Foundations
Accounting for private and public foundations
Private and public foundations regulated as registered charities by the CRA, with grant-making, endowment, and qualified-donee management responsibilities.
The pain points we hear
- Disbursement quota compliance with multi-year endowments
- Qualified donee due diligence and direction-and-control documentation
- Endowment fund accounting under restricted-fund method
- Investment income classification across funds
- Grant agreement tracking and conditional grant accounting
How we help
- Endowment and restricted fund accounting under ASNPO
- Qualified donee compliance documentation
- Disbursement quota modeling with investment-return scenarios
- Grant agreement tracking, conditional grant accounting
- Board and investment committee reporting
Ready to talk about your organization?
Discovery calls are 30 minutes, no obligation. We'll walk through your books, your reporting needs, and what good would look like.
Sources
Sources reviewed: June 27, 2026
General information only. This page is not legal, tax, assurance, or professional advice for any specific organization. Confirm decisions with the CRA, your CPA, and legal counsel for your facts.
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