Investment Policy for Canadian Charities: The Five Questions Every Nonprofit Board Must Answer
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Investment Policy for Canadian Charities: The Five Questions Every Nonprofit Board Must Answer
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概要
Managing charitable assets requires navigating a complex intersection of provincial legislation and federal tax regulations.
Canadian charity boards must identify their specific legal investment powers, as founding documents or private acts can often override general provincial rules.
Establishing a formal investment policy is essential for demonstrating fiduciary compliance and protecting directors from liability during audits.
Boards must also distinguish between social investments governed by Ontario law and program-related investments defined by the CRA, as these frameworks have different reporting and disbursement requirements.
Finally, implementing a structured disbursement policy ensures that organizations balance mission-based spending with the long-term preservation of endowed capital.
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