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Fundraising Audit and Strategy

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Do you need help to work out which areas of fundraising offer the most potential for your organisation? Or is it time you revisited what you are doing?

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I can help you plan a route map for growing your income and implement the necessary steps. I have experience in growing all types of giving: individual, earned income, trusts & foundations. high-value giving and corporate partnerships.

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What does this involve?

  • carefully studying your existing fundraising mix - individual giving, legacies, trusts & foundations, corporate partnerships, your community/event fundraising and other sources of income.

  • researching possible new fundraising initiatives and sources.

  • producing a SWOT analysis for your organisation and/or your fundraising.

  • Advising on fundraising priorities in terms of cost/income ratios.

  • producing a Fundraising Strategy linking in your fundraising needs with your present and future resources (including cost-benefit analysis for each part of the fundraising mix).

  • advising on staffing structure.

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Implementation

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Do you need a strategy and someone to get the ball rolling? I am happy to take on short-term contracts to set a strategy in consultation with you, and then implement the necessary first steps. This could include:

  • getting a CRM up and running.

  • devising a user journey.

  • identifying your top high-value prospects.

  • implementing a legacy strategy.

  • Setting up in memory fundraising.

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