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)

• Why community organisations need financial gurus

  "As a community NGO sector we have to find ways to pool our financial wisdom to improve the current financial relationships with the Crown and build our financial literacy for our emerging world."
  Date added: 13 December 2011

• Not-for-Profits: Doing More with Less report

  According to the latest survey of not-for-profit organisations by Grant Thornton NZ, the three most challenging issues for the not-for-profit sector are the same three issues identified in the previous survey:
  Date added: 5 May 2011

• New guides on charitable tax changes

  Nineteen different information sets have been created by the Office for the Community and Voluntary Sector (OCVS) to highlight the key benefits of payroll giving and offer ideas to promote payroll giving and overcome barriers to its introduction.
  Date added: 20 August 2010

Full List

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

• 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: 1 November 2011

• Our Community: Understand Money

  Australian social enterprise Our Community's Understand Money section offers a number of free resources to help you better manage your not-for-profit group's finances.
  Date updated: 22 July 2011

• Charities Commission - Financial Management

  The Charities Commission website has a section dedicated to helping charities effectively manage money and be accountable to their stakeholders - including funders, board, Inland Revenue, the Charities Commission and the public.
  Date updated: 15 June 2011

Full List

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

Full List