Insights · Canada

Research to inform. Ideas to implement.

Practical guides for studying Canadian charity financial data and improving the organizations behind the figures.

Research & financial literacy

Charity data guides

Research guide

How to research a registered charity in Canada

How to verify a charity and interpret CRA disclosures without oversimplifying the evidence.

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T3010 guide

Understanding CRA charity financial data

Revenue, expenses, investments, assets and the limits of public financial fields.

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Board strategy

Revenue concentration risk for Canadian charities

A practical board-level framework for funding resilience, liquidity and scenario planning.

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Donor strategy

Fundraising Fundamentals: Foundations of Donor Research

In-depth Canadian guidance, practical steps and safeguards for charitable organizations.

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Donor strategy

Fundraising Fundamentals: Identifying and Qualifying Prospective Donors

In-depth Canadian guidance, practical steps and safeguards for charitable organizations.

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Marketing strategy

From Multi-Channel to Omni-Channel Marketing for Canadian Charities

In-depth Canadian guidance, practical steps and safeguards for charitable organizations.

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Leadership and governance

What Charity CEOs Can Learn from Private Family Wealth Managers

In-depth Canadian guidance, practical steps and safeguards for charitable organizations.

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Person examining financial documents beside a calculator and laptop
Photograph: Kelly Sikkema / Unsplash
Editorial approach

What the numbers say, and what they don't.

We prioritize Canadian sources, documented reporting periods, transparent assumptions and usable decision frameworks.

Our research aims to make CRA data easier to interpret without claiming to rank charities by impact. Articles distinguish the source filing from our analysis and identify important limits in what can be inferred.

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For charity leaders

Explore related consulting services and implementation frameworks.

Charity consulting

Financial resilience, organizational strategy and reporting modernization.

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Charity Explorer

Find Canadian charity records and compare reported financial trends.

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