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.

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, Arts Council England 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 for the money 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

"We have a small team here at The London Clinic, so the support of Gifted has been invaluable to ensure we progress fundraising plans at pace. The Gifted teams experience mixed with their approachable nature ensures it’s always a pleasure to work with them on achieving our ambitious goals."
Rachael Church, Executive Director, The London Clinic

"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
  • akt
  • Bolton NHS Charitable Foundation
  • British School at Rome
  • Canterbury Cathedral Trust
  • Christ Church Ardsley
  • Christ Church Dore
  • CARA/Universities UK
  • De Montfort University
  • Essex & Herts Air Ambulance Trust
  • Gloucester Cathedral
  • Hadleigh Grand Foeffment Charity
  • 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
  • Norfolk Hospice
  • NorthCare Charity
  • RCDSC, Nepal
  • 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 Egypt Exploration Society
  • The Kennel Club Charitable Trust
  • The King's School Macclesfield
  • The Leeds Library
  • The London Clinic
  • 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

Case Studies

Essex and Herts Air Ambulance Trust

Why period consulting can create the perfect fundraising partnership.

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How To Appoint A Fundraising Consultancy

View Guide

The National Lottery Heritage Fund

View Guide

Insights Videos

Finding A Way Through Your Next Fundraising Challenge


Update - Spring/Summer 2024

Read about the latest Gifted updates from Spring/Summer 2024.

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Update - Autumn/Winter 2023

Read about the latest Gifted updates from Autumn/Winter 2023.

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Update - Spring/Summer 2023

Read about the latest Gifted updates from Spring/Summer 2023.

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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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Gifted Talks Fundraising

Catch up with our new Podcast

Transformational bursaries? 

Capital projects? 

Who will give and why?

Amy, Andrew and Chris discuss how fundraising in schools will evolve in the future and why transformational bursaries are the way forward.

Service Videos

Periodic Consulting


The Fundraising Landscape - Survey Results

View Survey

Webinar Videos

Trust Foundation Report Insights

How Can Churches Come Back Stronger?

NHS Fundraising: Where Do We Go From Here?

Find out more

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

Why clients engage periodic or ad hoc consultancy services