NFP Resource was recently asked for advice about CRM Systems. We asked Megan Cunningham-Adams of Onion CRM , an expert in this area, to help us: Finding a good CRM system for your charity or NFP is more important than ever in these challenging business times, especially as our teams Read more…
Charities Services will be holding financial reporting clinics in Auckland on the 23rd and 24th of June. You are invited to come and talk to their accountants who will be available to answer questions you may have about: Performance Reports Financial Statements Audit requirements for your charity There are two Read more…
Update May 2021 Banks phasing out cheques: Final dates that cheques will be accepted: ANZ – 31 May Cooperative Bank – 1 June TSB – 25 June WESTPAC – 25 June RABOBANK – 25 June BNZ – 30 June ASB – 22 August Kiwibank has already stopped accepting Read more…
Updated 14 Feb 2021 Steven Moe of ParryField facilitated a discussion session on the topic of Fund Holding to gain perspectives and to then create a white paper on this topic explaining what the issues are, as well as the answers (we hope). The Situation: A group of people want to Read more…
Steven Moe of ParryField Lawyers advises that 300 people attended the CLAARC 2020 Charity Law Conference “Responding to COVID-19 – how might we #buildbackbetter?” on 4 November, and the full 7 hours of audio has been released – the index below allows easy navigation to topics of interest. Link to Read more…
One-on-one online clinics available Charities Services and Hāpai Hapori Community Operations advise that they are holding online one-on-one clinics for charities every Thursday. “Come and talk to our team to get the answers to your questions about being a registered charity. We have a range of appointments available, depending on Read more…
DIA Charities services advise: “Change to donee assessment from 2019/20 income year. Most registered charities have donee status, granted by Inland Revenue. This means when a person makes a donation (over $5) to a donee organisation, they can generally claim a tax credit for that donation. A change to the Read more…
DIA Charities have published a resource which is intended to help Tier 4 charities complete their performance report and submit their annual return. As a registered charity you are required to complete your performance report and submit your annual return no later than six months after the end of your Read more…
(Updated 28 Sep 2019) If a non-profit organisation is registered as a Charity with DIA Charities, and has indicated during the application process that Koha/Donations will be a source of funding, it will be recognised by IRD as a ‘donee organisation’ and receipts for donations can be claimed as a Read more…
Here at NFP Resource we get a number of questions about finances. William Buck have just announced a one-day workshop aimed at non-finance professionals, for whom comprehending aspects of finance can be a major challenge. This workshop is suitable for anyone in the NFP sector who wants to be more Read more…
Here’s another useful and insightful post from RSM Global: “You’re on a board. You’re not financially trained but you appreciate that reviewing finances to ensure they’re under control is an important aspect of good governance. What should you be looking for? What are the questions to ask? Is there a Read more…
DIA Charities Services are offering charities the opportunity to talk face-to-face with one of their staff about annual reporting or accounting. 30-minute sessions are offered on Thursday 28 March 2019 from 9am to Noon at the Mary Thomas Centre, 3 Gibbons Rd, Takapuna. Spaces are limited and subject to availability. Read more…