Wealth screening can help you understand someone’s capacity to give a major gift, but it will never replace building meaningful relationships with your supporters.
Ready to learn more? Get in touch.
Want to know what wealth screening can really tell you about your supporters?
* If they’re likely to have the potential to make a major gift.
* Their match level - individual or household wealth.
* Million-pound properties.
What a great result! We also encourage charities to be less south-east-centric when looking for support, and this firmly backs that up.
Three reasons due diligence for major gifts might matter more than you realise. 👇
- It protects your reputation.
- It complies with regulations.
- It’s a part of best-practice fundraising.
If you’d like to talk through due diligence for major gifts, get in touch. 📧
What a brilliant way for charities to demonstrate their due diligence 🙌
Last chance to sign up for this Thursday’s free webinar: Lessons for 2025 for your trust fundraising programme in 2026. 📢
There will be time for questions, and we hope you will join the discussion to share your experience and insight.
Book your spot. 👇
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Can't wait to get stuck into this!
If they’re not hot anymore, it’s not your fault. But there is something you can do about it.
- Audit your pipeline & flag those no longer relevant.
- Take stock of relationships - have any stalled?
- Re-rank your existing prospects into our 6 categories.
- Wealth screen to identify new prospects.
If you’d like to talk through best practice guidelines, get in touch. 📧
- You haven’t told your supporters about your policies.
- You’re not sure why you’re even doing due diligence research.
Lucky for you, we’re big fans of due diligence and can help you get it right, and boost public confidence while you do it.
Does due diligence sound boring? 🥱 Like it, love it, or hate it, it’s a key part of best practice fundraising. And if you’re guilty of any of the following, it might be time to review yours. - Your policies haven’t been updated in years. - You’ve started a new programme without a policy in place.
- The Veterans' Foundation is offering grants of between £200K and £500K for co-designed projects exploring new solutions to the challenges veterans and their families face.
- Essex Community Foundation is giving away £50K to support local projects, charities, and initiatives across Essex.
- Black Funding Network’s Spring Funder is open to eligible organisations with an annual income of under £100K.
Four funding opportunities this February via @ukfundraising.bsky.social. 🤝
- Aviva Foundation Communities Fund is awarding up to £25K to support financial wellbeing and respond to the impact of climate change.
The Access Group is a powerhouse! I wonder what they'll bring to the third sector. Congrats to @enthuse.com on the acquisition 🎉
Love some feel good Friday news!
What a fun round-up! Sarah-Jane is the queen of the charity poem 👸
Signs your existing donors might be major gift prospects. 👇
- They live in a million-pound property
- They’ve gone through a life-stage shift
- They’re engaged with your cause beyond giving
- They’re on our Wealth Intelligence Database
Are you overlooking major gift prospects? Get in touch. 📧
Brilliant insights! And those events are perfect for building long-term sustainable relationships with your supporters.
Three myths about prospect research that are holding you back.
- Prospect research invades privacy.
- Only multi-millionaires are worth researching.
- Small charities don’t need prospect research.
Ready for research-based fundraising? Get in touch. 💌
Can’t get your trustees to sign off on your prospect research project? These four tips will help secure organisational buy in.👇
- Mythbusting
- Evidence
- Champions
- Celebrate
Visit our website for more tips on prospect research and wealthscreening. 💻
- Using research to build your pipeline and strengthen your applications
There will be time for questions, and we hope you will join the discussion to share your experience and insight.
Book your spot. 👇
www.eventbrite.co.uk/e/lessons-fr...
What a great initiative! Swiftaid are the good guys 👑
Looks great!
Caution definitley required - while it's a great way to engage new supporters, soft opt-in can't be used retroactively!
- Using research to build your pipeline and strengthen your applications
There will be time for questions, and we hope you will join the discussion to share your experience and insight.
Book your spot. 👇
www.eventbrite.co.uk/e/lessons-fr...
Despite challenging economic times and high demands on funders, there are still plenty of opportunities.
In this session, we will look at:
- The changing landscape
- What are the funders saying?
- What's the role of AI?
- The AI pitfalls
- Removing barriers
- Building relationships
What lessons can you take from 2025 for your trust fundraising programme in 2026? 💡
Don’t miss our free webinar led by Kerry Rock & Sue Thorn, who’ll share what you can learn from the ups and downs of 2025 to build successful trust fundraising programmes in 2026.
Want to learn more about research-based fundraising? Don't miss next month’s free webinar, where we’ll be sharing the lessons from 2025 you can use to build your 2026 pipeline.
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