This is an updated version of an earlier post Q: I would be grateful for information about any legal requirements that must be met with respect to the period of time that a trust must retain any documents, such as minutes of meetings, financial records, correspondence, etc A: We visited Read more…
This year Catapult is delighted to be offering some scholarships to the Not for Profit sector on the 2022 Sustainability Leadership Programme (SLP). This programme gives you the skills, confidence and connections for your organisation, community and planet to thrive now and into the future. Australasia’s most comprehensive sustainability leadership Read more…
Guest Post – By Barry Baker, Partner, GrantThornton NZ In my line of work, I have come to realise most people feel more comfortable and confident talking about illness and medical conditions than they do about finance and accounting matters. I also know that my chosen profession has a poor Read more…
In October the Council for International Development (CID) released its annual survey of the aid sector. According to the report, New Zealanders contributed $196million to aid charities in 2020-2021. This is less than the high of $215million in 2016 but similar to the amount given in the year before Covid. Read more…
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…
Steven Moe has published a series of essays ‘reimagining better businesses’. A number of the essays espouse principles related to non-profit management and government. It is available as a free download and audiobook and can be purchased as a printed book. (click on the image for more details) “Using Law, Read more…
There is a vast resource of on-line courses and training available for nonprofits here in New Zealand. We feature a number of them here. An amazing number of podcasts are available on the internet with content for nonprofits, mainly from overseas but some also from NZ. We have been listening Read more…
The 2021 NZ Cause Report has just been published by JBWere. Four years have passed since JBWere released its first New Zealand Cause Report, recognised now as a leading reference resource for Aotearoa New Zealand’s multidimensional charitable and broader for-purpose sector. Head of JBWere New Zealand, Craig Patrick, says “We Read more…
We recently received an update from Dave Henderson, on behalf of himself and Sue Barker, who have been heavily engaged in submitting on, and monitoring progress on the government’s review of the Charities Act 2005. The update reads: “It’s been a while since we have been in touch, but Read more…
(Updated) We were recently asked about the best way to manage conflicts of interest in a non-profit Board. The DIA Charities website has a helpful post on the subject including a template for a Conflict of Interest register. The post defines a conflict of interest as “any situation where a person’s Read more…
Incorporated Societies The Registrar of Incorporated Societies does not require that the financial statements of Incorporated Societies or Charitable Trusts are audited or reviewed. However, the organisation’s rules may require an auditor or reviewer to be appointed. Many societies and trusts find the cost of auditing (or even of reviewing Read more…