Charitable Tax Receipting Rules

Board GovernanceLeadershipSector Capacity

Online Learning Event

Free
Free for members

Start: Nov 26, 2026

Start: 12:00 pm
End: 1:30 pm

Online (Zoom)

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Oct 7 – Nov 26, 2026

Charitable Tax Receipting Rules

Join Susan Lucato, CPA, CGA, for an exclusive seminar tailored to NPO Leaders aiming to understand charitable tax receipts processes.

As a charity, you are responsible for ensuring properly receipted donations to your organization. It’s important that your fundraising team understands what types of gifts qualify for a tax receipt and how to communicate with donors about gifting rules. It’s important that your finance team understands how various types of gift receipts must be prepared to comply with CRA regulations. This seminar will discuss different types of donations, how they are receipted, and provide practical and actionable processes you can employ in your organization. 

Who Should Attend?

Board and staff responsible for fundraising and/or preparation of charitable tax receipts.

Event Facilitated By

Susan R. Lucato, Chartered Professional Accountant

Susan  is a CPA with extensive experience in both the corporate and non-profit sectors. During her fourteen-year tenure at Grant Thornton Chartered Accountants, Susan played a crucial role in developing small business advisory services and overseeing audits for local charitable organizations. In 2002, she assumed the role of Finance Director at the Victoria Foundation, contributing significantly to its growth and prominence within the Canadian charitable community. Susan’s expertise in financial oversight and her involvement in the community foundation movement, particularly in working with BC’s First Nations groups, have left a lasting impact.

Transitioning to consulting in 2011, Susan now supports numerous local charitable organizations and small businesses through her financial consulting practice. Her services encompass controllership, bookkeeping, and consulting on internal controls and processes, with a specialization in the voluntary/not-for-profit sector. Additionally, Susan shares her knowledge as an instructor at Camosun College’s School of Business, where she teaches accounting, finance, and computerized accounting.