We work with charities to set up and grow fundraising from trusts, companies and wealthy individuals for capital appeals and revenue streams. 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 and specialist researchers who work across the UK.


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We specialise in high-value

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

Contact Us


Looking for talent

We are looking for major donor fundraising consultants to join our associate team. You will need to demonstrate successful experience in major donor fundraising – particularly at the strategic end rather than delivery-only – and be able to turn your hand to all...
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Achieving balance: foundations of fundraising resilience

Over the last year, I’ve heard increasingly of trust fundraisers struggling with competition and rejection levels typical in our sector. When the novel coronavirus/COVID-19 landed, it impacted, sometimes devastated, fundraising efforts across the board. At...
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No major donor fundraiser is an island – save our clods!

Money Tree Fundraising article on ensuring that your major donor fundraiser is not an island.

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Key Indicators of Success for a Capital Appeal

Capital appeals aren’t easy, read this blog from Money Tree Fundraising to find out the key indicators of success for a capital appeal.

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Addressing the diversity deficit in charity leadership

Money Tree Fundraising CEO Beth Upton shares how she will be honoring her pledge to the ACEVO/Institute of Fundraising diversity principles.

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How you can judge a major donor programme by a cup of tea

As a high value fundraising consultant I get to meet a lot of great fundraisers and a few not so good if the truth be told. Over the years I've got better at assessing early on whether a major donor programme is likely to be successful. I always keep an...
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Top Tips for remote working

Money Tree Fundraising is an entirely remote company. Whenever I get a sales call asking to speak to our estates manager, person who manages the company’s utility bills or similar I tell the caller this and I am often met with stunned silence and some...
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Sample and Template Policies for Third Sector Organisations

Needing to create or improve your organisation’s policies and governance for your fundraising toolkit?  Have a look at these free resources, samples and templates on the internet.  You WILL need to adapt and edit templates to make them appropriate for your...
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A Tale of Two Hospices

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity” So runs Dicken’s famous opening line of a Tale of Two Cities. Belief followed by...
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Thriving as a remote worker

Before setting up Money Tree Fundraising in 2010 I had a “proper” job as a Fundraising Director and worked from home a day or two each week, so had some sense of what remote working took. Today Money Tree Fundraising is proud to be an entirely remote...
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