{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Canadian Charity Law Podcast ","title":"Investment Policy for Canadian Charities: The Five Questions Every Nonprofit Board Must Answer","html":"","width":"100%","height":180,"duration":1232,"description":"Managing charitable assets requires navigating a complex intersection of provincial legislation and federal tax regulations. Canadian charity boards must identify their specific legal investment powers, as founding documents or private acts can often override general provincial rules. Establishing a formal investment policy is essential for demonstrating fiduciary compliance and protecting directors from liability during audits. Boards must also distinguish between social investments governed by Ontario law and program-related investments defined by the CRA, as these frameworks have different reporting and disbursement requirements. Finally, implementing a structured disbursement policy ensures that organizations balance mission-based spending with the long-term preservation of endowed capital.‍B.I.G. Charity Law Group Professional Corporation A dedicated law firm exclusively serving charities and not-for-profits in Toronto, Ontario, and across Canada. Serving:CRA Charity Registration Nonprofit IncorporationCorporate Governance & CRA ComplianceONCA Updates (Ontario nonprofit compliance)Bylaw Reviews and Policy DevelopmentReady to build, grow, or protect your organization?Website: https://www.charitylawgroup.ca/Charity Lawyer Consultation: https://calendly.com/dov-goldberg/schedule-a-free-consultation?utm_source=podcastEmail: ask@charitylawgroup.caPhone: 416-488-5888Bookkeeping & Tax Services for Ontario Charities: Keeping your charity's finances and tax filings in perfect order is essential for transparency and success. For specialized Charity financial management, we recommend:B&H Charity Accounts Corporation A professional bookkeeping firm focused on the unique needs of Canadian charities in Ontario. Their services ensure you're always compliant and mission-ready, including:Full-Cycle BookkeepingCRA T3010 Charity Information Return FilingFinancial Reporting and BudgetingStop stressing about spreadsheets and focus on your mission.Website:...","thumbnail_url":"https://img.transistorcdn.com/Oo5YOpZdNSliVMTG1E6tX7tiiysJrKZ9BVecoer0GPE/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS81ZDdj/MGI4NzgzODZhNWE0/MWNmOTZlZWU1Mjk4/YTNiMy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}