Admin, Ops, IT & Finance Community

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

1,560 posts

As our charity is growing its harder and harder to keep track of our assets across the centres, can anyone recommend a system to track everything?  Looking to barcode and track items, check them out...
Heather Smith
Hi all We are using Mail Chimp to send out our communications, and we have recently had issues with the emails going into Junk. Has anyone else had similar problems? What is everyone using to send gr...
Matthew Morpurgo
Hello  I've been tasked to write our H&S Policy but I've no experience and it is not so easy to understand the legal requirements in a situation like ours, where we have a hybrid working policy and o...
Micole Perina
Finance Trending
Stewardship Payroll Bureau emailed its CAF bank clients yesterday to advise that "we were unable to collect funds from a number of our CAF Bank clients’ as their usual monthly Direct Debit failed. Th...
Peter Davies
I am looking for some pro bono accountancy to establish a New Service, can anyone advise me ?
Finance Trending
Is anyone having trouble with the new CAF bank online launched on Monday.  I think it is useless and has lost a lot of the functionality it had before. I am going to change bank. Does anyone have one...
Neil Morley
Hi there, is anyone else having problems sending their annual return? At the very end of the return, it asks you to upload your accounts file and gives the relevant criteria. Every time I try to uplo...
Vivien Armson
Finance Trending
Hi - like many I have been frustrated by the problems logging into the new CAF system, but I did finally get in yesterday. I took a look at the statement on all the accounts I have access to (five in...
Dave Percival
Hi, does anyone use Tableau, Flourish or anything else for BI and data visualisations and would be willing to have a chat please? We're currently using PowerBI which is great for robust reporting fro...
Allie Bennington
Hi everyone, we are a fairly small charity and have been relying on a one man band for our IT services/support but would like to look further afield at a fully managed service.   Does anyone have any...
Wendy Smith
I want to set up a donation platform on our new website that will connect to our Beacon Database. Does anyone know if Stripe offers a reduction in their prices/fees for non-profits please? If so, doe...
Vanessa Eden
Hi! Hello Charity Connect community, I'm an administrator at a small local Mencap charity, and we've seen incredible growth recently, expanding from one weekly club to five in just a few years – all...
Hi everyone, our small charity is looking into obtaining a card reader for payments  at our annual events. This is not a constant requirement so probably a single payment with percentage taken each t...
David King
Hi,  I have recently joined a tiny charitable trust as Treasurer and soon to be trustee. However the governing document that sits with the charity commission is really outdated and requires additiona...
Jacqueline Bagwell
We are looking at changing from a Charity Trust to a CIO purely to safeguard the trustees from liabilities. This seems to be different for different kinds of charity trust in terms  of transferring a...
Gillian Alcock
We are looking for insurance for the laptops that our 3 part time employees use. They work from home. We don't have premises but a registered address. How can we insure the laptops? Do we give our re...
Rebecca Hobbs
Hello!  We're looking at streamlining all our programming activities and processes into one system for our international team to use. We're looking for a data collection/storage tool, project managem...
Clare Sulley
Has anyone been involved in taking out loans to see finances over a dry period? We are considering this. Maybe talking to banks and also loans from trustees and supporters. Any advice would be helpfu...
This question is from a member of our community that wishes to remain anonymous: We are a small charity with around 30 employees. We currently have an auto-enrolment pension scheme with The People's...
Let’s see if we can discover some useful AI tools aside from the big & famous ones (ChatGPT, Google Gemini, etc.). Maybe also more ethical, private or secure alternatives? Looking forward to your rec...
Miguel Garcia
This question is from a member of our community that wishes to remain anonymous: Hello, This is a sensitive request as negotiations are ongoing. I'm a charity trustee involved in taking over (all wi...
Ocean King
Hi everyone, Does anyone currently procure remote ad-hoc IT support? I'm looking for recommendations - this could be a freelancer or a company, as long as they're happy to provide occasional support...
Paulina Szpakowska
Hi everyone! We are a swing dance organisation that is a Community Interest Company, which means we are not for profit, but not a charity either. We've recently had to deal with VAT registration and...
Cambridge Swing Dance
Hi, working for a small charity with 8 part timers and a board.  We are looking for a low cost or even free option if anyone can recommend? Same for payroll!
Kay Simnett
Hello all, Our Chair has indicated that they would like us to switch from Teams to Zoom for our hybrid Board and Committee meetings. We currently use Teams and all our systems are integrated with Tea...
Anthony Lumley
Hi everyone, What expenses tracking systems do you use? We're exploring our options for a reliable (and ideally free!) travel-friendly option for relatively infrequent use. Thanks so much!
Catherine Thomson
Hi, Does anyone have an introductory pack for new Trustees with templates of declaration of willingness, etc. Many thanks
Julie Thomas
We have a contract with a waste collection company. We have only been with them for two months and they are upping their charges. The contract is for two years and it has multiple clauses.  Does anyo...
I'm looking to change our bank account from Barclays to a more ethical and efficient one. Which ones do you recommend?
Khalida Khan
Hi, Does anyone know of any HP discounts available. I've tried contacting them direct and was offered 10%. Charity Digital Exchange don't seem to have anything available either. Would welcome any oth...
Jacqueline Fitzsimmons
{{item.Title}}
{{item.ContentSummary}}
{{item.CreatedByUser.UserProfile.FullName}} {{item.LastRepliedByUser.UserProfile.FullName}} replied {{item.LastCommentDateCreatedToBeDisplayed}}
Nothing to see here! Didn’t find what you were looking for? Try a different search term That’s all folks!