Periodic Consulting

There are many reasons why clients choose periodic fundraising consultancy services, rather than request a comprehensive study, strategy review or a full-time campaign manager.

Why clients engage periodic or ad hoc consultancy services

It could be that you already have a large, very experienced in-house fundraising team, able to pick up many of the specialist fundraising tasks that consultants are usually asked to provide. In these cases, we offer a tailored, step-by-step partnership that complements existing strengths and injects clarity or momentum when it’s needed.

National Lottery applications

We also offer a service to help you benefit from our expertise in planning and submitting major applications to the National Lottery Heritage Fund, the National Lottery Community Fund, or Sport England. If you’ve never completed an application before, or you’ve struggled to find success with these key grant-makers, you may be interested in engaging us to provide specialist guidance that will set you on your way.

Project Development

New fundraising initiatives require careful planning and the appropriate delivery mechanisms. Often your existing team may not have previous experience of such initiatives and therefore the best solution may well be to bring in periodic support to ensure that the programme is ready at the right time and with the right impact.

Campaign development support

You may have a sizeable in-house development team, but are also planning a major capital fundraising project in addition to meeting your essential annual revenue costs. In this situation, it makes sound business sense to invest in some short-term additional resource to help deliver the capital campaign, which could be hands on major gifts fundraising, or mentoring and training your in-house team to develop the new skills required.


Sometimes our clients want to focus on skills development. Through our suite of training packages, we can upskill both volunteer leadership and in-house development teams on topics such as asking and bid writing.

The key elements of periodic fundraising support

Whilst this varies from client to client, our consultancy services will often include:

The key benefits

  • Supports your existing fundraising staff with expert advice and guidance when they need it most
  • Strengthens grant success with major funding bodies like the National Lottery Heritage Fund
  • Provides short-term additional back-up when planning or delivering a capital fundraising campaign
  • Helps to ensure that new projects or programmes benefit from wider knowledge and experience

"Whilst we have a dedicated team of volunteers at St Paul’s, we did not know how to go about raising the funds we need for our project. The training and mentoring package we’ve had from Amy has been so valuable. Not only have we gained new skills to take forward for the future, but we have benefitted greatly from the specialist knowledge about what is required for applications which Amy has given us."
Rev. Michael Woodcock, Parish priest at St. Paul’s, Witherslack

"The planning of Dippy on Tour North West has been fun, inspiring and challenging all at the same time. We enlisted Gifted to add extra capacity to our team for this major project and their professional guidance has been invaluable in shaping and delivering our plans." 
Darren Grice, Deputy Chief Executive, Link4Life

"Gifted is helping us to steer a course for a new generation of giving at the Goldsmiths’ Company. Throughout our long history, philanthropic giving has always been central to what we have stood for. We are grateful for Andrew’s insights and advice on how best to ensure that we inspire our members so that we can continue to be relevant contributors to national life."
Sir David Reddaway, Clerk, The Goldsmiths’ Company

Further information

Client assignments

Addenbrooke's Charitable Trust
Bolton NHS Charitable Foundation
British School at Rome
Canterbury Cathedral Trust
Christ Church Ardsley
Christ Church Dore
De Montfort University
Essex & Herts Air Ambulance Trust
Gloucester Cathedral
King Edward VI Camphill School for Boys
Kent Surrey & Sussex Air ambulance Service
Kissing It Better
Leeds Hospitals' Charity
Malvern St James Girls' School

MCC Foundation
Myton Hospice
NorthCare Charity
Rochdale Development Agency
Rochdale Music Service
St Olaf's Church Wasdale
St Mary's Church Dalton
Seacombe United Reformed Church
Solihull School
Southern Thailand Elephant Foundation
St Mary's Collegiate Church Warwick
St Mary's Calne
St Paul's Witherslack
The Airey Neave Trust

The Bach Choir
The Kennel Club Charitable Trust
The King's School Macclesfield
The Lord Leycester Hospital
The Skinner's Company
Vintage Trains Charitable Trust
Wakefield Grammar School Foundation
Warwick Independent Schools' Foundation
Warwickshire College
Wren Hall
Youth Adventure Trust

Services list

Feasibility Studies
Campaign Management

Strategy Reviews and Development Audits
Periodic Consulting


Periodic Consulting resources


Update - Autumn/Winter 2022

Read about the latest Gifted updates from Autumn/Winter 2022.

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Update - Spring/Summer 2022

Read about the latest Gifted updates from Summer/Spring 2022.

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Update - Autumn/Winter 2021

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Update - Spring/Summer 2021

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Update - Autumn/Winter 2020

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Update - Spring/Summer 2020

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Update - Autumn/Winter 2019

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Update - Spring/Summer 2019

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Update - Autumn/Winter 2018

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Update - Spring/Summer 2018

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Update - Autumn/Winter 2017

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Update - Spring/Summer 2017

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Update - Autumn/Winter 2016

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Service Videos

Periodic Consulting

Webinar Videos

How Can Churches Come Back Stronger?

NHS Fundraising: Where Do We Go From Here?


The Fundraising Landscape - Survey Results

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How To Appoint A Fundraising Consultancy

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The National Lottery Heritage Fund

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Find out more

To arrange a no-obligation discussion of your fundraising needs, contact [email protected]