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Charity Guidelines Checklist

Christine Mills on January 3, 2018 in Not-for-Profit

Specifically, I wanted to highlight the checklists that cover a variety of aspects of charity operations. I have reproduced the basic guidelines checklist below. It is a good reminder of the administrative requirements to insure your Charity status is maintained at all times. ☐ Engage only in allowable activities. A registered charity is allowed to … Continued

Are You Radicalizing the Norms of Recruitment?

Elaine Holding on April 6, 2016 in Advice for Charities

SB Partners’ annual Not-for-Profit series Think Camp returns on June 8, 2016! Read why not-for-profits should rethink their recruitment strategies.

“It Takes Each of Us to Make a Difference for All of Us”

John Chisholm on July 21, 2015 in Not-for-Profit

Choosing to give back is the culture that we have fostered at SB Partners – that’s why you’ll see in each partners’ bio, just a bit of text on their personal interests and what is important to them.

Embracing Community Involvement

Elaine Holding on April 16, 2015 in Not-for-Profit

We are proud to announce that John Chisholm, Partner & CEO, has accepted the request to be the Honourary Chair of this year’s Burlington Community Foundation’s Masquerade Ball.

Giving Tax Shelters

Richard Weber on December 15, 2014 in Advice for Charities

It’s the season for thinking about gifts and stores are busy with people completing their shopping. One present you won’t find in a mall however, are tax shelters presented as gifting schemes.

Charitable Donations - Ensuring Legitimacy

Richard Weber on October 27, 2014 in Advice for Charities

Charitable donations make all sorts of sense: they support worthy causes, donors can be eligible for tax write-offs and let’s face it, helping others makes us feel good.

Employer Health Tax for Registered Charities Changes as of January 1, 2014

Richard Weber on January 1, 2014 in Advice for Charities

Effective January 1, 2014, the amount of annual Ontario payroll that may be exempt from Employer Health Tax (EHT) is increased from $400,000 to $450,000. To better target EHT relief, the exemption is eliminated for private-sector employers with annual Ontario payrolls over $5 million. Registered charities, including those with payrolls over $5 million, continue to … Continued

Impress Your Clients with the Best Communication Tools

Elaine Holding on April 17, 2013 in Advice for Business Owners

How you communicate has become just as important as what you communicate. Using technology effectively and staying current with social media tools demonstrates to your clients that you stay current – and implies that you also stay current (and knowledgeable) in the marketplace. Consider these tips: Email: Do you send emails to a large list … Continued

Maintaining Charitable Status - T3010 Filings

Janice Pomerleau on January 23, 2013 in Advice for Charities

The Canada Revenue Agency (CRA) has been targeting registered charities over the past couple of years and will continue to do so in the future. For many registered charities, the donations they receive are vital to continuing to deliver services and support to the communities they serve. In some cases, the key to receiving donations … Continued

Ontario’s Not-for-Profit Corporations Act, 2010 - Are You Ready?

Christine Mills on December 12, 2012 in Advice for Charities

The Ontario Not-for-Profit Corporations Act, 2010 (ONCA) comes into effect on January 1, 2013.  The Act applies to every non-share capital corporation that was previously governed by the Ontario Corporations Act, 2009.  There are special exceptions including insurance companies and companies with objects "in whole or in part of a social nature" (a “Social Corporation”), … Continued