News of interest to charities in New Zealand No Images? Click here Message from NatashaKia ora tātou Welcome to our October Newsletter. It’s hard to believe how quickly this year is marching along and that it’s now only two month’s until Christmas! After some typical spring weather madness, it’s starting to warm up and I hope you’re all getting some sun wherever you are in Aotearoa. The end of October will mark one month for me back in the job following parental leave. Firstly, I’d like to thank Julia Wootton who led the team while I was away. I know she thoroughly enjoyed the experience, getting to meet some of our key stakeholders and gaining a better understanding of the complexities and issues that are important to the sector. I would also like to thank Julia Fletcher for the significant contribution she made to the team and take this opportunity to introduce Andrew Phillips. Andrew has taken up the role of our Manager of Engagement and Business Improvement following Julia's departure in July this year. Andrew’s role plays a vital part in how we engage with the sector and he is looking forward to meeting many of you over the coming months. Natasha Weight, General Manager, Charities Services I had been back in the hot seat for only a few days and then it was straight into our Annual Meeting for 2018. We were excited to hold this year’s meeting in the beautiful Fale o Samoa, in South Auckland. It was a fantastic day and I’d like to thank all the people who attended the meeting or watched online. The meeting is always a big deal for us as it gives our team a chance to meet and talk with some of the great people who make up the charitable sector. The meeting also had an announcement from the Minister for the Community and Voluntary Sector, Hon Peeni Henare on an update of the Charites Act review. You can find out more about this below. I am also excited to share our Annual Review Report which is a summary of our work over the last year and our plans for the year ahead. This is the first time we have released something like this and we hope it’s an informative read. As always, if you have any feedback for us, we would love to hear from you. Finally, I’m happy to announce the Chartered Accountants of Australia and New Zealand are again running awards for best reporting. We will have information on how to apply on our website and social media soon. I really enjoyed the awards last year, and I’m looking forward to seeing what new and innovative ways this year's winners used to explain their performance. The award ceremony will be held at the next Charity Law, Accounting and Regulation conference, to be held on 11 and 12 April 2018. Watch this space! Ka kite anō Natasha IN THE SPOTLIGHTCharities Services Annual Meeting 2018Around 200 people gathered at Fale o Samoa in Mangere, Auckland on 4 October 2018 to attend the Charities Services Annual Meeting. We were joined by Hon Peeni Henare, Minister for the Community and Voluntary Sector, who provided an update of the review of the Charities Act. He announced that public consultation is scheduled for early next year and urged all stakeholders to engage in the consultation process. For more information on the review click here. Roger Holmes Miller, Chair of the independent Charities Registration Board responsible for decisions on the registration and deregistration of charities, announced the Charities Registration Board’s new Te Reo Māori name – Te Rātā Atawhai. The name refers to the Board’s protection of charities (“Atawhai”) through the rātā tree, known for its shading and protecting qualities. Maria Robertson, Deputy Chief Executive of the Department of Internal Affairs, was pleased to introduce Charities Services’ first ever Annual Review Report. The report provides a helpful snapshot of the sector for 2017/2018 and can be viewed here. Natasha Weight, Charities Services’ General Manager, shared the key focus areas for Charities Services in the coming year. The priorities are supporting good governance in the sector, improving the information on our website, and leading Charities Services as a modern responsive risk-based regulator. The Minister and senior charities staff gave charities an opportunity to have their say and ask the hard questions. Some of the issues we heard were: challenges with the reporting standards, re-registering after being deregistered, and challenges posed for charities without English as a first language. We are always keen to get feedback, so if you have any questions or thoughts, please feel free to contact us. The feedback for the meeting was largely positive with several commenting that it was nice to put a face to Charities Services. One attendee summed it like so, “Putting a public face on a regulator is always important and appreciated. As can be seen from some of the questions, there is always the need to hear from the coalface”. Those who could not make the meeting were able to join us live on Facebook. The recording of our Annual Meeting can now be viewed on the Charities Services’ YouTube channel. Update from DIA Policy on the Charities Act reviewAt the Charities Services Annual Meeting a couple of weeks ago, Hon Peeni Henare announced that public consultation for the Charities Act review will take place over March and April 2019. We had initially planned for public consultation to take place at the end of this year. However, we got the message loud and clear that the end of the year is a very busy time for charities, and that it would be much better to consult after the summer break. We are working with sector stakeholders to plan a number of community meetings around the country during the consultation phase. Details of meeting dates and locations should be made available before the end of the year. It’s vital for the review to get good engagement with the sector through those meetings, so we’re very happy with the Minister’s announcement. In the meantime, the team leading the review is continuing to work on preparing the public discussion document which will be released during the consultation phase. Keep an eye out on the Charities Act review webpage for all the latest on the review. Steve Kerr, Policy Manager, Department of Internal Affairs. SECTOR SHOWCASEThis month we catch-up with Jackie Clark from The Aunties, a registered charity providing emotional and financial support to women affected by domestic violence, mostly in South Auckland. Jackie collects quality essential goods (food, clothing and underwear), and helps with the most basic of bills including school trips, school uniforms, baby items, petrol, and getting reading glasses. The Aunties also provides emotional support – intricate work that requires distinctive care and compassion – that is essential to bridging a better future for survivors. Currently, the charity is largely supported by the regular contributions of about 200 aunties (both men and women). The support they provide is making a positive difference in the lives of hundreds of women and children. Jackie Clark at the 2018 Women of Influence Awards The Aunties recently made the headlines when founder Jackie Clark took the overall title of supreme award winner at this year’s Women of Influence Awards. Her win as overall title winner is a nod to the important work of the good people in the community and not-for-profit sector. For The Aunties, the award is a milestone in an on-going journey that is now in its sixth year. Deciding to do charity work (everyday) and taking on a problem like domestic violence is not for the fainthearted, so we were keen to ask Jackie to share a little about her journey thus far. What prompted you to start the Aunties? There was no intention in my actions until I had established a relationship with the women in the refuge, and I knew support for them needed to be sustainable. We could have continued being an unregistered charity, but I knew that it would be good for our credibility if we worked towards that. What have been the biggest challenges to date? What's been instrumental to The Aunties’ success? What's something you wished that everyone knew about the work you do? I also find that because the job isn’t entirely definable, there’s a bit of misinformation about it. Like that, because I work with women who have experienced, or are experiencing, family violence - I work with refuges. I don’t! The women find me, or are referred to me. And people don’t actually understand what family violence is. It’s just power and control exerted by one person over another. Anyone can try to control someone else. And anyone can be manipulated and controlled by someone else. We talk about the victims of domestic violence, but the women I work with aren’t victims. They’re survivors. And they’re no different to you and I. Family violence happens in every strata of NZ society, in the main to women because of our culture of violence, and can be emotional and physical. What are your hopes for the future of The
Aunties? What tips do you have for other charities?
NEWS OF INTERESTUpdating your charity's detailsWe deregister hundreds of charities every year due to failure to meet their Annual Return filing requirements. Being registered under the Charities Act means you have to file Annual Returns within six months of your balance date, and update your details within six months of any changes. If you don’t, you will be in breach of the Charities Act. Two key responsibilities are:
Updating your charity's contact detailsOne of the most important parts of your Annual Return is updating your charity's contact details. We send out a number of reminders and helpful information to support you to file your Annual Return through the year but we are unable to do so when we are not able to contact the charity. Here’s how to keep your charity details up to date. Are your officers still qualified to be on your governing group?Another important part of updating your details is letting us know when officers change, or are disqualified. It’s really good practice to regularly check whether all your officers still meet the criteria under the Charities Act 2005. You could add it as an item to your Annual Meeting agenda to ensure it is checked every year. Common factors that can disqualify an officer include being an undischarged bankrupt, being under 16 years old, and having a conviction for dishonesty offences within the last seven years. To read the full list of factors, and more information, visit our website. International Charity Fraud Awareness WeekLast week was International Charity Fraud Awareness Week. This campaign promotes openness and honesty about fraud, and aims to bring together those involved in the charity and not-for-profit sectors around the world, to raise awareness and share good practice in tackling fraud and financial crime. You can learn more about staying safe from charitable fraud in our new blog. Change to donee assessment from 2019/20 income yearMost registered charities have donee status, granted by Inland Revenue. This means when a person makes a donation (over $5) to a donee organisation, they can generally claim a tax credit for that donation. A change to the assessment for donee status has recently taken place and will affect registered charities that apply funds to charitable purposes outside of New Zealand. Prior to the change, charities applying over 50% of their funds to specified purposes within New Zealand were given donee status. The new assessment now includes lifting the percentage to 75%, and explaining how that assessment is made in more detail. More information can be found on Inland Revenue’s website, and if you have any questions you can call them on 0800 377 774. RESOURCES Latest blogs Fraud in the charitable sector Sports and charity: Rules of the game Upcoming tax changes that might affect your charity What charities need to know about the New Zealand Business Number Sign up here to receive new blogs straight to your inbox Webinars The Charities Register - How to find information about registered charities Good practice in Grant Management and Reporting Annual Reporting - An Overview for Tier 3 and 4 Charities Tier 4 Charities - Tour of the Performance Report Tier 3 Charities - Tour of the Performance Report Click here to view all our past webinars Social media Follow us on Facebook! We've now cracked 1,000 followers but we could always use one more! Subscribe to our YouTube channel for all Charities Services videos Follow us on Twitter @CharitiesDIA |