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General Purpose Resources

CRA December 2009 Update Presentation from Shelley Pynn - CRA Charities Directorate. Presented with DeWayne Osborn as part of the CGA BC educational series

Sample Deed of Gift.

Sample 2009 Investment Policy Statement.

PDF version of an explanation of the new rules found in ITA 248(30) - (41). Remember, ITA 248(40) Reasonable Inquiry has been withdrawn.

2009 edition of sample Policies and Procedures for any program (Word Format).

Contents of Tax Receipts After December 31, 2004

Publications and Presentations

CGA BC 2010 Morning - A Powerpoint presentation designed to provide useful technical information on a variety of gift strategies (May 2010).

CGA BC 2010 Afternoon - A Powerpoint presentation that provides real world, tax receipting situations for any charitable gifts program (May 2010).

Life Insurance Article 2010 - a pdf version of an article written for all charities that own life insurance policies. The intent of the article is to point out potential issues that may jeapordize the gift without the owner (charity) knowing, OR knowing in time to do anything to correct the situation (June 2010).

Making Understanding Tax Fun 2010 - A Powerpoint presentation designed to help non-financially oriented development officers confidently illustrate and talk tax to donors and advisors (May 2010)

Are You Ready for 2006 - A Powerpoint presentation designed to inform charities of their roles and responsibilities under new and proposed legislation.

New Legislation: New Opportunities for CGA's - Power Point presentation to the Certified General Accountants Association of BC. Updates the earlier version below (CGA PD Day 2005) with latest rules including ITA 248(41).

Tea,Cookies and Tax for Saskatchewan 2005 is a Power Point presentation for non-tax oriented planned and major gift officers to cionfidently illustrate these gifts using the correct technical terminology.

CGA PD Day 2005 a Power Point show presented as part of the Certified General Accountants Association of Manitoba professional development week. The presentation covered all aspect of the new legislation effecting charities including a comprehensive example of the disbursement quota changes (see below).

CGA - The "P" in Planned Giving was presented to the Certified General Accountants Assocaition of Manitoba Annual Conference Oct. 7, 2004. This presentation contains an overview of the major gifts plus summary of Budget 2004's penalties and sanctions and other legislative changes.

Teas, Cookies and Tax? This presentation to the Kaizen 2004 Canadian Association of Gift Planners Manitoba Round Table Mini-conference Sept. 22, 2004 was designed to give the non-tax oriented planned gift officer more comfort when discussing tax with donors or when illustrating planned giving to donors.

ADVOCIS a PowerPoint presentation for allied professionals on how to make money using planned giving AND helping their clients to help philanthropy.

Planned Giving: Creative Solutions to Estate Taxation Issues. A paper published on the CGA Canada PDNetwork (PDF file).

General information presentation on Planned Giving (Powerpoint).

Conference paper: The Advisor from Both Sides for help working with and recruiting Advisors (PDF file).

Planned Giving Decision Diagram to help focus your thoughts when discussing a planned gift with a donor (PDF file).

Timelines in the life cycle where planned giving makes the most sense to help identify target markets for your planned giving materials (PDF file).