How to Run a Board Meeting for Canadian Charities

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 guide 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.

Recent Podcasts

December 19, 2024

Key Responsibilities for Canadian Charity Board Directors

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

December 19, 2024

Guidance to Registering a Mosque, Church and Temple as a Canadian Charity

This episode explains how to register a temple, mosque, or church as a charity in Ontario and across Canada.

December 11, 2024

Get Your T3010 Tax Return Filed Right the First Time

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.

December 11, 2024

Compliance for Private Foundations

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

December 4, 2024

Ten Tips To Charity Budgeting for Canadian Charities

The ins-and-outs to Charity Budgets. A How-To for Charity Executives

December 4, 2024

Cost Associated With Charity Registration and Operations

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

December 1, 2024

How to Run a Board Meeting for Canadian Charities

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

December 1, 2024

Why Start a Private Foundation in Canada

Why Canadian private foundations are a powerful tool for impactful and enduring charitable giving.

November 21, 2024

Asset Protection Tips for Directors of Canadian Charities

Guidance on how Canadian charitable organizations can effectively manage their assets to ensure long-term sustainability.

November 21, 2024

Fundraising Compliance for Canadian Charities

This Episode 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.

November 21, 2024

Tips To Running a Capital Campaign for Canadian Charities

Advice for executive directors leading capital campaigns for charitable organizations.

November 21, 2024

Tips to Running a Successful End-of-Year Matching Campaign for Canadian Charities

A guide for Canadian charities on how to run a successful matching end-of-year fundraising campaign.

October 31, 2024

Ensure Your Charity's Fundraising Practices are in Compliance with CRA Rules

In this episode, we provide an overview of fundraising guidelines for charities in Canada.

October 31, 2024

Register Your Animal Rescue as a Charity

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

November 1, 2024

Key Requirements for Issuing an Official Tax Receipt in Canada

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

October 31, 2024

How to Improve Your Charity's Website and Increase Funding

Tips on Improving a Charity's Website to Increase Funding

October 15, 2024

ONCA Legislation Simplified

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.

October 16, 2024

Can I Register a Sports Organization as a Canadian Charity?

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

October 15, 2024

Can a Canadian Charity Give Funds to a Non-Charity?

How Can Canadian Charities Donate to Non-Charities