Charities and Not-for-Profit Administration and Governance Handbook

• Organizational Structure — selecting the structure that works best; creating the framework for an effective board of directors; achieving transparency and accountability
• Strategic Planning and Financial Accountability — long-term, strategic and operational planning techniques; the budgeting process and the presentation of financial information; assessment, audit and control systems; succession planning and encouraging diversity
• Directors and Their Role in Managing the Organization —conflict of interest issues; the legal obligations of due diligence, good faith, loyalty and honesty; obligations of management and financial oversight; errors and omissions insurance
• Appropriate Risk Reduction Policies — policy governance versus administrative governance; how to establish appropriate by-laws and rules of procedure; audit procedures; general liability insurance issues
• Personal Information and Privacy Concerns — collecting and managing personal information; application of the Personal Information Protection and Electronic Documents Act to charitable and not-for-profit organizations; CSA Model Code for Protection of Personal Information
• Political, Business and Foreign Activities — complying with income tax guidelines and requirements; setting up related business trusts and corporations
• Asset Protection — copyright, trade names, trade secrets, donor lists and know-how; human resource issues; volunteer management.