Resources/He Rauemi
Registration - Is your organistion considering registering as a charity? (.pdf)
Date Published: 30 Jun 2014
11 MB
Deciding to become a registered charity creates opportunities and obligations for an organisation. This resource aims to help you understand what these opportunities and obligations are.
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Officer Kit - A resource for certified officers of registered charities (.pdf)
Date Published: 1 Jul 2014
5.5 MB
This resource aims to help you understand the responsibilities of being a certified officer of a registered charity. It also provides information about Charities Services and the benefits and obligations of being a registered charity, answers some common questions, and recommends useful resources.
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Annual reporting to Charities Services - A guide for Tier 3 charities (.pdf)
Date Published: 12 Aug 2021
3 MB
Guide that explains the process for reporting annually to Charities Services for Tier 3 charities, including filing an annual return and preparing a performance report.
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Annual reporting to Charities Services - A guide for Tier 4 charities (.pdf)
Date Published: 12 Aug 2021
2.9 MB
Guide that explains the process for reporting annually to Charities Services for Tier 4 charities, including filing an annual return and preparing a performance report.
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Registration information for marae on a Māori reservation (.pdf)
Date Published: 23 Nov 2017
309 KB
Information for marae on a Māori reservation who would like to apply to become a
registered charity.
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Top ten tips to protect your charity from fraud (.pdf)
Date Published: 29 Aug 2019
167 KB
Charities, like any organisation or individual, can be the victims of fraud. here are Charities Services' top ten tips to prevent fraud in your charity.
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How to complete your performance report and your annual return (.pdf)
Date Published: 22 Apr 2024
462 KB
This resource is intended to help Tier 4 charities complete their performance report and submit their annual return.
As a registered charity you are required to complete your performance report and submit your annual return no later than six months after the end of your financial year. This short, simple guide outlines what you will need to complete your performance report and annual return easily and accurately.
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Governance information for new officers (.pdf)
Date Published: 20 Sep 2019
850 KB
As an officer your biggest is to act in the best interest of your charity, making sure it remains focused on its purpose and the benefit it provides to the public.
This resource is a starting point to help you understand your role as an officer and how you can contribute to governing your charity well.
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Annual return checklist for smaller charities (.pdf)
Date Published: 12 Feb 2020
51 KB
This one-page checklist intended to help Tier 4 charities know what information they need to be recording over the course of their financial year in order to complete their annual return and performance report.
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Protect your charity against terrorism financing and other risks (.pdf)
Date Published: 14 Feb 2020
1.3 MB
A number of New Zealand's registered charities operate overseas, and do so in a variety of ways. Charities send money or goods overseas, undertake work ‘on the ground’, and fund or deliver programmes in partnership with overseas-based organisations. As part of our role to help charities in relation to matters of good governance and management, we have pulled together some information about how to address these challenges.
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Guide: How to use a conflict of interest register (.pdf)
Date Published: 9 Jun 2020
886 KB
This guide identifies different types of conflicts of interest, how to identify and record them in a conflict of interest register, and steps to take when a conflict of interest arises during decision making.
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Governance in a crisis for small charities (.pdf)
Date Published: 20 Jul 2020
77 KB
A crisis can be a difficult time to be on a committee or board of a charity. Times of crisis present many challenges, but they can also present opportunities for boards to rethink how they can best support their charity. This resource outlines 5 key tips for governance of charities when crisis hits. It has been adapted from JB Were’s guidance on leadership in times of crisis.
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Reporting timeline for Tier 3 and 4 charities (.pdf)
Date Published: 28 Apr 2021
122 KB
This step-by-step reporting timeline outlines the steps Tier 3 and Tier 4 charities should take, and when they should take them, in order to complete their performance report within 6 months of their balance date.
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