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.  Scroll down for resources which can help.

We're planning to expand the Guide to include financial statements, spreadsheets and software. If you are interested in helping or know of useful resources, 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 7 items)

• 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

• How non-profits can help donors claim their tax credits

  Anyone who makes a donation of $5 or more to an approved ‘donee' organisation can claim a tax credit from Inland Revenue - provided the claim is supported by a valid receipt.
  Date added: 9 March 2010

• Not-for-profits’ prime concerns: finance and fundraising

  Not-for-profit organisations are becoming increasingly concerned about finance and fundraising, according to a nationwide survey by international accounting firm Grant Thornton.
  Date added: 16 November 2009

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Publications / Resources   (Go to full list of 15 items)

• Not-for-profit Financial Reporting Guide

  This guide, produced by the New Zealand Institute of Chartered Accountants, focuses on financial reporting by small to medium not-for-profit organisations such as clubs and societies, sports groups, churches, and charities.
  Date updated: 14 July 2010

• Managing Well resource catalogue

  The Managing Well resource catalogue (online in the Community Centre section of this web site) includes references or links to manuals, websites, information sheets, books, and other documents, and a list of organisations that can help you in this area.
  Date updated: 7 December 2009

• Managing the money

  This section of Hutt City Council’s Community Development Good Practice Guidelines provides basic information regarding policies and procedures to ensure an organisation’s finances are well managed and properly accounted.
  Date updated: 20 July 2009

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Websites   (Go to full list of 5 items)

• Business.govt.nz - Your business plan

  How to develop a business plan - a brief guide Your business plan is an outline of your business operation and your goals. It sets the general direction for your business and details how you plan to ...
  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

• InnoNet

  This American site was created by Innovations Network, a nonprofit consulting organization, specialising in program evaluation. It offers free, interactive work sheets for use with fundraising, strategic planning, program budgeting, evaluation and ...
  Date added: 26 June 2008

Full List