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Fundraising
Fundraising review and strategy
Review and strengthening of your existing fundraising programme and creation of focused, realistic fundraising strategies
Practical support
Setting up of donation forms, campaign pages and workflows, creating of templates and tools.
Grant research and proposal writing
Development of trusts and foundations pipelines, as well as writing of proposals.
Case for support
Developing cases for support for your organisation or a specific project.
CRM and data
CRM migration and setup
We can help you set up a new CRM system and migrate your data on to the new database.
Workflow setup
We can help you assess how your systems can be automated and integrated to give you some of that precious time back.
Data clean-ups and health checks
We can assess how clean and healthy your data looks and provide a practical set of recommendations to improve it.
Interim support
Going through a transition or experiencing team gaps? We can provide database management support over extended periods of time.
Operations
Review of policies and procedures
A tidy up of what you already have, spotting gaps, cutting the clutter and making everything easier for your team to follow.
Process improvements
Creating cleaner workflows, better templates and smoother donation or campaign pages so things run with far less faff.
Setting up project management tools
Helping you choose and set up tools that keep tasks, deadlines and pipelines in one calm place so everyone knows what is happening.
Fundraising or data team structure advice
A fresh look at how your team is set up and simple ideas to shape roles, routines and focus so your work feels more manageable.
Frequently asked questions
Are we too small to work with you?
Not at all. Many of our clients are small charities with no fundraising staff or limited internal systems. We tailor support based on your size, stage and budget and we regularly work with organisations with incomes under £50k.
Can you help us figure out what we actually need?
Yes. A lot of organisations come to us knowing something’s not quite working, but not sure where to start. We’ll help you make sense of what’s going on, identify what’s realistic, and put a plan in place from there.
Do you only work with charities?
We mainly support small charities and fundraising organisations, but also work with universities, schools and other education institutions, especially their advancement or alumni teams.
Do you offer one-off support or only longer projects?
Both. Some clients bring us in for a single audit or strategy, others for 6-9 months of interim support. We’re flexible and can scale up or down depending on what you need.
Will we be able to manage things ourselves afterwards?
Yes. Everything we do is designed to leave you better off: with systems, templates and tools your team can actually use. We don’t create dependency. We aim for handovers that are clean, clear and confidence building.
What CRMs do you work with?
We regularly work with Beacon, Raiser’s Edge (both 7 and NXT), Zoho suite and Donorfy. We also support teams using Blackbaud CRM and Salesforce, though for complex migrations on those platforms we’d recommend a specialist.
We can absolutely help you scope the project and get a solid plan in place.
