Charitable Donations Receipt Policy (POL-COR-13-18)

The Blue Mountains, Ontario

This is the exact embedded text of the captured official document. Snapshot dad82a6d8521 · verified 2026-06-10 · original document · archived snapshot · unofficial consolidation, the official version is held by the municipal clerk.

POL.COR.13.18 Page 1 of 3 Charitable Donations Receipt Policy Policy POL.COR.13.18 Charitable Donations Receipt Policy Policy Type: Corporate Policy (Approved by Council) Date Approved: April 2013 Department: Finance Staff Report: FIT.13.22 By-Law No.: None Policy Statement The Town of The Blue Mountains will issue official receipts to donors for eligible donations with a net cash value or net fair market value of $20 or more if requested. Purpose The policy formalizes the charitable donations receipt program, including accounting for donations of cash or in-kind made to the Town. This policy also outlines the standards for evaluating donations in accordance with Canada Revenue Agency (CRA) guidelines. This policy will serve as the foundation for standard operating procedures for issuing official charitable donation receipts (official receipts) to donors for income tax purposes. Application This policy applies to all departments within the Town and the organizations and individuals that contribute either financial or in-kind donations to the Town's operations, programs, services or facilities. Definitions Charitable donations - voluntary transfers of tangible property, including cash Donations in-kind - tangible property, other than cash, that are eligible donations. Fair Market Value (or Valuation) - The highest dollar value that a property would bring in an open and unrestricted market, between the willing buyer and the willing seller who are acting independently of each other. The fair market value of a property does not include taxes paid; taxes are costs incurred by the purchaser. POL.COR.13.18 Page 2 of 3 Charitable Donations Receipt Policy Net Amount of Donation - The fair market value of the donation less any advantage/benefit received or to be received as a result of the donation. Non-Qualifying Donations - donations that cannot be acknowledged with official donation receipts for income tax purposes, in accordance with CRA guidelines. Procedures To be eligible for an official receipt, the donation has to:  Be made payable to the Town, and  Be in cash or in-kind; and  Be voluntary; and  Be supportive of Town's mandate or beneficial to the community of the Town of The Blue Mountains; Donations in-kind may be accepted only after the following has been assessed:  Compliance with Town by-laws and/or policies  Compliance with the laws, conventions and treaties of the other levels of government  Consistency with the Town's priorities, mandates and strategic and business plans  Associated risks (e.g. financial risks, political risk, health and safety issues)  Condition of the donation  Value of the donation  Usefulness of the donation to the Town  Cost/benefit analysis, if determined by the Treasurer to be necessary, would consider installation, storage, maintenance, renewal, replacement and relevant costs; Written valuation of donations in-kind, done within the last 6 months, shall be submitted with the requests for official receipt and shall meet the following requirements:  $1,000 or less:  appraisal by knowledgeable internal staff; plus  valuation from online auction and shopping website  Over $1,000:  external appraisal by an independent and arm's length competent individual is required;  the responsibility and the costs associated with obtaining a qualified appraisal shall be determined by the departmental director. Authority for acceptance or denial of donations in-kind with appraised value of:  Under $25,000 requires the Treasurer or Chief Administrative Officer  $25,000 or more requires Council approval POL.COR.13.18 Page 3 of 3 Charitable Donations Receipt Policy Non-Qualifying Donations that cannot be acknowledged with official donation receipts for income tax purposes, in accordance with CRA guidelines:  Intangibles such as services, time, skills, effort  Donations that are given to the Town intended as a flow through to a specified recipient who does not have charitable organization status.  Donations of business marketing products such as supplies and merchandise  Sponsorship in the form of cash, goods or services toward an event, project, program or corporate asset, in return for commercial benefit (i.e. logo placement or presenting sponsorship). The intent of a sponsorship is to enhance the image and marketing opportunities of the sponsor in its target market and/or the community. Sponsorships are reciprocal arrangements benefiting both parties. Usually the cost to the sponsor is categorized as a business expense. Exclusions N/A References and Related Policies Under Income Tax Act, 1985, The Corporation of the Town of The Blue Mountains is classified as a "qualified donee" for charitable donations, and as such is afforded the same privileges as a charitable organization without a registered charity number. According to sections 110.1 (1) (a) and 118.1 (1) of the Income Tax Act, Canadian municipalities are permitted to issue receipts for charitable donations. These donations may come in the form of cash or in-kind. Consequences of Non-Compliance Town could lose its eligible donee status and be prohibited from issuing charitable tax receipts. Review Cycle This policy will be reviewed once per term of Council. __________________________ (Signature)