Presented by Blumberg Segal LLP on Wednesday May 13, 2015 1:00 PM to 4:30 pm.
Properly issuing official donation receipts has been challenging for many registered charities. According to the CRA, 89% of registered charities that are audited 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!
A one day boot camp on compliance and standards issues for Canadian charities presented by Blumberg Segal LLP on Tuesday April 14, 2015 8:30 AM to 4:30 pm
This one-day workshop on April 14, 2015 will deal with questions that all charities (or potential charities) should consider:
Blumbergs will be holding a half-day seminar on May13, 2015, Fundamentals of Employment Law for Charities and Non-Profits from 9AM-12PM.
Blumberg Segal LLP welcomes our newest litigation associate, Maria Constantine!
Maria Constantine joined Blumberg Segal LLP in 2014. She practices in the Litigation Group, with an emphasis on Shareholder and Partnership Disputes, Historic Sexual Assault Litigation, Charity Litigation and Environmental Litigation. Prior to joining the firm, Maria completed her articles at a leading national firm in Toronto and was called to the Bar of Ontario in 2014.
Maria obtained her law degree from the Schulich School of Law at Dalhousie University, where she received several academic awards and graduated in the top ten per cent of her class. As a law student, Maria was actively involved with Pro Bono Students Canada and administered a student-run immigration law clinic. In her final year of law school, Maria was selected to represent the Schulich School of Law at the Gale Cup Moot and also completed a clinical law program at the Dalhousie Legal Aid Service.
Prior to attending law school, Maria obtained a Bachelor of Arts in International Development from McGill University, where she graduated with First Class Honours and ranked on the Dean’s List. While at McGill, Maria served on the board of directors of an international charity and completed field studies in Uganda and Tanzania.
On July 1, 2014 Canada's Anti-Spam Legislation (CASL) will come into force. Here is a brief article describing some of the key points of CASL and how it will impact Canadian charities.
For further information on CASL you might find this article by Andy Levy-Ajzenkopf in Charity Village useful. Storming the CASL: Are you ready for Canada's Anti-Spam Legislation?
Here is a presentation that I did for the Association of Fundraising Professionals on CASL in October of 2013: Spam Law - Recent Legislation and its Impact on Canadian Fundraisers and Charities
Here is a helpful website from Industry Canada: http://fightspam.gc.ca/eic/site/030.nsf/eng/home
If you require legal advice with respect to CASL please contact Mark Blumberg at firstname.lastname@example.org
The Blumbergs’ Charity Law Boot Camp 2014 is a one day boot camp on compliance and standards issues for Canadian charities. This one-day workshop on May 15, 2014 will deal with questions that all charities (or potential charities) should consider: What are we trying to accomplish? Should we incorporate? Should we be a charity? What is the difference between a for-profit, non-profit and registered charity? The session will cover matters that are significant for any operating charity surrounding revenue generation rules, receipting, transparency, and protecting your charity against risks. Topical issues such as collaboration, foreign activities, political activities and the new Canada Not-for-Profit Corporations Act (CNCA) and Ontario Non-Profit Corporations Act (ONCA) will be touched upon as well. The session will be led by charity lawyer, Mark Blumberg.
Cost: $185.00 (includes breakfast, lunch, snacks, materials, registration fees). Register online here.
There is an early bird special until April 15 which saves you $40 of the regular price of $185.00. Use code EB2014 when ordering to obtain the early bird special.
Blumbergs’ Canadian Charity Law Institute will be of interest to staff at non-profits and charities responsible for compliance issues, professional advisors such as lawyers and accountants who advise charities and non-profits, and board members of Canadian charities. If you have questions please call Kaitlin Smith at 416.361.1982 x242 or e-mail email@example.com
Timing and content is subject to change. There are a limited number of spaces available for this conference. The price is $185 for the day. It includes lunch, breaks, coffee and drinks, HST and handouts.
Tickets are fully refundable until April 30, 2014 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.
In the recent decision in Western Larch Limited et al. v. Di Poce Management Limited et al, the Court of Appeal for Ontario has ruled that, to be enforceable, a shotgun buy-sell offer must comply strictly with the shotgun provision in the authorizing agreement, but has also ruled that strict compliance is not perfect compliance. The Court of Appeal ruled that, in deciding whether a shotgun buy-sell offer meets the strict compliance test, the commercially reasonable expectations of the parties in all the circumstances must be considered.
The CRA has just released its Non-Profit Organization Risk Identification Project Report. The relatively short report makes for interesting reading. It deals with the 80,000 or so non-profits that are not registered charities. This will have an impact on groups involved with amateur athletics, business associations, social clubs etc. The report discusses the requirements for these type of entities and how there is some minor and also serious non-compliance with those current requirements. The 2014 Federal Budget had promised a review of these type of non-profits and the release of this report is one piece of that discussion.
It is important that Canadian charities issue official donation receipts according to the rules set out in the Income Tax Act (Canada) and according to the guidance of the Charities Directorate of the Canada Revenue Agency (CRA). Unfortunately, according to the CRA, when it audits Canadian registered charities approximately 89% of charities are issuing at least some inappropriate receipts.
This receipting kit is intended to assist volunteers and staff of Canadian registered charity who are assigned the task of issuing receipts. This kit provides information with respect to receipting in general,but it is not legal advice tailored to the factual situation of your charity. You can obtain electronic copies of this receipting kit at here. This receipting kit also has an attachment of in depth policy documents, legislation and CRA bulletins related to receipting.
The December 31, 2013 deadline to maintain your qualified donee status as a municipal or public body performing a function of government in Canada (such as a First Nation) is approaching. See Canada Revenue Agency Website for more information.