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Charities and Not-for-Profit Organizations Charities and Not-for-Profit Organizations

Strategic, results-driven tax advice for the unique legal needs of charities and other not-for-profit and tax-exempt organizations.
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With unique and sensitive tax advantages and constraints, charitable and not-for-profit organizations need specialized counsel to navigate a complex tax regulatory environment.

Osler advises charities, not-for-profit organizations, foundations and other tax-exempt entities operating in Canada on the tax issues that shape their operations and long-term sustainability. Our lawyers bring together deep experience across tax planning, compliance and disputes to deliver practical, coordinated advice tailored to mission-driven organizations.

We work with clients across the healthcare, education, social services, foreign NGO, technology, arts and culture and community sectors, supporting them through formation and registration, governance and board matters, fundraising and donation structures, permissible engagement with the private sector, management of their real estate assets, compliance obligations and strategic change. Our tax expertise includes advising on charitable and tax-exempt status, CRA compliance and reporting, structuring activities (including cross-border activities) and fundraising to manage tax risk and navigating audits, disputes and regulatory reviews.

Key Contacts

Kurtis Bond

Partner, Tax, Calgary

Jean-Philippe Dionne

Partner, Tax, Montréal

Emily Gilmour

Partner, Tax, Toronto

Matias Milet

Partner, Tax, Toronto