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Financial management in community organisations

Financial management and preparing budgets for programmes, or for the whole organisation, tends to be a constant task for organisations which rely on grants and donations. This guide outlines some resources which can help.

Your help in developing this guide is essential. If you know of useful resources, websites, news or developments, or have feedback, please Contact Us.

We are grateful to Lincoln University and Cora Bailey for permission to reproduce material on 'Budgeting in community organisations'.

News   (Go to full list of 9 items)

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Publications / Resources   (Go to full list of 16 items)

  • Financial Reserves

    Why your organisation should consider developing a Financial Reserves Policy. Discussion paper from Pat Hanley, Social & Civic Policy Institute, Wellington, March, 2006. Reproduced by permission.
    Date updated: 2 April 2013
  • Business Plan Guidelines for Not-for-Profit Organisations

    A common point of view is that charitable trusts and incorporated societies are not allowed to make a profit. This is not true. If your organisation insists on surviving on a knife edge then one day there will be an unexpected cost which will result in the disbanding of your organisation.
    Date updated: 2 April 2013
  • Community Accounts Mentoring Service

    The Community Accounts Mentoring Service (CAMS) provides training and up-skilling in book-keeping, accounting and financial management for community organisations in the Greater Wellington area.
    Date updated: 2 April 2013

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Websites   (Go to full list of 7 items)

  • Business.govt.nz - Cash flow forecasting

    A cash flow forecast is a very important document for any organisation. It helps you determine how much money is coming in, and how much is going out, usually on a month-by-month basis for the next ...
    Date added: 2 June 2011
  • Business.govt.nz - Writing a business plan

    Though the Writing a business plan section of the Business.govt.nz website is aimed at commercial businesses, community and voluntary organisations will find much of the information useful for their financial planning. ...
    Date added: 9 November 2007
  • CompassPoint Nonprofit Services

    CompassPoint Nonprofit Services is a consulting, research, and training organization providing nonprofit organizations with management tools, strategies, and resources to lead change in their communities. ...
    Date added: 26 June 2008

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