Resources

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Appendix A

References

Key Sources

Canada Revenue Agency, Charities Directoratewww.cra-arc.gc.ca/chrts-gvng/chrts/menu-eng.html

CRA Publications:Guide – GST/HST Information for Charities (2010)www.cra-arc.gc.ca/E/pub/gp/rc4082 Employers’ Guide – Filing the T4 Slip and Summary (2010)www.cra-arc.gc.ca/E/pub/tg/rc4120

Charity Centralwww.charitycentral.ca

Includes detailed FAQs on Receipting (The basics; Determining the eligible amount on official donation receipts; Receipts for specific gifts; Enduring property; Disbursement quota); Books and Records (The basics; Format and copies; Location and retention; Adequate books and records; Related issues); Fundraising (Fundraising Activities; Illegal and Prohibited Activities; Cost of Fundraising; Personal Information and Privacy; Fundraising in Alberta); and Registered Charities (general information).

Charity Law Information Program (CLIP)www.capacitybuilders.ca/clip

Includes materials from workshops on many topics pertaining to maintaining charitable status, particularly in the area of foreign activities

The Charities File: On Boardhttp://thecharitiesfile.ca

Includes FAQs about the T3010 form and “Best Practices for Maintaining your Charitable Status” training modules and workbook

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© 2010 Legal Resource Centre, Edmonton, AB

Adapted by Mennonite Church Eastern Canada (Version 02 2011)

Educaloi (Quebec)www.educaloi.qc.ca/en/directory/charities/charities/ Provides info sheets for charities in Quebec.

Resources

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Legal Information Society of Nova Scotiawww.legalinfo.org

Includes annotated T3010B form

Board Development Program materials (Government of Alberta)Information Bulletins on 16 topics including: • Understanding Financial Statements• FinancialResponsibilitiesof Not-For-ProfitBoards• RolesandResponsibilitiesforNot-For-ProfitBoards• Meetings that Workhttp://culture.alberta.ca/bdp/bulletins.aspx

The Workbook Series, produced in co-operation with The Muttart Foundation, including:• DevelopingJobDescriptionsforBoardMembersof Non-profit Organizations• Drafting and Revising Bylaws http://culture.alberta.ca/bdp/workbooks.aspx

Publications

TheAuditProcess:ATwoWayStreet (In press). Betty Thompson. Lo Porter Hetu.

BasicGuidetoNon-ProfitFinancialManagement.Carter McNamara. Authenticity Consulting. www.managementhelp.org/finance/np_fnce/np_fnce.htm

BuildinganEffectivePolicyandProcedureManual:Whitepaper (2006). Colin Braithwaite. First Reference Inc.

Available for purchase; see: http://www.firstreference.com/purchase_guides.asp

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Imagine Canada, Charity Tax Tools http://charitytax.imaginecanada.ca

Includes online resources regarding receipting, maintaining books and records, and improving financial reporting

Public Legal Education and Information Service of New Brunswick (PLEIS-NB) www.legal-info-legale.nb.caen/index.php?page=charities Welcome Aboard series of publications to assist charities and non-profits.

Resources

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CoreOperations:ConflictandComplaintResolution (2007). Dalhousie University Non-Profit Sector Leadership Program. http://collegeofcontinuinged.dal.ca/Files/NP_Conflict_Resolution_Policy.pdf

DevelopingaPolicyandProceduresManual (June 2008). Fern Richardson & Stacey Tames. Alberta Agriculture and Rural Development.

www1.agric.gov.ab.ca/$department/deptdocs.nsf/all/rsv9182

DevelopingPoliciesandProceduresforVolunteerOrganizations:Factsheet(December 2008). Denise Edwards. Ontario Ministry of Agriculture, Foods and Rural Affairs www.omafra.gov.on.ca/english/rural/facts/08-063.pdf

FinancialPoliciesandProcedures:ProtectingYourOrganization’sFinancialAssets:Factsheet (August 2001). Stuart Budd. Ontario Ministry of Agriculture, Foods and Rural Affairs www.omafra.gov.on.ca/english/rural/facts/01-047.htm

Fundamentalsof EffectiveBoardInvolvement (2005). Sherry Ferronato. Mentoring Canada.www.mentoringcanada.ca/training/Boards

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AGuidetoBookkeepingforNon-ProfitOrganizations (February 1991). Laurinda Lang. www.omafra.gov.on.ca/english/rural/facts/88-010.htm

GovernanceProcess:Roleof theBoard (2008). Dalhousie University Non-Profit Sector Leadership Program. http://collegeofcontinuinged.dal.ca/Files/NP_Role_of_Board08.pdf

KeepingTrackof theDetailsAsYouGetDowntoBusiness (2000). Laird Hunter. LawNow: 25 (2)www.law-nonprofit.org/25-2nfp.htm

LegalandEthicalDutiesof Directorsof Not-for-ProfitOrganizations:Organizing Your CorporateDocuments (2009). Lois Gander. The Muttart Foundation.

www.muttart.org/sites/default/files/downloads/publications/legal_and_ethical_1_organizing.pdf

LegalRiskManagementChecklistforNon-for-ProfitOrganizations(October 2009). Terrance S. Carter and Jacqueline M. Demczur.Carters Professional Corporation.

www.carters.ca/pub/checklst/nonprofit.pdf

BylawsandPolicies. Institute on Governance.http://iog.ca/en/knowledge-areas/board-organizational-governance/bylaws-and-policies

Resources

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Not-For-Profit Incorporators Handbook (publication date unknown). Ontario Ministry of theAttorney General www.attorneygeneral.jus.gov.on.ca/english/family/pgt/nfpinc/ Primer for Directors of Not-For-Profit Coporations: Rights, Duties and Practices (2002). Peter Broder & Norah McClintock, Eds. Inudstry Canada www.ic.gc.ca/eic/site/cilp-pdci.nsf/eng/h_cl00688.html Procedures for Meetings: Factsheet (November 1996). Chuck Bokor. Ontario Ministry of Agriculture, Farming and Rural Affairs. www.omafra.gov.on.ca/english/rural/facts/96-009.htm Record Keeping for Non-Profit Organizations (December 2008). Denise Edwards. . Ontario Ministry of Agriculture, Farming and Rural Affairs. www.omafra.gov.on.ca/english/rural/facts/08-059.pdf Sample Governance Policies (2002). Mel Gill. Institute on Governance. www.iog.ca/publications/sample_policies.pdf The Secretary’s Handbook (4th ed. 2008). Myles McGregor-Lowndes. Centre of Philanthropy and Nonprofit Studie, Queensland University of Technology. https://wiki.qut.edu.au/display/CPNS/The+Secretary’s+Handbook Understanding Your Organization’s Financial Statements (November 1997). Katharine Schmidt. Ontario Ministry of Agriculture, Farming and Rural Affairs. www.omafra.gov.on.ca/english/rural/facts/96-037.htm

Resources Particularly for Mennonite Churches The Giving Project: Growing Faithful Stewards in the Church (1999). Mark Vincent. Herald Press. www.mennonitechurch.ca/resourcecentre/ResourceView/2/3527 Mennonite Church Canada Resource Centre, search for “church governance” www.mennonitechurch.ca/resourcecentre/Home Mennonite Church Eastern Canada Resource Centre, Stewardship-Financial resources http://www.mcec.ca/rc/Browse/47 Pastor’s Salary Guidelines (updated annually) Mennonite Church Canada http://www.mennonitechurch.ca/resourcecentre/Browse/864

Resources

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Imagine Canadawww.imaginecanada.ca

For the charity and non-profit sector: Delivers research about the sector; shapes public policy; encourages businesses, government and individuals to collaborate and engage with the sector; and delivers tools, resources and networking opportunities directly to nonprofits and charities to build and strengthen the sector.

Nonprofit Library Commonswww.nonprofitscan.ca

An initiative of Imagine Canada, the online database features resources created by and produced for the Canadian charitable and nonprofit sector.

Volunteer Canadawww.volunteer.ca

Provides resources aimed at supporting volunteerism and civic participation in Canada, such as standards for volunteer screening and management, information on trends in the voluntary sector, and links to local volunteer centres.

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Other Notable Websites for Small and Rural Charities:

Charity Villagehttp://www.charityvillage.com

Contains comprehensive information for the Canadian non-profit sector, including news, trends, articles, and links to useful resources, learning opportunities, jobs, suppliers and more.

HR Council for the Voluntary and Non-profit Sectorwww.hrcouncil.ca

Source of information, tools and research related to human resources in Canada’s non-profit sector

Resources

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Federal Government Information

Industry CanadaCorporations Canadawww.ic.gc.ca/eic/site/cd-dgc.nsf/eng/home

Provincial Government Information

Legislation

CanadaCorporationsAct http://laws.justice.gc.ca/en/C-1.8/index.html

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© 2010 Legal Resource Centre, Edmonton, AB

Adapted by Mennonite Church Eastern Canada (Version 02 2011)

Ontario Corporations Actwww.e-laws.gov.on.ca/html/statutes/english/elaws_statutes_90c38_e.htm

Quebec Religious Corporations Act www2.publicationsduquebec.gouv.qc.ca/dynamicSearch/telecharge.php?type=2&file=/C_71/C71_A.html

New Brunswick Companies Actwww.gnb.ca/acts/acts/c-13.htm

ServiceOntario

In Toronto: 416-326-1234 Toll free in Ontario: 1-800-267-8097 Website: www.serviceontario.ca

Services Quebec

Quebec region: 418-644-4545Montreal region: 514-644-4545Elsewhere in Quebec: 1-877-644-4545

www.revenu.gouv.qc.ca/en/entreprise/impot/organismes/default.aspx

Service New Brunswick

506-453-2703 www.snb.ca

Mennonite Church Eastern Canada would like to thank the following people and organizations for their assistance in the production of Church Office in a Box.

Mennonite Foundation of Canada for the grant that made this project possible;

SanSan Sy and Charity Central for their willingness to share their excellent product, as well as advice and assistance with graphics;

David Bechtel and Sam Steiner, who each test-read several chapters to see if Church Office in a Box made sense from the congregational context;

Tobi Thiessen for doing the research, writing and adapting of chapters to turn Office in a Box, Alberta edition, into Church Office in a Box, MCEC edition.

Church Office in a Box was distributed to each congregation in Mennonite Church Eastern Canada, at the annual MCEC Spring Gathering, April 29-30, 2011, held at Steinmann Mennonite Church, Baden, Ontario.