Staying in order
Know the charity is in order
One page that tells your trustees whether everything is in order, with the dates you must not miss and the checks on your partners.
One page for your trustees
Open donor requests, overdue dates, policies past review, partner checks, restricted funds and Zakat received against Zakat given out. Every line is read from your records, and the page prints for the board meeting.
The dates you must not miss
The annual return, the ICO fee, insurance, the Gift Aid claim, trustee meetings. Each has an owner who is emailed before it is due and on the day, and marking it done sets the next one.
Policies and reports kept current
Each document with the date trustees approved it, when it is next due for review, and its earlier versions. One that is overdue shows on the trustees' page.
Checks on your partners
For each organisation your money goes through: registered where it works, its own bank account, not on a sanctions list, a signed agreement and a safeguarding policy, with a review date.
Everything in staying in order
One page that tells your trustees whether the charity is in order, the dates you must not miss, policies kept current, and the checks on the partners your money goes through.
- One page for your trustees
- Open requests from donors, overdue dates, policies past review, partner checks, restricted funds and Zakat received against Zakat given out. Every line is read from your records, not ticked by hand, and the page prints for the board meeting.
- The dates you must not miss
- The annual return, the ICO fee, insurance, the Gift Aid claim, trustee meetings. Each has an owner who is emailed before it is due and again on the day, and marking it done sets the next one.
- Policies and reports kept current
- Each document with the date trustees approved it, when it is due for review, and its earlier versions. One that is overdue shows on the trustee page.
- Checks on your partners
- For each organisation your money goes through: registered where it works, its own bank account, not on a sanctions list, a signed agreement and a safeguarding policy, with their papers and a review date.
- Guides that take you there
- Every task in the admin is listed under Guides with a button that opens the right screen and points at the thing to press. New staff do not need a manual.
The full list, every area side by side, is on the platform page.
Also in staying in order
- Guides for every task in the admin
- An activity log of every change and sign-in
- Staff roles that see only what they need
- Your annual report sent in one go
See a whole charity running on it.
Bring how you take donations today and what your trustees keep asking for. We will tell you honestly whether it is worth it for a charity your size, including when it is not.
