Wednesday , July 8 2020
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Self-evaluation for charities

The ACNC has published a new self-evaluation tool that aims to help charities assess if they are meeting their obligations, and to identify issues that may prevent them from doing so.

The self-evaluation poses questions and prompts charities to describe both the practical steps they are taking to meet their obligations, and to list the relevant policies or procedures.

Before starting work on your self-evaluation, it is a good idea for your charity to consider its circumstances, the ACNC advise. You should ask:

  • What does your charity do? Your objects, the activities and programs your charity delivers, and where
  • these services are delivered.
  • Who is involved? People your charity comes into contact with, including beneficiaries, volunteers, employees and contractors.
  • How is your charity run? The mix of skills and experience of the board, how decisions are made, and how the charity is funded.
  • What are the risks most relevant to your charity’s work? Consider your responses to the questions above to identify the risks your charity needs to manage.

Where your charity identifies any areas for improvement, you should create an action plan to address those issues. To help, this self-evaluation includes a template action plan you can use.

It is not necessary to submit this document to the ACNC. It should be kept on file for refernce, or make edits as required.


Self-evaluation for charities: Meeting your obligations as a charity (ACNC)


ACNC’s self evaluation for charities (fillable PDF)