Tools & Resources

Tools & Resources

Useful Links for Professional Advisors

Glossary of Charitable Giving Terms (link)

General resources

Canada Revenue Agency (CRA)
CRA’s website provides a search facility for Canada’s charities. CRA also provides a full listing of interpretation bulletins and information circulars related to federal tax laws.

Charity Village
Canada’s supersite for the nonprofit sector – 3,500 pages of news, jobs, information and resources for executives, staffers, donors, and volunteers.

Federal Department of Finance
The official Web site of the federal Department of Finance. A resource for current information and bulletins on budget issues and policies affecting professional advisors’ day-to-day practices.

Imagine Canada
Imagine Canada supports Canada’s charities, nonprofit organizations and socially conscious businesses and champions the work they do in our communities.

The Philanthropic Initiative
TPI is a US-based organization offering white papers, research and other interesting resources on philanthropy and donors.

Articles and news-related resources

Paying Forward: Create a Legacy
BC Business Magazine, promotional feature, August 2009. We may be living in tough economic times, but there are still those who believe in paying it forward to make a difference in their communities.

Good Causes: Keeping Charitable Commitments
Digital Advisors Edge, July 2009. A soft economy notwithstanding, clients want advisors to help them keep charitable commitments.

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