Admin, Ops & Finance Community

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

1,051 posts

We run a Food Hub from a Community Centre and want to invest in some safeguarding training for the leaders and key volunteers who are working with the vulnerable adults who come.  Can anyone recommen...
Harrison Brown
Finance Trending
New
We are an unincorporated association (UA) and expecting to register as a charity while remaining a UA.  We bank with Barclays and have a number of members who pay by direct debit. We are concerned th...
Ops Trending
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We are a counselling charity. We're pretty well established now and financially secure for the moment. My director is really keen to set up a training course. This would be quite involved, not a week...
Charlotte Bilton
IT
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This question is from a member of our community that wishes to remain anonymous: We are in the process of updating our business continuity plan to cover cyber incidents and I'm looking for some guid...
Ocean King
Happy Sunday everyone from Glasgow. Since receiving our SCIO status in May 2023 we have been active establishing the academy for those who choose to join us. The charity was orchestrated by homeless...
This question is from a member of our community that wishes to remain anonymous: Hi, we are between accountants/treasurer right now and need some new finance software as we're running on spreadsheet...
Ocean King
Ops
New
Good morning, i am looking for examples of safeguarding risk registers for our charity.  Does anyone have any examples of such a template that you are willing to share? Bets wishes, Anthea
A bit mundane but can anyone recommend a provider for a SIM only contract for a CIC?
Roger Lee
Hi, I am part of a small charity that was dissolved due to not filing accounts (long story), we managed to get an administrative restoration at Companies House and the Charity Commission reinstated u...
Colin McCallum
Hi, My organisation is looking to redevelop our website with very limited resources. Are there any organisations or networks that provide access to companies that support charities with free services...
Julian Dawydiak
Hi everyone! We're a small charity working in Uganda.  We currently use Google Drive for our file storage, but it's not working for us very well with our photo organisation.  Does anyone have a good...
Joanna Black
Hello folks, can I please ask if anyone has received emails from the Charities Trust asking for bank details confirmation, see below. This is unsolicited and I do not click on links in emails I am no...
Jo Watson
This question is from a member of our community that wishes to remain anonymous: We need to rent an office in London. Our budget is £900 a year, with 2 desk spaces around the Tower Hamlets, Hackney,...
Ocean King
Just wondered if anyone has any comments about banking and the complete lack of service they give to customers. Our small charity banks with Lloyds who have now closed their branch in our town. We no...
Jo Stone
Hi, does anyone have a suggestion for an investment advisor for small charities? We have about £50K to invest. Thanks! Henry
Henry Roehl
Hi all, We are small-medium charity c.22 staff and are looking to develop an EDI strategy and policy. Part of this work will involve a reparative justice project linked to origins of wealth.  Has any...
Hello, I run a leadership company for the third sector and we are expanding.  We are using a range of different platforms at the moment (hubspot/mail chimp/ canva/typeform) and we want to move to one...
Kate Chester
Greetings from Glasgow. This is my first post on the Charity connect platform, I pray my communication finds you and your loved ones safe and well. We are in urgent need of setting up an 0800 number...
Seumas Oniwaasu Omowale Duibhin
Hi! Does anyone know of any service providers, or indeed individuals, who can help with policy review work pro-bono?  We need to update ALL of our policies, which we intend to do by creating a policy...
Lucy Owen
Hey everyone, if any of you are using accounting software that you are happy with, I'd really appreciate recommendations! 😊  Thank you and have a great weekend!
Maja Nenadov Webster
Hi everyone, I'd love to hear suggestions on the best way to track projects and record all the info so it's in one place and all relevant people can see it.  The info I need to record and track is: a...
Ellie Nova
Hello I am currently looking at the services we can offer to young people (under 25s) who access our charity and hoping to be able to set up a message board/online forum service. I have a few questio...
Claire Cripps
Hi all, can anyone recommend cloud-based payroll software that they find easy to use?   We're currently using 12Pay which is not cloud-based and seems unlikely to be supported in the long term.  Acco...
Ros Egeland
This question is from a member of our community that wishes to remain anonymous: Has anyone had any experiences with switching bank accounts, good or bad? Long story short: As a not for profit club,...
Ocean King
I have been asked to become a trustee of an English unincorporated charity. However, a search of the Charity Commission database shows that the last submitted return was in 2005 with an income of £17...
Shaun Bowman
Do most small charities have Cyber Security Insurance? It seems quite a high cost in proportion to our other insurance costs but would it be foolish to not have cover?!
Sarah Clements
Hello good morning. Dose anyone have any advice on storage space for charities.
Vikki Kempster
Hi We are a new not-for-profit CIC and we are looking into the pros and cons of registering for VAT. We have a number of capital expenditure items coming up which will incur VAT which we would prefer...
Tim Clarke
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...
Henry Roehl
Hello! My name is Sierra and my partner and I are co-founders of QueerSwap, a non-profit events production company that creates sustainable events for the LGBTQ+ community. These include clothing swa...
Sierra Slaughter
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