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Workshops for Charitable Organizations - The Registered Charity Information Return

Canada Registered Charities must complete an annual Registered Charity Information Return for the Charities Directorate of the Canadian Revenue Agency. The leading cause for organizations having their charitable status revoked is the failure to file this form properly.  To assist charitable organizations CRA funded the Legal Information Society of Nova Scotia (LISNS) to develop annotated forms and presentation materials that explain the intricacies of the form and the importance of providing accurate information on time. In 2007, LISNS partnered with PLEIS-NB to deliver sessions in English and French across New Brunswick. 

PLEIS-NB partnered with the Canadian Bar Association, the Saint John Volunteer Centre, United Way, Policy Link and others to host sessions in Moncton, Fredericton, Saint John, Bathurst as well as online web-conferencing. While the sessions were not as well attended as we had hoped, the participants were pleased with the training they received.  Many appreciated the opportunity to ask specific questions and share their own tips or frustrations with the return.  Because registration was low, PLEIS-NB recommended a mail out to over 1000 charitable organization, large and small, across the province.  A promotional card was designed to direct charitable organizations to the PLEIS-NB website where they could link to the annotated forms, our Charitable Giving publication and other resources for charities.

In 2008-2009, PLEIS conducted a follow-up survey with the organizations who were represented at the sessions and/or received the promotional card to see if they found the information sessions helpful in completing there 2007 return and if they made use of the annotated forms.

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