Admin, Ops, IT & Finance Community

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

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IT
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Our Google Workspace email domain went over to SquareSpace recently. Because of this we found we had increased monthly subscription charges. We tried to adjust our account to email only, but now have...
Joy Gascoigne
Hi everyone,  Newbie here👋 I am treasurer for a charity run pre school. We have a Virgin charity account which means zero account fees however we do not have a debit card with the account.  Our staf...
jenny wilson
Can I use an accountant or do I need a specially qualified account to do my account for charity?  Thanks, please advise..
Kirit Patel
Hello, When you transition from unincorporated charitable organisation to charitable incorporated organisations (CIOs), will you need to: change your  PAYE number? change your Gift Aid number? Or c...
Caroline Rand
Ops Trending
Hi everyone, I hope you're all well. We've recently been considering launching a four-day working week trial, as it seems some organisations have seen positive results from their trials.  I have a qu...
Hi all We're a small charity needing to upgrade our IT support  - can anyone recommend anyone? We're in Watford. Thanks
Ian Golding
I'm trying to help a charity that needs to basically compare 2 sets of maps. This is an ideal task for an AI bot. They need it done quickly (ok, over 5yrs, there's a lot of maps) and accurately.  I'v...
Jean jackson
Hi, Does any one know if  Membership charities are entitled to Microsoft Licenes discounts? Is there any  benefit that membership charities get from Microsoft and Azure. Regards, JS
Jalpa Shah
Hi, As a charity we book a lot of train tickets every year (in the region of £20k).  I want to put in place a corporate train booking website as currently people are putting these on expense cards or...
David Partridge
Morning all, Has anyone have experience of managing remote petty cash in an efficient way? I've read a little on Soldo and Pleo, does anyone have experience of these? Thanks in advance
Lorena Mombelli
We have used NowDonate part of Donation Manager for a number of ears without problems. Recently the Gift Aid claim process seems to not work. I have tried numerous times to contact them by email but...
Simon Lees
Hello everyone, we'd appreciate your ideas please of possible places to book for 5-6 people in central London, Saturday 28th September, for 4 hours starting 11-12pm to - 3-4pm? We're a mixed race vol...
Val Hoskins
Working in London, I have found that finding affordable external rooms or venues can be an absolute nightmare and I'm sure this is a similar struggle for people in other areas. So, I thought this pos...
Clare Lucas
Hi, We use CiviCRM for managing relationships with donors, volunteers, members, and other stakeholders etc. I would like to implement something that would allow our volunteers to record the time they...
Simon Brown
This question is from a member of our community that wishes to remain anonymous: Is there a way to find out what a charity's Gift Aid number is? Assuming we can ring HMRC and find out but just wonde...
Ocean King
Hi, Does anyone have an introductory pack for new Trustees with templates of declaration of willingness, etc. Many thanks
Julie Thomas
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
Hello We're looking at changing our Direct Debit donation collection processing provider. Would anyone be able to recommend services they're using / share experience with any specific providers? Many...
Alex Hadden
I have just joined another charity, and it is clear they need a software programme to manage data for building philanthropic support. They do not have a database.   Do you have any recommendations fo...
Caroline Jackman
Hi, Does anyone have experience with the Microsoft Azure Grant? "Microsoft Tech for Social Impact is dedicated to providing affordable and accessible technology to help nonprofits of all sizes achiev...
Simon Brown
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
I am currently comparing 2 CRM systems, Beacon and Donorfy and wondered if anyone would be willing to share  comparison charts / findings with me.  I would very much appreciate any insights that can...
Jo Booth
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
Hi, I'm CEO of a CIC, due to become a Charity this year.  We've been run voluntarily for the last 5 years, but now have 2 5 year projects we are a part of with a substantial budgeting level and I am...
Nicholas Morgan
Has anyone set up an Unincorporated Association recently (eg a voluntary group or a sports club)?  I am becoming a trustee for a voluntary group and we are finding it really hard to open a bank accou...
Layla Gemmell
I have two questions: 1.        The Charity Engagement Team is arranging a session in Manchester on “Overseas Partners: Collecting the Evidence you Need” on 17 September. I have registered but I am o...
Ahmad Waseem
Hi, I am new to using Access Dimensions and I am struggling to get to grips with it. I am working alone in the department and whenever I raise a case, I don't get the answers I need. Instead, it turn...
I'm a volunteer with the Community Minibus Association (West Sussex). This charity is run completely by volunteers and provides minibus services to local people, assisting them with their shopping an...
John Draper
Hi I was wondering if anyone is aware of any training for new treasurers of small local charities?   We may not handle large amounts of donations but our treasurer would still like to do it efficient...
Pete Martin
Hi everyone I have a 15 year old volunteering to do some administrative tasks for us. We are all DBS checked, but we will need consent from parents/guardian? Thank you for your help.
Adama Fofana
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