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Social Sector Financial Literacy Week

Social Sector Financial Literacy Week
An initiative of Our Community and Westpac

4-8 July, 2011

Social Sector Financial Literacy Week is an initiative of Our Community and Westpac.

This is one week in 52 when we highlight the importance of good stewardship over the finances of Australia's 600,000 community groups, though of course that's important all year round.

It reflects our shared commitment to reforming financial education and banking services for the Australian Social Sector and revolutionising the way financial literacy is viewed in the sector.

It also provides an opportunity to celebrate and advance the contribution of the Social Sector in overseeing the $54 billion of funds under its management.

Events held during Social Sector Financial Literacy Week are designed to celebrate and provide financial literacy education for the staff, volunteers, board members and treasurers who oversee the finances of Australian community groups.

Making the numbers make sense

Social Sector Financial Literacy Week provides the opportunity to get started.

It's about helping the whole Board to get on top of the jargon, understand the concepts, and follow what the Treasurer is talking about.

It's about making sure that everyone involved in the organisation - staff, volunteers, board members, everyone - feels a shared responsibility for the financial health of the group.

That's what Social Sector Financial Literacy Week is about.

Defining the problem

If you're a community group, it's not all about money. Your social mission is what defines your work, not your profit-margin.

But people who don't care only about money sometimes can slip over into not caring about money at all, and that's dangerous.

However shining your cause is, however great or worthy the work you do, money does matter.

People who work or volunteer for community groups aren't necessarily top businesspeople. They may not work regularly with financial reports, they may not know what to watch out for, and they don't necessarily have the background to follow the conventions of accountancy in the papers in front of them.

But ignorance can be dangerous (both for you and for the organisation) and the confidence that comes from mastery can open up greater potential for growth and development.

Building the financial capacity of your organisation can lift you to a new level.

What's the solution?

Here are 10 ways you can celebrate financial literacy in your organisation and help to build its capacity:

  1. Audit Your Skills Base: At your next Board/Committee meeting, find out whether you've got a problem. Have the Treasurer lead the Board through the Financial Literacy Checklist and see how they make out. If, after going through this evaluation, any members of the Board feel that they need a skills upgrade, tap into some of the other free resources outlined below.
  2. Get Educated: We've developed and made available free of charge an online Social Sector Financial Tutorial that your members can work their way through at their own pace. Click here to get started.
  3. Get the Treasurers' Guide: The Guide for Community Treasurers includes pointers on keeping the books, asset registers, cash flow and tax, to help your Treasurer run a more successful operation. It's free - get a copy here.
  4. Get the Board Members' Guide: The Guide for Community Board Members is designed to help Board/Committee members of community organisations of all shapes and sizes to take on their role with greater knowledge and confidence - fully understanding the financial reports presented to them by their Treasurer. It's free - get a copy here.
  5. Get Help: Our Community and Westpac have developed the online Community Financial Centre to provide a one-stop-shop for all your banking, finance and financial literacy needs. The Centre includes help on topics from budgeting to accounting to equipment financing to financial controls to banking. Click here to see what's available.
  6. Go Face to Face: During Social Sector Financial Literacy Week Westpac is holding a series of free financial management workshops that have been specially designed for not-for-profit organisations. Click here to register.
  7. Get the Best Deal: Every dollar saved by a community organisation is valuable. Find ways to minimise the bank fees and charges paid by your community group. Read the help sheet here.
  8. Call in the Big Guns: Call on a Westpac Social Sector banking specialist to make sure you're getting the best possible deal for your community organisation. Pop into your local Westpac branch to find out more.
  9. Put the Right Structures in Place: Every community organisation should have in place a set of policy documents to help guide members and staff in their conduct and decision-making. This is extremely important in the area of financial management and financial control. Download some free template policies that you can adapt for your organisation's needs here.

  10. Stay on top of it all: Sign up to receive the monthly Our Community Matters e-newsletter to make sure you stay on top of all the developments in financial management for community groups in Australia. Become a member of Our Community (it's free) by signing up here.

These are just some of the ways Our Community and Westpac are working together to ensure that we are supporting those of you who are working to build better communities.

Happy Social Sector Financial Literacy Week!

For further information about Social Sector Financial Literacy Week, please contact Our Community on (03) 9320 6800 or email to service@ourcommunity.com.au

Our Community Pty Ltd   www.ourcommunity.com.au   ABN 24 094 608 705
National Headquarters: 51 Stanley St, West Melbourne Victoria 3003 Australia
(PO Box 354 North Melbourne 3051 Victoria)
Telephone (03) 9320 6800   Fax (03) 9326 6859   Email service@ourcommunity.com.au

GRANTS BOOTCAMP AT THE COMMUNITIES IN CONTROL CONFERENCE

More than 40 grantmakers are attending the 2012 Grants Bootcamp. Who will you get to meet? Get in quick - numbers are capped!

The Grants Bootcamp is for staff and volunteers from community organisations of all sizes and types who want to improve their grantseeking skills, knowledge and connections. Grassroots groups will have the most to gain.

Further Information »