What to do when something about your charity changes
Updated February 2012
Funders, potential supporters, media and others frequently use the Charities Register. To ensure your information on the Charities Register is accurate and up-to-date, you need to advise us when certain important changes take place.
Once your charity is registered, information you have provided about it will be publicly available on the Charities Register. Funders, potential supporters, media and others frequently use the Charities Register.
To ensure your information is accurate and up-to-date, you need to advise us when certain important changes take place. We also need to be sure that your registration status isn’t affected by any changes you make.
What changes do you need to notify us about?
You must let us know about changes to these key areas:
- legal name of your charity
- address for service
- balance date
- rules
- the purposes of your charity
- officers (including new appointments and officers that have become disqualified).
You must also tell us the date that any change comes into effect.
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How do you tell us about a change?
You must use one of these forms:
All our forms are available at www.charities.govt.nz
You can complete Form 3 and Form 4 online or on paper.
Form 8 must be completed on paper, but (once completed) it can be scanned and attached to an email, or posted to us.
You must notify us of any changes no later than three months after:
- the change takes place, or
- your charity becomes aware of the change (whichever is the later).
Helpful tip - Some changes that you need to tell us about may take place at your annual general meeting (AGM).
In this case you may choose to report them as part of your Annual Return; as long as we receive your Annual Return form within three months of the changes being made.
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What if you want to change your charity’s name?
If your charity is registered with the Companies Office - as an incorporated society, a registered charitable trust, or a company - you must send changes to its name to the Companies Office for their approval before notifying us.
Send us one of these forms (online or on paper):
- Notification of changes form – Form 3, or
- Annual Return form – Form 4.
We will then update your page on the Register.
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What if you want to change your rules?
If you are reporting changes to your rules, you must send us a copy of the:
- amendment to the rules and
- minutes of the meeting or other record of the decision specifying the change and the effective date of the change.
If your charity is registered with the Companies Office - as an incorporated society, a registered charitable trust or a company - you must send changes to your rules to the Companies Office for their approval before notifying us.
Send us one of these forms (online or on paper):
- Notification of changes form – Form 3, or
- Annual Return form – Form 4.
We will then update your page on the Register.
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What if your officers change or become disqualified?
When you appoint a new officer or remove an officer, use one of these forms (online or on paper):
- Notification of changes form – Form 3, or
- Annual Return form – Form 4.
If an officer becomes disqualified after they have been certified – for example, if they become bankrupt, you must let us know by completing a Notification of change for a disqualified officer form – Form 8. You can send Form 8 to us by printing it out and attaching a scanned copy to an email, or by posting it to us.
Note: If even one of your officers is disqualified, it means that your charity is no longer qualified for registration.
Please read our information sheet Disqualified officers for more details about your options in this situation.
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What if you want to change your balance date?
If you want to change your balance date and:
- there will be more than 15 months between the two balance dates, or
- the charity will not have a balance date in each calendar year
we must approve this proposed change before the change is made.
Otherwise, you can change your balance date, and then notify us.
Use one of these forms (online or on paper):
- Notification of changes form – Form 3, or
- Annual Return form – Form 4.
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What if a change might affect your qualification for registration under the Charities Act?
It is possible that you could make a change that stops your charity from being eligible for registration.
If we have concerns about a change, we will write to you and give you the opportunity to have your say about it.
If we are still unable to accept the change, we may decide to deregister your charity. We will send you a formal notice explaining our decision and the reasons for it.
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What if you don’t notify a change within the required time?
We can require a charity to pay a penalty if we are not notified of a change within the required time. Also, if a charity persistently fails to notify changes, we can remove it from the Register.
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