Policies and Procedures

Financial Policies

• Policy 1.1 – Administration Fee
• Policy 1.2 – Donation Recording and Receipting
• Policy 1.3 – Endowment Funds
• Policy 1.4 – Flow Through Funds
• Policy 1.5 – Financial Accountability
• Policy 1.6 – Issuance of Charitable Receipts

Reference Documents

• Disbursement Quota Calculation
• P113 – Gifts and Income Tax 2020

Governance Policies

• Policy 2.1 – Governance and Governance Assessment
• Policy 2.2 – Development and Maintenance
• Policy 2.3 – Conflict of Interest
• Policy 2.4 – Confidentiality for Board Members and Volunteers
• Policy 2.5 – Privacy Protection
• Policy 2.6 – Fundraising for Third Party Initiatives
• Policy 2.7 – Granting
• Policy 2.8 – Equity, Inclusion and Diversity
• Policy 2.9 – Terms of Use
• Policy 2.10 – Directors and Members Code of Conduct
• Policy 2.11 – Delegation of Authority to Executive Director
• Policy 2.12 – QIF Board Governing Principles
• Policy 2.13 – TOR QIF Board Director Responsibilities
• Policy 2.14 – TOR QIF Board Officers Roles
• Policy 2.15 – Risk Management
• Policy 2.16 – Code of Ethics
• Policy 2.17 – Complaints Management
• Policy 2.18 – In-Camera Board of Directors Meeting

Reference Documents

• Privacy Act P-21
• BC Personal Information Protection Act
• Canadian Standards Association Model Privacy Code
• Canadian Standards Association Model Privacy Code Bill C-6

Structural Policies

• Policy 3.1 – Strategic Planning
• Policy 3.2 – Capital Campaigns
• Policy 3.3 – Gift Acceptance
• Policy 3.4 – Donor Bill of Rights
• Policy 3.5 – Record Retention

Reference Documents

• Gifts by Individuals of Life Insurance Policies as Charitable Donation
• Charitable Remainder Trust
• Issuing a Receipt in a Name Other Than the Donor’s
• Income Tax Act – Gifts and Official Donation Receipts
• Gift to a Charity of a Residual Interest in Real Property or an Equitable Interest in a Trust
• Gifts and Income Tax
• Honouring the Truth, Reconciling for the Future
• Using an Intermediary to Carry on a Charity’s Activities within Canada

Committee Policies

• Policy 4.1 – Governance Committee: Terms of Reference
• Policy 4.2 – Gift Acceptance Committee: Terms of Reference
• Policy 4.3 – Grant Writing Committee: Terms of Reference