Research Profiles – a comprehensive in-depth investigation into an individual, trust/foundation or organisation is the starting point for any fundraiser who needs to better understand how to connect, cultivate and steward potential donors with impact.

Pipeline Creation/Management –  a well-managed pipeline is key to hitting fundraising targets and building sustainable relationships. By tracking every stage of your prospects’ journey, pipeline analysis highlights priorities, uncovers gaps and ensures momentum is maintained.

Due Diligence Reports – a critical stage in the gift acceptance process, due diligence safeguards your organisation by identifying risks and any potential reputational damage. These reports demonstrate your ethical values and provide leadership with transparent information as well as the confidence they need to make informed decisions.

Network Mapping – visualise and understand the relationships of your prospects, donors and stakeholders. Uncover the personal, professional, social and philanthropic pathways to better understand who the most influential people are within your network.

Event Guest Biographies – feel confident going into any event, meeting or networking opportunity with concise and tailored biographies of attendees.

Prospect and Donor Monitoring – keep up to date and engaged with your top level prospects and current donors and partners by tracking key news, important events and personal moments of your valued inner circle.

Philanthropic Policy – establish clear principles and processes for accepting or refusing donations. Gift acceptance policies and due diligence procedures are the fundamental framework to ensure you are in line with your values and mission.

Whether it’s one of the services listed above or a bespoke research project, I’d love to hear from you and explore how we can work together.