Below are frequently asked questions about fundraising strategy, fundraising reviews, and discipline-specific fundraising support for charities. If you’d like to talk through what would work best for your organisation, get in touch via the Contact page.

Fundraising Strategy and Fundraising Reviews: FAQs

  • Good Question! The structure of a fundraising strategy can vary depdent on charity size, context and individual personal interpretation of the word ‘Strategy’!

    But the following is probably a good starting point:

    A fundraising strategy is a clear, deliverable plan that sets out how your charity will grow income over a defined period (often 3-5 years). It typically covers main overarching goals, how you practically want to achieve those goals and what will be the team culture as you go about fundraising

  • A fundraising review is an evidence-led assessment of your current fundraising performance and potential. It identifies what’s working, what’s limiting growth, and where the biggest opportunities are, then provides practical, prioritised recommendations.

  • If you’re unsure where the growth will come from, start with a fundraising review. If you already have good insight and need alignment, targets, and a structured plan, go straight to strategy development. Many charities do a review first and use the findings to build the strategy.

  • Yes. Discipline-specific fundraising reviews and strategy can focus on one priority area- such as individual giving, legacy, corporate partnerships, trusts & foundations, community fundraising, events, or digital fundraising.

  • Yes. Options include advisory support, workshops, coaching/mentoring, and hands-on delivery support, focused on turning the plan into measurable progress.

  • Yes. Interim fundraising leadership can support continuity, prioritisation, and delivery during recruitment, restructure, rapid growth, or organisational change, including public-facing fundraising and digital fundraising.