Useful Links for Professional Advisors

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.

Canadian Association of Gift Planners
CAGP is a national association that exists to support strategic charitable gift planning. A national, nonprofit organization established in 1993, it is the only Canadian professional association that brings together charitable fundraisers and professional advisors. As a national, community-based organization with 19 local Chapters across the country being part of this organization is a way of demonstrating active participation in the charitable sector and a vehicle to meet other advisors in aligned fields of accounting, law, finance and insurance the partner with in service of your clients.

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.

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.

Leave a Legacy
An initiative of CAGP, this organization has over 25 regional civic groups that exist to encourage Canadians to include a charity in their will or estate plan. They partner with local estate planning councils each year to host “Leave a Legacy Month” in May. Many programs publish a list of advisors who understand philanthropy in major newspapers. To get on this list contact your local group.