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Practical support for fundraising teams doing it all

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Your mission matters too much to be held back by messy systems

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Flow helps charities and universities get their operational house in order. That means helping you make better use of your data, build a proper fundraising pipeline and get your systems working in a way that actually supports your team.

We’re not here to make you dependent on external consultants forever. We’re here to build something that works and lasts and hand over the keys with confidence.

Support is always tailored.

Advice is always honest.

Work is always practical.

Work smarter, raise more and spend less time stuck in the admin

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Fundraising

We help organisations build the tools, plans and confidence they need to fundraise more effectively.

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CRM and data support

We help organisations get the right system in place and make sure it’s actually being used in a way that supports your goals.

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Operations and interim support

Sometimes you need a bit of extra capacity. Whether you’re going through a restructure, planning a new programme or need help when short staffed, we can support you.

52+ hours of pro bono support donated to small charities this year

Most of the people we work with are juggling ten things at once. You’re covering fundraising, delivery, admin and everything else that lands in your inbox. You know things could run more smoothly but finding the time to fix it? That’s a whole other task.

Every year, we offer free consultancy to charities with an income under £100,000.

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Who we work with

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Small charities

You are doing big work with limited resources. We can help you build the basics properly: setting up your first CRM, getting your fundraising off the ground, writing funding bids, or creating a plan that’s realistic for the size of your team.

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Medium size charities

You’ve already got people, processes and a fundraising programme in place but something’s not quite working. We’ll help you make sense of what’s there, refine and strengthen your systems, and suggest practical changes that will help your team raise more.

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Universities

We support you with the kind of work that keeps everything moving behind the scenes: CRM transitions, data and insight reviews, campaign planning and interim support when you’re managing change.

Meet some of our clients

Make your systems flow in 4 simple steps

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Assess

We dig into your systems, data and processes to understand how things are working (or not). Think of it as a health check but one that doesn’t result in a 60 page document.

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Plan

You get a clear list of recommendations, not a wish list. We’ll agree what matters most and what we can do within your budget and capacity.

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Implement (together)

Whether it’s rebuilding your database, designing dashboards or helping staff feel more confident in what they’re using. We’ll get it done side by side.

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Succeed

We’ll hand over clean systems, working processes, and documentation your team can actually follow. We’re always here for ongoing support if you need it, but we’ll never make you reliant on us.

Our clients say

“The only way to describe Paula’s impact is that it has been quite simply transformative. Her depth of insight into the needs of a fast-paced fundraising office means that she not only knows the solutions to the trickiest challenges but usually anticipates the questions before we have even thought of them.”

Paul Tyack, Director of Advancement, Newcastle University

“The advice and direction we’ve received from Paula has been invaluable. It’s given us a roadmap for the next three years in terms of growing our income, any number of specific actions we can take, and expert guidance on where to focus our efforts – and just as importantly where not to. As a Trustee body we’re all delighted.”

Alan Terry, Co-founder and Trustee, The Reading List Foundation

“Her assessment of our strengths and challenges was spot on and her clear and detailed plan of action very helpful in tackling the more difficult tasks in a way that we as a start-up charity can manage. We feel less daunted by the challenge of fundraising and have much better insight into our own capabilities and how we should target grant proposals.”

Dr Elizabeth Joekes
Founder and Director, Worldwide Radiology

“Paula was the miracle we needed! I initially outlined 5 key projects to her that needed to be done, some of which necessitated liaising with other University teams and/or external agencies and vendors. Paula independently managed all 5 projects simultaneously, successfully completing each one whilst ensuring we had comprehensive notes on any processes she had identified or developed. During this, she was also able to pick up ad hoc requests for support from across the team. The whole team found Paula to be hugely knowledgeable, very easy to communicate with, extremely efficient, and highly responsive to need. I would have no hesitation in recommending Flow to any team for interim support, or for more comprehensive strategic consultancy.”
 

Nicola Williams
Associate Director, Development Services, University of Birmingham

“The funding project delivered positive results, the strategic and operational support has been enlightening, creative, thoughtful and practical. Flow has taken the mystery and complexity out of governance. Confidence levels have risen considerably. It’s encouraging to know we’ve been going in the right direction but using an old, faded map. I would recommend Flow to other organisations because they are thorough and respectful, knowledgeable and professional, adapting readily when the need arose. I personally felt very comfortable and trusted their work.”

Lesley Dolman
Co-Founder and Trustee, English for All

Make your systems work better for you

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Technical partners

Flow Strategies is a Beacon Implementation Partner and a Blackbaud Partner. 

Memberships and collectives

We’re also part of the Wootton George Consulting, Fair Collective, Consultants for Good, Digital Candle and Blume. 

Data compliance

Registered with the ICO and committed to responsible data handling. 

Get practical tips straight to your inbox

Simple ideas that make your data tidier, your CRM easier to handle and your fundraising less chaotic, you can join the Flow Substack. Short reads. Honest advice. Tools you can use right away. Sent now and then, only when it is helpful.

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