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…
We have started a new non-profit group and realise that we need to develop some formal policies. Can you point us towards a resource which may help? Platform | Atamira has published a very useful library of policies templates. While primarily aimed at mental health service providers, many of the Read more…
“Governance New Zealand Inc., (formerly Chartered Secretaries New Zealand Inc.), is New Zealand’s leading independent professional body with a sole focus on the practice of governance and is dedicated to providing leadership in the areas of governance, compliance and risk management. Members enjoy global recognition and are supported through ongoing Read more…
“This resource aims to help you understand the responsibilities of being a certified officer of a Registered Charity. It also provides information about Charities Services and the benefits and obligations of being a Registered Charity, answers some common questions, and recommends useful resources.” – Charities Services Download the Resource Kit Read more…
I’ve just become a Treasurer for a small group. Can you advise on what I should include in a Board report? Westpac (Australia) have produced a helpsheet which provides a number of hints. <details> It is often helpful to circulate the report with Board papers before the meeting as this Read more…
If you provide vouchers or short term charge facilities to your employees, from 1 April 2014 the rules on FBT are changing. Charities will no linger be exempt when the total value of the benefit (eg petrol vouchers, pre-loaded credit cards etc) exceeds the lower of 5% of the employee Read more…