Fundraising and finance: Gift acceptance, administration and growth for charities

This session will ensure that your organization or not-for-profit clients are better equipped to confidently accept, effectively administer, and encourage funds of any type to come into the organization.

Event Details

Location and date:
Online December 5, 2019 - 12 p.m. - 2 p.m. EST
Online March 3, 2020 - 12 p.m. - 2 p.m. EST

Effective administration and management of funds is essential for charitable not-for-profits (NFPs). With increased competition and a continuously changing landscape in the sector, having funds for long-term sustainability is critical for most charitable organizations. However, many NFPs, especially small to medium charities, are leaving money on the table by not having finance operations set up to effectively accept, manage and administer a variety of asset-based donations and bequests. In addition, charitable organizations, especially those with limited funds, have a difficult time keeping pace with the future of fundraising. This is preventing NFP organizations from keeping up with donor and funder trends, which is critical to their well-being and success.

This session will help you identify common issues and manage risks with gift processing and receipting for various types of donations charities tend to struggle with.

CPA Canada is pleased to be working with Paul Nazareth and the Canadian Association of Gift Planners for this session


  • securities
  • uncommon gifts such as gifts of life insurance
  • how Graduated Rate Estates (GRE) will affect bequest administration

This session will also prepare you for what is next, what the future of giving holds and what your finance function and organization can do to prepare and keep pace with the rapidly changing landscape. Register today to help ensure that your organization or clients will be better equipped to confidently accept, effectively administer, and gain the ability to encourage, funds that come into the organization from any source.

Additional options and pricing may be available. See pricing and registration for more details.

Members $395 | Non-members $475

3 CPD hour(s)
Pricing & registration

You will learn about:

  • identifying and understanding complex and common gifting administration issues and how to deal with them
  • understanding the future of giving and how your organization can keep pace, even with limited resources
  • being able to fundraise on behalf of your organization by having a stronger ability to confidently accept different types of donations

Topics include:

  • charitable NFP board members on finance or audit committees
  • consultantsv
  • treasurers for charitable NFPs
  • small practitioners taking on a few charitable NFP clients
  • those working on the finance team of charitable NFPs

More Details:

Venue[s] and Accommodation[s]




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Are you ready to break the mould? Come to Canada’s leading event for not-for-profit leaders and learn how to accelerate your organization’s impact.


Please contact:

CPA Canada Customer Service Support
Tel: 416-977-0748 or Toll Free 1-800-268-3793