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You are here: Home / Road to Accountability / Accountability – Tools

Accountability – Tools

Introduction

This module describes some accountability tools. These tools will enhance your registered charity’s accountability practices.

  • For an overview of accountability, check out Accountability – The Basics
  • For an overview of transparency, check out Transparency – The Basics
Accountability Tools
  • Administrative calendar
  • Office in a Box
  • Code of Ethics
  • Policies
  • Keeping up to date
  • RSS Feed / Mailing Lists
  • Other resource materials
Administrative Calendar – Your Yearly To Do List on a Calendar (interactive PDF)

Some things to include:

  • Deadlines for filing charity’s annual return (provincial or federal);
  • Deadlines for filing annual charitable returns (T3010) with Canada Revenue Agency;
  • Date of Annual General Meeting (AGM)
  • Notice of AGM
  • Reminder to review your governing documents, i.e. bylaws, mission; Administrative Calendar
  • Reminder to file bylaws amendment with provincial or federal authority, and the Canada Revenue Agency;
  • Preparation of annual budget;
  • Reminder to review policies;
  • Grant or funding agreements deadlines;
  • Review of fundraising plan;
  • Deadline for filing GST/HST returns and rebates;
  • Deadline for submitting payroll deductions, i.e. withholding income taxes
Administrative Calendar
  • Annual review of Executive Director;
  • Employees’ annual performance appraisals;
  • Contract commitments;
  • Renewal dates for leases, insurance;
  • Sample administrative calendar
  • Blank administrative calendar in fillable pdf
Policy –Sample Format
  • Name
  • Purpose
  • Definition of the issue
  • Desire outcome
  • Exception – who and how
  • Date of approval and revisions
  • Review schedule
Privacy Policy
  • Relating to donors, directors, staff, volunteers;
  • Different parties may have different legal requirements;
  • Privacy Checklist
Keeping up to date

• For registered charity – Subscribe to Canada Revenue Agency (CRA) Mailing List at www.cra-arc.gc.ca/esrvc-srvce/mllst/sbscrbchrts-eng.html

• Subscribe to non-profit organization mailing lists such as that of Imagine Canada at www.imaginecanada.ca

See also a listing of resources and organizatitions to help you stay onside here: Whats New

Other Resource Materials
  • Road to Accountability Handbook
    List many web-based resource materials accountability topics. ƒ
  • Self-Diagnostics Pack
    Resource materials are listed under each question.
Notice

Information in this module is provided for general educational purposes and not as legal or accounting advice. Consult a lawyer or accountant for professional advice. Information is accurate as of September 2019. For changes after this date, consult Canada Revenue Agency.

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