Fundraising Audit & Health Check

An independent review of your fundraising, with clear recommendations you can act on. Useful before a new strategy, after a period of growth or when your team needs an informed outside perspective.

When this helps

  • Activity is busy, but you’re not sure where the greatest value lies.
  • You need a clearer view of the pipeline, systems or team capacity.
  • You want evidence to inform your next fundraising decisions.

How I work with you

I review the agreed documents and data, talk to the relevant people and look at your fundraising in the context of your charity’s aims. Recommendations distinguish immediate improvements from longer-term investment.

Options & typical fees

Commission the support you need. We agree the scope, deliverables and fee before work begins.

Fundraising audit / health check

£800–£1,800

A proportionate review with prioritised findings.

  • Income and activity performance
  • Pipeline, funder relationships and stewardship arrangements
  • Capacity, processes and fundraising systems
  • A prioritised action plan and discussion of findings

Timescale & next steps

A defined review with document collection, discussion and a findings session.

Tell me what you need, your timetable and any budget you are working within. I’ll confirm availability and propose a clear scope and fee.

Client perspectives

What it’s like to work together

“From the initial call with Sophie, I felt that she really cared about our cause, and made the process seamless. There were different options for us to choose in terms of levels of support (no pressure and our budget was taken into consideration).”
Sarah Land
Co-Founder, Peeps
“Sophie is absolutely superb to work with. She brings depth of experience which is manifested in astute insights, together with an upbeat and highly collaborative manner and top class writing skills. We are very lucky to have her working with our charity.”
Duncan Grant
Partnerships & Development Director, Future First

Let’s talk about what would help.

Get in touch