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Hi all, I'm looking at a new CRM database for a medium sized charity in the £1-5m income range. So far I have narrowed down a shortlist of potentials and wonder if other people have been using these...
We are a new registered charity. I'd to to talk to someone on advice about steps to take next, if we are to submit any policy like conflict of interests, governance etc to CIO OR its for our own keep...
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Hi all , How much does it actually cost to build a advanced charity website with Advanced security and whats the budget to make one , Whats the monthly retaining budget please , Kindly advice
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Hi all , Hope you all are doing well , I work with a non-profit and currently built a vibe-coded website which is currently in production . At what point should a newly registered non-profit start...
Finance
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Hi, does anyone have any recommendations for a bank that uses an app for transaction approval and can set up signing authorities? Also, dealing with foreign exchange a bank that does not defer bank...
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Hello, I've recently moved from a mid-size regional charity to a very small local one as secretary to the trustees (amongst other roles). In the past I've always maintained a list of contact details...
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Hi all 👋 Hope you're all having a great start to the week! I am currently reviewing and working on a couple of compensation topics and wondered if anyone could very kindly provide any information...
I hope you’re all well. I’m looking for some guidance and would really appreciate any advice or recommendations from the Charity Connect community. We are currently developing our charity and are a...
Hello all , hope you are all doing well, I would like to know if any charity is using vibe coded apps to maintain their website and if they are facing any difficulties please , many thanks Louis
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Can I ask about people's experience with CAF Bank? Considering a change for a small charity.
A couple of people have reached out to me on CharityConnect asking how to set up a charity in the UK. This could be a simple question to answer. The process is often laid out in six steps: Find trus...
Start-up Charity
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I see a lot of posts here from trustees who've just been refused, or who are stuck after the Commission's asked for more information, without many clear answers – so wanted to put something together...
Events
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Hi everyone! I'm looking for a venue to host my charities annual awards ceremony for our community. We have typically held the event at a venue in Bishopsgate - we were able to get the venue for a gr...
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I work in a charity supporting families. The support is low level at the early help stage but sometimes it does throw up safeguarding concerns and other issues, i.e. a recent bereavement in one fami...
After years as a Board Secretary and Chartered Governance professional (and now teaching Boardroom Dynamics), I've reviewed a lot of charity board minutes. The same five issues come up every time, so...
Hi, Any charities out there using post office for depositing income? Do you send material to volunteers on best practice, how to bank cash and cheques etc. DO you use Post office own online material...
This question is from a member of our community that wishes to remain anonymous: We have a modest account with CafBank. The service has been progressively downgraded. A few years ago we were forced...
We're revisiting the treatment of a few unrestricted grants where the funded delivery doesn't line up neatly with the year the income lands - for example, a grant received at year-end but where most...
Hi, happy new year to everyone, I am looking for a place to get inexpensive printer for a registered small charity and secondly anyone that can help me to create a nonprofit website. Thanks
Hi, we want to invest some of our funds, but when we have asked investment managers we have found that they have a minimum of £150K to 1,000,000. Does anyone know of a way to invest with a smaller bu...
Hi everyone, I've had an employee who has questioned what mileage they should be claiming when they travel from home to a meeting location (other than their principal place of business). In the corpo...
Hello all, Does anyone have experience of successfully claiming tax relief for additional household costs like heating if you have to work at home on a regular basis, either for all or part of the we...
I don't know how many organisations will find this relevant, but here goes.. We use Sumup machines to take payments by bank cards at events We have 3 machines and we sometimes use all 3 at once for o...
When a small charity claims the Employment Allowance (£10,500 reduction in the employer's NIC bill per year) and is also reclaiming Statutory Maternity Pay, how should these be accounted for in the p...
We are looking for a CRM for our charity .We have around 200 contacts ,30 donors and 200 client list .We are looking for something that is easy to use .We want to track membership payments ,Donors an...
Hi all, I'm a newbie here - would welcome your thoughts. We have our investment funds with CCLA Church of England investment fund. It performed badly now for 2 years - anyone out there with similar e...
How much would an accountant cost approximately to sort out filing for this years accounts? Our finance for the year is incredibly simple but the government form is so confusing. Many thanks
We're currently setting up PayPal and SumUp accounts for a new charity, and we're having trouble in filling out the forms successfully without being inaccurate on them. On SumUp, we're asked to enter...
Hello, We have a fundraising product that is rapidly growing and we're seeking advice on the correct VAT treatment and optimal structuring to ensure compliance while maximising charitable income. Has...