
Eligible Costing Guidelines
Learn about CSRF eligible costings guidelines and what is considered to be eligible costs for a project.
Learn about CSRF eligible costings guidelines and what is considered to be eligible costs for a project.
This template outlines questions to ask when your community foundation is searching for an investment manager. These include questions about the firm’s experience and strategy, information on their fees and information about their client services. Feel free to customize this template to reflect the needs and interests of your foundation.
The following fact sheet summarizes the amendments to the Income Tax Act (Canada) (the “ITA”) that have been enacted by the Budget Implementation Act, 2022, No. 1 (the “BIA”), as well as the amendments that have been proposed in the Federal Budget 2022.
A fund agreement is an important part of the work within a community foundation. As an agreement between the donor and the community foundation it ensures that: The charitable gift is used to further the mission and charitable objects of the foundation and includes appropriate consideration of donor interests and objectives. There is clarification of…
Together, community foundations are one of the world’s largest philanthropic networks. In Canada, The Winnipeg Foundation set the stage in 1921 for what is now a century of community foundations making the places we live, work, and play more resilient. The collective, collaborative impact of community foundations is growing, as we aspire to deepen relationships,…
The impact of Covid 19 has made many foundations rethink their need for a physical office space. Advances in technology, group meeting apps, co-working spaces, off-site document storage and back-up, and an increase in working from home are changing the way organizations think about setting up and maintaining their central office.
It is the board's responsibility to monitor the financial management of the community foundation through the development and approval of financial policies and an ongoing monitoring process. IT is critical to get professional assistance as soon as possible in setting up your financial management systems.
For many smaller community foundations, the Treasurer often assumes both a governance role, related to their membership on the Board, as well as an operations role, especially if there is no staff to take care of bookkeeping and other financial matters. This document will cover the following topics: - Financial Roles and Responsibilities of the…
Developing a manageable records management system is critical to your community foundation’s success. It's not just about keeping your office tidy, good recordkeeping is a legal requirement once registered with the Canada Revenue Agency (CRA). Traceable records help you stay accountable to the public, your funders and the CRA, and also keep you on your…
Defining the role of the Executive Director/ Chief Executive Officer (ED/CEO) can be challenging, given the wide variety of shapes and sizes of community foundations in Canada.