Admin, Ops, IT & Finance Community / IT

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

252 posts

As a Website and Content Editor for a small charity working on a global issue, I've been tasked with looking into a Website Risk Assessment. Problem is, we're not really very sure exactly what that s...
Dean Willis
We are looking for a developer to help us create a custom-CRM system that will enable us to track interactions with our key stakeholders and log their interest in our work. We are expecting that we u...
Tom Gill
Hi, I'm looking for a company that would help us implement Google workspace migrating email from a 3rd party solution and our existing Google Drive setup. It's a small project with only 8 users. Does...
Jamie McDougall
For donors who have Gift Aided their gifts their data is downloaded from CRM in Excel format. The HMRC Gift Aid portal then rejects the date (albeit it in their DD/MM/YY configuration) and amount, ag...
S R
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 all,  I'm developing an appeal for a small charity, we need a professional appeal page that has some good integration features and has a well optimised UX. I have been looking at Raisely but wonde...
Amy Stirling
Has anyone any experience of developing a shared space online for a number of our sector groups as part of the development of their forum, which also must included a discussion board.  I have looked...
Sue Stone
I am currently searching for a free or low-cost solution for tablets and laptops that we loan out to students every year as part of our education programme. Please could you recommend anything?
Shelley Spence
Hello friendly people, One of the services our organisation offers is running youth events and camps in UK. Currently, we are looking for an all-in-one online solution that can cover most aspects, su...
Gary Naseby
Interested to hear the experience of any charities that have implemented a 'speak to us now' type bot on their website or who have implemented a full on automated chatbot. We are thinking of a contac...
David Knights
Has any charity that provides advice and information services to families/service-users implemented an AI-powered tool for their website, such as ChatGPT? Would you be able to share your experiences/...
Sanjana k
Do any of the companies selling anti-viral software make a discount for registered charities?
Moojan Momen
Hi - I'm leading our website redevelopment project, but before we kick off I would like to have internal stakeholders increase their knowledge of: - UX - UI - Accessible design - Environmental design...
Sarah Woods
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
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
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
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 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
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
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 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
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
Hi All.  I'm trying to get a handle on what MS charges for their Dynamics CRM suite. They make publish standard  pricing for commercial organisations, but its hard to find what their special pricing...
Jan Newman
Hi We're looking for an IT consultant for probably 1 day a week. Does anyone know anyone they could recommend or any insight on the best way to search for a reputable consultant? Ideally we're lookin...
Adrian Lance
We are a smallish charity looking for a new CRM to look after memberships and track donors. We have approx 5,000 members.  Any recommendations that are suitable for the size of our charity?  Thanks....
Victoria Smith
Can anyone help us please? We have used the 'Donation Manager' free charity database for some years. There must be many other charity users out there as they claim to have 14,000 charities on the pla...
Robert McClements
Hi, I would be interested to connect to Dynamics 365 users please? As a Data analyst I would be keen to chat with others having the same opportunities within the new CRM. Thank you.
Benedetta Pollastrini
Hi everyone, I'm hoping someone might be able to recommend a very good case management system that's specifically designed for managing support cases where the clients are victims or survivors of hon...
Matt Mahmood-Ogston
Hi, could anyone recommend virtual IT support for a small charity in UK & Wales. Thank you
Maria Theodosiou
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