Knowledge Management

While knowledge is critical for successful fundraising, it can be difficult to keep track of all the information flowing between teams and staff members. All too often, information gets trapped in departmental silos and fundraising opportunities are missed due to poor communication, staff succession and inconsistent management of information.

Effective knowledge management processes are vital to ensuring the success and sustainability of your organisations major donor fundraising programme. Improved systems can help you demonstrate the value of research to the wider organisation, track fundraiser effectiveness, keep donor information up to date and help you decide where to focus your efforts.

Prospect management

We are experienced at developing tools and systems for effective prospect management and moves management and in training others to use them. We can advise on how to set up prospect pipeline systems that really work for your team and ensure your fundraisers have balanced, manageable portfolios of genuine prospects that don't get stuck in the pipeline.

Our clients include:
Diabetes UK
The Elders