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
Members Only
Should you trust artificial intelligence? Ethics and governance issues for not-for-profits
Posted on 21 Nov 2023
Science fiction writer Isaac Asimov first conceived of the three laws of robotics in a 1942 short…
Five ways NFPs should use AI, and three warnings for the wary
Posted on 21 Nov 2023
The artificial intelligence landscape that has developed over the past year has had a significant…
ChatGPT tells NFPs: 'Don’t be afraid of AI'
Posted on 21 Nov 2023
We asked ChatGPT about some of the AI resources available to not-for-profits, and whether we should…
How NFPs can use artificial intelligence to slash the cost of hiring experts
Posted on 21 Nov 2023
Chris Dodds, Icon Agency’s managing director of growth and innovation, offers tips on how to…
Copywriting expert says NFPs can employ robots in their typing pool
Posted on 21 Nov 2023
Professional copywriter and marketer Steven Lewis, of agency Taleist, has honed his craft over a…
Leadership means making judgement calls
Posted on 21 Nov 2023
Staff leaders and board leaders have many important responsibilities, but perhaps none is as…
Cold comfort for the dying as government care funding terminated
Posted on 21 Nov 2023
Victorian government budget cuts threaten to deny Victorians dying in hospital access to spiritual…
People with Purpose: Connecting through karma
Posted on 16 Nov 2023
A desire to harness the power of human connection to make a positive difference in the world…
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…
Advice Guides
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…