Administration of existing
endowments and 10 year gifts
Careful Consideration of Issues
§Not just a
Tax Issue
§Trust and
Charity law Issues Relevant
Review of all Relevant
Documentation
With DQ Reform, more focus on compliance with
CRAs Fundraising Guidance
Released June 11, 2009 - Regulates fundraising practices
and fundraising costs
CRA is expected to release a revised
Fundraising Guidance in early 2012
Fundraising issues increasingly
important to public and has become
media focus
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