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External charities
by Winchester Quaker Warden June 28, 2024

June 28, 2024

Hello Friends and colleagues, We would be interested to know if your Meetings donate to external charities, in which case how that is done. At Winchester we have in the past collected donations, on a regular basis, to pass on to chosen charities - cash, cheques or BACS. This created a lot of admin for the Treasurer, and now we have the added problem that our local bank (HSBS acting on behalf of CAF Bank) no longer accepts cash. What we are doing currently is invite Friends to donate to chosen charities, but not through our bank account, i.e. straight into the other charity's bank account. We do not know how many people do that, we have no idea how much money goes to the charities, and we don't know if the charities are aware that those donations are connected to our Meeting. We have recently bought a fund-raising card-reader, which can allow for donations to be earmarked for specific purposes, but we are not using it for external charities. If any of your Meetings passes donations on to external charities, it would be great to hear about your process for that, and if it works well. Thanks very much, Lorraine Andrew and Lorraine O'Hanlon Warden-Managers Friends' Meeting House 16 Colebrook Street Winchester SO23 9LH 01962 864184 https://winchesterquakers.org.uk

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External charities
by Alice Baxter June 28, 2024

June 28, 2024

Dear Friends, Some HSBC branches closed their cash counters some time ago and now only accept cheques with a paying in slip for CAF bank. CAF now say: https://www.cafonline.org/docs/default-source/charity-finance-and-fundraisi… 'Receiving money You can receive money into your CAF Cash Account by online or electronic transfer, or by cash or cheque at any counter-service HSBC Branch in the UK if your sort code begins with 40, or at any counter-service RBS Branch in the UK if your sort code begins with 83. You can also pay in at any Post Office in the UK' CAF Bank can send new cash paying in books to use at the Post Office. which are bar-coded (and apparently can be used to pay cash in at HSBC as well at branches that still accept cash). CAF Bank can also send envelopes so that cheques can be paid in at the Post Office. [Being able to pay cash directly to accounts means it may be possible to claim Gift Aid using the 'Gift Aid small donations scheme (GASDS)', when all the conditions are met, but not for external charities.] Best wishes, Alice Alice Baxter Banbury Friends Meeting House premises committee

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Meeting House Matters - Blended session tomorrow
by Oliver Waterhouse June 24, 2024

June 24, 2024

Ollie Waterhouse Quaker Life Hello everyone, Tomorrow Meeting House Matters has an in-person event at Lancaster Local Meeting. There will be a blended session as part of the day. Could you make a note that the blended session is at 2pm on Tuesday, 25 June? This time the session will be on the Meeting House Handbook Template<https://www.quaker.org.uk/documents/meeting-house-handbook-template>. We will have a walk-through of the template to help you know what is in it and how it can be used. The template and many other resources on property can be found on the website at www.quaker.org.uk/property<http://www.quaker.org.uk/property>. There is no need to book to attend the blended session, just use the Zoom link below and join at 2pm. * Join Zoom Meeting: https://quaker.zoom.us/j/81586087624?pwd=aYxukeWCrw0Z80E9OuxIuJuZvXr8do.1 * Meeting ID: 815 8608 7624 * Passcode: MHM-online In friendship, Ollie Oliver Waterhouse (he/him) Quaker Life Team Leader, Local and Area Governance Quakers in Britain 020 7663 1007 (Direct) oliverw(a)quaker.org.uk<mailto:oliverw@quaker.org.uk> | www.quaker.org.uk<http://www.quaker.org.uk/> Follow Quakers in Britain on Twitter<http://twitter.com/BritishQuakers>, Facebook<https://www.facebook.com/BritishQuakers>, YouTube<https://www.youtube.com/quakersinbritain>, and Instagram<https://www.instagram.com/britishquakers/>. The Quaker Centre Bookshop and Café<https://www.friendshouse.co.uk/quaker-centre/> are open to the public. Friends House is open for meetings and events. All enquiries welcome to events(a)quaker.org.uk<mailto:events@quaker.org.uk> or www.friendshouse.co.uk/booking-enquiry. If you would like to support our work, you can give online at www.quaker.org.uk/donate. Britain Yearly Meeting of the Religious Society of Friends (Quakers) Registered charity number 1127633 | Friends House, 173 Euston Road, London, NW1 2BJ ________________________________ Quakers say: Religion is about the whole of life.

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room hire complaints policy
by Wendrie Heywood June 19, 2024

June 19, 2024

Hello Friends, Does anyone have a complaints policy specific to their room hire/hirers? Yours in peace, Wendrie Heywood she/her MindfulBusinessServices.com Book a meeting with me <https://calendly.com/mindful-business-services>

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Re: Employed lettings manager
by Oliver Waterhouse June 12, 2024

June 12, 2024

Thanks everyone for all of your excellent advice on this. Just one thing to add from my perspective is that all employees are employed at AM level. You need to work with trustees on employment to ensure that employees doing similar work are treated the same and paid equally (that can be done within a pay scale to recognise experience etc.) The same contracts should be in place across the AM and if roles are the same the same job descriptions should also be in use. Norma, if it would help to talk through any of this I'm happy to help. In friendship, Ollie Oliver Waterhouse (he/him) Quaker Life Team Leader, Local and Area Governance Quakers in Britain 020 7663 1007 (Direct) oliverw(a)quaker.org.uk<mailto:oliverw@quaker.org.uk> | www.quaker.org.uk<http://www.quaker.org.uk/> Follow Quakers in Britain on Twitter<http://twitter.com/BritishQuakers>, Facebook<https://www.facebook.com/BritishQuakers>, YouTube<https://www.youtube.com/quakersinbritain>, and Instagram<https://www.instagram.com/britishquakers/>. The Quaker Centre Bookshop and Café<https://www.friendshouse.co.uk/quaker-centre/> are open to the public. Friends House is open for meetings and events. All enquiries welcome to events(a)quaker.org.uk<mailto:events@quaker.org.uk> or www.friendshouse.co.uk/booking-enquiry. If you would like to support our work, you can give online at www.quaker.org.uk/donate. Britain Yearly Meeting of the Religious Society of Friends (Quakers) Registered charity number 1127633 | Friends House, 173 Euston Road, London, NW1 2BJ ________________________________ Quakers say: Religion is about the whole of life. ________________________________ From: Norma Lee via wardenship <wardenship(a)lists.quaker.eu.org> Sent: 10 June 2024 12:59 To: wardenship(a)lists.quaker.eu.org <wardenship(a)lists.quaker.eu.org> Cc: Norma Lee <normallcm(a)aol.com> Subject: [wardenship] Employed lettings manager _______________________________________________ wardenship mailing list -- wardenship(a)lists.quaker.eu.org To unsubscribe send an email to wardenship-leave(a)lists.quaker.eu.org

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Re: Employed lettings manager
by Wendrie Heywood June 11, 2024

June 11, 2024

Hi Norma, I manage payroll for a few Quaker (and other) clients and how they do this varies! Some have employees with a volunteer calculating the accounts using a variety of options (including ringing the HMRC helpline every month to confirm their figures), some have their accountants or bookkeepers providing payroll, some have employees with a separate payroll company providing payroll calculations (PAYE, NI, HMRC, Pension management), some use their charity accounts packages to calculate the payroll (Liberty Accounts is one that does this). The actual setting up of payments for salary and HMRC can be dealt with by the above or a different person such as the treasurer. What you decide to do will very much depend on how many employees, and what resources are available within the AM. However, going back to your original question regarding whether the self-employed lettings manager's replacement needs to be employed. Well that depends... If they are offering the same service to other clients, working from home, using their own equipment and have the right of substitution, then it isn't likely. If they are only in the one building, using your equipment and not working for anyone else than yes they probably do need to be employed. On the HMRC website there is a handy 'check employment status for tax' <https://www.gov.uk/guidance/check-employment-status-for-tax> tool. Some Area Meetings/Charities have an employee based in one place manage the room hire businesses and management of several buildings. Others have contracted the management out to a property management company who also offer facilities management and maintenance. So it might be worth seeing if anyone else in Pendle Hill AM also needs such services! Hope that helps! Yours in peace, Wendrie Heywood she/her MindfulBusinessServices.com Book a meeting with me <https://calendly.com/mindful-business-services> On Mon, 10 Jun 2024 at 13:44, Norma Lee via wardenship < wardenship(a)lists.quaker.eu.org> wrote: > > > > ---------- Forwarded message ---------- > From: Norma Lee <normallcm(a)aol.com> > To: "wardenship(a)lists.quaker.eu.org" <wardenship(a)lists.quaker.eu.org> > Cc: > Bcc: > Date: Mon, 10 Jun 2024 11:59:35 +0000 (UTC) > Subject: [wardenship] Employed lettings manager > Hello Friends, > > Bolton Quakers have had a Friend serving as our lettings manager on a > self-employed basis for the past 3 years. He has done a grand job of > building up our lettings since covid but now wishes to 'retire' to do other > things so we are looking for a replacement. > > From information in the excellent Quaker Employers' Resource it would seem > that any replacement should be considered as 'employed' by the meeting. If > your meeting 'employs' similar type staff how do you cope with PAYE, > National Insurance and Pensions? Do you leave this entirely with > accountants or manage it 'in house'? If the latter what software would you > recommend? > > Any advice would be much appreciat4ed. > > Inb friendship > Norma Lee > Finance & Premises Convenor > > > > ---------- Forwarded message ---------- > From: Norma Lee via wardenship <wardenship(a)lists.quaker.eu.org> > To: "wardenship(a)lists.quaker.eu.org" <wardenship(a)lists.quaker.eu.org> > Cc: Norma Lee <normallcm(a)aol.com> > Bcc: > Date: Mon, 10 Jun 2024 11:59:35 +0000 (UTC) > Subject: [wardenship] Employed lettings manager > _______________________________________________ > wardenship mailing list -- wardenship(a)lists.quaker.eu.org > To unsubscribe send an email to wardenship-leave(a)lists.quaker.eu.org >

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Re: Employed lettings manager
by Walthamstow Quakers June 10, 2024

June 10, 2024

Hi, I am employed at Walthamstow. We contract out the PAYE to a company called Stress Free Payroll which costs about £20 per month. All the best, Ceals Pronouns: her, she Building Manager Walthamstow Quaker Meeting House 1a Jewel Road London E17 4QU Tel 020 8521 2363 Email: walthamstow.quakers(a)gmail.com Account name: Walthamstow Quaker Meeting (Premises) Account number: 00010329 Sort code: 40-52-40 On Mon, 10 Jun 2024 at 13:44, Norma Lee via wardenship < wardenship(a)lists.quaker.eu.org> wrote: > > > > ---------- Forwarded message ---------- > From: Norma Lee <normallcm(a)aol.com> > To: "wardenship(a)lists.quaker.eu.org" <wardenship(a)lists.quaker.eu.org> > Cc: > Bcc: > Date: Mon, 10 Jun 2024 11:59:35 +0000 (UTC) > Subject: [wardenship] Employed lettings manager > Hello Friends, > > Bolton Quakers have had a Friend serving as our lettings manager on a > self-employed basis for the past 3 years. He has done a grand job of > building up our lettings since covid but now wishes to 'retire' to do other > things so we are looking for a replacement. > > From information in the excellent Quaker Employers' Resource it would seem > that any replacement should be considered as 'employed' by the meeting. If > your meeting 'employs' similar type staff how do you cope with PAYE, > National Insurance and Pensions? Do you leave this entirely with > accountants or manage it 'in house'? If the latter what software would you > recommend? > > Any advice would be much appreciat4ed. > > Inb friendship > Norma Lee > Finance & Premises Convenor > > > > ---------- Forwarded message ---------- > From: Norma Lee via wardenship <wardenship(a)lists.quaker.eu.org> > To: "wardenship(a)lists.quaker.eu.org" <wardenship(a)lists.quaker.eu.org> > Cc: Norma Lee <normallcm(a)aol.com> > Bcc: > Date: Mon, 10 Jun 2024 11:59:35 +0000 (UTC) > Subject: [wardenship] Employed lettings manager > _______________________________________________ > wardenship mailing list -- wardenship(a)lists.quaker.eu.org > To unsubscribe send an email to wardenship-leave(a)lists.quaker.eu.org >

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Re: Employed lettings manager
by Warden | Nailsworth Quaker Meeting June 10, 2024

June 10, 2024

Dear Norma, Our AM employs bookkeepers (hi Wendrie) but for some reason they don't do the payroll so one of the trustees has to do it in the HMRC Basic Tool which is HMRC software from last century. A disproportionate effort and learning curve for the very few employees AM has to manage. Not recommended! If there is already a paid-for bookkeeper/accountant, ask them to do it. That would be the easy way and shouldn't cost much at all. In my other work I use Quickbooks and Liberty Accounts and I have used Xero for a little while. All are bookkeeping packages which do a lot more than payroll but unless you are already using software, I'm not sure it's worth it just for employing one person. In Friendship Oliver Oliver Müller Warden Nailsworth Quaker Meeting 01453 832398 0770 883 1000 On 10/06/2024 12:59, Norma Lee via wardenship wrote: > _______________________________________________ > wardenship mailing list -- wardenship(a)lists.quaker.eu.org > To unsubscribe send an email to wardenship-leave(a)lists.quaker.eu.org

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Re: Employed lettings manager
by Rachel Bach June 10, 2024

June 10, 2024

Hi Norma We employ wardens at two of our meeting houses to manage the room hire. They are employed by our Area Meeting who is responsible for contracts, pay etc. Until recently we did our own payroll using the basic HMRC software PAYROLL TOOLS which is free and will calculate all the tax and any possible NI for you. But you will have to manage the payroll info including calculating hours, pension etc via spreadsheet separately. However we have recently outsourced our payroll to another provider, CBR solutions based in Norfolk at a modest monthly cost. We also have just started using the same provider for HR advice, eg checking our employers contracts are up to date etc, we are ok with current legislation etc. as we feel a bit vulnerable to the possibility of getting things wrong inadvertently. We do our pension scheme with the People's Pension, which I think was one recommended by Friends House at the time and they have been excellent to deal with. There is a lot to consider as I am sure you know and it helps to get some professional advice if you can. Rachel Ipswich & Diss Area Meeting On Mon, Jun 10, 2024 at 1:44 PM Norma Lee via wardenship < wardenship(a)lists.quaker.eu.org> wrote: > > > > ---------- Forwarded message ---------- > From: Norma Lee <normallcm(a)aol.com> > To: "wardenship(a)lists.quaker.eu.org" <wardenship(a)lists.quaker.eu.org> > Cc: > Bcc: > Date: Mon, 10 Jun 2024 11:59:35 +0000 (UTC) > Subject: [wardenship] Employed lettings manager > Hello Friends, > > Bolton Quakers have had a Friend serving as our lettings manager on a > self-employed basis for the past 3 years. He has done a grand job of > building up our lettings since covid but now wishes to 'retire' to do other > things so we are looking for a replacement. > > From information in the excellent Quaker Employers' Resource it would seem > that any replacement should be considered as 'employed' by the meeting. If > your meeting 'employs' similar type staff how do you cope with PAYE, > National Insurance and Pensions? Do you leave this entirely with > accountants or manage it 'in house'? If the latter what software would you > recommend? > > Any advice would be much appreciat4ed. > > Inb friendship > Norma Lee > Finance & Premises Convenor > > > > ---------- Forwarded message ---------- > From: Norma Lee via wardenship <wardenship(a)lists.quaker.eu.org> > To: "wardenship(a)lists.quaker.eu.org" <wardenship(a)lists.quaker.eu.org> > Cc: Norma Lee <normallcm(a)aol.com> > Bcc: > Date: Mon, 10 Jun 2024 11:59:35 +0000 (UTC) > Subject: [wardenship] Employed lettings manager > _______________________________________________ > wardenship mailing list -- wardenship(a)lists.quaker.eu.org > To unsubscribe send an email to wardenship-leave(a)lists.quaker.eu.org >

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Employed lettings manager
by Norma Lee June 10, 2024

June 10, 2024

Hello Friends, Bolton Quakers have had a Friend serving as our lettings manager on a self-employed basis for the past 3 years. He has done a grand job of building up our lettings since covid but now wishes to 'retire' to do other things so we are looking for a replacement. From information in the excellent Quaker Employers' Resource it would seem that any replacement should be considered as 'employed' by the meeting. If your meeting 'employs' similar type staff how do you cope with PAYE, National Insurance and Pensions? Do you leave this entirely with accountants or manage it 'in house'? If the latter what software would you recommend? Any advice would be much appreciat4ed. Inb friendshipNorma LeeFinance & Premises Convenor

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