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Category: Charity Admin

Professional guidance, tips and tricks specific to charity administration to make things run more smoothly and easily.

  • Quaker A-Z: B is for Benefit

    Quaker A-Z: B is for Benefit

    Edited Photo by Kelly Sikkema on Unsplash What do we mean by Benefits? Legally all charity trustees must work for the overall benefit of their charity. Your governing document will list the charity’s purposes, and any annual reports etc. should refer to them. However, all charity trustees must ‘have regard’ for the various charity acts

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  • Quaker A-Z: 2024 Introduction

    Quaker A-Z: 2024 Introduction

    Legally, a trustee is someone who has formal responsibility for the charity – and therefore must act in the charities best interest. This is the same no matter how they’ve become a trustee – elected or appointed. A trustee may take on specific roles or tasks for the charity, but the over all responsibility is…

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  • Quaker A-Z: Z is for Zooming

    Quaker A-Z: Z is for Zooming

    Zooming – hybrid clerking This subject was suggested by several people – but the title is thanks to Rachel Muers. I’ve clerked hybrid meetings for many years – a professional Zoom account makes meeting far-flung clients and committee members easier. I ran one of the first Woodbrooke online courses. Over a long weekend, when I

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  • Quaker A-Z: U is for Underlying Issues

    Quaker A-Z: U is for Underlying Issues

    Clear as… There are many items which have underlying issues that make them just too big and complicated to cover in a short meeting. Documents in advance can be helpful in ensuring that people are aware of what will be on the agenda, and what they might expect to make decisions on, wait for discernment

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  • Quaker A-Z: R is for Reservations

    Quaker A-Z: R is for Reservations

    Unseen reservations & resistance As those who know me would affirm – I am a committee nerd. Was tickled to be welcomed as one at a Woodbrooke course on serving nationally – the facilitator saying it was unlikely we’d all turned up to learn about becoming a better committee member if we weren’t! So, I

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  • Quaker A-Z: P is for Publicity or Promotion

    Quaker A-Z: P is for Publicity or Promotion

    Photo by Charlie Deets on Unsplash All publicity is good publicity? Publicity and Promotion are two words that often get a negative reputation. You hear them combined with ‘spin’, or ‘stunt’, or as ‘gimmicks’.  Yet – internal and external communication is necessary to ensure your organisation thrives! Internal communication To ensure that people know things

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  • Quaker A-Z Clerking: O is for Onboarding

    Quaker A-Z Clerking: O is for Onboarding

    What do we mean by Onboarding? Onboarding is the action or process of integrating a new person into an organisation ensuring they have the tools and support need to help them be productive and do the work that they are expecting to do. Photo by Gilles Roux on Unsplash Don’t you mean Induction? In the

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  • Quaker A-Z: M is for Maintenance of Files

    Quaker A-Z: M is for Maintenance of Files

    Planned Files Maintenance Regular blocks of planned maintenance can help keep your files intelligible for yourself and others. When I did my Business Administration and Management Diploma (way back in the last century!), we were recommended to block out half a day once a month to deal with filing.  All the paperwork that had arrived in

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  • Quaker A-Z: K is for Keep it Simple & Sustainable

    Quaker A-Z: K is for Keep it Simple & Sustainable

    Photo by Brett Jordan on Unsplash Quakers have testimonies of both simplicity & sustainability. Like all testimonies, both should apply to all aspects of life – including administration!Charities are usually run by volunteers, with occasional paid support for specific jobs. How do you ensure that your systems continue through the changes of role holders, volunteers,

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