One day
Fundraising Strategy Day
A focused day that turns uncertainty into a clear leadership stance.
Package tailored to your charity’s turnover
One facilitated day
- 4 P’s leadership alignment: your AI readiness assessed
- 4 M’s ask design: Market, Message, Medium, Moment
- BIPEDS Channel Audit: every channel marked Human-Led or AI-Scalable
- Strategic Priorities: ranked fundraising priorities agreed with leadership
- Leadership Roadmap: agreed next steps with AI guidance and guardrails
What you gain: your leadership team leaves the room aligned, with a shared, confident answer to “what is our stance on AI?” and the year’s priorities everyone owns.
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Flagship programme
AI-Ready Fundraising Leadership Pilot
From uncertainty to a tested, governed pilot your team can trust.
Package tailored to your charity’s turnover
Stakeholder call plus two facilitated days
- Strategic Plan: leadership stance and strategic plan for AI positioning and deployment, tailored to your organisation and designed for trustee sign-off
- Foundational AI Policy: use cases, staff guidelines, approval workflows, ethical red lines
- BIPEDS Channel Audit: decision framework across all six channels
- 4 P’s leadership alignment: your AI readiness assessed
- 4 M’s ask design: Market, Message, Medium, Moment
- 90-Day Roadmap: prioritised implementation with owners and decision gates
- Team Adoption Brief: a one-page rollout guide for staff
- 30-Day Follow-Up Call: progress review and future planning
What you gain: you stop guessing. Your team tests AI safely inside clear guardrails and proves what works, before you commit budget or risk reputation.
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Board-ready
Income Growth Strategy & AI Policy
A complete programme that ends with a policy your board can adopt.
Package tailored to your charity’s turnover
Pre-engagement calls plus three phases over 90 days
- Everything in the Pilot: every Pilot deliverable included
- Comprehensive AI Policy: a full board-adoption policy
- AI Risk and Mitigation Register: trustee-facing, for risk committee review
- Board Presentation Deck: ready for trustee sign-off
- Trustee Q&A Pack: anticipated questions with prepared responses
- Team Adoption Programme: a full staff rollout plan
- 90-Day Implementation Support: three scheduled check-ins
What you gain: a policy your board can adopt without hesitation, and a roadmap that turns AI from a worry into measurable income growth.
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Ongoing partnership
Retained Advisory
A trusted peer on call as your AI decisions arise.
Package tailored to your charity’s turnover
Ongoing, cancel with one month’s notice
- Two calls per month: strategic guidance for your leadership team
- Document review on request: a second pair of eyes on key materials
- Board reporting support: help framing AI for trustees
- Ongoing guidance: continuity as decisions and tools evolve
What you gain: you never face a big AI decision alone. A trusted peer is on call, so you move faster and with less risk as the landscape keeps shifting.
Book a discovery call
Not sure which is right? A discovery call is the simplest place to start. We will recommend the entry point that fits where your charity is now.