Fundraising review and strategy development

The Brief

FareShare UK wanted a clear, evidence-led view of fundraising performance and future opportunity—followed by a practical fundraising strategy to drive sustainable income growth.

What we did

• Delivered a fundraising review across key income streams, assessing performance, proposition strength, supporter journeys, and organisational capacity.

• Facilitated stakeholder sessions to align priorities across fundraising and senior leadership.

• Built a fundraising strategy with clear objectives, priorities, and a delivery roadmap.

Deliverables

• Fundraising review report with findings, opportunities, and risks

• Prioritised recommendations: “stop / start / strengthen” actions

• A multi-year fundraising strategy and implementation plan

Impact

FareShare UK gained clarity on what would drive growth, where to focus resource, and how to align teams around a shared plan, turning insight into a structured strategy and practical next steps

Interim fundraising leadership and funding strategy development

The Brief

Citizens Advice needed experienced interim leadership to support income planning and strategic development, alongside strengthening their approach to funding.

What we did

• Provided interim leadership to stabilise priorities, maintain momentum, and strengthen ways of working.

• Supported development of a funding strategy, aligning income ambitions with organisational goals and delivery capacity.

• Facilitated internal planning with stakeholders to build ownership and clarity.

Deliverables

• Interim leadership support for planning, prioritisation, and team direction

• Funding strategy: priorities, target funders/partners, capability needs, and governance

• Implementation roadmap and stakeholder-facing materials

Impact

Citizens Advice gained strategic focus, strengthened leadership capacity during transition, and developed a clearer funding strategy, supporting confident decision-making and delivery

Legacy marketing programme development and individual giving review

The Brief

World Horse Welfare wanted to strengthen future income by improving legacy fundraising and reviewing performance and potential in individual giving.

What we did

• Designed a legacy marketing programme: proposition, supporter messaging, journeys, and channel planning.

• Conducted an individual giving review, focusing on acquisition, retention, upgrade, and supporter experience.

• Identified quick wins and longer-term improvements to improve lifetime value and fundraising effectiveness.

Deliverables

• Legacy marketing plan (audience, messaging, channels, content themes, KPIs)

• Individual giving review findings and recommendations

• Supporter journey improvements and practical testing roadmap

• Internal briefing materials to align teams and stakeholders

Impact

World Horse Welfare left with an actionable legacy programme and a sharper, insight-led plan for improving individual giving—supporting better supporter experience and stronger long-term income

Interim leadership of public-facing fundraising with a digital focus

The Brief

Interim leadership for public-facing fundraising, strengthening digital performance and team direction.

What We Did

Leadership across planning and delivery, prioritisation of digital fundraising activity, and support for optimisation/testing.

Deliverables

Clear priorities, performance focus, and improved coordination of digital fundraising activity.

Impact

Maintained momentum and strengthened digital fundraising leadership and delivery during the interim period.

Review and development of a fundraising appeal

The brief

Museum of Cambridge wanted to review and strengthen a fundraising appeal, improving the case for support and creating a clearer plan to mobilise supporters and donors.

What we did

• Reviewed the appeal proposition, messaging, and supporter experience.

• Strengthened the case for support to improve clarity, urgency, and donor confidence.

• Developed an appeal plan: audience, channels, assets, and an engagement timetable.

Deliverables

• Appeal review with prioritised recommendations

• Refreshed case for support and key messages

• Campaign plan: activities, timelines, and resource needs

• Guidance on supporter engagement and stewardship

Impact

The Museum moved forward with a clearer, more compelling appeal—supported by an actionable plan designed to increase engagement and fundraising effectiveness.

Individual giving review and legacy fundraising strategy support

The Brief

Barnardo’s wanted to strengthen performance across individual giving and legacy fundraising, with a clearer view of current effectiveness, future opportunity, and the priorities needed to support sustainable income growth.

What we did

• Delivered an individual giving review, assessing acquisition, retention, upgrades, supporter journeys, proposition strength, and channel performance.

• Reviewed legacy fundraising activity, including proposition, messaging, supporter experience, and alignment with wider fundraising and stewardship.

• Identified opportunities for both short-term improvements and longer-term development across individual giving and legacy fundraising.

• Supported strategic planning to align priorities, resourcing, and delivery across these key income streams.

Deliverables

• Individual giving review report with findings, opportunities, and recommendations

• Legacy fundraising review and strategic recommendations

• Prioritised action plan covering quick wins and longer-term development

• Strategic roadmap for individual giving and legacy fundraising with KPI recommendations

Impact

Barnardo’s gained a clearer, evidence-led view of performance and potential across individual giving and legacy fundraising, with a practical plan to strengthen supporter journeys, improve fundraising effectiveness, and support sustainable long-term income growth.

Fundraising feasibility, fundraising strategy, and implementation support

The Brief

BEVA Trust needed to understand fundraising potential through a feasibility assessment, then develop a fundraising strategy and get practical support to implement it.

What we did

• Delivered a feasibility review: organisational readiness, proposition clarity, audience opportunity, and capacity.

• Built a fundraising strategy tailored to goals, resources, and realistic income pathways.

• Supported implementation with planning, coaching, and practical delivery support.

Deliverables

• Fundraising feasibility assessment and recommendations

• Fundraising strategy: priorities, targets, and income stream plan

• Implementation roadmap and KPI framework

• Ongoing support: workshops, mentoring, and progress reviews

Impact

BEVA Trust gained clarity on what was feasible, a strategy built around what could be delivered, and hands-on support to turn the plan into action.