A new cycling club is asking, is incorporation really necessary? Spoiler alert, it is as it offers liability protection, clarity, and credibility even thought no one likes to volunteer to fill in government paperwork.
Continue readingCategory Archives: Financial Literacy
An Idea to Insure an Interesting Year
A very ambitious ‘Event-Idea’ which will help nonprofits, senior volunteers, and even small businesses answer the question: “What type and how much Insurance do we need?”. This post is a placeholder to get some potential ideas.
Continue readingHello, Sam IAM
Nonprofits rely on cyber-resources for efficiency which creates new risks they are poorly equipped to deal with. “Sam IAM” discusses identity and access management, highlighting the vulnerability of nonprofits to fraud and cyber-attacks.
Continue readingFactoid Bingo – Details, Details, Details
In a previous blog, Factoid Bingo was introduced. Think of this blog as sort of an annex. It records details that bog the main blog down. Poke around and use the details noting that it is written primarily as a memory jog for myself.

Factoid Bingo
Factoid Bingo helps a large(ish) group of people introduce themselves to each other. Best played in person, the game shares an interesting fact about a person via a randomized list of Factoids. In the game, each player tries fill the card by finding the owner of the respective facts. Prizes are given for blackouts, lines and to the introverts in the group.
Continue readingA QIR Project Tool
Issue, Project and Decision logs are mainstays in project management. They are designed to formulate a clear understanding of opportunities, threats, risk and changes in a project. They also are created, updated-intermittently, and seldom used to their full potential. The QIR log manages Questions, Issues and Risks in one place as part of the day to day running of a project.

Four Assets for Families
Families find themselves in a Financial Literacy program to deal with a money emergency or (preferably) to prevent such an emergency. Ideally, the family learns about better money management – but do they learn what role money should play in their lives?

2×2 Goals
What does Albert Einstein [1], a gold medal-winning Olympic Athlete, the lottery, and Afroman’s hit song ‘Because I Got High‘ have in common? They can be mapped to the 2×2 Goal matrix and help financial literacy course participants better understand how to set and attain their goals.

SAMI Financial Literacy Goals
Most people have heard of the marshmallow test. Ask a young child if they want one marshmallow now or two in a short while. The test was designed and originally delivered in the late 1960’s and early 1970’s, it showed a correlation between a young child’s ability to delay gratification and their future success [1].

The Goal is Learning to Set Goals
We all know what a goal is, for example:
- Saving to go on vacation.
- Lose 10kg before the next vacation.
- Not losing any children while on vacation, unlike last time.
The first one is a financial goal, the second is personal and the third involves the police and social welfare. We intuitively know the first two are goals but do we really need to articulate an objective to avoid traumatize Johnny?
