Top Tips for NPOs
TOP Tax Myths presentation at #ThinkGood2019
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Top 10 tips for NPO Start Ups
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Top tips for preparing proposal budgets
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Top 10 tips for keeping comprehensive financial records for NPOs
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King IV principles and examples of leading practices for non-profit organisations
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TOP 5 Tax Myths & Financial Reporting Obligations for non-profit entities
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Generic Manuals
A successful non profit organisation needs to be governed by clear policies and procedures. These need to be written down in a reference guide or manual, and every employee must understand and adhere to them. A manual helps your organisation to:
- Formally record the policies you adopt as an organisation.
- Provide a clear and comprehensive guide to those policies, together with the procedures your organisation has approved to implement those policies.
- Create a clear, protective environment for staff and other stakeholders.
- Build the confidence of funders and other stakeholders in the management of the organisation.
Generic Finance Policies and Procedures Manual
Based on more than 20 years of experience working with non profits, Ziyo has compiled a generic manual which we can provide in electronic format.
The Ziyo Finance Manual includes generic policies and procedures based on good practice that identify policies, responsibility and procedures. The generic manual can be adapted in-house or with the support of Ziyo.
The cost of the electronic generic finance manual is R3,000 including VAT.
Contact ziyo@ziyo.co.za if you require more information on contents or would like to place an order.
Ziyo can also help update existing finance manuals.
Financial accountability for non-profits training video series
Presented by Cathy Masters CA (SA) (founder of CMDS). A collaboration between Ziyo and the Connect Network.
Does your organisation need a value for money option to gain important sector financial management skills? Then these video series are an excellent investment.
INVESTMENT: R365 (including VAT) per video series.
Contact ziyo@ziyo.co.za if you require more information on contents or would like to place an order.
Session l: Top Tax Myths
- Tax Myth 1: Tax and non-profits – PBO benefits
- Tax Myth 2: PBO conditions and obligations
- Tax Myth 3: Section 18A conditions and obligations
- Tax Myth 4: Trading and PBOs
- Tax Myth 5: VAT and non-profits
- Tax Myth 6: Employment taxes
Session 2: Financial Reporting Obligations
- Financial reporting obligations Part 1
- FinanciaI reporting obIigation Part 2
- Annual financial statements
- Roles of auditors and accounting officers
- Governance and financial reporting
- Understanding financial reports for management purposes.
Session 3: Financial Sustainability Strategies and Tools
- Strategies for financial sustainability
- Diversifying and expanding income sources
- Tips for building reserves
- Financial discipline and protecting reserves
Session 4: Budgeting
- Budgeting Processes and Methods Part 1
- Budgeting Processes and Methods Part 2
- Activity-based Budgeting
- Budget Formats
- Full Costing for Funding Budgets
- Cashflow Management and Forecasting Part 1
- Cashflow Management and Forecasting Part 2
- Budget Revisions and Scenarios
Newsletters and Presentations
Part 3/3 – Fundraising events – are there tax implications – Income tax
Income tax Most nonprofits host fundraising events from time to time, from simple cake sales through to elaborate golf days. However, they may not have
Part 2/3 – Fundraising events – are there tax implications? Section 18A
Part 2/3 – Fundraising events – are there tax implications? Section 18A Most nonprofits host fundraising events from time to time, from simple cake sales through
Fundraising events Part 1/3 – are there tax implications?
At the recent ThinkGood 2017 event, coordinated by Ziyo on behalf of the Service Providers’ Network, we talked on this important topic. Most non profits
Section 18A receipts abuse or misunderstanding?
Section 18A – is it fully understood? Depending on their activities, public benefit organisations (“PBO’s”), as well as certain institutions and Government departments, can apply
“Changing” the legal structure of your NPO
It has surprised us how often staff, or governing body, members of non-profit organisations (“NPO’s”) have not been able to tell us which legal structure
Can we trust the bank?
Can we trust the bank? Imagine the shock of finding that two additional and unknown names have been added to the signatories on the organisation’s
Protecting the rights of care workers
Protecting the rights of care workers As we commemorate World AIDS Day, we stand together with the 78 million people who have become infected with
Financial risks for NPOs
Financial risks for NPOs Every organisation faces uncertainty around future events that could threaten its ability to accomplish its mission and vision. Every organisation must
Financial risk #1 surely fraud doesn’t happen in non profit organisations?
Many of us mistakenly think that those who work in non profit organisations (NPO’s) are above temptation or can withstand personal financial pressures; sadly, the
Financial risk #2 labour relations act and fixed-term contracts
Labour relations act and fixed-term contracts With all the uncertainties around funding, many non-profit organisations use fixed-term employment contracts to manage the risk of entering into long-term
Taking a bite out of the year-end bonus
Taking a bite out of the year-end bonus Tax on annual bonuses remains a great source of misunderstanding. We have had a number of unhappy/upset
