Admin, Ops & Finance Community

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

1,193 posts

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 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
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
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
Good evening!  We wondered if anyone has any property that our charity can use as storage for donations of furniture, bedding and crockery. Also that we could use as an office space for a period of 1...
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 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
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
Hi, We currently have a bank account with COOP (Community DirectPlus) which tends to be rather clunky in use. Coupled with the absolutely abysmal customer service we receive, it's time to look for so...
Andrew Wright
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
We are a small pre-school CIO charity and have our public liability insurance with  Morton Michel   (a provider of early years education insurance). But the trustees want to get Trustee Indemnity Ins...
Caroline Penny
Hi all!  I work for a very small (2 full time 3 part time) non profit focused on youth-lead nature recovery in the UK.  Our team are based in London but don't currently have a space to work in person...
Noah Bennett
We would like to send a container in May filled with mobility aids for Children with special needs who fall under our umbrella. Where is the best place to source pre-loved mobility aids that can be s...
Tracey Bell
We charge £20 per annum for membership of our charity. We hold several talks each year and we are thinking of tiering our pricing. £11 for members and £13 for non-members for each event. Is the £2 di...
Rupert Lhoyd-Owen
Hello Is there anyone here who knows their way around SORP and probono support?  I’m puzzled by some of the guidance and would appreciate any advice. Under 6.13, it says “If a charity is given facili...
Jane Powell
I wrote this in answer to Jane Powell's question on "Reporting on pro bono support" in a charity's annual accounts.    But I couldn't copy/paste it into the reply box there, so I've posted it here in...
Brian Seaton
Trying to decide between these two systems: Iplicit vs. Xledger Any insight or recommendations?  Thanks Kim
Kim Bowden
Hi, can anyone help with the Children in Need Expression of Interest Form please? It says to use the drop-down choices of true and false for the answers, but I cannot see the drop-down option.  I've...
June Morris
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
We are looking for a new Accounting and Financial Reporting Services firm. We are tendering for accounting and financial reporting services in two lots: Lot 1: System Provision, Financial Accounting,...
Lorna Massey
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 there, is anyone else having problems sending their annual return? At the very end of the return, it asks you to upload your accounts file and gives the relevant criteria. Every time I try to uplo...
Vivien Armson
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
When charging staff time to projects, how to you record this an an unrestricted income? Would you call this "service charges" or is there another term that would be more appropriate?
Zarina Douglas-Sori
Hi  I am trying to find a solution to collect contactless payments and also record the name of the giver and their Gift Aid status.  I would love to hear about others experience of this. Thank you in...
aine collins
We have a charitable organisation and we need a grant writer, but we do not have sufficient funds to pay a salary to a professional person. One of the applicants suggested that we give him 10% of the...
Abdel Alahdal
Working in London, I have found that finding affordable external rooms or venues can be an absolute nightmare and I'm sure this is a similar struggle for people in other areas. So, I thought this pos...
Clare Lucas
Some trustees make a great effort and spend working hours in the office and have no income. Is it possible to pay for their time and effort?
Abdel Alahdal
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