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Donor restricted gifts are an essential part of a gift planning strategy for a charity. However, too often insufficient attention is given to the terms of the donor restricted gifts that are prepared. This webinar will provide an explanation of the drafting issues when preparing donor restricted...
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An explanation of factors, provided by AFP.
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Identifies methods for charities to determine how to allocate their fundraising expenditures, including the "Substantially All Test" and the "Four Part Test."
Also available in French
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Also available in French under the title : Collecte de fonds par un tiers
Release date February 26 2003
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Originally presented at the Canadian Association of Gift Planners 18th Annual National Conference (April 14, 2011), these slides outline the following important aspects of developing gift acceptance policies:
Purposes of a gift acceptance policy
Some examples of transactions that would...
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Disponible aussi en anglais sous le titre: Third Party Fundraisers
Date de diffusion : Le 26 février 2003
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This brief guide provides an outline of the key elements that should be considered in creating a gift acceptance policy. This guide is written for American organizations and references to the IRS statements are not relevant to Canadian charities and nonrpoftis. However, the CRA will have...
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