Do you struggle to make your data tell the right story? Perhaps you’re unsure how to make data visually appealing? Do you need help to analyse survey data and highlight key trends? Pro Bono Economics...
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...
If you prepare consolidated group accounts, do you need to show the consolidated group income or charity-only income figure in the CC Annual Return as it is not clear from the Notes.
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...
Good afternoon, My name is Lewis Ashdown and I am one of the directors for Great Yarmouth Arts Festival CIC. Something we are interested in looking into is the possibility of seeing if there is any g...
With the closures of so many banks, how are nationwide charities managing with banking cash? We have volunteers across the country who tirelessly still raise cash at local events, but with so many ba...
We run our payroll as we have people with learning disabilities who earn occasionally so despite having a regular staff team of 7 we have 46 people on our payroll, many of whom are on a weekly pay ru...
Morning all, I am struggling to find a bank account to suit. Any recommendations? Most seem to be business accounts and ask for Sole Traders or LTD, when obviously that is not the case. Who do you us...
Hi, we have a new CEO starting shortly and they will need access to all our bank accounts. How do we give them access to the accounts, and is there any information I should give them regarding ID an...
This question is from a member of our community that wishes to remain anonymous: I am about to take over a charity (as staff) and their existing bank accounts will need to be "transferred into my na...
Hi all, just wanted to ask if anyone has had issues with finding a bank that deals with opening up a CIC bank account. Many banks have stopped doing these accounts, not sure why?
Hi, I am looking at a new accounting system for a charity. We need something that can differentiate between restricted and unrestricted income and can separate out departments and different funds. W...
My problem is that am starting a charity which will train the poor youth through vocational training, we have managed to put up some building structures and we expect to officially start next year...
Hi, I am the Executive Officer for a Cancer Charity . We have 6 shops which deal predominantly in cash transactions, therefore we bank a reasonable amount weekly through the Post Office hub into our...
Apparently today is “#Tick the box” Gift Aid awareness day. And it is certainly great to be encouraging people to “tick the box” which allows people to enhance their generosity to the charity sector...
Hello Can anyone tell me whether a CIO {which is a newly registered charity) needs a new bank account, or can it use a bank account and sort code already in use by a society (not even registered as a...
Hello, I'm new to this group, but I was just hoping that someone might have a definitive answer to a situation we are trying to resolve as trustees. As I have recently been appointed as the treasurer...
We presently use Barclaycard as our Credit Card of choice for both Staff and Volunteers as there is no monthly fee. Their customer service is poor however and our account can't link with Quickbooks,...
We are considering converting from an unincorporated association to a CIO. We anticipate the process would be as follows: - form a new CIO - register it with the charity commission - open a bank acco...
When calculating the number or months cover for reserves policy, I'm assuming that operating expense should be cash expenses and therefore exclude any depreciation charge? Thanks
Hi everyone, Newbie here👋 I am treasurer for a charity run pre school. We have a Virgin charity account which means zero account fees however we do not have a debit card with the account. Our staf...
Can I use an accountant or do I need a specially qualified account to do my account for charity? Thanks, please advise..
Hello, When you transition from unincorporated charitable organisation to charitable incorporated organisations (CIOs), will you need to: change your PAYE number? change your Gift Aid number? Or c...
Hi, As a charity we book a lot of train tickets every year (in the region of £20k). I want to put in place a corporate train booking website as currently people are putting these on expense cards or...
Morning all, Has anyone have experience of managing remote petty cash in an efficient way? I've read a little on Soldo and Pleo, does anyone have experience of these? Thanks in advance
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...
This question is from a member of our community that wishes to remain anonymous: Is there a way to find out what a charity's Gift Aid number is? Assuming we can ring HMRC and find out but just wonde...
Hello We're looking at changing our Direct Debit donation collection processing provider. Would anyone be able to recommend services they're using / share experience with any specific providers? Many...
We are looking at changing from a Charity Trust to a CIO purely to safeguard the trustees from liabilities. This seems to be different for different kinds of charity trust in terms of transferring a...
Hi, I'm CEO of a CIC, due to become a Charity this year. We've been run voluntarily for the last 5 years, but now have 2 5 year projects we are a part of with a substantial budgeting level and I am...
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