{"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.\nCanadian charity boards must identify their specific legal investment powers, as founding documents or private acts can often override general provincial rules.\nEstablishing a formal investment policy is essential for demonstrating fiduciary compliance and protecting directors from liability during audits.\nBoards 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.\nFinally, implementing a structured disbursement policy ensures that organizations balance mission-based spending with the long-term preservation of endowed capital.\n‍\nB.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:\nCRA Charity Registration \nNonprofit Incorporation\nCorporate Governance & CRA Compliance\nONCA Updates (Ontario nonprofit compliance)\nBylaw Reviews and Policy Development\nReady to build, grow, or protect your organization?Website: https://www.charitylawgroup.ca/\nCharity Lawyer Consultation: https://calendly.com/dov-goldberg/schedule-a-free-consultation?utm_source=podcast\nEmail: ask@charitylawgroup.ca\nPhone: 416-488-5888\nBookkeeping & 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:\nB&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 Bookkeeping\nCRA T3010 Charity Information Return Filing\nFinancial Reporting and Budgeting\nStop 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}