Admin, Ops, IT & Finance Community / Finance

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

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Finance Trending
I'm seeking some guidance. Our old charity transitioned to a CIO which was set up in April 2024 and which took over all operations and assets of the old charity. This was finalised in October 2024. O...
Mosque charities are nearly always unincorporated, and prepare cash basis accounts. Does anyone know how their buildings should be shown in the accounts? Can they be shown at purchase value forever?...
Edward Bainton
This question is from a member of our community that wishes to remain anonymous: We are a charity that has undergone a name change in this current financial year. I'm finalising our annual report an...
Ocean King
Our CASC (Community Amateur Sports Club) was having difficulty finding volunteers to act as stewards for evening sessions so we started offering free membership (now worth £180 per year) for people t...
Peter Bayman
I am very confused about charities paying tax on dividend received before 6th April 2016. What about dividend received after 6th April 2016, for example dividend received in 2022 and 2023. Do they pa...
Ahmad Waseem
Hi, I am the Executive Officer for a Cancer Charity . We have 6 shops which deal predominantly in cash transactions, therefore we bank a reasonable amount weekly through the Post Office hub into our...
Gerry Toner
I run a very small CIC and we are filing taxes for the first time this year.  There are so many tax software companies to chose from, I'm not sure what to pick.  I won't have an accountant this year,...
Jennifer Savage
I have done a lot of research on where to invest our charity's funds without taking too much risk. There are two safe options besides saving account: 1. Invest in Charity Authorised Investment Funds...
Ahmad Waseem
As a company limited by guarantee, we're going to need to file our accounts online with Companies House after March 2027.  Has anyone looked into this?  There seem to be a lot of different software s...
Kim Mullard
Hi everyone, looking for recommendations of pension providers.I look forward to hearing from you.
Angela Haylock
This question is from a member of our community that wishes to remain anonymous: Hi all, just a quick question. Our charity bank account hs received a couple of payments that simply read: HMRC Chari...
Ocean King
Hi all, I am a financial planner and having worked for several investment management firms in the past, I’ve been asked to assist a couple of local charities with investment due diligence & performan...
Stephen MCCallum
I'm ready to submit my first year's accounts and have been trying to find an accountant to help. I didn't think it would be a difficult process, but it is! Many won't support a CIC and some are very...
Claire Spiller
We're a new CIC and having a bit of a nightmare getting a bank account up and running! We've signed up with Starling but their support is non-existent and we're in limbo as they have not sent the ins...
Mims Talsi
Hi, I help run a small community theatre group that has been running for 18 months.  Due to grants and funding, we'll likely exceed the £5k revenue per year, so we need to be a charity. I've successf...
Matt Powell
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...
Ocean King
This question is from a member of our community that wishes to remain anonymous: I would love to start a discussion about the PCI DSS compliance requirements. It is so complicated and confusing - or...
Ocean King
Hi, we sadly lost our Treasurer earlier this year. We have lost access to our online VAT account as everything was done from her personal  email and phone. We have made many calls to HMRC but are una...
Debbie Plant
I run a CIC and had a great idea for a training app for an on the go bite sized learning app in the area we specialise in. Is there any grants, funding, support that can help with this?
Mark Maddison
This question is from a member of our community that wishes to remain anonymous: The charity I work for has been one of the many impacted by the recent change in CAF Bank’s system. It’s been extreme...
Ocean King
We are a small charity set up less than two years ago. It is registered with the Charity Commission. The Board of Trustees have approved me buying few office equipment such as a filing cabinet and a...
Ahmad Waseem
I am looking for some pro bono accountancy to establish a New Service, can anyone advise me ?
Karen Davis
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
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
We have been experiencing difficulties in even looking at the transactions on our Cafbank account.  Only 31 days can be downloaded to a .csv file at one time. You then have to piece them together. Bu...
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 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
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
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