An introduction to the new Charitable Status Toolkit from the Community Foundation of Southeastern Alberta in collaboration with IntegralOrg

Thursday, November 19, 12-1 pm 

Register here: https://www.eventbrite.ca/e/charity-essentials-key-compliance-and-financial-practices-tickets-2003789955698?aff=oddtdtcreator

This webinar is offered to Alberta nonprofits and charities.

In this practical webinar, participants will be introduced to the Charitable Status Toolkit from the Community Foundation of Southeastern Alberta and learn how it can be used to strengthen organizational practices and support compliance. The session will cover key legal and regulatory considerations, financial management and oversight best practices, and the important role boards and treasurers play in ensuring accountability and sustainability.

Whether your organization is considering charitable status, actively applying for registration, or already operating as a registered charity, understanding key legal, financial, and governance responsibilities is essential to long-term success.

Join us to learn more about:

• The Charitable Status Toolkit – An overview of the toolkit, its purpose, and how charities can use it to strengthen their organizations.
• Legal Considerations – The top five legal and compliance priorities charities should be mindful of, including key considerations when applying the toolkit to their operations.
• Financial Management and Treasurer Responsibilities – Practical best practices for budgeting, financial oversight, and financial management, with an emphasis on compliance, accountability, and the role of the treasurer.
• Additional Resources and Support – How organizations can access additional learning opportunities, clinics, and individualized legal, financial, governance, and strategy support from IntegralOrg.

About the Presenters:

Yvonne Chenier is a lawyer and philanthropy consultant – and co-founder of IntegralOrg. Yvonne brings more than 35 years of experience helping those in the philanthropic, nonprofit, and social enterprise sectors as general legal counsel and as an advisor on planning, organizational, regulatory and governance matters.

Lorraine Walker has more than 30 years of audit experience, working with nonprofit organizations including larger charities, private foundations and government organizations. Currently, she is Alberta's leader for the Not-for-Profit/Public Sector/Education Industry Group at BDO Canada.