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Admin, Ops, IT & Finance Community

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

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At CharityJob we're selling a selection of high-quality office furniture at incredible prices, perfect for home offices, startups, or anyone looking to upgrade their workspace. Items include: Large...
Ocean King
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Hi all We have had a Sharepoint, Teams and OneDrive structure in place for 6-7 years and it feels a bit out of date so we are looking to update it. Probably thinking of setting a new structure, still...
Adrian Lance
Hello everyone hoping someone can help. I started a charity at the beginning of this year - it's a charitable incorporated organisation and I run it from home and therefore don't have an actual premi...
Francesca Galea
Has any one experience of an automate tool to manage minute recording, transcribing and document distribution? Primarily for use at Board of Trustee meeting - 8 attendees.
Mike Flaherty
Hello, I'm trying to work out if we're paying the 'going rate' for our bookkeeper and I wondered if people would be happy to share how much they're paying for theirs? We're based in the south-east (n...
Debbie Holden
This question is from a member of our community that wishes to remain anonymous: I’m exploring bringing on a co-founder (handling ops, admin, IT) for my social enterprise, which focusses on developi...
The Policy team at RSPB is on the lookout for a conference room or event space that can comfortably hold around 90 people for a gathering on March 3rd and 4th. If you know of anywhere (ideally not to...
Natalie Hall
Hi, We are looking into our EPOS system along with a whole digital transformation project, and just wanted to get an insight into the migration time for EPOS systems. Any insights would be extremely...
Scott Brown
Hi all, A small charity I volunteer with is looking for a low-cost (or free) CRM solution to help us manage relationships with the people we support, as well as track our interactions and support act...
Simon Brown
Hi all,  We are looking at implementing a CRM system in 2026. I've been doing some heavy research into this, but wondering if anyone has direct experience with Dynamic 365? We're just about to migrat...
Sammy Thompson
This question is from a member of our community that wishes to remain anonymous: We are looking at reviewing our pension scheme (looking at better providers, offering salary sacrifice, etc) and woul...
I am very confused about charities paying tax on dividend received before 6th April 2016. What about dividend received after 6th April 2016, for example dividend received in 2022 and 2023. Do they pa...
Ahmad Waseem
Hi We are a very small charity in Hackney (less than £25k income) so we are not obliged to have audited accounts and so far have managed to do our own. However, we are now getting to the stage of gra...
Tere Gil
Hi there We have a small charity which offers telephone advice three times a week.  Our current phone system (VOIP) is not great.  We don't have administrative control over a lot of the functions - c...
Christina Ball
We are an independent animal rescue looking for recommendations for a new database.  Our existing database is very old and is no longer supported. We need something that will keep records of all the...
Denise Hodge
This question is from a member of our community that wishes to remain anonymous: How does a charity reflect the ins and outs of VAT in their accounts, when using third party fundraisers? For example...
Ocean King
This question is from a member of our community that wishes to remain anonymous: An organisation wants to recruit a voluntary income fundraiser, they are in deficit and have generous reserves and un...
Ocean King
Hello everyone, Can anyone recommend a good company to purchase refurbished Windows laptops? I also need a printer. Thanks, Debbie
Debbie Holden
Hi, The trustees of one of the charities I support are reviewing their investment management arrangements.  Is there an impartial source of data that compares the performance of established investmen...
Kate Scranage
I select Historical Transactions, then set dates 1/8/25 to 31/8/25, click on search, select CSV and then 'download', then message appears 'no transactions scheduled at this time' using a Mac and Fire...
josh dale-harris
I'm seeking some guidance. Our old charity transitioned to a CIO which was set up in April 2024 and which took over all operations and assets of the old charity. This was finalised in October 2024. O...
Phil Rowcliffe
I'm ready to submit my first year's accounts and have been trying to find an accountant to help. I didn't think it would be a difficult process, but it is! Many won't support a CIC and some are very...
Claire Spiller
This question is from a member of our community that wishes to remain anonymous: A charity supplier has very kindly waived their fee, and they want to offer the amount back to the charity instead. T...
Ocean King
We're a charity that supports Eritrean refugees and asylum seekers. We are local to the W12 area and we run community workshops, trainings, and networking events to help integrate with the wider comm...
Asim Mohammed
Hi everyone 👋 I’m reaching out on behalf of our charity to find two training providers for the following urgent needs: Safeguarding (Adults) Lead Training 📍 Location :  Milton Keynes We’re lookin...
Chidinma Chukwuka
Hello - Does anyone have advice on webinar providers other than Zoom for over 1,000 people. The cost jumps from £72pcm to £792 if you go over 1,000 people! Thanks, Zoe
Zoe Macalpine
Hello, We are attending a summer fete this year and a colleague's husband wants to make a giant Jenga set for us to take to entice kids and parents over to our stall and hopefully generate more donat...
Natasha Mills
We currently use Salesforce to manage our traded services such as training and qualifications.  One of our charities provides therapy to clients, currently using Lamplight. We are looking at whether...
Charlotte Murphy
Mosque charities are nearly always unincorporated, and prepare cash basis accounts. Does anyone know how their buildings should be shown in the accounts? Can they be shown at purchase value forever?...
Edward Bainton
This question is from a member of our community that wishes to remain anonymous: We are a charity that has undergone a name change in this current financial year. I'm finalising our annual report an...
Ocean King
Our CASC (Community Amateur Sports Club) was having difficulty finding volunteers to act as stewards for evening sessions so we started offering free membership (now worth £180 per year) for people t...
Peter Bayman
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