Admin, Ops, IT & Finance Community / IT

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

274 posts

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
IT Trending
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
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
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
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
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
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
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
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'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
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
Hi, Does any one know if  Membership charities are entitled to Microsoft Licenes discounts? Is there any  benefit that membership charities get from Microsoft and Azure. Regards, JS
Jalpa Shah
Hello all, I work for a small charity that investigate companies which exposes us to legal attacks. I intend to get legal advice but as a starting point I'm looking for any advice on what I need to t...
Ibis Lilley
I'm trying to help a charity that needs to basically compare 2 sets of maps. This is an ideal task for an AI bot. They need it done quickly (ok, over 5yrs, there's a lot of maps) and accurately.  I'v...
Jean jackson
I'm supporting Natural Neighbours, which is a very new charity. We are looking at what the organisation needs to do regarding the IT area overall for the coming 12 months or so. What are the prioriti...
Heather Milne
Our Google Workspace email domain went over to SquareSpace recently. Because of this we found we had increased monthly subscription charges. We tried to adjust our account to email only, but now have...
Joy Gascoigne
Hi all,  I'm comparing Beacon vs Donorfy at the moment and wondered if anyone would be willing to share their comparison charts/ findings with me? Thanks Jess
Jessica Gay
I have just joined another charity, and it is clear they need a software programme to manage data for building philanthropic support. They do not have a database.   Do you have any recommendations fo...
Caroline Jackman
Hi, Does anyone have experience with the Microsoft Azure Grant? "Microsoft Tech for Social Impact is dedicated to providing affordable and accessible technology to help nonprofits of all sizes achiev...
Simon Brown
Hello! I work for a small grant-maker and currently manage everything using Outlook and Excel.  I would like to put a database in place to improve and develop our grant management. I have used Salesf...
Nina Davies
I am currently comparing 2 CRM systems, Beacon and Donorfy and wondered if anyone would be willing to share  comparison charts / findings with me.  I would very much appreciate any insights that can...
Jo Booth
Hi, I am new to using Access Dimensions and I am struggling to get to grips with it. I am working alone in the department and whenever I raise a case, I don't get the answers I need. Instead, it turn...
I'm a volunteer with the Community Minibus Association (West Sussex). This charity is run completely by volunteers and provides minibus services to local people, assisting them with their shopping an...
A CharityConnect User
The dust has settled a little, so I thought it would be great to open up the conversation. Was your charity impacted by the global outage last week? If so, how did you cope? It definitely puts everyt...
Ocean King
Hi, could anyone recommend virtual IT support for a small charity in UK & Wales. Thank you
Maria Theodosiou
Do any of the companies selling anti-viral software make a discount for registered charities?
Moojan Momen
As a Website and Content Editor for a small charity working on a global issue, I've been tasked with looking into a Website Risk Assessment. Problem is, we're not really very sure exactly what that s...
Dean Willis
We are looking for a developer to help us create a custom-CRM system that will enable us to track interactions with our key stakeholders and log their interest in our work. We are expecting that we u...
Tom Gill
Hi, I'm looking for a company that would help us implement Google workspace migrating email from a 3rd party solution and our existing Google Drive setup. It's a small project with only 8 users. Does...
Jamie McDougall
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