What's Inside:

Create an Effective AI Policy for Your Charity

Integrating AI into your organization takes more than just adopting new technology; it demands a thoughtful, tailored approach to policy development. A well-crafted AI policy ensures that the new technology serves your organization's unique needs while mitigating risks and enhancing operational efficiency. Because no two charities are alike a one-size-fits-all AI policy can lead to inefficiencies or liabilities. Introduction to Generative AI helps you tailor an AI policy to your specific values, mission, and operations. We also share how CCCC is using various AI tools to create drafts, save time, and maintain high-quality work - all within a well-defined policy framework.

A Reminder of Annual Spending Requirements and the Disbursement Quota

The Disbursement Quota (DQ) is the minimum amount your registered charity must spend annually on charitable programs or qualifying disbursements to other registered charities or grantee organizations. A charity must stay compliant with this quota to maintain its charitable status and avoid penalties. This updated Disbursement Quota resource breaks down the complexities of the DQ, including how to calculate it and apply for relief if needed. While most churches and Christian charities exceed the DQ, it's still a good idea for new Board Members and charity administrators to become familiar with this regulation.

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Have You Uncovered All the Ways Your Donors Can Give?

Our CCCC Community Trust Fund is here to simplify and enhance your donors' giving process. An impactful but potentially complex way to give is through the donation of securities. Donating securities allows a donor to get a tax receipt and mitigate any capital gains taxes accrued on the securities. Donors can contribute their assets and have the sale proceeds promptly disbursed to any Canadian registered charity, or charities, of their choice.

Our CTF Online Tool makes it easy for donors to navigate this process. They only need to focus on what and how much they would like to gift to your ministry!

A Different Take on the Clergy Residency Deduction

While we generally think of the status and function tests as the only two components to a successful clergy residency deduction claim, there is a third component. In addition to meeting these two tests, the remuneration received by the claimant must come from "an office or employment". The Tax Court of Canada reviewed this consideration, and whether the claimant was an employee or independent contractor of a Foundation, in Schroeder v. The King, 2024 TCC 56. A review of the decision and what it means for CRD claimants can be found in this blog. 

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Congratulations to Our Accredited Members!

Congratulations to the following Accredited Members who have recently participated in an Accreditation Review and demonstrated their ongoing commitment to CCCC Accreditation standards: Africa Community Technical Service Society, Bethesda Christian Association, Carey Hall, Focus on the Family, Into All the World, North America Indigenous Ministries, Philpott Memorial Church, Teen Challenge Canada, Toronto City Mission, Young Life of Canada, and Youth for Christ / Canada! We are proud to have you as part of our Accredited Member community!

To find out more about CCCC Accreditation and our Accredited members, visit giveconfidently.ca.

Apps For Expense Reimbursement

Green users discuss the options and merits of using mobile apps for expense reimbursements. Some charities use apps to scan, receive, and store expense receipts from staff and volunteers, making things more efficient for bookkeepers. Learn what software other charities use, and contribute your insights to this helpful discussion.

Records On Foreign Servers

Share information and ideas on complying with CRA financial record-keeping expectations and ensure that your process meets your needs. This discussion also has a few surprise recommendations about additional legislative requirements that affect record-keeping.