Members Only
Reviewing your bank
Whether you're choosing a banking partner for your organisation, or have been with your current…
Finance for treasurers
Help sheets
Risk management for treasurers
A risk is any event or action that harms your organisation's reputation or your ability to achieve…
Special Events Budgeting
You need to be absolutely meticulous in budgeting and accounting for a special event. You need to…
Strategic planning for treasurers
Strategic planning comes before budgeting. The treasurer should be involved in the overall business…
The role of the Treasurer
What makes people become treasurers of community organisations? Some gravitate to the role because…
Top treasurers’ tips for turbulent times
Australia’s best community treasurers come from a range of not-for-profits and every corner of the…
Understanding travel expenses
While volunteer board members may not expect to be rewarded for their services, the absence of any…
Articles
Forget the facts: values-framing is how to connect with potential NFP supporters
Posted on 17 Mar 2026
We humans like to think that we are rational beings who make up our minds based on facts.…
Success rates rise for grantseekers, but writing applications is still a constraint
Posted on 12 Mar 2026
Australia’s not-for-profits win nearly half the grants they apply for, but time and resourcing…
The first step in winning government funding is explaining why you need it
Posted on 12 Mar 2026
If government were to give you a blank cheque for one million dollars tomorrow, what would you do…
Donation tax reforms can’t wait any longer: sector
Posted on 12 Mar 2026
Sector advocates are ramping up a campaign to give tens of thousands more charities favoured tax…
Is your board fit for fundraising?
Posted on 12 Mar 2026
Fundraising is often parked in the operational corner. And yes, the execution of fundraising is an…
The gift of being asked to donate
Posted on 12 Mar 2026
I sat in a room with 1200 people at a fundraising event a few weeks ago, dressed nicely, feeling…
Fundraising innovator urges NFPs to act on AI, starting with good policy
Posted on 12 Mar 2026
Artificial intelligence is becoming an essential tool for savvy not-for-profits – especially in…
Fundraisers face squeeze as donor pool shrinks
Posted on 12 Mar 2026
Australian charities are finding it increasingly difficult to recruit new donors, with rising…
Checklists
Members Only
Making sure your annual report is complete
Once you have completed your annual report, use the following checklist to make sure you haven't…
Members Only
Preparing for bequests
Use this checklist to help determine if your organisation is ready to establish a wills/bequests…
Members Only
Treasurer's checklist: Can your group be trusted with money?
If you're asking for grants, you have to be able to guarantee you can handle the money. The…
Policies
Budget Planning Policy
Boards are responsible for overseeing the budget of the organisation and for ensuring that the…
Delegations Policy
This policy sets out the circumstances under which the Board may delegate its responsibilities.…
Financial Controls Policy
Finances and financial transactions, including credit cards, cheques, and petty cash, if properly…
Fraud Risk Management Policy
Just like commercial organisations, not-for-profit organisations may be subject to fraudulent…
Investment Planning Policy
Boards are responsible for ensuring that the organisation operates within a responsible,…
Procurement policy
Purchasing decisions can have a big impact on an organisation’s finances, reputation, and…
Reimbursement Policy
Staff or volunteers may on occasion be required to pay expenses consequent on their employment out…