A special exercise, the request to obtain charitable status can turn into a discouraging experience, leaving organizations and their managers alone to face an unresolved issue. NEFTIS was entrusted with this special project to support an organization with a large presence in the provincial territory, which has an equally large range of services.
The Numbers
24
Months of collaboration
100%
of success on this service
The story
Supporting a public interest organization implementing both provincial and federal policies and projects requires a slow and progressive approach. In the comprehensive support offered by NEFTIS, the first step is to produce an assessment of the charitable potential. The analysis work gives an image of the organization’s situation, allows managers and board members to better identify what will need to be adapted and prioritized, and whether the structure has the capacity to begin such a journey.
After reviewing the catalog of activities, identifying existing links, a new structure is then developed and categories are created. This also includes analyzing all the documents in the different formats (presentations, guides, films, etc.) in order to move on to the stage of putting together the file. The phase of developing the strategy for writing the application file for this project required several steps, and new meetings in order to validate the correct interpretation, that all the resources to be provided are available.
A major status
Thanks to the priority established from the outset, namely obtaining registration as a charity, NEFTIS was able to put together an admissible file, requiring no major adjustment or additional questions from the CRA.
A new success that strengthens this expertise, and that allows the organization to be able to apply for new government grant opportunities that were previously out of reach. This collaborative work with the organization’s leaders and the result obtained will allow it to maintain the growth envisaged, and continue to develop its mission for the coming decades.
* We take our customers’ privacy seriously. Although we don’t name them, the results are real.