Key Outcomes – 2016/17 Year

Accounting for Charities Trust has grown significantly since its inception in 2011, and has expanded its operational area from the Lower North Island to include Hamilton and Auckland. The Trust has worked with and provided subsidised and affordable services and training to over 350 community organisations in the last 12 months.

We have received strong demand from community groups/stakeholders in Auckland since we promoted our services in the beginning of 2013 and we now have eight contractors supporting the region. Hamilton continues to grow and we have one local contractor in place assisting us with providing financial management and training services.

The Trust has also expanded its range of services to community groups in the area of governance to meet demand from committees/boards. The Trust has implemented and facilitates a workshop that covers the essential elements of governance and has also developed a governance self-evaluation checklist for committees/boards which enables them to evaluate their effectiveness and take actions where required, and identify any training requirements to upskill.

Support from funders mean we can provide essential training in financial management and governance which are key components for sustainable and viable community groups which benefit society as a whole, at affordable rates. This is a ‘Win/Win” for the Not for Profit sector.

Workshops/Presentations

During the year, The Trust facilitated workshops on ‘Finance & Governance for Community Organisations’. This workshop was developed to meet the needs of both stakeholders and community groups who wanted a good overview of both topics and incorporating a practical approach.

The Trust also runs ‘Finance training for Not For Profits’. The workshop is a 2.5 hour interactive, participative workshop covering the essentials of finance management, new performance reporting for charities, internal controls, and sustainability. This workshop was developed to specifically meet the needs of Treasurers and Accounts staff/volunteers, however it is also useful for Committee/Board members wanting more knowledge of financial management and the new performance reporting requirements.

Since the inception of the Trust, we have delivered over 60 workshops and presentations in conjunction with Volunteer Wellington, Hutt City Council, Porirua City Council, Kapiti Coast District Council, Horowhenua District Council, and Upper Hutt City Council. In addition, we have also delivered a workshop to Te Mana Akonga (Maori student organisations from around NZ) at the Kelburn Marae in Wellington; a presentation in conjunction with the Department of Internal Affairs at the Pacifika NGO seminar in Porirua; a seminar in conjunction with Wellington Law Centre.

In addition we have made ten presentations on governance to boards/committees of community groups in the Maungakiekie/Tamaki region of Auckland in collaboration with the local board.

Warrant of Fitness Checks – Finance & Governance

We have utilised the skills and accounting/audit experience available to the Trust to provide Warrant of Fitness Checks on Finance & Governance to 52 community organisations this financial year. These organisations based in Lower North Island, Hamilton, and Auckland have benefited from receiving these independent checks on critical controls and procedures.

Computerised Accounting Systems

We have converted manual systems to computerised systems like Xero and MYOB for 45 community organisations. We have also provided ongoing training and support to these organisations. They now benefit by having more accurate financial reporting and more time to spend on analysing rather than processing information.

One-on-One Training/mentoring

We have provided these services to many of the organisations we have worked with this year. Every organisation has different issues and we have the skills within the Trust and the range of services to deal with the issues effectively.

Excellent Networks Established

We have established and maintained excellent networks with key stakeholders in the regions we operate – local councils, volunteer organisations, Department of Internal Affairs, and funding agencies.

BIG thanks to our Funders

Our funders are critical to the success of the Trust in order to provide subsidised services to all community organisations in our regions of operation. We thank the following funders for their support:-

  • Pub Charity
  • Wellington City Council
  • Lottery Grants
  • COGS
  • Hutt City Council
  • Porirua City Council
  • TG McCarthy Trust
  • Infinity Foundation
  • Southern Trust
  • Auckland Council
  • Four Winds Foundation
  • Lion Foundation

OUTLOOK FOR THE NEXT 12 MONTHS

  • Strong demand for Warrant of Fitness – Finance, Governance, and Service Performance checks.
  • Strong demand for governance training and support in all regions. Also, collaboration with Maungakiekie/Tamaki local board will require more resources to meet demand from community groups in this area.
  • Strong demand for online software especially Xero.
  • Strong demand for more workshops and financial training.
  • Strong demand for one-on-one training, mentoring and support.
  • Strong demand for support and training on new performance reporting for charities.
  • Strong Demand for Strategic planning.