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News Insights.
In this series, Charity Village Editor Nicole Zummach interviews Drache LLP’s Adam Aptowitzer.
Audiocast Edition #1– How to Maximize Charitable Donation Assets
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to download
- What qualifies for donations
- How to assess donation valuation
- Penalty risks for inaccurate evaluations
- Implications for donors and reputation of charities
- What donors have to know
- Special tax treatment or particular items
- Maximizing assets to estate for donations
- Estate planning for charities
- Donation tax credits for estate planning
- Will considerations for charitable donations
Audiocast Edition #2 – Charitable Receipt Compliance for CRA
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to download
- CRA compliance issues
- Critical Details to avoid CRA issues
- Charitable tax receipt compliance
- Penalties relating to improper receipts
- Tax benefits of charitable donations
- Sharing tax benefits of charitable donations
- Corporate versus personal tax benefits
- Donating services to charities
- Donation tax credits for donated services
- GST concerns for charitable donations
- Challenging CRA compliance issues
- CRA opinions gray areas of valuations
- Additional Resources about Charity Tax Receipts: link to article database
Audiocast Edition #3 – Valuation of Charitable Gifts
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to download
- Who’s responsible for determining fair market value
- How to determine fair market value
- Assessment process for fair market value
- Defending fair market valuations
- Low value assessment issues
- High value assessment issues
- CRA assessment concerns
- Appraisals and valuations
- Super sizing the value of donations
- Tax shelters for donation
Podcast Edition #4 – Charity and Politics Don't Mix
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to download
- The role that charities can play in the political
process without risking their charitable registration
- Subordinate and Connected Activities
- Partisan Politics
- Penalties
- What’s Okay and What’s Not
See also our Charities
and Politics Don't Mix PowerPoint Presentation
Podcast Edition #5 – Demystifying the T3010 (charity information return)
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to download
- What’s the purpose
- When does it have to be filed
- Who gets to see it
- Dealing with sensitive information
