This section provides resources and guides for managing NPO Financial Policies, as well as clear expectations for real estate committees. Overall, these resources will help an organization by increasing financial literacy, and ensuring that their NPO is well-managed financially.
a. Board Skills, Composition and Succession Planning (Word Document)
Simple chart for assessing the competencies of Board of Director members. Recommendation from case study organizations is to ensure an appropriate range of real estate skill sets on the Board.
b. Terms of Reference for Real Estate Committee – Sample (Word Document)
Sample terms of reference for a real estate committee of the Board.
c. Guide to Financial Statements of NPOs – Association of Chartered Professional Accountants (PDF)
A guide produced by the Association of Chartered Professional Accountants to increase understanding of financial statements for non-profit organizations. All real estate projects require a strong understanding of the financial components in order to reduce project risk.
A guide produced by the Association of Chartered Professional Accountants to enhance the ability to interpret financial statements.
e. Investment Policy – Sample (PDF)
Sample community centre investment policy document. Managing the significant funds required in a real estate project requires attention to short and long term investment vehicles, pending spending the funds on the project itself.
f. NPO Financial Policies – Template (Word Document)
Thorough template of financial policies for non-profit organizations. Useful to ensure your organization is well managed financially, and to evidence to outside funders and supporters.
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examples of self-government agreements.
The material is provided for informational and educational purposes only and do not constitute legal advice. If you wish to share this ebook in its entirety please respect the copyright by reading and following the Terms of Use.
This document was prepared by the Indigenous Corporate Training Inc© 2016.
