Admin, Ops, IT & Finance Community

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

1,304 posts

1. CharityLog - have you heard of it?  Do you use it?  I would value your reply. 2. Are you a small charity with an income under £250,000 using a CRM?  I would like to hear your CRM recommendations.
Sonja Freebody
Finance Trending
New
Hi all,  we are reviewing our existing policies and i would appreciate if you can share with me what Finance policies you hold for good practice? So far i have policies for expenses, petty cash and c...
Lorena Mombelli
Ops Trending
I hope you're doing well. I'm reaching out on behalf of Childhood Tumour Trust, a small charity dedicated to supporting children who have a rare genetic condition. Many of the children we work with a...
Mel Jarra
Trending
Hi, I wanted to know how I can tackle this staff pay concern. I have 5 key timer staff, who are on a second job working at our charity organisation.  They have been paid via HMRC PAYE, but they will...
I Hussain
Hello,  I have taken over bookkeeping for a Festival that is LTD and a CIC turning over £100k-200k We are currently using Co-op for our main bank account. They user experience is awful. You have to u...
Oona Burch
I'm wondering if anyone has an overdue invoice policy that they would be willing to share. We have an outstanding invoice from December for a considerable amount for a service provided to another org...
Caroline Stevens
I work for a 'Friends of' hospital charity, and we're looking to overhaul our membership scheme. At present, the only benefits of membership are a monthly e-newsletter and a lapel pin badge. To encou...
Angie Watson
Hello We've just converted from CIC to CIO, I was told we would be able to keep the same PAYE system but HMRC have now said we cannot.  Another new CIO ( also converted from CIC, a few weeks ago) who...
Richard Martin
Hi folks Please could anyone advise if a company entering into a corporate partnership agreement with a VAT registered charity, pledging to donate funds from the sale of a book (ie £5 per book sale),...
Caroline Arthur
I have been helping a youth club with quite significant problems with their building - sports hall floor has risen due to damp! Does anyone know of any organisations that link charities with PRO BONO...
Gayle Harris
Hi everyone, I'm new to the Charity sector and hoping to connect to others in this field. Are there any networking sites/groups you could recommend? I currently work in finance, so ideally finance re...
Fiona Yorke-Saville
Can anyone recommend a prepaid card for employees required to travel overseas?  I'm looking for an option that would allow us to charge a card to cover accommodation, meals and incidentals and where...
Zarina Douglas-Sori
Hi There, Does anyone have any recommendations for a CRM specialist/trainer. We have inherited a Salesforce CRM system from out old CEO and we are not trained to use it. Thanks Tracy
Tracy Henning
Hi I am just setting up a new CRM system for our small CIO. We are membership based and are mandated to maintain a list of members for I think 10 years after someone stops being a member of the CIO....
Helen Craig
Can anyone give me any feedback about banking with Metro Bank please?? We are dithering... have to move from nightmare of banking with NatWest, and can't decide:  Unity Trust or Metro... any thoughts...
Louise Hallett
We are considering converting from an unincorporated association to a CIO. We anticipate the process would be as follows: - form a new CIO - register it with the charity commission - open a bank acco...
William B
We are a small church currently applying to become a CIO Charity Organization. We usually meet at a community hall, so we don't have our own building. What's the best address we can use for our appli...
James Mukura
Please could someone recommend a DPO. Thanks
Maria Theodosiou
I'm looking for something to manage our parent and child records. We've currently got the data in Excel but want something a bit flashier (and free/self-hosted if possible). We have a Microsoft Nonpr...
Jonathan Thomson
Hello everyone, we are looking into providing an expense card for a volunteer.  Has anyone used Pleo? Would you recommend it?  Thank you.
Jo Watson
Happy Easter Sunday all, It's me again with another question. We are going to be asking individuals to apply for funding from our charity to access the MH training and services provided by the non-ch...
Should both be named as signatories?  How to make sure to protect both directors for varied situations, including providing so that no-one can take overdrafts or loans if not agreed?
Marlena Woolford
At NDTi we are looking for a freelance minute taker for our Board Meetings. There are 4 meetings a year plus the AGM. Two of the meetings are in person (London) and the rest on line. The timings are...
Liz Cussans
Hello Members,  New to this group! We are looking for a flexible office space for our charity in Eastbourne. Open to ideas !
I am a member of a local Transition Group, we are not formally constituted, we have bank account, and usual governance in place. We run events and wanted to be able to use card reader. However all th...
Michael Marston
Hello everyone, I am Chair of a new Charity in our first year and we need to open a Charity Savings Account.  We are currently with Metrobank but require another Savings Account. Has anyone had exper...
Janet Turner
Many charities are now venturing back into the world of in-person events for the first time since Covid.  Since it can be difficult to find venues that are affordable and have great reviews, I though...
Benita Culshaw
Can anyone help with a recommendation for an investment advisor?  We are not at all happy with the current advisor we have.  We are looking for two companies we can approach (we already have one) to...
Sharon Shortland
Does anyone know of any eco awards for charities please? I know there are ones for churches and schools.  We're trying as a charity to improve our eco credentials and I thought that an award scheme w...
Lorraine Schulze
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
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