our services

We review your data, systems, processes and team, and give you a clear, prioritised roadmap to build the infrastructure you need to succeed.

We turn your fundraising data into dynamic dashboards and reports, often in Power BI, so leaders and teams can monitor performance and make well-informed decisions.

We analyse your income, appeals, campaigns and supporters, including acquisition, retention, sources of giving and donor segments, to show what’s working and where to focus next.

From market review and system selection to configuration, migration and optimisation, we’ll help you choose the right CRM or get more from your current one, so it’s efficient, compliant and productive.

We identify potential major donors, prepare detailed briefings and advise on engagement strategy, including how to manage prospects effectively in your CRM.

From recruitment support to staff training, mentoring and professional coaching, we help you build a skilled, confident team and develop the people you already have.

Led by a chartered accountant specialising in charity finance, we support reconciliation, Gift Aid, gift acceptance policies and processes, and closer working between your finance and fundraising teams.

If you’re facing vacancies or staff absence, we can step in to keep things running, with experienced interim cover for roles including CRM Manager, Head of Operations, gift processing and membership management.