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Featured Stories
How to Run an Advisory Board Meeting in Ontario
Running an advisory board meeting in Ontario requires a clear agenda, proper preparation, and organized procedures. This keeps everyone focused and productive. Set a structured agenda in advance and prepare all necessary documents. Facilitate focused discussions, record accurate minutes, and follow up on action items after the meeting. While advisory boards don’t always follow the […]
How to Pass a Motion in a Board Meeting in a Canadian Charity
Passing a motion at a Canadian charity board meeting requires following legal procedures and governance rules. Directors must provide proper notice, establish quorum, present the motion clearly, allow discussion, conduct a vote according to bylaws, and document the decision in official meeting minutes. Many charity boards struggle with these requirements, which can lead to invalid […]
How to Convene a Board Meeting for a Canadian Charity
Convening a board meeting for a Canadian charity involves more than just picking a date and sending invitations. Directors need to meet legal requirements, prepare documentation, and ensure the meeting follows governance standards set by law. Many board chairs and secretaries feel unsure about correct procedures, especially regarding quorum, notice periods, and voting rules. To […]
What Is an Advisory Board Meeting in a Canadian Charity?
Canadian charities often create advisory boards to access specialized expertise and fresh perspectives without adding formal directors. Unlike a board of directors, which has legal authority and fiduciary duties, an advisory board serves as a consultative body that provides guidance on specific issues or challenges. An advisory board meeting in a Canadian charity is a […]
How to Amend Board Meeting Minutes for Charities in Canada
Board meeting minutes are the official record of decisions made by Canadian charities. Sometimes these documents contain errors or lack important context that needs correction. When minutes require changes, amendments should be noted in the current meeting’s minutes rather than altering the original document. This approach maintains transparency and preserves the historical record of board […]
How to Preside a Board Meeting in a Canadian Charity
Running a board meeting for a Canadian charity involves more than just gathering directors. You need to balance legal duties with practical leadership while keeping everyone engaged and focused on your organization’s mission. Many new board chairs feel uncertain about their role. Presiding over a meeting becomes easier once you understand the key responsibilities and […]
What Is an Executive Session in a Charity Board Meeting?
Board meetings are a regular part of running a Canadian charity. Sometimes sensitive matters require a different approach. An executive session is a private, closed meeting of board members that takes place separately from regular board meetings to discuss confidential or sensitive issues without staff or other observers present. These sessions allow directors to speak […]
What Is a Call to Order in a Charity Board Meeting?
A call to order is a formal announcement made by the chairperson that officially starts a charity board meeting in Canada. This important step marks the transition from informal gathering to official business. Without it, a meeting lacks the formal structure needed for valid decision-making. A call to order establishes the chairperson’s authority to guide […]
Board Meeting Minutes for Canadian Charities and Nonprofits
Many Canadian nonprofit board secretaries struggle to create meeting minutes that meet legal requirements while remaining practical and useful. Board meeting minutes for Canadian nonprofits must include meeting details, attendee lists, motions with voting results, and key decisions. The Canada Not-for-Profit Corporations Act requires accurate documentation to maintain charitable status and ensure regulatory compliance. This […]
Virtual Board Meetings: Essential Strategies and Best Tools
Board meetings no longer require everyone to gather in the same room. Virtual board meetings bring directors together through digital platforms. This allows organizations to conduct governance activities without the constraints of physical location. The shift offers new ways to collaborate across distances and time zones. Virtual board meetings use video conferencing and specialized software. […]
Nonprofit Board Voting Procedures in Canada: Best Practices
Every nonprofit board in Canada must follow specific voting procedures to make legal decisions and maintain proper governance. These procedures aren’t just suggestions; they’re legal requirements that protect your organization and ensure fair decision-making. Understanding Canadian nonprofit board voting procedures helps organizations comply with federal and provincial laws while creating transparent processes that strengthen board […]
What Does In Camera Mean in a Board Meeting in Canada?
When a board meeting in Canada goes “in camera,” board members meet privately without staff or outsiders present. This private session allows the board to discuss sensitive topics, especially the performance of the executive director and the board itself, in confidence. The term comes from Latin, meaning “in chambers,” highlighting the confidential nature of these […]
How to Take Notes at a Board Meeting in a Canadian Charity
Board meetings are the backbone of good governance for Canadian charities. These meetings shape your organization’s direction and handle financial decisions. Taking proper notes at these meetings protects your charity and keeps everyone accountable. The key to taking notes at a board meeting is understanding the difference between informal notes and official meeting minutes. Minutes […]
Who Can Attend a Board Meeting in a Canadian Charity?
Board meetings are where charity directors make important decisions about the organization’s future. But who actually has the right to sit in these meetings? In Canadian charities, board members have the legal right to attend board meetings. Other individuals like staff, advisors, or observers may only attend if the board invites them or if the […]
How to Cancel a Board Meeting in a Canadian Charity
Sometimes, Canadian charities face situations that require cancelling scheduled board meetings. Emergencies, lack of quorum, or urgent circumstances can make cancellation necessary. Knowing how to properly cancel a meeting is important for good governance and legal compliance. You must follow your organization’s bylaws, provide notice to directors, document the decision, and reschedule promptly to avoid […]
How to Approve Minutes in a Board Meeting: Canadian Charity Guide
Approving meeting minutes is an essential step in board governance for Canadian charities. Many board members are unsure about the correct process. Board meeting minutes become official legal records only after the board reviews and approves them at a subsequent meeting. Corrections must be made before final approval if needed. Without proper approval, your minutes […]
Charity Board of Directors Responsibilities in Canada
Every charity in Canada must have a board of directors to oversee its operations. The board ensures the charity stays true to its mission. Board members provide strategic direction, ensure legal compliance, and maintain financial oversight. They must act in the organization’s best interests with care and loyalty. These roles carry real duties that affect […]
Can You Have a Charity Board Meeting Without a Quorum?
Charity boards in Canada face a critical question when directors cannot attend meetings: can the board proceed without quorum? A charity board meeting cannot conduct official business or make legally binding decisions without quorum in Canada. Any votes taken without the required minimum number of directors present are invalid and have no legal effect. This […]
What Constitutes a Quorum for a Charity Board Meeting?
A quorum is the minimum number of board members who must be present at a charity board meeting to conduct official business and make legally binding decisions. Without a quorum, any votes or decisions made during the meeting are not valid. This requirement protects charities by ensuring that important decisions have proper representation from the […]
Are Charity Board Meeting Minutes Public in Canada?
Board secretaries and charity leaders in Canada often wonder whether they need to share their meeting minutes with the public. The answer depends on who is requesting the minutes and what type of information they contain. Charity board meeting minutes in Canada are not automatically public documents. Charities must provide access to members and regulatory […]
How to Recruit for a Charity Board Canada: A Step-by-Step Guide
A strong board of directors can make the difference between a charity that thrives and one that struggles to meet its goals. For small and medium-sized charities across Canada, recruiting the right board members requires a clear strategy and understanding of what makes someone a good fit. The key to successful charity board recruitment in […]
How to Remove a Board Member from a Charity Organization
Removing a board member from a Canadian charity is a serious governance decision. It requires careful planning and proper procedures. Charities may need to act when a board member violates policies, neglects responsibilities, or acts against the organization’s best interests. The board must protect the charity’s mission and legal standing in these situations. The key […]
Trustees vs Directors: Key Difference for Canadian Charities
Many Canadian charities use the terms “board of trustees” and “board of directors” interchangeably, but these two governance structures have important legal and practical differences. In Canadian charities, both boards of trustees and boards of directors oversee organizations and have fiduciary duties. Trustees typically manage charitable trusts and foundations while directors govern incorporated non-profit organizations […]
What Is the Purpose of an Annual General Meeting for a Charity in Canada?
Canadian charities must hold an Annual General Meeting every year to meet their legal obligations and maintain good governance. The purpose of an AGM is to provide transparency and accountability by allowing members to review financial statements, elect board members, and participate in important decisions about the organization’s direction. These meetings create a formal space […]
Annual General Meetings (AGM) for Canadian Charities
If a charity operates in Canada, it must hold an Annual General Meeting every year. An AGM is a legally required meeting where members review financial statements, elect board members, and discuss the organization’s activities and future plans. The Canada Not-for-profit Corporations Act and various provincial laws set out specific rules about when and how […]
What Does a Board of Trustees Do in a Charity in Canada?
A board of trustees in a Canadian charity holds the organization’s assets in trust. They make sure the charity fulfills its mission while following all legal requirements. Trustees have legal responsibility for governing the charity, protecting its resources, ensuring compliance with federal and provincial laws, and making strategic decisions that advance the organization’s charitable purposes. […]
How to Become a Board Member of a Charity in Canada
Canada has over 170,000 nonprofit organizations and 86,000 registered charities, all requiring dedicated board members to provide oversight and direction. If you want to make a meaningful impact in your community while developing leadership skills, joining a charity board offers an excellent opportunity to contribute to causes you care about. To become a charity board […]
How to Call an Emergency Board Meeting for a Charity in Canada
Emergencies don’t wait for scheduled board meetings. Canadian charities must act quickly when urgent decisions are needed. Whether facing a financial crisis, regulatory issue, or unexpected opportunity, knowing how to call an emergency board meeting can make a big difference. Proper procedures help avoid costly delays. Emergency board meetings for Canadian charities require shorter notice […]
How to Conduct a Nonprofit Church Board Meeting in Canada
Conducting a nonprofit church board meeting in Canada requires careful planning, adherence to legal requirements, and clear communication. The key to a successful meeting is following your church’s bylaws and relevant laws while providing proper notice, preparing an agenda, and ensuring quorum. This process helps the board make informed decisions that support the church’s mission […]
How to Invite Board Members to a Meeting in Canada
Inviting board members to a meeting in Canada requires clear and timely communication. You need to provide all essential details like the date, time, location, and agenda in your invitation to ensure members are well informed and prepared. This helps set expectations and encourages full participation during the meeting. Your invitation should follow any notice […]
How to Close a Board Meeting for Canadian Nonprofits
Closing a board meeting properly is a critical responsibility for Canadian nonprofit organizations. It extends beyond simply saying “meeting adjourned.” The way a board meeting ends affects legal compliance and governance standards. It also impacts the organization’s ability to maintain its charitable status with the Canada Revenue Agency. To properly close a board meeting for […]
What Is a Special Meeting of the Board of Directors?
Nonprofit boards sometimes face urgent situations that cannot wait for their next regular meeting. A special meeting of the board of directors is an unscheduled meeting called to address time-sensitive matters that require immediate board attention and decision-making. Unlike regular meetings that are planned months in advance, these meetings happen when something important comes up […]
How to Write Board Meeting Agenda for Canadian Nonprofits
Writing a board meeting agenda for a Canadian nonprofit means focusing on clear, essential topics that guide your meeting efficiently. Your agenda should include key items like financial reports, program updates, strategic planning, and governance matters to ensure productive discussion and decision-making. This structure keeps meetings organised and aligned with your organisation’s mission and legal […]
How to Document Board Meeting Minutes for Canadian Nonprofits
Documenting board meeting minutes for Canadian nonprofits is necessary to meet legal requirements and maintain clear records of decisions. Your minutes must include key details like attendance, motions with voting results, decisions made, and assigned action items to satisfy the Canada Not-for-Profit Corporations Act. These records protect your organisation and show transparency to members and […]
A closed session board meeting in Canada is a private gathering of board members. The public and media are excluded to discuss confidential matters that could harm the organization’s interests if disclosed. Provincial legislation strictly regulates these meetings. Boards can only hold closed sessions for specific reasons outlined in governing laws. Canadian municipalities, regional districts, […]
What Is a Resolution in a Board Meeting for Canadian Non-Profits?
Board meetings help Canadian non-profit organizations make formal decisions. Directors use a specific tool to give their choices legal authority when deciding on budgets, policies, or organizational changes. A board resolution is a formal document that records decisions made by a non-profit’s board of directors. It serves as legal proof that the board approved specific […]
How to Write a Resolution for a Board Meeting in Canada
Board directors in Canada often document important business decisions through formal written resolutions. These legal documents serve as official records of actions taken by the board and help maintain proper corporate governance. A board resolution is a formal written document that records decisions made by a company’s board of directors and becomes a legally binding […]
How to Pass a Resolution at a Board Meeting in Canada
Passing a resolution at a board meeting in Canada means following specific legal procedures and proper protocols. This ensures decisions are valid and enforceable. Directors must provide proper notice, establish quorum, present a motion, conduct discussion, and vote according to the corporation’s bylaws and provincial legislation. Many boards struggle with these requirements, which can cause […]
How to Write a Motion for a Board Meeting: Step-by-Step Guide
Board meetings run smoother when motions are clear, specific, and well-planned. A well-written motion should be concise enough to read aloud in 30 to 60 seconds while containing all essential information for informed voting. Without proper structure, motions can lead to endless amendments and confusion that derail productive discussions. Sometimes, a simple proposal turns into […]
Making a motion at a Canadian board meeting is a formal process. You must follow specific steps and understand parliamentary procedures. To make a motion in Canada, first get recognized by the chairperson. Then state “I move” followed by your specific proposal, receive a second from another board member, and participate in any debate before […]
How to Run a Board Meeting Robert’s Rules in Canada
Running effective board meetings in Canada requires clear structure and proper procedures. This ensures fair decision-making and productive outcomes. Many Canadian boards struggle with disorganized discussions and unclear voting processes. Meetings can drag on without resolution. Robert’s Rules of Order provides a proven framework that helps Canadian boards maintain order. These rules ensure every member […]
Robert’s Rules of Order for Board Meetings in Canada Guide
Board meetings can quickly become chaotic without proper structure and clear rules. Robert’s Rules of Order is a parliamentary procedure framework that helps Canadian boards conduct fair, efficient meetings by providing standardized guidelines for making motions, voting, and managing discussions. This system ensures every member has an equal voice while keeping meetings focused and productive. […]
How to Run a Board Meeting Script for Canadian Nonprofits
Running a successful board meeting in Canada requires a clear, organized script that guides discussion, decision-making, and record-keeping. A board meeting script helps us stay on track, cover key topics, and allows every member to participate effectively. Following a structured script keeps meetings productive and respectful of everyone’s time. Our script should include essential parts […]
How to Write Minutes for a Board Meeting Canadian Nonprofits
Board meeting minutes are the official record of what happens during board meetings. In Canada, these minutes carry significant legal weight. Under the Canada Not-for-Profit Corporations Act, organizations must keep accurate meeting records to stay compliant. Accurate minutes protect organizations from legal issues. Writing effective board meeting minutes requires understanding Canadian requirements and following a […]
Ex Officio Meaning: Role in Canadian Nonprofit Boards
When we talk about ex officio members on Canadian nonprofit boards, we refer to individuals who serve because they hold another office. An ex officio board member’s position comes automatically with their other role, but they are generally not considered elected directors under Canadian law. This means their involvement is tied directly to their main […]
How to Call a Board Meeting for a Non-profit in Canada
Calling board meetings is a frequent responsibility for leaders of non-profit organizations in Canada. Board meetings provide an opportunity for directors to discuss and make decisions on important matters that affect the organization and its mission. Properly calling a Board meeting will set the stage for a productive and efficient meeting. This article outlines the essential […]
What Should Be Included in the Agenda for a Non-profit Board Meeting in Canada?
Non-profit organizations in Canada are guided by their missions to create positive impacts within communities. To achieve this, the role of an effective board cannot be overstated. Board meetings serve as essential venues for decision-making, strategic planning, and ensuring the organization’s alignment with its goals. A well-structured agenda is the roadmap guiding these meetings. In this article, […]
What Is a Consent Agenda for a Board Meeting in Canada?
Board meetings in Canada often run long when directors discuss routine matters that don’t require debate. A consent agenda groups routine, non-controversial items together so the board can approve them all with a single vote, saving valuable time for strategic discussions. This practice has become popular among Canadian boards because it streamlines the approval process […]
Board Meeting Quorum Canada: Definition & Best Practices
A board meeting in Canada can only make official decisions when enough directors are present to form a quorum. In Canada, a majority of directors must be present at any board meeting to establish quorum, unless the company’s articles or by-laws state otherwise. This rule protects organizations by ensuring important decisions aren’t made by just […]
What is a Board Meeting in Canada? Roles & Legal Process
A board meeting in Canada is a formal gathering where an organization’s board of directors comes together to discuss strategic direction, make key decisions, and fulfill their legal and fiduciary responsibilities. Understanding how board meetings work in Canada helps anyone involved with organizations navigate their governance responsibilities more effectively. Whether you are a new board […]
How to Chair a Board Meeting in Canada: Roles & Practices
Chairing a board meeting effectively requires more than just keeping discussions on track. As board chairs across Canada know, today’s meetings demand strong leadership, careful preparation, and the ability to guide diverse perspectives toward meaningful decisions. The role has evolved far beyond simply running through agenda items. The chair’s primary responsibility is to create a […]
Chairman of the Board vs CEO in Canada: Key Differences
In Canadian corporations, understanding the difference between a chairman of the board and a CEO is essential for business leadership or governance. These two roles represent distinct levels of corporate authority, with each position carrying unique responsibilities and powers. The chairman of the board holds the higher-ranking position and oversees the board of directors. The […]
Guide to Nonprofit Board Management Software in Canada
Managing a nonprofit board means juggling documents, coordinating volunteers in different locations, and ensuring compliance with regulations. Board management software for nonprofits streamlines these tasks by centralizing document storage, automating meeting coordination, and providing secure collaboration tools. These digital platforms have become essential for modern nonprofit governance. They offer encrypted messaging and automated compliance tracking […]
What to Do if There is a Change of Directors in Your Not-for-Profit
Not-for-Profit corporations (“Not-for-Profits”) tend to have a lot of turnover in directors—with new directors being added and existing directors resigning on a regular basis. It is important (and required by law) to keep track of who the current directors are and to formally record and approve any election of directors and removal of directors. This […]
Registered Charities vs. Not-for-Profit Corporations
Many people think of registered charities (a “Charity”) and Not-for-Profit Corporations (“NFPs”) as interchangeable terminologies, defining the same thing. In this article, we will try to explain this misconception and clearly break down the difference. If you plan on starting a new Not-for-Profit venture, it’s important to understand the difference before getting started. *This article focuses […]
Q&A: The New Ontario Not-for-Profit Corporations Act
On October 19, 2021, Ontario launched the new Ontario Not-for-Profit Corporations Act (“ONCA”). So, what does this mean for your Ontario Non-profit? Read on to learn more. Ontario Non-profit corporations that were incorporated before October 19, 2021, were incorporated under the laws of the Business Corporations Act (Ontario) (“OBCA”). The OBCA is the same Act that governs for-profit […]
How Much Notice Do I Need to Give Before a Non-profit Board Meeting?
If you have spent any time working in a non-profit, then you will know that the board of directors plays a critical role. But board members are busy people who usually have lots of outside responsibilities, and getting everyone in the Boardroom (or on a Zoom call) at the same time can be challenging. This article […]
It is really important that you understand what laws apply to your non-profit and what those laws say. This article aims to highlight some of the most important laws that affect non-profits in Canada. Corporate Laws When most people think of corporations, they think of large businesses like Coca-Cola, Microsoft, or Amazon. But corporations are far more […]
What Does the Secretary of a Non-profit in Canada Do?
Within the framework of non-profits in Canada, the role of the Secretary holds a position of significant importance. Often perceived as a behind-the-scenes position, the Secretary plays a pivotal role in ensuring the smooth functioning, compliance, and record-keeping of the organization. Understanding the multifaceted responsibilities of the Secretary sheds light on their indispensable contributions to […]
Typical Roles in Canadian Non-profit Organizations
The purpose of this article is to describe the typical roles that you will find within a non-profit in Canada and how to fill those roles. It is common to find the following roles in Canadian non-profit organizations, regardless of whether the organizations are big or small: Directors Officers Members Employees and Contractors Volunteers Accountant What […]
Gift Card Donations & Tax Receipts: What Canadian Charities Need to Know
this article is all about: helping you understand how gift cards fit into your charity’s receipts, and offering some real-life examples so you can avoid the headache.