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
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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
Saying ‘thank you’ is a fundraiser’s greatest superpower
Posted on 14 Mar 2024
I’m regularly shocked at how few organisations thank their greatest supporters. Call me old…
Generosity is holding firm against rising costs
Posted on 14 Mar 2024
UPDATED: A national study of Australian donors has found most are sticking with giving, despite…
Tips for cultivating the support of Australia’s biggest private donors
Posted on 14 Mar 2024
One of Australia’s foremost fundraising observers says Australian not-for-profits must get the…
Divisions a danger to your donations
Posted on 14 Mar 2024
A core responsibility of the professional and board leadership of any not-for-profit is…
NFPs in the dark on rising costs: expert
Posted on 14 Mar 2024
One of the country’s leading experts on not-for-profit finances says it’s time for a major shake-up…
Making marginalised women front and centre
Posted on 13 Mar 2024
Employers have been urged to listen to the voices and perspectives of women who are culturally and…
When acknowledgement alone isn't enough
Posted on 12 Mar 2024
Consultation is meaningless if governments don’t take the views of not-for-profits, charities and…
Members Only
Our top 50 help sheets of 2023
Posted on 12 Mar 2024
The Institute of Community Directors Australia (ICDA) maintains a massive library of help sheets…
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
If you've come looking for this policy we're sorry to say that it's in need of a service, and…
Investment Planning Policy
Boards are responsible for ensuring that the organisation operates within a responsible,…
Reimbursement Policy
Staff or volunteers may on occasion be required to pay expenses consequent on their employment out…