OUR SERVICES

However large or small your organization’s need to raise funds, it is difficult to know where to start. You may need to conserve a building, develop new facilities, add to funds, reorganize your fundraising department, or even a combination of all four. Initially it may seem an impossible task, or perhaps possible, but likely to stretch your organization’s resources to the limit and beyond. The Consultancy provides a comprehensive service to charities and other not-for-profit organizations seeking to raise funds, including:

An initial no-obligation meeting
The first step is to meet Stefan Lipa to discuss your organization's current situation and future needs. There is no cost involved for this meeting, and no commitment by you to take the ideas any further.

Resources Study for a capital campaign
This will help you to define your aims and objectives, to quantify the funds required and to identify some potential human and financial resources, whilst at the same time allowing the Consultancy an opportunity to assess your organization and sample reactions to the project.

There are three clear phases: the preparation of a case statement, interviews with people associated with your organization, and a comprehensive report from the Consultancy.

Audits of existing capital campaigns
The Consultancy can review your existing strategies and suggest improvements or methods of reinvigoration.

Revenue Fundraising Study
We can review your current fundraising strategy and operations and identify how to reinvigorate existing or locate new income streams. We will prepare a plan of action to implement the results of the Study and suggest staff and resources required.

Strategic planning and conduct of revenue fundraising, major gift and capital campaigns
We are able to provide any required mix of services including:
• planning
• specific consultancy or management services
• strategic advice for resolution of fundraising problems

Trust, Grant and Lottery applications
We can provide strategic advice, draft relevant documents and prepare the case in support of applications.

Volunteer recruitment, briefing and training
Most successful fundraising campaigns are based on effective volunteers. We can advise on recruitment of volunteers and increase their confidence and results by giving them the very best of training and support for the tasks ahead of them.

Recruitment of fundraising staff
We are expert in what is required to be a good fundraiser and can put this knowledge to use by advising you on the criteria and methodology of selecting personnel, and by assisting in the interview process.

Setting up in-house fundraising departments
We can draft objectives for fundraising departments, advising on the selection of staff and provide a plan of action for the way forward.

Management of registered charities and other not-for-profit organizations
Registered charities and other not-for-profit organizations face special problems in their operation. They are expected to act in a business-like way in the operation of their organization and finances and the way in which they produce their product or service, but their resources are often inferior to those of business. Very often, charities rely on volunteer rather than paid staff to achieve their objectives. The management of resources and the recruitment, leadership and motivation of volunteers requires special skills. The Consultancy offers advisory services to help charities and other not-for-profit organizations cope with their special requirements.