Admin, Ops, IT & Finance Community

The place for those who work in charity admin, ops or finance. 📊 Share your recommendations, helpful resources and experiences.

1,315 posts

I would very grateful if someone could point me in the right direction. I work on a older persons female mental health ward which also has dementia patients in South Wales. Patients are admitted with...
Gracie LONGMORE
Hi all, I went to a fantastic event today, organised by KindLink  - an online platform for businesses and charities to connect to manage their CSR, fundraising, volunteering, donar CRM, and measure a...
Rupal Shah
We're a very small new charity (1 year), and we need to look at getting a CRM system.  We're using the free Microsoft 365 Teams to manage our day-to-day stuff, and they have a free non-profit CRM whi...
Paul Swindell
IT Trending
Hello! I work for a small grant-maker and currently manage everything using Outlook and Excel.  I would like to put a database in place to improve and develop our grant management. I have used Salesf...
Nina Davies
IT Trending
Hi, we have a website and forum run by Wordpress. It was set up by a former volunteer who no longer volunteers. I fundraise for the charity and for my sins, took over updating the website, but I know...
Joanne Molloy
Hi I'm looking to sort our charity's energy contracts for the next 3 years. We were very fortunate to get a very good deal through Utility Bidder 3 years ago, so I'm waiting for them to come back to...
Lorraine Schulze
Hello Everyone, Just a really quick question (I hope!). As mentioned in an earlier post ( https://www.charityconnect.co.uk/post/final-steps-in-changing-from-trust-to-cio/14611/32173 ), we have succee...
Hi all, I'm looking for a venue space for c.100 people for an all-day cabaret style event in (central-ish) London. We are a charity, so venues with discounted and reasonable rates are preferable. Whe...
Anyone know of any free premises to rent for our small charity organisation from 1st June 2024 around Coventry/Bedworth or West Midlands or Warwarkshire area?
We are seeking new premises from November 2024. Respond is a national charity supporting autistic people, people with learning disabilities and their families. We provide psychotherapy and advocacy s...
Hi all,  I'm comparing Beacon vs Donorfy at the moment and wondered if anyone would be willing to share their comparison charts/ findings with me? Thanks Jess
Jessica Gay
I'm wondering if anyone has an overdue invoice policy that they would be willing to share. We have an outstanding invoice from December for a considerable amount for a service provided to another org...
Caroline Stevens
Hi all,  we are reviewing our existing policies and i would appreciate if you can share with me what Finance policies you hold for good practice? So far i have policies for expenses, petty cash and c...
Lorena Mombelli
I am looking for a solicitor(s) who would like to gift their pro-bono time to HERA UK in reviewing their policies as part of our annual review which we do each year (in the April and May) in preparat...
Shelley Spence
Hi All It's wonderful to be here. I'm the Director of a community benefit society in Bexley, SE London, and we have lost our lovely space that we've been running a community fridge and gardening proj...
Kim Teasdale
Hi All Just wondering what non-conformance software people ae using? Looking for a system that does not have phenomenal month subscription costs? Many Thanks
Gary Blenkinsop
I hope you're doing well. I'm reaching out on behalf of Childhood Tumour Trust, a small charity dedicated to supporting children who have a rare genetic condition. Many of the children we work with a...
Mel Jarra
This question is from a member of our community that wishes to remain anonymous: Hello, I'm looking for recommendations for online event ticketing solutions. Something similar to Eventbrite, but mor...
Ocean King
1. CharityLog - have you heard of it?  Do you use it?  I would value your reply. 2. Are you a small charity with an income under £250,000 using a CRM?  I would like to hear your CRM recommendations.
Sonja Freebody
Hi, I wanted to know how I can tackle this staff pay concern. I have 5 key timer staff, who are on a second job working at our charity organisation.  They have been paid via HMRC PAYE, but they will...
I Hussain
Hello,  I have taken over bookkeeping for a Festival that is LTD and a CIC turning over £100k-200k We are currently using Co-op for our main bank account. They user experience is awful. You have to u...
Oona Burch
I work for a 'Friends of' hospital charity, and we're looking to overhaul our membership scheme. At present, the only benefits of membership are a monthly e-newsletter and a lapel pin badge. To encou...
Angie Watson
Hello We've just converted from CIC to CIO, I was told we would be able to keep the same PAYE system but HMRC have now said we cannot.  Another new CIO ( also converted from CIC, a few weeks ago) who...
Richard Martin
Hi folks Please could anyone advise if a company entering into a corporate partnership agreement with a VAT registered charity, pledging to donate funds from the sale of a book (ie £5 per book sale),...
Caroline Arthur
I have been helping a youth club with quite significant problems with their building - sports hall floor has risen due to damp! Does anyone know of any organisations that link charities with PRO BONO...
Gayle Harris
Hi everyone, I'm new to the Charity sector and hoping to connect to others in this field. Are there any networking sites/groups you could recommend? I currently work in finance, so ideally finance re...
Fiona Yorke-Saville
Can anyone recommend a prepaid card for employees required to travel overseas?  I'm looking for an option that would allow us to charge a card to cover accommodation, meals and incidentals and where...
Zarina Douglas-Sori
Hi There, Does anyone have any recommendations for a CRM specialist/trainer. We have inherited a Salesforce CRM system from out old CEO and we are not trained to use it. Thanks Tracy
Tracy Henning
Hi I am just setting up a new CRM system for our small CIO. We are membership based and are mandated to maintain a list of members for I think 10 years after someone stops being a member of the CIO....
Helen Craig
Can anyone give me any feedback about banking with Metro Bank please?? We are dithering... have to move from nightmare of banking with NatWest, and can't decide:  Unity Trust or Metro... any thoughts...
Louise Hallett
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