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We are a small charity and I am a Trustee. I have concerns that in our Governing Document it states clearly that we can use the income from the fund for the purposes of the charity. Our funds are i...
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Hello! Is anyone here in a similar situation to mine - a British citizen living abroad/in the EU, and looking for remote work in the UK third sector (or already working remotely for a UK organisation...
IT
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We are a small CIO, with only trustees and no staff, on the final stretch of deciding on our first CRM and fundraising platform. Although a CRM is an important investment, we are in the Catch 22 of n...
Hi, Does anyone have any advice on which of the website builders (e.g. Wix, SquareSpace, etc) are best for a charity just starting off? We want to get it up and running as soon as possible, and will...
Welcome new members 👋 – it’s great to have you here! CharityConnect is built on community, and as such, we want to make it as easy as possible for you to network. This is a thread for you to meet o...
Hi, can anyone offer any help/advice for recruiting new trustees and treasurer? We've had adverts on the borough volunteering hub, LinkedIn and ICAEW charity job hub for months and not had a single a...
IT
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Hi All In the search for an initial, cost-friendly CRM for our small charity, I came across Alder CRM ( https://aldercrm.com/ ) via a ChatGPT search. Its offer looks good, but the service doesn't com...
I have opened an online Investment account whereby we will be able to invest in Investment Trust shares of our choice. I have read that shares purchased using money from an account in a charity's na...
Good evening, We are an unincorporated charity association that has been running since 2020. Unfortunately, someone in bad faith is using our name and logo, which we have found out recently. Does any...
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Hello, Is anyone working with solicitors or surveyors who donate residual client balances or unclaimed client accounts? I'd love to pick your brains, specifically about indemnity!
Hi Everyone This is my first post! I wanted to reach out to hear how small charities are presently using AI and Agents in their day to day to operations. Are there any particular CRM systems that s...
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HI all, I have been working for a charity for 9 years as a Volunteer Coordinator and recently been made redundant. I have been looking for work on indeed, charity job linked in and seems to have no s...
Recruitment
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Hello, We're looking at the possibility of introducing enhanced vetting practices and looking to understand what other organisations might do. We're not eligible to conduct DBS checks beyond 'basic'...
Finance
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For some very random reason my accountant has stopped communicating and I have some urgent bits to finish. Can anyone recommend someone that could help me? I'm a CIC.
Hi, I've just had our charity shop featured in a newspaper article, the article went live yesterday, and is part of a series of articles aiming to promote local bargain shops in the area. What would...
Designing for the Five-Generation Workforce... Or... not?! This very current expression refers to the scope of the current working population, especially in the charities sector. We're more aware t...
Hello, I work for a fundraising initiative fundraising for 6 charities. I have signed up to run a half marathon and need to find a page i can use to help fundraise for all 6 charities. Anything I r...
Hi, We're looking to run a C2C TM campaign and I was wondering if anyone could help provide some figures for benchmarking. What have your charity's RG attrition rates been in the 1st and 2nd year af...
Hi everyone, I have been working as a fundraiser for 8 years now, but have recently been given a project to work on for 12 to 18 months for In Memory of Giving. This is a completely new area for me a...
Hi all I am in the process of appointing two new trustees. I have gone through the process of interview and making formal checks against disqualification. Each trustee has signed an Automatic Disqual...
I want to create a business paln can anyone suggest a good template or resource?
Good afternoon, folks. 👋 Just wanted to say a hello from Clifford's Kingdom's Unity in the Community, we're in the process of setting up an unincorporated association. We're about a week to two week...
Hi everyone, I am a member of the committee that runs a table tennis club in North London. We need advice on whether we should be VAT Registered. Legally we are not setup as a charity but are a Commu...
Hi We are a small charity looking to recruit a new Director. The staff team have said they would like to meet the candidates as part of the recruitment process. We trustees have no problem with this,...
Hello, does anyone have a recommendation for a temp agency they use for charity administrators? Housing specifically would be ideal. Thanks in advance.
We're thinking of running a raffle which would offer one year's CIO membership as a prize, allowing the winner to excercise the privileges of full CIO member. The excess profits would all go to the C...
Hi everyone Just wondering if there are any UK charities on here who are using Zeffy? If you are and you wouldn't mind sharing your experience (whether that's good or bad!), I'd be really grateful fo...
Hello As a trustee/financial officer for my own volunteer run charity, I use my experience to offer affordable flexible bookkeeping and bid writing services to other small charities and enterprises....
Hello everyone, I"m hoping someone can recommend management training for a member of my team that's recently been promoted into a management role. They have asked for additional training. We can't af...
What strategies should the Finance Lead employ to effectively navigate the challenges of holding a finance position within a charitable organisation, particularly when an additional role focused on g...