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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...
Hello, I am currently in the process of setting up a charity as a CIO and I am wondering how to get a bank account as all the charity accounts seem to need you to already be registered to get an acco...
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...
We are a small non-profit charity. We have an accountant who completes and submits our accounts on an annual basis to the charities commission, but we require an easy to use free accountancy package...
Hello all Can someone advise on a bank account for a CIC please. I am getting nowhere! Thanks
Hi, I run a small mental health gardening charity called The Garden Friend. My application for a funding opportunity has been declined. Although I own the site where my charity is located I don't hav...
Hi everyone, I'm looking at costs to get someone to host and maintain our website and do a few monthly jobs for us. Can you recommend someone? Currently, our website it pretty static other than upda...
This question is from a member of our community that wishes to remain anonymous: We are a small charity who have been finding our way over the course of approx 18 months due to many changes behind t...
Hello all, Our Chair has indicated that they would like us to switch from Teams to Zoom for our hybrid Board and Committee meetings. We currently use Teams and all our systems are integrated with Tea...
We are a Charity Think Tank looking to hire a venue on the 21st of May for our Staff Strategy Away Day, scheduled to take place from 8:30 am to 5:30 pm. We have allocated a budget of up to £7,000.00,...
This question is from a member of our community that wishes to remain anonymous: We are a charity that follows SORP for the annual accounts. This year, for the purposes of quarterly management accou...
Hi All We are an unincorporated charity association looking to register with charity commission. Our last application was rejected, it needed some improvement before resubmitting. By the time we got...
We're looking for a part time finance/ course administrator to start immediately and will need agency staff to help us while we recruit. Any agency recommendations very much appreciated! Thank you.
I'm looking for some accounting advice. The small charity of which I'm treasurer has (last year) "converted" into a CIO, that is we created a new entity and have transferred all the funds and operati...
Hi I'm working with a charity that is considering using MemberPress integrated with Salesforce. Unfortunately, and annoyingly, MemberPress does not offer a free trial so it is difficult to get all o...
A young arts organisation has basic computer software for office and accounting. Given that as it grows it will need to: - Have more sophisticated support, for cybersecurity, - Be seen to be respon...
Hello We are a small award winning charity that provides complex projects for paediatric and adult projects across 6 NHS Trusts. We are expanding and need both bookkeeping support and strategic finan...
Hi all, What's considered best practice with account signatories? We're moving banks and I'd assumed we'll put all 5 trustees as signatories as that helps if some people are unavailable. But then I...
Hi all Just wondering if there is shops will let charity rent for free? We are in Leicestershire. Thank you
We are looking for preloaded debit cards for our volunteers to use. Anyone out there with knowledge and experience, and any recommendations? Thank you
Hi all, I'm looking to find an affordable space to hold our May Board meeting. I've used Tag Venue to gather quotes but sadly nothing suitable within budget has come through. Does anyone have any su...
Hello lovely people, does anybody have any recommendations for reasonably-priced events venues in and around Westminster? It's for a report launch so we'd need space for about 100 people. Thanks so m...
Hi, I know that when a group is reaching £5k + a year in income they need to register with the Charity Commission. However, is this Gross or net? Does this income include everything that comes in to...
Does anyone have ideas on how to efficiently organise a booking system for trips and activities for a small charity organisation? I work with an organisation that does this for young people with disa...
How can do you develop a budget and forecast future financial performance?
Lloyds has just sent us 13 pages of US government form to fill, to establish that we're not tax resident in the US. Refers officiously to the U.S. Foreign Account Tax Compliance Act, as if it has jur...
This question is from a member of our community that wishes to remain anonymous: I'm registering with charity commission, when do I start keeping accounts for them, I'm finding the whole thing diffi...
Software, memberships, online ads? Or anything Xx
Hi. I've recently moved to an org that uses Google Workspace. There are pros and cons of it, just as there are with Microsoft (which I'm used to), but one of them seems to be that few orgs support wi...
Can you please recommend any payroll software packages ideal for a charity with 15 employees?
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