The episode outlines the legal framework governing Canadian charities seeking to fund or conduct operations internationally.

It explains that the Income Tax Act (Canada) offers two primary pathways for global engagement: transferring funds to "qualified donees" or conducting the charity's "own activities" abroad.

The document details who qualifies as a "donee," including registered Canadian organizations, international bodies like the UN, and specific foreign entities.

Furthermore, it clarifies that conducting "own activities" internationally requires the Canadian charity to maintain ultimate control and oversight, often through structured arrangements like agency or contractor agreements with foreign partners.

The episode emphasizes the importance of due diligence and compliance with both Canadian and international laws to ensure effective and legally sound global impact.

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

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/