Admin, Ops, IT & Finance Community

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

1,470 posts

Hi Everyone, We're looking to register our existing charity (currently registered in England and Wales) in Ireland too. Does anyone have advice on how this is done? I have found information about reg...
Anastasia Georgousis
IT
New
Good morning, community! We are planning to go out to tender for an outsourced IT managed service provider in the coming months, however we don't have the expertise in-house to know what we should be...
IT Trending
Hi,  We are trying to streamline our processes and it looks like we will still need 3-4 systems to capture everything and then we will are trying to work out how we can look after those who belong in...
Luci Brady
This question is from a member of our community that wishes to remain anonymous: Apologies for the long post but we have reached our wits end in trying to resolve this.  Essentially we have Civil Li...
Ocean King
Ops Trending
Hi Everyone, I'm doing some research and need some advice how to put Insurance in place for a group of Southeast Asian seniors. Who want to go out on day trips in the UK. Where a coach/minibus will b...
Hitesh Daudia
Is an unincorporated charity association obliged to report annual income and expenditure report to charity commission if its over £5k (the threshold required to register as a cio) we are in process o...
Peace Garden
This question is from a member of our community that wishes to remain anonymous: We are a small charity with 20 staff. We are considering ditching our office and becoming fully remote working but wi...
Ocean King
Does anyone have a database that allows you to query the charity register, paid for or free? It's available to download, so in theory I could build my own - but I don't have the skills. I'm looking f...
Edward Bainton
Does anyone have examples or links to information on a carbon reduction plan for a multi site community services provider?
Robert Hamilton
Can anyone please recommend a bank or banks for non-profits?
joanne bartlett
Hi everyone,  I need to find a very simple payment software that allows us to accept card payments from our clients.  Wish list would be: - setup recurring payment requests - send payment reminders -...
Debbie Holden
Good afternoon all, I would like to ask a query concerning bank account verification systems. I'm currently working with a grant giving organisation and we want to employ a system that checks if bank...
Joselyn Secker
Hello, I am looking to find information about what CRM other charities use in order to see what options are available out there. All the best, Veronica
veronica ghobert
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...
Beckie Lang
For donors who have Gift Aided their gifts their data is downloaded from CRM in Excel format. The HMRC Gift Aid portal then rejects the date (albeit it in their DD/MM/YY configuration) and amount, ag...
S R
We are really struggling with VAT submissions - so difficult to follow. Even our paid Accountant can't help. In summary, it looks like we will now get a £200 fine this time for being late and also an...
Lynne Haywood
I would appreciate if I can get ideas for soft skills required to build the capacity of a CA finance person in the Charity or the NGO space. Thanks
I have an unregistered charity about to apply for registration. I have been advised in the meantime to get a protected fund under an existing registered charity. Please can anyone help me with these...
We're a small charity with a current account and we want to open a deposit account to gain a little interest. The bank want us to have a trilateral document completed by a solicitor or an accountant....
Joy Gascoigne
Hi all! I'm trying to get the hang of managing PAYE and tax deductions for my small business, but I’m not sure where to start. I’ve heard a lot about making sure you’re compliant with HMRC, but it’s...
drake samanta
This question is from a member of our community that wishes to remain anonymous: Our board has been asked by our founding staff member for an advance on their salary. We suspect this should be in th...
Ocean King
Recently I saw a template letter produced by one of the accountants' umbrella bodies, helping any charity tell its bank why it shouldn't be treated like a business when it comes to anti-money-launder...
Hi, Does anyone have an introductory pack for new Trustees with templates of declaration of willingness, etc. Many thanks
Julie Thomas
Hi - we are a small children's charity with seven Trustees, meeting every 8 weeks. Accurately taking notes from the Trustees meetings has always been difficult - no one wants, understandably, to have...
Fran Gardner
I'm looking for some recommendations - I co-ordinate a network of organisations and I'm looking for an online platform that lets people chat with each other, make offers and requests, has an informat...
Michael Marston
Hi,  We are a small (moving into a medium sized) charity. We are starting to charge out some of our services in relation to Research and Policy topics and have no set rates to do this.  Does anybody...
Luci Brady
Hi, anyone can recommend an insurance broker please?
Despina Bardosi
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
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...
Roger Leitch
Hi everyone!  We are having a bit of a nightmare with our one and only card reader here at the office. It's really old, it doesn't do contactless and as we don't have our own wifi (we have to use the...
Emily Hughes
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