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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...
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...
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),...
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...
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...
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...
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
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....
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...
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...
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...
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...
Hello everyone, we are looking into providing an expense card for a volunteer. Has anyone used Pleo? Would you recommend it? Thank you.
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?
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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....
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