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Financial Resources for Community Groups

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Strong financial governance and management help community organisations remain sustainable, transparent, and confident in their decision-making. The following resources offer practical guidance and tools to support your group or board:

Introduction to Financial Management - Community Governance Aotearoa 

Community Governance Aotearoa have a easy to understand guide to understanding budgets, financial reports, cashflow, and key financial responsibilities at a governance level.  Check it out here.  They also have a Finance Pack for Not for Profits that you can access here. 

Introduction to Financial Management - CommunityNet 

CommunityNet have another resource you can use that covers policies and procedures, budgets, treasurer roles and responsibilities, reporting and tax matters.  You can view it here.

Don't Just Rely on the Treasure - Community Governance Aotearoa 

Community Governance Aotearoa have hosted a practical discussion for boards on shared financial responsibility, understanding financial reports and ensuring good financial oversight across the board.  You can view it here.

Financial Policies and Procedures Template - SociaLink and Sport New Zealand 

SociaLink have a template that covers accounting, fund management, capital expenditure, internal controls & fraud.  You can view it here.  Sport New Zealand also have some great templates you can access here covering financial systems procedures, financial management polices plus more.  See here. 

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Xero

If you're a not-for-profit organisation, you can get a 25% discount on your Xero subscription. The discount is available to verified not-for-profit organisations off their small business pricing plans.  The discounted rate is applied once you've purchased your subscription on the Xero website and they have confirmed your not-for-profit status. 

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