Each year registered charitable organizations should ensure they include the following activities on the Annual Calendar to meet their obligations and maintain their charitable status. At the start of each fiscal year set dates for and distribute them to everyone for the following:
A. Board and Organizational Meetings
Monthly Board meetings
Annual Board Orientation meeting/New and Returning Members
Annual Board Strategic Planning Sessions (book facilitator/planner early)
Annual General Meeting (AGM)
Meeting/Agenda, notice of meeting, past minutes to be distributed to all members 30 days in advance
Agenda must include a motion to approve past years minutes; a motion to appoint auditors/reviewers at AGM; a motion to approve the annual financial statements; a motion to confirm that T3010B has been filed
Organization’s Annual Report written and distributed
B. Financial Reporting
Annual audit/financial review to take place
Timeline for preparation of annual audit, including appropriate approval processes by Board
Annual amount of donations receipted calculated
All preparation in place for completion of organization’s T3010B to CRA
Regular reporting updates at Board meetings
Annual Financial Report at Annual General Meeting
C. Known Special Events
Dates related to the preparation, implementation and participation in profile events with which Board members are expected to be involved.
Download the Annual Calandar Checklist for Registered Charities here.
