Due Diligence on Registered Charities in Canada | CPDonline.ca

Due Diligence on Registered Charities in Canada

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Credits
Substantive: 1.0
70 minutes
Published
2024
Presenter(s)
Mark Blumberg
Source
Estate Planning Council of Canada
Provider
CPDOnline.ca
Language
English
Length
70 minutes
Price
$279.00 plus tax
Includes Handouts

With Canadians contributing roughly $30 billion a year to charities, how can donors and their advisors ensure those funds are used effectively and responsibly? 

In this session, Mark Blumberg, a lawyer at Blumbergs Professional Corporation (Blumbergs) in Toronto who works almost exclusively advising non-profits and registered charities on their work in Canada and abroad, examines how to evaluate charities, recognize red flags, and conduct proper due diligence. 

The discussion explores how to help clients make informed charitable decisions, the limits of relying on ratings and ratios, and the characteristics of reliable, transparent, and sustainable organizations. Attendees will gain practical tools for researching charities, understanding what information is publicly available, and advising clients who wish to incorporate charitable giving into their financial, corporate, or estate planning.

Presenters

Mark Blumberg

Mark Blumberg is a lawyer at the law firm Blumbergs Professional Corporation (Blumbergs) in Toronto and works almost exclusively advising non-profits and registered charities on their work in Canada and abroad. Mark has written numerous articles, is a frequent speaker on legal issues involving charity and not-for-profit law and is quoted extensively by the media.  He is the editor of a blog, www.CanadianCharityLaw.ca, and created the largest portal of data on the Canadian charity sector, www.CharityData.ca Mark also edits www.SmartGiving.ca, which provides information on due diligence when selecting charities.

Mark is particularly interested in the regulation of non-profits and charities in Canada, philanthropy, transparency requirements for the voluntary sector, providing accessible information on regulatory issues, and the use of data to make more informed decisions on the charity sector.  

 

Mark has a B.A. in Political Science from the University of Toronto, an LLB from the University of British Columbia and an LLM from Osgoode Hall Law School in Tax Law.