Lawyer & CA for Canadian charities & non-profits | Stephen Jones

By: Stephen Jones  09-12-2011

Staff and volunteers working with a Canadian charity or non-profit organization want their organization to be efficient and ethical in carrying out its mission, to use its resources wisely and to comply with the standards set by Canada Revenue Agency (CRA) and other regulators.  The Canadian public, the media, and donors all now have increasingly high expectations for how these charities and non-profit organizations should conduct themselves.  There is a heightened awareness of the need for good board governance and to maintain the organization’s reputation.  And yet, many small to medium organizations do not require full-time legal or financial support. Small to medium organizations need a legal, financial or tax professional who can provide services or advice on a periodic or ad hoc basis.

As a lawyer conversant in the Canadian law of charities and non-profits, CRA requirements and responsibilities to donors and the public, I can help your organization meet its legal, reporting and ethical responsibilities.  I can assist you and your charity or non-profit in the following ways.

Legal Services

  • Organization and board governance
  • Forming a corporation or association or establishing a trust
  • Obtaining registered charity status
  • Drafting, reviewing and changing by-laws
  • Maintaining charitable status and dealing with CRA compliance requirements and filings
  • Documenting and facilitating charitable activities carried on outside Canada
  • Staffing issues, including employees and independent contractors
  • Agreements with donors and funders
  • Legal and taxation issues with fundraising, major donations and planned giving
  • Partnerships, affiliations and mergers between organizations
  • Risk management and informal legal audits
  • Education for boards, staff and volunteers on legal, ethical and compliance issues

Accounting Services

  • Preparation of financial statements and reporting
  • Preparation of financial information for management, including projections and analysis
  • Identification/allocation of fundraising and administrative expenses
  • Calculation and management of disbursement quota
  • Preparation and filing of CRA’s T3010 return
  • Management and reporting of charitable receipts
  • Review of operational issues

Contact Stephen Jones

Email - none provided

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