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 R3,250 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: R385 (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
Top tips for preparing proposal budgets
Top tips for preparing proposal budgets Ensure that the full, realistic costs of the project are included in the budget, including the staff and support (overhead) costs
Financial risk #3 many NPO’s are vulnerable to payment fraud
Many NPO’s are vulnerable to payment fraud In this financial risk alert, we share some insights that may help you to reduce the risk of
Financial risk # 4 essential finance roles
Essential finance roles Do you have the right mix of skills and experience in your finance function? We are often asked to try to assess
Financial risk #5 – do you know who you are paying through internet banking?
Are you sure who you are paying? Do you know who you are paying through internet banking? The signatories who released payments at one organisation
Financial risk # 6 – failure to comply with the terms and conditions of funding contracts
Failure to comply with the terms and conditions of funding contracts We have recently witnessed the good, the bad and the extremely ugly when it
Financial risk # 7- preparing budgets for funding applications
Preparing budgets for funding applications Over our many years in the sector, we have witnessed lots of organisations tying themselves in knots while trying to
Financial risk # 8 – covering your overheads
Covering your overheads! Many of you will have seen that, after a 2-year transition period, the Ford Foundation is now focussing on combatting inequality, which
How an employer instantly added 9,181 employees to its workforce
How an employer instantly added 9,181 employees to its workforce Are your volunteers/independent contractors actually employees? The case: In a Labour Court case with considerable
Are you employment equity compliant?
Are you employment equity compliant? As many of you find Ziyo News to be a helpful tool for monitoring your compliance, we felt it would
Tax And Employment Obligations
Tax And Employment Obligations An NPO is not automatically exempt from taxes in South Africa. Organisations need to apply for approval as a public benefit organisation (PBO) in order to
Employing young South Africans – can non-profit organisations help and benefit?
Employing young South Africans – can non-profit organisations help and benefit? Qualifying employers: An employer is eligible to receive the employment tax incentive if that
Tax invoices – a vat update
Tax invoices – a vat update We know that: many non-profit organisations are registered for value-added tax (“VAT”); and many others are considering the benefits