This category focuses on four areas of internal systems: operational and internal systems, organizational culture, leadership, and capacity development, physical and technological infrastructure, and financial management. Listed below are the various standards within the main areas of Operations. For a more in-depth overview of this category, we encourage you to listen to the short video located in the right hand corner of this page.


Tax Law

In this document you will find:


  1. Current Income Tax Legislation & Regulations
  2. Pending & Draft Income Tax Legislation & Regulations
  3. Interpretation Bulletins and Folios from CRA
  4. Other Technical Information from CRA
  5. Advance Rulings from CRA

Current Income Tax Legislation & Regulations

The current version of the Income Tax Act from Justice Canada.

The current versions of regulations made under the Income Tax Act from Justice Canada. These include:
-Income Earned in Quebec Income Tax Remission Order, 1982 (SOR/83-96)
-Income Tax Regulations (CRC, c 945)
-Proclamation Fixing Valuation Days (CRC, c946)

Pending & Draft Income Tax Legislation & Regulations

From Justice Canada, these are amendments to the Income Tax Act that are not in force. Some have never come into force, some are awaiting proclamation, and some have specific dates when they will come into force.

From the Department of Finance.

Non Profit Management Course: Leadership

A 12-Credit Online Graduate Certificate Program for Nonprofit Professionals

Today, statistics show that the nonprofit sector is growing at a faster rate than the private sector. But competition is fierce – this credential from UConn's Department of Public Policy, one of the top rated schools of its kind in the country, is exactly the edge you'll need. The fully online program, which can be completed in one year (no summer courses required) provides a wealth of in-depth information in every area related to managing a nonprofit. You'll learn how to:

·        Lead and manage a nonprofit, with a strong focus on governance operations and cultivating strategic partnerships.

·        Evaluate and strengthen an organization's programs, performance, and impact to help ensure long-term sustainability.

·        Prepare for all kinds of change, from addressing new community needs and funding priorities, to adapting to transformative political landscapes or handling the impact of a crisis.

·        Use key financial tools to manage your organization's resources, communicate with stakeholders, make strategic decisions, and direct your organization’s future.

·        Create a fund development plan that balances mission with financial resource streams.



Are you able to fully navigate the many roles and complex work environment of the nonprofit world? Do you know how to manage strategic partnerships and create fund development plans? Can you talk finance with your governing board?

If your expertise in any area of managing a nonprofit organization needs strengthening – or if you're just breaking into the field – you've come to the right place. The University of Connecticut's (UConn) Nonprofit Management Online Graduate Certificate is designed for four distinct audiences:

·        Seasoned managers or directors who are already employed in the field, but are looking to fine-tune their skill set.

·        New entrants into nonprofit management, who have a Bachelor's degree in such fields as music, arts administration, drama or other related areas. We have even had economists, engineers, and social workers earn this certificate.

·        Professionals who already have a Master's degree, but need discipline-specific training, along with a highly reputable certificate credential, to move up in their careers.

·        Professionals interested in transitioning from the corporate world to a nonprofit, either due to burn-out and/or passion to work for a mission-driven entity.


Video: Policies Every Non-profit Should Consider Having


Policies Every Nonprofit Organization Should Consider Having

When we think of nonprofit policies, we generally think of financial policies. Those are important! But in this session we examine other kinds of organizational policies that can help drive an organization to its next level of performance: those pertaining to programs, fundraising, marketing, staff development, volunteers, and board organization.

A topic for nonprofit managers and board members! Presented by Clyde Kunz. With more than 23 years of experience in the non-profit sector, Clyde Kunz has worked with many nonprofit organizations in organizational development and fundraising capacities. He also teaches Board Governance and Resource Development for the Nonprofit Management Institute at the ASU Lodestar Center. Mr. Kunz has been actively involved in professional organizations and has served on several nonprofit boards. Currently, he serves on the boards of directors of two private foundations, one local and one national.

Role of an Operations Manager

Operations managers set goals and objectives and establish policies for various departments in the organization


Operations managers need good communication and interpersonal skills to help the different parts of an organization work together. Their job includes creating a positive culture where the work can get done. They facilitate communication between employees and departments. At times, operation managers help resolve disputes or disagreements. Operations managers cooperate in high-level decision making with other top executives of an organization, such as the president, chief financial officer and chief executive.

5 Steps to NGO Success

5 Steps to NGO Success

As NGO.Org states: “A non-governmental organization (NGO) is any non-profit, voluntary citizens’ group which is organized on a local, national or international level. Task-oriented and driven by people with a common interest, NGOs perform a variety of service and humanitarian functions, bring citizen concerns to Governments, advocate and monitor policies and encourage political participation through provision of information. Some are organized around specific issues, such as human rights, environment or health.”

But accomplishing your goals in an NGO is a big task, and now, more than ever, the money funding an NGO must be validated, with a definite return on investment.

So how can an NGO best accomplish its goals while responsibly utilizing funds? Several experts have offered their ideas. Here are 7 steps to success for you NGO.

Registered Charity Return

Registered Charity Information Return


(2016) What happens if you don't file your return?

File Form T3010, Registered Charity Information Return, each year, no later than six months after the end of your fiscal period.  

If you do not file your return within six months after the end of your fiscal period, your registration could be revoked for failure to file. When your registration is revoked:

  • you can no longer issue official donation receipts
  • you are no longer exempt from income tax
  • you must give all of your remaining assets to an eligible donee or pay a revocation tax equal to the full value of your assets

If you re-apply for registration, you will have to pay a $500 late-filing penalty.

Reminders to file

The Canada Revenue Agency will send you these reminders to file your return if you haven’t already done so:

  • three months after the end of your fiscal period, we will send a TX11D, Reminder to Registered Charities to File Return

  • four months after the end of your fiscal period, if we have your email address, we will send an email reminder

  • seven months after the end of your fiscal period, we will send a T2051A, Notice of Intention to Revoke a Charity's Registration

  • eight months after the end of your fiscal period, we may try to contact a representative of your charity by telephone to remind them to file the return

  • ten months after the end of your fiscal period, we will send a T2051B, Notice of Revocation of Charity's Registration, and Form T2046, Tax Return Where Registration of a Charity is Revoked

Healthy Workplace Operational Plan

Healthy Workplace Operational Plan 2013 - 2016.

Progress Update – April 2015. Focus. Goals and Objectives. 


Operations Management


The eight stages you need to know in order to manage operations within your organisation effectively.

Managing your operations is important to ensure that you are carrying out the right activities, with sufficient resources and at the right time to achieve your objectives.

Operations management focuses on how you combine resources and activities to produce outputs and outcomes, which you can then monitor and evaluate by comparing them with the performance indicators you have set. Through making these comparisons you can see which aspects of your operations work well and which need to change.

Financial Management of Not-for-Profit Organizations

This resource draws analogy to not for profits and the similarities it has to the commercial sector. Budgeting and cash management as two areas of financial management that is extremely important exercises for not for profit organization. The resource provides steps for preparing a budget, capital budget (p. 4 –P. 5)   Asset Management (p. 6) the use of fund accounting (p. 7)

Blackbaud (2015) Financial Management of Not-for-Profit Organizations

Questions to Ask About Balance Sheet and Income Statement (Balance Sheet)

This resource is a balance sheet with questions to ask about when reviewing your organizations financial statement. These questions form the basis for analysing your organizations finances. 

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