Admin, Ops, IT & Finance Community

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

1,445 posts

Hi all! I came across this problem: to register on some sites and applications you need to enter a phone number, but you don’t want to indicate your personal one. I understand that there are now many...
Ilona Lizer
Is anyone else on here having issues with MS365 access today?  We can't get in to our MS accounts and emails to us are  being bounced back as e-mail address not found! We are being told it may be lin...
Katie Noon
Hello all, we are looking into  changing our email provider.  Which companies have you found to be the best? We would need to keep our current email addresses and we would like it to be easy to set u...
Matthew Morpurgo
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I am a trustee of a small charity (5 p/t staff plus several volunteers involved in aspects of operations), annual income approx. £150k.  We have gone round in circles looking for a CRM - let down by...
Jane Lee
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Hi everyone,  I work for a funder and I am looking for recommendations for due diligence training for two new Grants Officer who have recently joined our team. Ideally something which would go into i...
Hi all. We are a charity that supports indigenous forest communities in South America. Can anyone give guidance on how we track our spending when we buy local services or resources from parties who d...
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This question is from a member of our community that wishes to remain anonymous: Has anyone had any experience of sharing back-office functions with other organisations in the sector? If so, how has...
New
There's been a lot of concern in the press recently about the negative ( ie: costly) impact of the changes announced in the recent budget to employers' liabilities for National Insurance Contribution...
Finance Trending
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This question is from a member of our community that wishes to remain anonymous: Our manager of the charity run early years setting is retiring after many years service. Is it allowed to pay for a s...
Ocean King
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Does anyone know how PayPal defines "non-profit" who can access their reduced rates? I can find lots of marketing on PayPal for non-profits, but not this important detail!  Thanks.
I am looking for recommendations for accountants that specialise in charities. We are based in London, but would consider accountants UK wide. Thanks for your suggestions.
Rebecca Hobbs
I found Flagstone very easy to use until they migrated us to their new, supposedly upgraded, website/platform.  I was disturbed to find there was no longer a bank statement covering the whole portfol...
Joan Smith
Hi, Does anyone have an introductory pack for new Trustees with templates of declaration of willingness, etc. Many thanks
Julie Thomas
Hi we are in the process of employing three workers to be directly employed by our very small charity. Please can you recommend outsourced payroll providers or software packages that don't charge a f...
Sue Cocker
A previous thread described people having problems with this platform and lack of support. My issue was not being able to submit GiftAid claims. This week I can see that the platform has recently bee...
We have used NowDonate part of Donation Manager for a number of ears without problems. Recently the Gift Aid claim process seems to not work. I have tried numerous times to contact them by email but...
Simon Lees
This question is from a member of our community that wishes to remain anonymous: Our pay rise has just been agreed (Nov) backdated to 1.4.24. An ex member of staff has been touch to ask if they will...
Ocean King
Hi - I was wondering if anyone had recommendations for Cash Plans, or similar product, with cost being the main consideration. Looking to expand benefits for attraction and retention if I can. We hav...
Mike Ruff
We are getting elderly people online and giving them a SIM loaded phone. We have no phones left, any ideas where we might source them? They do not have to be new. Tony
Tony Ford
We've recently run an event where attendees have purchased tickets through Eventbrite. Eventbrite have not released the funds to our charity yet, and although it's not clear why, I am wondering if it...
Vikki Robinson
This question is from a member of our community that wishes to remain anonymous: If you have started to develop a CRM to support small charities, but are being let down repeatedly by the dev team in...
Ocean King
Hi all We're a small charity needing to upgrade our IT support  - can anyone recommend anyone? We're in Watford. Thanks
Ian Golding
We've all seen it at this point, and we know it isn't the best news for charities. Here's my key takeaways from it:  ➡️ Employer National Insurance set to raise to 15% next year. ➡️ No plans of debt...
Ocean King
Hi I am new to the charity sector and was hoping anyone could share a sample or a resource that can guide on necessary charity compliance in financial statements and tax filing. Any  tips and resourc...
Alvina Matanat
Can anyone recommend a free online booking system that could replace our manual taxi-ing system? We have volunteer drivers taxi local people to hospital,doctors,shops, etc.  I envisage it being a 2 s...
Tom Smith
I've been a trustee of my local PTA for a couple of years. As I have learnt more about the duties of being a trustee, the more I've become aware of the dysfunctionality of my charity's leadership. I...
Peter Dun
Has anyone used Pleo cards for their employee expenses? How's the experience been?
Ruqayyah Hussain
We're a small charity with a team of fabulous staff who all work remotely from home.   Our website has been developed in WordPress, and members of the team can make edits/modifications but we feel we...
Nicola Enoch
Hi everyone! We're a small charity working in Uganda.  We currently use Google Drive for our file storage, but it's not working for us very well with our photo organisation.  Does anyone have a good...
Joanna Black
We are looking for a CRM for our charity .We have around 200 contacts ,30 donors and 200 client list .We are looking for something that is easy to use .We want to track membership payments ,Donors an...
Anand Ennis Cole
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