A Charitable Guide to Planned Giving

A "Get-To-It" Guide by DeWayne Osborn CPA, CGA, CFP®

 

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  1. 1.6 - Regulatory Issues to Consider

    There are regulatory reasons why organizations do not have planned giving programs. Lack of understanding of the Disbursement Quota and tough new sanctions and penalties for non-compliance are but two examples.

    http://cardinalphilanthropy.ca/pages.php?page_id=62

  2. 1.6.3 - The Disbursement Quota

    The disbursement quota is the principle tool CRA uses to monitor compliance of all registered charities. The spending requirements of all three types of charities are discussed and other resources are referenced.

    http://cardinalphilanthropy.ca/pages.php?page_id=63