Admin, Ops, IT & Finance Community

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

1,511 posts

IT Trending
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...
Samantha Latouche
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...
Jadesola Ayoola
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...
Henry Roehl
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...
Elaine Hockey
Hello all Can someone advise on a bank account for a CIC please.  I am getting nowhere! Thanks
Greg St. John
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...
Timothy Turner
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...
Debbie Holden
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...
Ocean King
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...
Anthony Lumley
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,...
alice vigus
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...
Ocean King
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...
Peace Garden
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.
Rebecca Eaves
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...
Phil Rowcliffe
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...
Lawrance Titterton
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...
Genevieve Hibbs
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...
Suzanne Ruggles-Redhead
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...
Edward Bainton
Hi all Just wondering if there is shops will let charity rent for free? We are in Leicestershire. Thank you
Wai Ip
We are looking for preloaded debit cards for our volunteers to use. Anyone out there with knowledge and experience, and any recommendations? Thank you
Jenny Davison
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...
Jacqueline Fitzsimmons
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...
Frances Whittaker
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...
Sally Jones
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...
Ajibola Fabunmi
How can do you develop a budget and forecast future financial performance?
Silas Kemboi
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...
Edward Bainton
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...
Ocean King
Software, memberships, online ads? Or anything Xx
Thomas Philip
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
Can you please recommend any payroll software packages ideal for a charity with 15 employees?
mwiza mkandawire
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