Financials
Find articles and courses on finance and legal compliance, including DGR status and fundraising risks, as well as guides for financial management, planning, and smart budgeting and grant strategies.
Table of Contents
Finance and Legal Compliance
Learn how to onboard, train, and support them effectively. Discover how to build an encouraging culture, boost engagement, and ensure you attract and retain volunteers
Financial Management and Planning
Find resources for attracting and onboarding volunteers, including comprehensive e-Courses for new volunteers.
Budgeting and Fundraising Strategies
These guides walk you through creating solid sponsorship and fundraising plans, approving your budget, and even shares top tips for your grant budget. Plus, you’ll discover three smart ways to find grant money.
Finance and Legal Compliance
Approving Your Budget
Learn what information is contained in a budget, red flags to look out for, and questions to ask before voting to approve a proposed budget.
Deductible Gift Recipients Status [Course]
What is DGR status and who can apply. We explore DGR endorsements, categories, obligations and entities that may find it difficult obtaining DRG endorsement.
Fundraising Risks for Registered Charities
Charity fundraising comes with inherent risks. These recommendations can help you use best practices to stay accountable.
Fundraising Risks for Community and Non Profit Organisations
Better fundraising leads to better outcomes. Help your Australian not-for-profit use good standards of accountability and governance.
Fundraising and the Law
Doing a little bit of research now, could save you, and your organisation, a lot of legal heartache down the line.
What is DGR status?
Why you want DGR status and how it'll boost donations to your association
Financial Management and Planning
Top 10 tips for your grant budget
We can all benefit from being able to better understand budget requirements for grants. Improve your chance of winning that next grant!
3 Essential Financial Documents
Learn about your not-for-profit’s three essential financial documents and how they can support good governance, accountability, and transparency.
Staying On Top of Your Financials
Staying on top of financials helps your organisation keep accountable. Learn how your whole committee can better understand your financial status.
Understanding Common Financial Reports
As a committee member, you should regularly review financial reports and statements.
Finance Basics
Financial oversight is part of your organisation’s good governance, but it doesn't have to be painful.
Understanding how to Read and Analyse your Financial Statements
Key ways to gauge your financial strengths and weakness.
Financial Controls That Protect you and Your Organisation
The financial controls you need to safeguard your organisation's future
Why you Need Financial Reports to Help Make Decisions
The key reports you need to keep on top of your financials
Forecasting your Financial Future is the key to Financial Success
Understanding forecasting to keep your financial health on track.
Monitoring your Financial Position
4 things that give you the power to keep your finance on its top game.
Financial Controls
Asking these 9 financial questions will prevent errors, theft and fraud.
Understanding your Balance Sheet
3 sections of your balance sheet explained so it makes sense
Key Financial Terms
9 essential key words to decode your finances and unlock your success
How to Assess your Financial Health
4 video series explaining essential ways for you to assess your organisation's financial health, why you should book an appointment to assess your financial health ...
Align Strategy and Finances
Maximise your potential by making a plan that covers all of your bases
Budgeting and Fundraising Strategy
Developing a Fundraising Plan
Watch this recorded workshop to help you create a fundraising plan.
Create a Sponsorship Plan
Watch this recorded workshop to help you create a sponsorship plan.
Approving Your Budget
Learn what information is contained in a budget, red flags to look out for, and questions to ask before voting to approve a proposed budget.
Top 10 tips for your grant budget
We can all benefit from being able to better understand budget requirements for grants. Improve your chance of winning that next grant!
3 Ways to Find Grants Funds
Discover three ways you can proactively identify grants and reduce the time spent searching.
Collaboration to Increase Opportunities
Consider collaborating to increase access to sponsorship opportunities and project impacts.

























