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Stowmarket Relief Trust

Moving grant applications online using a CRM and forms

Great if you are thinking about moving your grant making process online. Focuses on working with a CRM (customer relationship management system). Includes data security advice.

Hestia

Creating digital referral forms for services using Microsoft tools

Covers tips on form design and data security. Helps you think about what's needed in a referral process. Introduces tools such as Power Automate and Sharepoint.

The Henry Smith Charity

Sharing learning across your organisation using Notion

How to make sure staff across your organisation can easily log, share and view each other's insights and learning. Example focuses on improving grant-making through sharing learning.

Carefree

Allowing people to access different parts of your website using Memberstack

Creating different member areas on your website. Uses no/low code. How to do it in Webflow but some steps also cover thinking and planning that could be relevant to using other websites. 

Knaresborough Connectors

Offering people mutual aid using phone and Google Maps

How to run mutual aid groups using a strength based approach. Also covers getting information needed to make matches and keeping data secure.