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Hi Our Charity was registered as CIO October 2023. The financial period end we put as is March 31. When should we submit the first financial report?
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Hello everyone, we will soon be moving to a new domain name and will need to move our existing WordPress site over to the new domain, move emails over, redirect links etc. I need to look for someone...
Hi everyone I have the task of minute taking for our very small charity. I have simply been using Word and using the agenda to overwrite the minutes under each heading. I wonder if there are specific...
Can anyone recommend a cheap or ideally free virtual office address? No physical office required, just an address that can be used on our letterhead and correspondence instead of using a residential...
Hello, Would anyone be able to advise if they know of a free virtual Scottish based address that I can use for charity registration purposes please? I work with stray street dogs in Sri Lanka and du...
This question is from a member of our community that wishes to remain anonymous: We are a charity desperately seeking free legal advice and support. Does anyone know any organisation that offer pro...
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...
Hello, I am new to e-Tapestry and would like to connect with other organisations that use it. Send me a message it you can help me to explore how to use this CRM. Thanks All the best, Veronica
Hello, I have created a new CIC for our business that was under an ltd. The Ltd will still exist so the bank account attached to that will remain. I am however struggling with opening a new bank for...
This question is from a member of our community that wishes to remain anonymous: We are setting up a monthly membership fee for one of our projects. We currently use Xero but wanted to see how other...
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...
This question is from a member of our community that wishes to remain anonymous: Can anyone recommend a free AI course that you use or have found useful?
Hi folks - anyone else using MS Dynamics with Business Units? We have a massive problem since an MS update and are not sure if it's us or them. Be useful to know if anyone else is experiencing diffic...
Hello, we are looking for a new bookkeeper for our charity and I wondered if anyone could recommend someone. We have QuickBooks and need someone to run payroll, organise monthly payments etc. I'd be...
Hello! I am the founder of a small baby loss CIC and we are currently applying to convert into a CIO. We have submitted the application and in the process. My question however falls around the financ...
Hi all, A small charity I volunteer with is looking for a low-cost (or free) CRM solution to help us manage relationships with the people we support, as well as track our interactions and support act...
Hi, We are commissioning a new website. We are looking for any consultants/agencies that can partner with us to help deliver the discovery & requirements, vendor selection & procurement and help deli...
Hi everyone, I’ve been thinking a lot lately about how tough it is for charities and CICs to create sustainable, ongoing funding—especially the kind that doesn't rely on constant events, raffles, or...
I am looking for support to set up a chatbot on our Wordpress website linked to our National Standards of Care Guidelines so that people can ask questions about the condition and get results summaris...
Hi everyone, wondering if anyone has any example business models for how to set up lived experience consultancy? Thanks in advance for your thoughts!
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...
We are currently using FreeAgent as it is free from our bank but it is clearly for small business who send invoices. I have set up lots of different projects which require invoices to enable me to cl...
Hi all, Does anyone have any recommendations for room hire for an away day. The usual places we use including NCVO do not have any rooms. I am looking for a room for about 42 people and to be able...
We are a small non-profit charity. We have an accountant who completes and submits our accounts on an annual basis to the charities commission, but we require an easy to use free accountancy package...
Hello all Can someone advise on a bank account for a CIC please. I am getting nowhere! Thanks
Hello, I am currently in the process of setting up a charity as a CIO and I am wondering how to get a bank account as all the charity accounts seem to need you to already be registered to get an acco...
Hi, I run a small mental health gardening charity called The Garden Friend. My application for a funding opportunity has been declined. Although I own the site where my charity is located I don't hav...
Hi everyone, I'm looking at costs to get someone to host and maintain our website and do a few monthly jobs for us. Can you recommend someone? Currently, our website it pretty static other than upda...
This question is from a member of our community that wishes to remain anonymous: We are a small charity who have been finding our way over the course of approx 18 months due to many changes behind t...
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...
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