We work with charities to set up and grow fundraising from trusts, companies and wealthy individuals. We are fundraising practitioners as well as consultants. We specialise in kick-starting new programmes.

We offer expert consultancy, training and delivery through our network of expert fundraisers, copywriters, specialist researchers and event organisers who work across the UK and internationally.

 

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We specialise in high-value
fundraising

We know that building and maintaining meaningful relationships is key in high value fundraising. This is the core of our expertise,
which we adapt to take a different approach to each of our core areas of operation.

What clients say about us

 

“It’s been a pleasure to work with Beth Upton. Beth herself really took the time to understand our needs and very quickly identified more than one candidate who could come in, hit the ground running and do the job that needed doing…”

Lesley Dewhurst

“Using Money Tree Fundraising to work with our Senior Management and Trustees really engaged them in our major donor programme, which is accelerating quicker than it would have without their buy-in”

The Money Tree Fundraising workshop was enlightening and useful, particularly in that it gave the senior team at Forum for the Future the chance to question each step and really understand the value of the process. Beth gave us plenty of practical takeaways so that we are able to manage the programme’s development well.”

Deborah Ball, Forum for the Future

 

“Mike is clear and easy to work with. We have felt understood as an organisation and are continuing to work through the plan and with the dedicated trust fundraiser provided by Money Tree Fundraising.”

Tine Grear, International Health Partners

“Money Tree Fundraising helped us review and plan our fundraising strategy, ensuring that we remain a lean and efficient organisation. Their feedback enabled us to become more externally-focused and see which potential sources of income were most viable for us.”

Alex Harris, International Health Partners

“At Disaster Emergency Committee (DEC) our challenge is always the uncertainty of when the next emergency will hit. Money Tree Fundraising was great at understanding our needs and the unique way we work. They quickly helped us understand our major donor fundraising potential and provided valuable insights into our strengths and the areas that we could develop. More than that, they provided us with a really practical action plan that was sensitive to the capacity and resources we have available.”

Lisa Robinson, Disaster Emergency Committee

“The report the Money Tree Fundraising delivered in reviewing our capital fundraising options was thorough, honest and backed up with several spreadsheets and papers of analysis to demonstrate the work that went into it. This is exactly what I needed to present to my trustees to help us make big decisions about our future options. Beth is personable as well as instantly knowledgeable and was available to answer any questions I or my trustees had through the process. I am looking forward to continuing to work with Beth and her team.”

Gary Wheway, RSPCA Leicester

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LATEST ADVICE

Practical Major Donor Fundraising in a GDPR Climate

GDPR is still an area of confusion and contention for many charities and fundraisers, particularly in the area of major donor fundraising. GDPR guidelines are one thing, but do they tell you when and how to research donor prospects, how much research is fair at what stage, who to invite to events, when and how to follow up, when and how to communicate privacy notices, what about new or cold prospects? So many of these are still up for debate as the legislation is deliberately open to interpretation. So how do you kick on with your major donor fundraising with confidence whilst being sure of GDPR compliance?….

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Money Tree Fundraising appoints Deanna Wolf as Senior Consultant – Trust Fundraising

Money Tree Fundraising today announced that Deanna Wolf has been appointed Senior Consultant – Trust Fundraising. Deanna will lead all aspects of the company’s growing trust fundraising programme, including account management for all of trust fundraising clients....
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Will major donors give unrestricted donations?

The short answer to this oft-asked question is; it depends how much you are asking for! Our recent survey of over 50 major donors, to a range of causes, showed that the larger the gift the more likely it was to be restricted. This is no surprise, as it is human nature...
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Top Tips for the new freelancer

An updated blog covering some top tips for those considering becoming freelance whether in fundraising or not. All of the tips are based on Beth’s personal experiences having gone freelance in 2010.

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How do you define a Major Gift?

An average of 2.8% of a charity’s database has the potential to be a major donor. If the database contains 100,000 records this is an overwhelming 2,880 people with the potential to give significant gifts. What constitutes as a Major Gift? Here at Money Tree...
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Trust Fundraising Myths Debunked

In this blog we try to debunk some of the most popular myths about trust fundraising – whether it is about raising money for a community interest company, proving your track record to a grant-makers satisfaction or applying for unrestricted money and covering your overheads through grants.

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Do Events Really Work for Major Donor Fundraising?

  There is much discussion around the purpose and benefit of events as part of major donor fundraising. Many charities fall into the trap of believing that putting on a series of events will attract new major donors and cultivate existing event supporters into...
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How to forecast major donor income

We are often asked by charities to help them forecast their major donor income, particularly for more newly established programmes. This is no easy task; factors to consider include: how many researched prospects there are what you are currently raising money for the...
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fundraising proposal

The secrets to writing compelling fundraising proposals

One thing all charities, large and small, have in common is the need to persuade donors to both support your cause and to support that cause through your organisation. Call it your pitch, your case for support, your proposition, your proposal, your fundraising copy:...
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major donor fundraising

What are the Barriers to Major Donor Programmes?

It is often self-imposed barriers that are really preventing a Major Donor Programme from flourishing. In reality, none of the feared-for barriers is insurmountable. WATCH Mike Bartlett give his insights on the barriers that charities face in adopting a Major Donor Programme.

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