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...
We are looking for insurance for the laptops that our 3 part time employees use. They work from home. We don't have premises but a registered address. How can we insure the laptops? Do we give our re...
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...
Hi all We are using Mail Chimp to send out our communications, and we have recently had issues with the emails going into Junk. Has anyone else had similar problems? What is everyone using to send gr...
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...
Has anyone been involved in taking out loans to see finances over a dry period? We are considering this. Maybe talking to banks and also loans from trustees and supporters. Any advice would be helpfu...
This question is from a member of our community that wishes to remain anonymous: We are a small charity with around 30 employees. We currently have an auto-enrolment pension scheme with The People's...
Let’s see if we can discover some useful AI tools aside from the big & famous ones (ChatGPT, Google Gemini, etc.). Maybe also more ethical, private or secure alternatives? Looking forward to your rec...
This question is from a member of our community that wishes to remain anonymous: Hello, This is a sensitive request as negotiations are ongoing. I'm a charity trustee involved in taking over (all wi...
Hi everyone, Does anyone currently procure remote ad-hoc IT support? I'm looking for recommendations - this could be a freelancer or a company, as long as they're happy to provide occasional support...
Hi everyone! We are a swing dance organisation that is a Community Interest Company, which means we are not for profit, but not a charity either. We've recently had to deal with VAT registration and...
Hi, working for a small charity with 8 part timers and a board. We are looking for a low cost or even free option if anyone can recommend? Same for payroll!
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...
Hi, I have recently joined a tiny charitable trust as Treasurer and soon to be trustee. However the governing document that sits with the charity commission is really outdated and requires additiona...
Hi everyone, What expenses tracking systems do you use? We're exploring our options for a reliable (and ideally free!) travel-friendly option for relatively infrequent use. Thanks so much!
Hi, Does anyone have an introductory pack for new Trustees with templates of declaration of willingness, etc. Many thanks
We have a contract with a waste collection company. We have only been with them for two months and they are upping their charges. The contract is for two years and it has multiple clauses. Does anyo...
I'm looking to change our bank account from Barclays to a more ethical and efficient one. Which ones do you recommend?
Hi, Does anyone know of any HP discounts available. I've tried contacting them direct and was offered 10%. Charity Digital Exchange don't seem to have anything available either. Would welcome any oth...
Does anyone have a template specific to a CIC? It would be great if I could have one to adapt to put on my website.
Hi everyone our charity has just experienced the abrupt closure of our bank account for the second time, and we were given no clear explanation either time. This has caused serious disruptions to our...
I've just set up a new CIC and a lot of what I do in terms of training, etc, is online, but I have been advised to look into insurances. Can anyone guide me? Thanks.
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...
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...
As our charity is growing its harder and harder to keep track of our assets across the centres, can anyone recommend a system to track everything? Looking to barcode and track items, check them out...
Hi I'm working with a charity that is considering using MemberPress integrated with Salesforce. Unfortunately, and annoyingly, MemberPress does not offer a free trial so it is difficult to get all o...
We are the newly appointed board of trustees for a small, unincorporated UK-registered charity. We have not received a financial handover from previous trustees, and the bank is refusing to update th...
Can anyone give me some advice or was in a similar situation. We are a CIC that has applied to multiple bank accounts yet gets rejected as they cannot support our services. Can anyone help?
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, 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...
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