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.
Hi, I'm Treasurer of a small charity, run entirely by volunteers, annual income less than £25,000. We are a company limited by guarantee and from April 2027 will have to submit our accounts to Compan...
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...
Is anyone else having issues with the new CAF bank statements - the new ones now do not show the address that statements are sent to - or the full name of the account ( if you charity happens to ha...
We are looking to set up a CRM for a start-up charity. I would be grateful for any personal recommendations based on affordability and ease of use. I know there are some free versions but not sure ho...
I have heard that HMRC is OK with this as a concept and that 1/6th of a £1,000 /month rented house would be an acceptable. Has anyone any experience of this or for how to reimburse generally for home...
Hi, I hope some of you might be able to help me. A major part of our charitable work is awarding grants (of Bibles etc.) to individuals and organisations all over the world. At the moment, we manage...
Hi all We have had a Sharepoint, Teams and OneDrive structure in place for 6-7 years and it feels a bit out of date so we are looking to update it.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...
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...
This question is from a member of our community that wishes to remain anonymous: The charity I work for has been one of the many impacted by the recent change in CAF Bank’s system. It’s been extreme...
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...
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...
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...
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...
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...
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...
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...
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...
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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...
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...
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...
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...
Is it a concern when a charity has healthy reserves but reports ongoing deficits? (Anonymous post 🤫)
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...
Hello everyone, Can anyone recommend a good company to purchase refurbished Windows laptops? I also need a printer. Thanks, Debbie
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...
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...
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...
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...
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...
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