at OrgHub.ca, a new, innovative software platform that provides not-for-profits and charities across Canada with a solid foundation for incorporation and streamlined corporate governance. 

B.I.G. Charity Law Group Professional Corporation
https://www.charitylawgroup.ca/
P: 416-488-5888

B&H Charity Accounts Corporation
https://www.charityaccountingfirm.ca/