The Three Fundraising Platforms

We developed the Three Fundraising Platforms model to highlight different fundraising methods, programmes and tools and to guide our clients, depending on their needs and opportunities, to better assess what type of fundraising to use.

We bring a wealth of hands-on experience across annual, capital and endowment fundraising platforms to help your organisation put in place a comprehensive, balanced and cost-effective fundraising operation.

Annual funding

Budget-driven to support and sustain operations

What & why?

Charities are under great pressure to raise ongoing, unrestricted funding and need committed and sustained annual support from their core donors, friends and new donors to make sure that day-to-day operating expenses are met.

Our services

As advisors, interim managers or embedded fundraisers, our consultants and teams can work with you on your campaign to:

  • Review and further develop your annual fundraising plan and budget
  • Conduct a marketing and communications review and develop an awareness-building and donor acquisition plan
  • Design and distribute a supporter survey
  • Review your fundraising database to maximise utilisation and better direct and target your direct response (direct mail and email) programmes
  • Review and grow your bids to trusts, foundations and other grant makers
  • Assess and fine tune your events programme and wider community-based fundraising
  • Review and develop your corporate partnerships work
  • Develop In Memoriam giving networks and programmes
  • Test and establish annual major gift programmes

Capital funding

Opportunity-driven to fund special projects and programmes

What & why?

Volunteer-led, person-to-person asking campaigns geared to raising as much money as possible, as quickly as possible from (initially) the fewest number of prospects, for a specific project or programme.

Our services

We have the best capital campaign managers in the business and can work with you to test and deliver your capital funding needs by:

  • Developing your case for support
  • Assessing your major gift goal and prospect pipelines
  • Testing and validating your fundraising potential through a fundraising resources study
  • Preparing an actionable fundraising campaign plan
  • Managing your fundraising campaign – from periodic advisory services to fully outsourced management

Endowment funding

Vision-driven to secure the future

What & why?

Forward-thinking charitable organisations are establishing or enhancing their capital reserves and more formal endowment funds. Our clients are achieving transformational levels of income from gifts in wills and targeted major gifts work and the next decade promises to be crucial for endowment building.

Our services

Our specialist consultants can call upon experience across dozens of charities and apply it to your particular situation by:

  • Working with you to establish short term (3-5 year) and longer term (up to 10 year) goals and baseline projections
  • Research, test, fine tune and roll out a structured and proactive legacy promotion programme that will yield results within 18 months to 3-years
  • Actively manage and better predict legacy income