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How to Understand the Canada Revenue Agency Fundraising “Guidance” for Registered Charities

This June Canada Revenue Agency published a comprehensive and directive set of recommendations to charities, which define acceptable (and unacceptable) fundraising practices and reporting activities. The document, referred to as the fundraising “Guidance” by CRA, defines prohibited fundraising conduct, cost ratios, disclosure requirements and other critical compliance information for charities.

During this week’s AFP Congress in Toronto, expert charity lawyer Mark Blumberg summarized and simplified the CRA Guidance so that the lay staff person and volunteer board member can understand the standards.  And he shared a recent attitudinal survey of the level of trust that Canadians have in charities’ fundraising practices … which provided a fascinating backdrop and direct tie-in to many of the elements of the CRA Guidance.

The full presentation on the Guidance and the attitudinal data is available on his site. By the way, Mark is conducting more presentations on interpreting the Guidance via webinars in the next two weeks….you can find out more at CLIP.

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