Charity Check List

Charity Check List

Came across this check list from a recent newsletter that I subscribe to at Carters Law

 

https://www.carters.ca/pub/checklst/Charity-Checklist.pdf

 

It's packed with a great list, if your involved with a charity or non profit, it would be a wise investment of your time to check it out and share with your board. 

 

For non profits

Legal Risk Managmeent Checklist for Ontario-Baed Not-for-Profits - Nov 2023 (carters.ca)

https://www.carters.ca/pub/checklst/NFP-Checklist.pdf

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Comments

  • https://www.cccc.org/documents/freeresources/cccc_top_tips_for_issu...

     

    Top Tips for Issuing Proper Donation Receipts

    Dear Timothy,

    As promised, your free copy of Top Tips for Issuing Proper Donation Receipts is linked below. 

    This downloadable guide delivers essential insights to navigate the world of receipting and ensure your charity remains compliant with Canada Revenue Agency regulations. It answers the most frequently asked questions concerning donation receipting compliance. 

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    We provide the necessary resources, support, and guidance on a number of topics:

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    Have questions or concerns about your charity? Our professional Member Support Team is available to help. 

    Not a member yet? No problem! Non-members are eligible to receive one free consultation call with our team.
    James Metcalf

    Blessings,
    James W. Metcalf, ​​Chief Operating Officer

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    This message (including any attachments) may contain confidential and/or technical information, and is for the sole use of the intended recipient. It is not to be distributed or used by others. CCCC is not a legal or accounting firm and the information and opinions expressed herein do not constitute legal or other professional advice.

    https://www.cccc.org/documents/freeresources/cccc_top_tips_for_issuing_proper_donation_receipts_fre…
  • https://canadianfamilyoffices.com/life-family/considering-giving-a-...

    Giving money as a gift? Here are the who, how and tax considerations
    There are many things to consider when giving a financial gift, including the emotions that can go along with it
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