Resources for Charities

Learning Units

(en français: 10 unités d'apprentissage pour votre charité)

1. Calculate your Fundraising Ratio: A Tour of the Online Assessment Tool

   Presentation:

   Self-paced presentation slides [PDF]




2. Need Help from CRA? A Review of their Online Resources in Under 20 Minutes: Worth a Visit!

   Presentation:

   Self-paced presentation slides [PDF]




3. Effective Fundraising, 10 Best Practices to Keep you on Track

   Presentation:

   Self-paced presentation slides [PDF]

   Handouts

   1. Fundraising planning overview
   2. Fundraising Planning Logic Model
   3. Practice two - Review of past years fundraising initiatives
   4. Practice two - Sample financial statement from gala
   5. Practice five - Fundraising activity preplanning worksheet
   6. Practice five - Sample of fundraising activity expense worksheet
   7. Practice six - Considerations with a third party fundraiser
   8. Practice six - Joint Fundraising campaign scenario
   9. Practice seven - Working with an external or contract fundraiser
   10. Practice ten - Evaluate and assess your fundraisig initiative



4. Ten Steps to Error-free Receipting

   Intro:

   Presentation:

   Self-paced presentation slides [PDF]

5. Findings on Atlantic Charity T3010s and fundraising

   Intro:

   Presentation:

   Self-paced presentation slides [PDF]

6. Common errors on the T3010 related to fundraising costs and how to avoid them

   Intro:

   Presentation:

   Self-paced presentation slides [PDF]

   Handouts

   1. What is and isn't a fundraising expense
   2. Allocating Fundraising Expenses



7. Books and Records - Moving from Fundraising Allocation to SA or Excel

   Intro:

   Presentation:

   Self-paced presentation slides [PDF]

8. Line by line allocation of fundraising expenses for the T3010

   Presentation:

   Self-paced presentation slides [PDF]

   Handouts

   1. Allocating Fundraising Expenses
   2. Line 4800 - Advertisement and Promotion
   3. Line 4880 - Compensation
   4. Line 4860 - Working with an external or contract fundraiser
   5. Line 4920 - Other expenses
   6. Line 5020 - Fundraising Expenses



9. Annual Check up - Aligning Fundraising Reports with the T3010

   Presentation:

   Self-paced presentation slides [PDF]

10. Checklist on compliance - Moving the T3010 through staff, board and on to CRA

    Intro:

    Presentation:

    Self-paced presentation slides [PDF]

    Handouts

    1. CRA Obligations for Board Members
    2. Good Governance - Legal and Ethical Compliance for Charity Boards
    3. Organization Shoe Box Checklist
    4. Annotated Guidance on Fundraising by Registered Charities
    5. Checklist for Fundraising
    6. Best vs. Areas of Concern Fundraising Practices
    7. Receipting Logic Model
    8. Fundraising Planning Logic Model