Overview of the 2009 Information Sessions

The following overview is intended to provide a comprehensive look at the topics presented in the 2009 Information Sessions. While this is not an exact duplication of the PowerPoint presentation, it offers a more in depth view. Copies of the original PowerPoint presentation can be requested by sending an email to Information.Sessions@cra-arc.gc.ca or by calling toll-free at 1-800-267-2384.    

1. Overview of the Charities Directorate and the Voluntary Sector

1. Regulation of the charitable sector
2. Overview of the Charities Directorate
3. Compliance Continuum
4. Overview of the voluntary sector
5. Overview of registered charities in Canada
6. Overview of the Charities and Giving re-designed Web pages
   1. Operating a registered charity
   2. Webinars, Information Sessions, and other news
   3. Forms and publications
   4. Charities Listings
   5. What's new
   6. Electronic mailing list (EML)
   7. My Business Account
7. New and on-going initiatives in the Charities Directorate
   1. Charities Information Sessions
   2. Small and Rural Charities Initiative (SARC)  
   3. Charities Partnership and Outreach Program
   4. Web site re-design – enhancements to Applying for registration section
   5. Charities Information Webinars
8. Reminder - Electronic mailing list

2. Introducing the New T3010B (09) return

1. Filing requirements
2. Guide T4033B, Completing the Registered Charity Information Return
3. Avoiding common mistakes
4. Information available to the public

3. Disbursement Quota

1. Annual spending requirement

4. Other Important Information

1. Form TF725, Registered Charity Basic Information Sheet
2. Financial statements
3. A complete return
4. Charities incorporated in Ontario
5. Maintaining legal status
6. Provincial and Territorial government contacts
7. Other CRA requirements
   1. Payroll
   2. GST/HST

5. Gifting and Receipting

1. Receiving gifts
2. Issuing receipts

6. Fundraising

1. Fundraising activities
2. Fundraising guidance

7. Contact information

1. Client Services – general enquiries