Not for profit

Information management solutions for charities and not for profit organisations

At Metataxis, we work with heavily regulated charities, Professional associations, arts and culture organisations and other non-profits to improve the quality of their information management. Our goal is to help you protect and preserve valuable data while supporting the communities you serve.

What we do for not for profit clients

From developing robust information architecture and governance frameworks to managing records retention and disposal, our experienced team has a proven track record of delivering tailored, cost-effective, and compliant information management solutions.

With increased pressure to deliver high-quality services on limited budget, we understand the challenges faced by non-profit organisations. This why we are committed to providing services that combine excellence, value for money, and measurable outcomes.

Why Information Management matters to charities and non profits?

Information Management (IM) is a powerful enabler for charities and not-for-profit organisations. With limited resources and growing regulatory demands, having the right systems and processes in place to manage information and data is not just helpful—it’s essential.

Maximise impact with limited resources

Charities typically operate with tight budgets and small teams. Effective information management streamlines operations, reduces administration time, and allows staff to focus on what really matters—delivering services and driving impact for those in need.

Maintain compliance and accountability

With increasing scrutiny from regulators and donors, charities must comply with data protection laws, fundraising regulations, and reporting obligations. Good information management helps manage and protect personal data, create audit-ready records and meet all Charity Commission reporting requirements.

Build confidence with stakeholders

Good information management practices present transparent, accurate, and accessible data. By demonstrating sound governance, operational accountability and responsible donations management, this builds confidence with funders, partners, and the wider public.

Protect personal data

Handling sensitive information about donors, volunteers, or beneficiaries comes with a duty of care. Information management reduces the risk of data breaches, creates trust and safeguards your charity’s reputation.

Drive growth through data

With access data-driven insights, charities can make smarter, information informed decisions. Good information management helps create and maintain a single view of supporters, develop more focused campaigns, monitor programme effectiveness, share accurate results with trustees and strategically plan for the future.

Drive digital transformation

Modern platforms like Microsoft 365 and SharePoint offer huge potential to modernise your charity, but must be implemented effectively. We can ensure data is migrated securely and all systems are configured for compliance.

Better collaboration and service delivery

Information management ensures documents are version-controlled, labelled and accessible, allowing data to be shared across teams, locations, and time zones, so your people can work securely, together, no matter the location.

How we help

Whether it’s data protection, information migration, or full governance frameworks—we deliver comprehensive information management solutions that let you do more, with less.

Metataxis helps charities and not for profit organisations:
  • Drive efficiencies with improved search and findability
  • Reduce operational costs through improved processes
  • Maintain compliance and meet UK national standards
  • Ensure records are effectively managed across their lifecycle
  • Adopt new technologies to modernise the working environment
  • Create secure, collaborative and compliant environments for staff, donors, and volunteers

Some of our not for profit clients

| Success Story

Managing the whole records lifecycle

| Success Story

Accelerating SharePoint adoption with an information architecture

Make your information work harder