Finance Bundle

Bundle of courses for charity finance people

See the bundle of courses below geared to those people in the charity sector dealing with financial roles such as CFOs, treasurer, etc. Save by purchasing a bundle.

The bundle includes the following courses:

1) Top 20 Charity Law Issues for Canadian Registered Charities
2) Fundamentals of Running a Canadian Charitable Organization/Operating Charity
3) Receipting for Canadian Registered Charities
4) Restricted Gifts - Managing the Opportunities and Dangers of Restricted Charitable Gifts
5) Canadian Charities Working with Non-Charities in Canada Course
6) Mergers of Canadian Non-Profits and Charities and Dealing with Uncertain Times


Your Instructor


Mark Blumberg
Mark Blumberg

Mark Blumberg is a partner at the law firm Blumberg Segal LLP (Blumbergs) in Toronto and works almost exclusively advising non-profits and registered charities on their work in Canada and abroad. Mark has written numerous articles, is a frequent speaker on legal issues involving charity and not-for-profit law and is the editor of www.CanadianCharityLaw.ca and www.globalphilanthropy.ca™ – Canadian websites dedicated to news about the Canadian charitable sector as well as legal and ethical issues for Canadian charities operating in Canada or overseas.He also manages www.CharityData.ca and www.SmartGiving.ca.

Mark is particularly interested in the regulation of non-profits and charities in Canada, philanthropy, transparency requirements for the voluntary sector, providing accessible information on regulatory issues, and the use of data to make more informed decisions on the charity sector.

Mark is quoted regularly in print media and appears frequently on radio and television on topics relating to philanthropy and the regulation of charities in Canada.Mark has also appeared on a number of occasions in front of the House of Commons Standing Committee on Finance on topics such as charity regulation, transparency, accountability and tax incentives for philanthropy. Mark has also made presentations to the Charities Directorate Annual All Staff Meeting as well the Annual Divisional Staff Meeting of the Determinations Section of Charities Directorate. Mark has presented to the Financial Action Task Force (FATF) when the FATF conducted an evaluation of anti-money laundering and counter-terrorism in Canada in 2015. Mark has testified at the Special Senate Committee on the Charitable Sector and the Standing Senate Committee on National Finance.

Mark served for 4 years on the Charities Directorate's Technical Issues Working Group, which is a bi-annual meeting between the Charities Directorate, the Department of Finance and the charity sector to discuss technical and policy issues pertaining to registered charities and the Income Tax Act (Canada). Mark is a member of the Exempt Organizations Committee of the American Bar Association.Mark spent 6 years on the Advisory Committee for the Master of Philanthropy and Nonprofit Leadership (MPNL) at Carleton University. Mark is on the Board of the Canadian Charity Law Association.

Mark has co-authored 20 Questions Directors of Not-for-Profit Organizations Should Ask About Mergers (Published by CPA Canada) and co-wrote a chapter on International Trends in Government-Nonprofit Relations: Constancy, Change, and Contradictions in Nonprofits and Government: Collaboration and Conflict.

Mark lectures frequently to various industry and professional groups on charity compliance issues including the Chartered Professional Accountants Canada (CPA Canada), as well as CPA Ontario, BC and Alberta, Canadian Bar Association, Ontario Bar Association, Canadian Association of Gift Planners, Association of Fundraising Professionals, Community Foundations of Canada, Ontario Hospital Association, and Ontario Non-profit Network.

Mark has also presented to and for organizations such as the APRA Canada, CanadaHelps, Canadian Charity Law Association, Canadian Environmental Grantmakers Network, Canadian Red Cross, Care Canada, Carleton University, Chapel and York, CharityVillage, Circle on Aboriginal Philanthropy, CIVICUS, Charity Law Information Program, various community foundations, the Estate Planning Council of Toronto, Federated Press, Canadian Institute, Humber College, Laidlaw Foundation, Law Society of Upper Canada, OCIC, Osgoode Hall Law School, PAGER, Volunteer MBC, Pillar Nonprofit Network, PWC Canada, RBC Foundation, Regional Diversity Roundtable of Peel, Ryerson University, The Schulich School of Business, Strategy Institute, United Jewish Appeal of Greater Toronto, United Way Canada, Universite de Montreal, University of Toronto, Vitalize, and World Vision Law Day.

Mark has a B.A. in Political Science from the University of Toronto, an LLB from the University of British Columbia and a LLM from Osgoode Hall Law School in Tax Law.


Courses Included with Purchase



Receipting for Canadian Registered Charities
A 3-hour online course with everything you need to know about how Canadian registered charities issue official donation receipts
Mark Blumberg
$225
Top 20 Charity Law Issues for Canadian Registered Charities
Top compliance issues affecting Canadian registered charities
Mark Blumberg
$149
Mergers of Canadian Non-Profits and Charities and Dealing with Uncertain Times
Helping non-profits and charities prepare for a merger discussion
Mark Blumberg
$149
Restricted Gifts - Managing the Opportunities and Dangers of Restricted Charitable Gifts
Restricted gifts are common and can in certain circumstance undermine the operations of the charity and the precious resources donated by philanthropists
Mark Blumberg
$149
Canadian Charities Working with Non-Charities in Canada Course
How can Canadian charities transfer funds or resources to non-charities or non-qualified donees to carry out charitable activities in Canada
Mark Blumberg
$149
Fundamentals of Running a Canadian Charitable Organization/Operating Charity
A 7 hour course on how to run a Canadian operating charity
Mark Blumberg
$395

Original Price: $1,216


Frequently Asked Questions


When does the course start and finish?
The bundle includes course which start now and you have access to these courses for 1 whole year! All courses are completely self-paced - you decide when you start and when you finish each of them.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and if you have only started one course we will give you a full refund. If you have accessed more than one course we will deduct the 2nd and other courses you have started from the refund.

Get started now!