Major Donor Kick Start


Donor interviews sit at the heart of our approach and with more than
75 interviews conducted so far, we know major donors and we know
major donor fundraising.

We have worked with more than 30 charities keen to develop major
donor programmes. Ahead of working with us, they all faced the same
barriers to success:

  • Not knowing how to find the donors to approach
  • Not writing compelling proposals that work for donors
  • Not building strong relationships
  • Not asking for the gift
  • Not having the backing of their organisation
  • Not being able to measure or report back on the impact of a gift
  • Not being consistent over the years

Our major donor fundraising expertise delivers

Identification and qualification of
potential donors

A strong written proposal to engage
donors now and in the future

Workshops with trustees and senior staff to debunk myths and secure commitment

Coaching in making the ask

Training in the art & science of donor cultivation for you, your team and your senior leadership

Planning for long-term success

Kick Start Your Major Donor Fundraising

Our tried and tested approach will take you through the stages essential for setting up your major donor fundraising programme:


We assess where you’ve come from, what you’ve done, what has worked (or not) and what you’ve got. We need to assess your senior staff, trustees, patrons etc. for their fundraising readiness and networks. You will immerse in your organisation too, working together on a compelling proposition for donors.


Together we create a proposal that is attractive to major donors, ensuring that you can measure success against pre-set objectives. We ensure that you have the supporting documentation, processes and procedures that donors will need to see.


We advise you on how best you can identify potential donors from your database or from external sources*. We speak to potential supporters to test the proposal and the financial assumptions we’ve made so far, making the first key step in engaging your key donors.


We use everything we learn whilst working with you to make recommendations about your major donor potential. This will include an outline plan to achieve success and an outline budget for the costs of raising the money. We deliver breakthrough sessions and training to your senior leadership and team on cultivation and asking.

At the end of the Major Donor Kick Start you will have launched your major donor programme and you will have the skills, tools and support you need to deliver consistent major donor fundraising that will provide a step change in your organisation’s income.

* the additional cost that may be required for this aspect of the work is not included in our package as each organisation’s situation is so different.

We offer four levels of support
throughout the programme

Foundation Bronze Silver Gold

Price ex.VAT

Min duration


6 weeks


12 weeks


18 weeks


24 weeks

Readiness self-review we conduct the review
What expert critique of your proposal a proposal written for you
Who we will work with you to identify potential major donors Individual interviews
+ online survey
How outline recommendations recommendations and a plan
team training: the major donor process
breakthrough session: understanding major
donors for leaders
team training: asking

This is a partnership

When we work together with our clients, we have the greatest success. We will get to know you, your plans, your team and your aspirations to ensure that
we can give you the best advice. We ask that you work with us to introduce us to your organisation and your networks.

Case Study: Saint Francis Hospice

“Going through the Money Tree Fundraising major donor kick start process has enabled us to better identify prospects, seek out new donor networks, engage our ambassadors, sharpen our proposition and put in place plans and processes to embed major donor fundraising within the organisation. This has galvanised our staff and trustees, giving us a platform from which we expect to significantly grow our major donor income over the coming years. Our less experienced staff have been fast-tracked and are now actively building relationships with potential major donors and high value donations are starting to be made.”

Jane Frame, Director of Fundraising & Marketing, Saint Francis Hospice & Chair of NAHF


By partnering on the Major Donor Kick Start programme you will launch a successful major donor programme that gives you
the step-change in income you are looking for. By the end of our Major Donor Kick Start you will have:

  • A clear idea of your charity’s potential for major donor fundraising
  • A pipeline of potential major donors
  • A persuasive proposal to use with these people
  • A head-start in engagement
  • The skills to build relationships, build your pool and, ultimately, ask for donations
  • A leadership team who understands and supports major donor fundraising
  • A plan to follow and support to make sure you follow it

The Money Tree Fundraising Major Donor Expert

Beth Upton FInstF (dip)

“Beth’s passion for fundraising and achieving success for her clients comes over in abundance. The detail in the work she delivered for us was fantastic and laid the foundations for the way we work now.”

Gary Wheway, RSPCA Leicester

Give your major donor programme a health check now