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Fundraising Planning

A methodical route to stronger income as a one-off plan or a delivered programme.

A fundraising plan is your blueprint. It gives you a logical approach to building income,  prioritising the right streams, setting realistic targets, and sequencing activity in a way your team can deliver. This can be commissioned as a one-off piece of work or used as the foundation for implementation by your team or ours.

Patterns we often see

  • Too many income ideas, not enough delivery capacity
  • Fundraising is reactive and stressful
  • Trustees want clarity, but reporting is vague
  • Activity isn’t joined up into a coherent plan

What we build

  • A prioritised income mix based on your capacity and context
  • Clear targets, timelines and responsibilities
  • A methodical sequence: what to build first, what to add later
  • A simple dashboard to track progress and keep stakeholders aligned
  • A 12-month income plan plus a practical 90-day action plan

Typical first 30 days

  • Review of current fundraising and capacity
  • Recommendations on income mix and prioritisation
  • Draft 12-month plan structure and targets
  • Draft 90-day action plan with next steps

Exact deliverables depend on your starting point, capacity and deadlines. We'll confirm scope after the discovery call.

Typical fixed fee

£1,500 (scope confirmed after the discovery call)

Start your fundraising plan today

Book a free, no-obligation discovery call. If you feel your fundraising is too reactive, we’ll help you create a plan that’s realistic, measurable and logical.

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