Charity Fundraising Consultancy
We offer consultancy and support in fundraising planning, strategy and tactics, using classic mainstream marketing tools and frameworks, tailored to work for nonprofits and charities:

Fundraising Audits
Audits (which can be lengthy exercises or short and informal 'health checks') can help you to benchmark your performance and provide information on how you are doing, whether you should be looking to make changes and what new developments and opportunities you need to be aware of. Audits can cover the whole fundraising mix or specific areas of activity.

Competitor Reviews and Benchmarking
We have a wealth of information on UK (and US) charities and access to the best market research and tracking. We can provide valuable data on the activities and performance of the organisations you compete with for funding, either as a one-off exercise or on a regular basis. This can be combined with donor research to give you a full picture of your position in the fundraising marketplace and the giving patterns of your supporters.

Strategic Planning
We can provide full planning guidance, define and lead the planning process, facilitate staff input and interaction and provide the external and market data you need to put your plan into context.

Portfolio Analysis
We have developed a unique tool for use in analysing the current fundraising portfolio of charities/pressure groups. This forms a key part of our strategic planning framework, but can also be offered separately as an interactive exercise.

Legacy Marketing
We have run comprehensive research programmes in the UK and the US on legacy promotion and the most effective routes to stimulate legacy giving. Building on this experience, we are able to offer research tools and advice on promoting legacy giving, evaluating the success of your legacy marketing efforts and developing legacy pledgers. Again, this can be offered as a full and interactive strategic review process, or as a brief 'audit' of your current performance.

Retention audits
Research on the reasons for donor lapse has shown that a 15% reduction in attrition rates increases the lifetime value of donors by 100%. Attrition is a key issue for fundraising managers. We have developed a framework (a combination of data and statistical analysis and donor research) for auditing lapse levels and can work with charities to design the optimum retention programme for their donor mix.

Integration audits
The power of communication can only be enhanced by effective integration. Every organisation communicates through a number of channels, both in-house and agency-based: fundraising, campaigning, marketing and PR. An integration audit can help you identify successes and challenges in the consistent expression of your brand, your visual identity and your messages. It can show you where one form of communication is enhancing the value of others and where opportunities are being missed. It can help you to improve communication planning and demonstrate how to integrate both delivery and evaluation.

Special projects
We are also happy to take on individual and bespoke projects and feasibility studies. Please contact us if you think we might be able to help you.