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.
Training
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:
Further information
- 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
- Kent Surrey & Sussex Air ambulance Service
- Keynsham Festival
- King Edward VI Camphill School for Boys
- Kissing It Better
- Leeds Hospitals' Charity
- Lightyear Foundation
- Malvern St James Girls' School
- MCC Foundation
- Myton Hospice
- Norfolk Hospice
- NorthCare Charity
- Open City
- RCDSC, Nepal
- Refuge4Pets
- 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
Feasibility Studies
Campaign Management
Strategy Reviews and Development Audits
Periodic Consulting
Legacies
Communications
Periodic Consulting resources

The Lord Leycester Hospital
Achieving success with the National Lottery Heritage Fund.

Essex and Herts Air Ambulance Trust
Why periodic consulting can create the perfect fundraising partnership.

How To Appoint A Fundraising Consultancy

The National Lottery Heritage Fund
Finding A Way Through Your Next Fundraising Challenge
Update - Autumn/Winter 2024
Read about the latest Gifted updates from Autumn/Winter 2024.
Update - Spring/Summer 2024
Read about the latest Gifted updates from Spring/Summer 2024.
Update - Autumn/Winter 2023
Read about the latest Gifted updates from Autumn/Winter 2023.
Update - Spring/Summer 2023
Read about the latest Gifted updates from Spring/Summer 2023.
Update - Autumn/Winter 2022
Read about the latest Gifted updates from Autumn/Winter 2022.
Update - Spring/Summer 2022
Read about the latest Gifted updates from Summer/Spring 2022.
Update - Autumn/Winter 2021
Update - Spring/Summer 2021
Update - Autumn/Winter 2020
Update - Spring/Summer 2020

Update - Autumn/Winter 2019

Update - Spring/Summer 2019

Update - Autumn/Winter 2018

Update - Spring/Summer 2018

Update - Autumn/Winter 2017

Update - Spring/Summer 2017

Update - Autumn/Winter 2016

Gifted Talks Fundraising Podcast 6: Fundraising Magic - the Power of Leadership
In this episode, we discuss how leadership by example is the single most important factor that affects fundraising success:
- The power of the 'join me' message.
- Leadership giving is not about the size of the gift, but the collective response made by the Board and also the Staff.
- How to motivate leadership to not only give time, but money too.
Please send your questions or suggestions for future discussion topics to: [email protected]

Gifted Talks Fundraising Podcast 2: Planning your next Christmas/Winter Campaign
Gifted Directors Amy Stevens, Chris Goldie and Andrew Day share their extensive fundraising experience, reflecting on current challenges and emerging opportunities across the Third Sector. These candid "kitchen table" conversations offer practical insights and helpful tips on a range of fundraising topics.
In this episode, we discuss how to turn the season of 'good cheer' into fundraising success:
- Being clear about the objectives for your Christmas Campaign.
- When is the best time to engage your prospects?
- Are Christmas Cards worth the effort?
- Keeping the engagement personal, and meaningful.
Please send your questions or suggestions for future discussion topics to: [email protected]

Gifted Talks Fundraising Podcast 1: School Bursaries - fundraising that changes lives
Gifted Directors Amy Stevens, Chris Goldie and Andrew Day share their extensive fundraising experience, reflecting on current challenges and emerging opportunities across the Third Sector. These candid "kitchen table" conversations offer practical insights and helpful tips on a range of fundraising topics.
In this episode, we discuss how the bursaries at independent schools:
- Have a powerful fundraising case.
- Are grounded in a long history of educational philanthropy.
- Not only transform the prospects for specific children, but strengthen the overall school culture.
Please send your questions or suggestions for future discussion topics to: [email protected]
Periodic Consulting

2025 Trusts and Foundations Insights Survey
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Find out more
To arrange a no-obligation discussion of your fundraising needs, contact [email protected]