Good Afternoon, I work for Crisis UK and am looking to acquire some furniture for a small project we are undertaking at our Birmingham Skylight Centre. Budget constraints mean i am looking at any pos...
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Hi all, Since Microsoft decided to withdraw their more comprehensive free offer to charities, I've tried to access the 300 free licences which I've previously managed to get with no issues for other...
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Hi all, Our auditors have adopted biometric ID checks and want to carry these out on any new trustees we appoint. They will charge the charity in question £10 per check. I've just had a new truste...
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Hello, Is anyone adopting Ai in their current systems? What's your take on Ai usage? We believe Ai is meant to aid your current workforce, boost productivity and reduce costs. This is contrary to th...
Hi, thank you for welcoming me to your community. I wanted to ask if AI can be used in board meetings to take minutes? Thank you, Debbie
Hi We currently use two separate systems for our HR/Payroll and rota. We are looking to have one system that does all. Does anyone have any recommendations? Thanks
Running a charity has never been simple. You are expected to deliver meaningful impact, support growing levels of need, manage staff and volunteers, meet compliance requirements, satisfy funders, and...
Hi, does anyone have an independent investment advisor they would recommend? We currently have investments of over £700,000 in the CCLA. We have not reviewed these funds for a long time and I feel...
Hello all, I am still fairly new to the Charity sector and have recently been very stressed out by scumbags using my charity's banking details (acc no and sort code) to start direct debits. I've had...
Hello, Would we need an accountant to change from a foundation to a registered charity, along with obtaining gift aid? Income less than £25,000 Thank you
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We are a small CIO, with only trustees and no staff, on the final stretch of deciding on our first CRM and fundraising platform. Although a CRM is an important investment, we are in the Catch 22 of n...
I have opened an online Investment account whereby we will be able to invest in Investment Trust shares of our choice. I have read that shares purchased using money from an account in a charity's na...
In the workplace we’re continually having to adapt to evolving technology. From the way we engage with documents and spreadsheets, to the changing landscape of cybersecurity threats, AI and more. As...
Hi Everyone This is my first post! I wanted to reach out to hear how small charities are presently using AI and Agents in their day to day to operations. Are there any particular CRM systems that s...
Hi All In the search for an initial, cost-friendly CRM for our small charity, I came across Alder CRM ( https://aldercrm.com/ ) via a ChatGPT search. Its offer looks good, but the service doesn't com...
For some very random reason my accountant has stopped communicating and I have some urgent bits to finish. Can anyone recommend someone that could help me? I'm a CIC.
Designing for the Five-Generation Workforce... Or... not?! This very current expression refers to the scope of the current working population, especially in the charities sector. We're more aware t...
Hi everyone, I am a member of the committee that runs a table tennis club in North London. We need advice on whether we should be VAT Registered. Legally we are not setup as a charity but are a Commu...
Hello As a trustee/financial officer for my own volunteer run charity, I use my experience to offer affordable flexible bookkeeping and bid writing services to other small charities and enterprises....
Hello everyone. i am new here and I wonder if I might ask for advice. I am administrating a charity that has just received its RCN and looks to help provide some funds for those who care for disable...
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We are a very small charity that has recently been registered with charity commission has been asked to complete a corporation tax return and I am unsure how to do this as the we don't have the softw...
Is it okay to get an education establishment to audit your books as part of their degree course? They do not seem to have a clue
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Is Microsoft still offering free MS365 accounts for non-profits? I have heard conflicting reports. I understood MS was still offering free MS365 Business Basic licenses but an IT contact has said th...
Is it a breach of data protection for a manager to engage a group of undergrads to conduct the charity's annual review/audit and give them all our books, receipts and spreadsheets?
Hi all, We're currently exploring options for CRMs as a charity that offers support services to survivors of sexual abuse and I was wondering what others in the sector are using and how they're getti...
A member of the charity overspent £50 of their own money on a printer. They have the receipt and it's dated March 2025, because there was insufficient cash in the tin for £200 Is it correct to write...
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Hi all, I’m a Finance Manager at a UK charity and relatively new to charity accounting / SORP . We’re currently reviewing how we structure our accounting dimensions (using QuickBooks Online, but advi...
HMRC say they're withdrawing their online platform that lets you submit tax returns. Does anyone have recommendations for inexpensive (or free) software, that will produce a CT600? And even charity s...
Hi All, Advice please on Banking Hubs. Run by Post Offices with knowledge of major banks. Are any Finance departments using this facility to reconcile their income. Does any reference per usual ban...
I'm looking for recommendations for a good staff expense claim software. I've always used Excel for staff expense claims but my boss wants me to seek out an online platform. We currently use Sage50 b...
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