Webinar: In-House Appraisal

NAAB Professional Development Committee

1:00 ET

Join Professional Development Committee members Simon Rogers (University of Toronto) and Jenn Georgiou (Region of Waterloo Museums and Archives), as well as PNAs Joanna Aiton Kerr and Daniel Meister (Provincial Archives of New Brunswick), in a discussion about in-house appraisal. This webinar is an opportunity to learn more about multiple perspectives on and approaches to the monetary appraisal of archives. 

Panelists will: 

• Discuss the legal framework (CRA requirements)
• Share approaches and processes specific to their own institution
• Offer guidance to those with smaller staff sizes
• Answer questions from participants

Questions 

Do you have a question about in-house appraisal you would like to see answered? Submit your questions in advance here: Jotform link

There will also be time to ask questions during the webinar.

Useful resources 

NAAB 2022 Monetary Appraisal Forum Proceedings (EN / FR)
Internal appraisal was addressed during the 2022 Monetary Appraisal Forum. See the following sections: S1 - Archives - Preparing an Internal Monetary Appraisal for CRA Receipts (Mireille Lebeau, BAnQ; Maureen Nevins, LAC); S4 - CRA - Donations In-Kind and Archival Records (Renee Gray, CRA). See the Conference Proceedings page for more information. 

BAnQ Acquisition Process and Monetary Appraisal of Private Archives Documents 
On NAAB’s Resources page, there are documents from BAnQ about the acquisition of private archives, which address monetary appraisal. These can be useful for archivists who may be unfamiliar with the process, or are looking to develop or formalize their own policies. Please note these resources date from 2008.

• Document for staff (EN / FR)
• Document for donors (EN/ FR)

Canada Revenue Agency
P113 Gifts and Income Tax 2025 (specifically, Gifts in kind section).

This webinar is free for NAAB members and it is sponsored by the NAAB Professional Development Committee.