Admin, Ops, IT & Finance Community

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

1,323 posts

Hi  We are a national charity UCIO. We have many branches and we manage our own branch money. Some branches have assets as well as a large pot of money in the bank.  As a Cambridge branch we have ver...
Hi, does anyone have a membership policy and procedures template they can share with me?
We are a recently, Feb 24, registered cat charity and we wish to claim gift aid. We have registered with HMRC and sent out gift aid declarations. I believe that we are able to claim gift aid for the...
Tracey Kimberley
We are seeking new premises from November 2024. Respond is a national charity supporting autistic people, people with learning disabilities and their families. We provide psychotherapy and advocacy s...
Charlotte Murphy
Hi everyone,  Was wondering if anyone had any recommendations for UK charity bank account providers that may be more 'risk-averse' in the sense that my CIO aims to serve an overseas community. Having...
James Gordon
Hi all We are starting to look at how we store the institutional knowledge in the organisation. This is so that anyone can access information on any previous policy, research papers or understand the...
Adrian Lance
Hi, I'm CEO of a CIC, due to become a Charity this year.  We've been run voluntarily for the last 5 years, but now have 2 5 year projects we are a part of with a substantial budgeting level and I am...
Hi all, I'm looking for a venue space for c.100 people for an all-day cabaret style event in (central-ish) London. We are a charity, so venues with discounted and reasonable rates are preferable. Whe...
Tasia Boyton
Anyone know of any free premises to rent for our small charity organisation from 1st June 2024 around Coventry/Bedworth or West Midlands or Warwarkshire area?
Harjinder sandhu
I want to open an investment account where we can choose the shares to buy for our charity as a long term investment. Can anybody suggest the one where we have an option of regular investment and the...
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...
Lawrence Patrick
Hello Everyone, Just a really quick question (I hope!). As mentioned in an earlier post ( https://www.charityconnect.co.uk/post/final-steps-in-changing-from-trust-to-cio/14611/32173 ), we have succee...
Victoria Talbot
I need somewhere to store the donation items i.e clothes , books and resources i.e stationary equipment for my children's charity based in Sandwell local authority borough. It is a NON-PROFIT charit...
I'm a parent volunteer and the treasurer of the school PTA. We are organising a large event to celebrate a significant school milestone and local businesses are donating and in return getting an ad i...
Sarah Sanders
We're a very small new charity (1 year), and we need to look at getting a CRM system.  We're using the free Microsoft 365 Teams to manage our day-to-day stuff, and they have a free non-profit CRM whi...
Paul Swindell
I would very grateful if someone could point me in the right direction. I work on a older persons female mental health ward which also has dementia patients in South Wales. Patients are admitted with...
Gracie LONGMORE
Hi all, I went to a fantastic event today, organised by KindLink  - an online platform for businesses and charities to connect to manage their CSR, fundraising, volunteering, donar CRM, and measure a...
Rupal Shah
Hello! I work for a small grant-maker and currently manage everything using Outlook and Excel.  I would like to put a database in place to improve and develop our grant management. I have used Salesf...
Nina Davies
Hi, we have a website and forum run by Wordpress. It was set up by a former volunteer who no longer volunteers. I fundraise for the charity and for my sins, took over updating the website, but I know...
Joanne Molloy
Hi I'm looking to sort our charity's energy contracts for the next 3 years. We were very fortunate to get a very good deal through Utility Bidder 3 years ago, so I'm waiting for them to come back to...
Lorraine Schulze
Hi all,  I'm comparing Beacon vs Donorfy at the moment and wondered if anyone would be willing to share their comparison charts/ findings with me? Thanks Jess
Jessica Gay
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
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
I am looking for a solicitor(s) who would like to gift their pro-bono time to HERA UK in reviewing their policies as part of our annual review which we do each year (in the April and May) in preparat...
Shelley Spence
Hi All It's wonderful to be here. I'm the Director of a community benefit society in Bexley, SE London, and we have lost our lovely space that we've been running a community fridge and gardening proj...
Kim Teasdale
Hi All Just wondering what non-conformance software people ae using? Looking for a system that does not have phenomenal month subscription costs? Many Thanks
Gary Blenkinsop
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
This question is from a member of our community that wishes to remain anonymous: Hello, I'm looking for recommendations for online event ticketing solutions. Something similar to Eventbrite, but mor...
Ocean King
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
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
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