Services

Strategic review of fundraising operations

A strategic review of fundraising operations, coupled with external benchmarking, can take a charity from where it is, to where it wants to be with its fundraising.

An engaged process, involving staff and stakeholders throughout, a strategic review will create a picture of current fundraising performance and preparedness for expansion, as well as providing insight on relevant fundraising trends and performance across both individual and major giving. Solid recommendations will support teams to make informed decisions and plans.

Case for support development

An engaging and powerful case for support is an essential foundation for any successful fundraising programme. I work with charities to develop winning cases for support to facilitate and capitalise on approaches to Foundations, Companies, Major Donors and Institutions.

I work closely with clients to review key organisational information and consider their unique selling points to develop content built around impactful messages.

Prospect research

A pipeline of qualified potential donors enables charities to make informed income forecasts and plans for Foundation, Corporate, Major Donor and institutional fundraising.

I have extensive experience working with charities internationally - across a wide range of causes and countries - to research and identify promising prospective donors resulting in high value pipelines.

I focus on delivering research in an easy to activate format and support clients to understand their best areas of alignment with, and routes to, funding. Prospect research can take the form of excel pipelines of donors, targeted portfolios of in-depth profiles, or deep dive due diligence on top prospects in line with your organisation’s gift acceptance policies.

Donor proposal and
report writing

In an increasingly competitive fundraising market, high quality proposals and reports can make all the difference in winning both first time grants and renewals of support.

Working with you to express the need and impact of specific projects or a charities work overall, I can develop concept notes, proposals and reports for targeted audiences.

Introduction to fundraising training workshops

For small charities starting out in fundraising or planning for growth, interactive training sessions, tailored to your needs, can provide a space for learning, confidence building and action planning.

Sessions can be designed to focus on trusts and foundations fundraising, corporate partnerships or major donors - exploring current fundraising practice and inspiring positive development.

Short term fundraising implementation support

For charities in need of short term, hands-on, fundraising support, covering Foundations, Companies, Major Donors and Institutions, this is available as a tailored package of days that can be used when needed.

This can typically include support in activating outreach to new potential funders; stewarding and building relationships with existing funders; report and proposal writing; or initial delivery of recommendations from previous phases of consultancy work undertaken together.