Charity Finance Course
The Charity Finance Course, offered by Launch Point Consulting, helps organizations build strong, transparent financial systems to address their mission and size.
Through 10 comprehensive modules, participants learn not just the “what” and “why” but the “how” of effective financial administration. Each module contributes to a solid foundation for effective financial management.
Topics include:
Financial System Review: Assess current practices and identify gaps to strengthen internal controls.
Record Keeping: Implementing CRA-compliant methods for tracking donations and expenses and exploring software options.
Handling Money Properly: Learn about safe, transparent practices for cash, cheques, online giving, and gifts-in-kind.
Reconciling the Bank Account: How to create accurate monthly reconciliations reports for your finance committee, session or board of managers.
Budgeting and Reporting: Building effective budgets and preparing financial statements that support decision-making.
Handling Year-End: Completing year-end tasks efficiently and properly, including issuing receipts and preparing for audits.
CRA Requirements: Preparing and submitting the T3010 return, handling payroll remittances, and claiming PSB rebates.
This course is great for:
Church leaders and clergy needing clarity and confidence in financial oversight
Treasurers and bookkeepers seeking practical tools for accuracy
Elders or Board members wanting to ensure proper governance and compliance
Volunteers stepping into financial roles with little prior knowledge or experience