Admin, Ops, IT & Finance Community / Admin

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

199 posts

We're a small charity with a current account and we want to open a deposit account to gain a little interest. The bank want us to have a trilateral document completed by a solicitor or an accountant....
Hi, Does anyone have an introductory pack for new Trustees with templates of declaration of willingness, etc. Many thanks
Julie Thomas
Hi - we are a small children's charity with seven Trustees, meeting every 8 weeks. Accurately taking notes from the Trustees meetings has always been difficult - no one wants, understandably, to have...
Fran Gardner
Can anyone recommend a free online booking system that could replace our manual taxi-ing system? We have volunteer drivers taxi local people to hospital,doctors,shops, etc.  I envisage it being a 2 s...
Hello, Would anyone from a charity which has NHS contracts like to connect?  We have contracts for peer support so it would be really interesting to talk to other organisations who have contracts for...
Kim Mullard
We are a small counselling charity. Sadly we have recently lost some items from the centre, so we are having to look at installing a video camera to record people coming and going. Does anyone know w...
Charlotte Bilton
Hi everyone I have a 15 year old volunteering to do some administrative tasks for us. We are all DBS checked, but we will need consent from parents/guardian? Thank you for your help.
Adama Fofana
This question is from a member of our community that wishes to remain anonymous: I wonder if someone could guide me on how to title the notes of a meeting, which was not quorate. I assume they would...
Ocean King
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. Thank you everyone for assist...
Tracy Henning
This question is from a member of our community that wishes to remain anonymous: We are a newly registered animal charity and I am currently overhauling our record keeping. I have written a new adop...
Ocean King
Hi, does anyone have a membership policy and procedures template they can share with me?
joanne bartlett
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
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
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
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
I need a contract template for an office administrator, please.
Tracey Bell
Hi  I was wondering if anybody could offer any advice on how to acquire free office space under the charity status? Thanks
Rsi Raya Gauranga Das
What are the best project management apps around?  Do they offer a Non Profit rate?
Ben Keaton
Hi, We have just received a grant for 12/12 to fund a room to host our charity. The owners are also a registered charity. They have been very accommodating to us. Is it advisable to draw up a lease b...
anita maria huws
We just unexpectedly received an email to pay for an image on our website, we had no idea it was Copy Right. Any advise on this and how we can ensure the other images are not copy right. We are a ver...
Ebrahim Petkar
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...
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
Hi everyone  I will like to check with you if anyone know of any company that can help one to write charity business plan? in order to use for bank request.  Thanks so much for your understanding. I...
Molomo Agboko Oso
Hi all,  We run Teams meetings for some of our groups and we've had a request to enable transcription services as the live caption currently available does not allow a formatting of background colour...
Bernadette L
Hi Can anyone recommend an on-line booking system.  I work for an NHS charity complementary therapy team.  We would like patients & staff to be able to make their own appointments on-line, rather tha...
Helen Turner
Good afternoon all, I'm planning on doing a project management course to support my entry into the third sector from a teaching background. I'm looking at getting involved in the sustainability secto...
A CharityConnect User
Can anyone recommend a company that could undertake the outsourcing of our charities management and administration. It must be an efficient and reliable organisation. We need them to take ownership o...
David Blanchflower
hello everyone We are a small charity which advocates for public service broadcasting generally and for quality coverage of issues around belief and ethics more specifically - and we're currently loo...
Anna McNamee
Hi all, This is such a great resource!  I am looking for a social/community venue to hold a half day workshop. Ideally wouldn't want too corporate a venue - something communal based or different woul...
I completed an online survey today that I received from Venturesome on behalf of CAF.  It was a survey about a new fund they wish to create. Question 15, the last question, is "What is the answer?"....
ROGER CLARK
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