A structured, flexible consultancy programme covering up to 10 key areas of your fundraising income and costs — built around what matters most to you.
Most organisations are so busy with the day-to-day that nobody ever sits down and looks at the full picture. Donors quietly slipping away. Gift Aid going unclaimed. Systems and fees quietly eating into budgets. The opportunities are usually there — they just need finding.
The Fundraising Income and Costs Review is a structured programme of consultancy sessions designed to give you clarity and a clear plan for improvement — without long-term contracts or open-ended commitments.
You choose which areas are most relevant to you. Sessions are flexible and can go deeper on a subject or cover multiple topics in one sitting.
1. Understanding Your Financial Picture
Together we look at your income, expenditure, budgets and systems. Do you have the management support, skills and capacity to implement change — and if not, is it possible to outsource some of it?
2. Reviewing All Your Income Streams
Together we look at all your income streams. Are you making the most of your existing donors rather than constantly chasing new ones? Do you know who your best supporters are?
3. Systems, Hardware and Software
Together we look at the platforms and systems you use, the fees you pay and how they compare. Is your data secure? Is your website working as hard as it could for your fundraising?
4. Gift Aid and VAT
Are you registered for Gift Aid and VAT — and are you making the most of both? Are you collecting declarations at every opportunity? A VAT review by a specialist could uncover money you did not know you were owed.
5. Donor Retention
Together we look at your existing donors — the volume, regularity, retention and your interaction with them. It is much easier to look after a warm donor than to find and keep a cold one.
6. Trusts and Grants
Have you applied for grants or trust funding? Together we look at your application calendar, how you keep funders updated and what makes a strong Case for Support.
7. Corporate Partnerships and Volunteers
How much time do you spend on corporates and what is returned? Do you have a clear ask? And are your volunteers being used productively — or are they left to their own devices?
8. Retail and Trading Income
If you have trading income, together we look at on and offline opportunities — retail Gift Aid, are you collecting supporter emails, and is your shop telling your story to the people who walk through the door?
9. Events and Campaigns
Together we look at the true cost of your events versus the return. Is your marketing material branded and does it give people a clear message? Remember — events are about getting your story heard, not just income on the day.
10. Income-Related Costs Review
Stop and look again at where you are. Are you getting value from every system and service you use? Do you have a plan? Are there simpler alternatives that could save you time and money?
The process
- Book a free introductory call to see if this is right for you
- Book a Discovery Session to identify your priorities and the right programme
- Choose your programme and the sessions most relevant to you
- Sessions delivered online, up to 2 hours each
- Leave each session knowing exactly what to do next
- Further sessions available at any time
What you get
- A clear understanding of where you actually stand financially
- Detailed insight into your fundraising income streams
- Identification of real opportunities to generate more income
- An honest, experienced outside perspective
- No jargon — just clear, useful guidance
- No long-term contracts or open-ended commitments
Ready to find out more?
Start with a free 30-minute introductory call — no obligation, just an honest conversation about where you are and what's possible. Or view full pricing and book directly.