How well does your major donor fundraising score?

Simply answer our FREE 20-question scorecard to find out where you’re thriving and where you should focus your efforts to improve your results.

Moneytree fund raising

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

The Major Donor Scorecard

Assess your major donor programme, or readiness to start one.
At Money Tree Fundraising, we know what it really takes to get a successful major donor programme underway.

We have developed this scorecard through working with dozens of organisations setting up a major donor programme for the first time. If you’ve not yet started major donor fundraising then this scorecard will give you a sense of what it’ll take for your organisation to get started.

If you have started major donor fundraising then this scorecard will show you where to focus your efforts to improve your programme.

– Free to download
– 20 Questions
– Results in under 10 minutes



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It’s fairly well known I’m passionate about trust fundraising. Especially well-done, best-practice trust fundraising. What you might not know is I am also passionate about history, living history and costume making. Why do I bring this up you ask? Because I am...

Achieving balance: foundations of fundraising resilience

Regardless of your fundraising specialty, here are some tips from Money Tree Fundraising to help build, or rebuild, your fundraising resilience.

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.

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.

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

Here are a few tell-tale signs in assessing early on whether a major donor programme is likely to be successful.

A Tale of Two Hospices

Money Tree Fundraising recounts a true tale of two hospices who increased their major donor income five-fold by not relying solely on belief.

What makes a great major donor fundraiser?

Key attributes we feel make up the (almost) perfect major donor fundraiser

Research – how to find the gold

Research is important and seems like a no-brainer. Thorough research and knowing your topic can help the decision-making process.

Guest blog- Return on Investment in High Value Fundraising

Pound for pound, return on investment figures differ depending on the type of fundraising you’re doing and tend to be higher for trusts and foundations, major gifts, grants and capital appeals.

Quick turn-around, make-or-break trust fundraising

Deanna Wolf, Senior Consultant – Trust Fundraising, has 5 tips for dealing with emergency trust fundraising needs. Alongside her recommendations for building a strong trust fundraising programme, these tips will help you keep your doors open and your projects funding.