Charity Consultancy Services for Small Charities
Whatever needs work, this is where to start.
Most charity problems trace back to four foundations: governance, strategy, systems and income. Get those right, and the rest gets easier. These five services are the ways in – one for each foundation, plus setting the charity up in the first place.
Whichever you start with, the order is the same: we understand where you really are, help you get clear on what matters most, then do the work. Nothing gets built until it’s clear what’s worth building.
What We Help With
Five services. Start with the one causing the most pressure.
Charity Setup & Registration
Register right the first time, without the guesswork
Turning an idea into a charity that works. We help you form what the charity will actually do and which problem it solves, get the charitable purposes right, draft the governing document and core policies, and guide your registration application. Set up properly from day one, rather than being boxed in by decisions made in the first month.
Charity Governance Support
Governance that holds, and decisions that stick
Unclear governance shows up everywhere else – board meetings that circle without deciding, compliance that feels like a worry rather than a routine, trustees unsure what they’re responsible for. We help you put in place a governance structure that fits what your charity actually does: clear roles, sound decision-making, the policies you genuinely need, and a governing document that supports the work rather than restricting it.
Charity Strategy & Planning
A strategy that guides the work you do
A strategy is only worth having if it helps you say no. We work with you to set a direction that guides real decisions – what to take on, what to leave, and what matters most right now – and turn it into a plan your team can actually follow. Not a document produced for a funder and never opened again.
Charity Digital & Tech
Systems your team can rely on every day
The practical setup your team works with daily: a website that explains your work and lets people give without friction, a CRM that helps you manage supporters properly, email automation, and the tools that either help or quietly get in the way. This is set-up work we do – built to fit a small team, not to impress anyone.
Charity Marketing & Fundraising Strategy
Income that doesn’t rest on one funder
Fundraising that takes a lot of effort and returns little usually traces back to something upstream – unclear messaging, no plan for where income comes from, or supporters who give once and never hear from you again. We build the fundraising strategy, the messaging, the ad copy and the landing pages: the parts that need specialist craft. Running it stays with you, because the relationships are yours.
How We Work
Guidance and delivery together – and mentoring runs through all of it
Most charities get one or the other: an adviser who tells you what to do but doesn’t help do it, or a contractor who builds something but can’t say whether it’s the right thing. We bring both together. And none of it is handed over and left – we work alongside your team, help you reach the decisions, then help you act on them, so what changes stays changed after we step back.
- What we do – we do the parts that need specialist craft: websites, systems, policies, messaging, ad copy, landing pages.
- What stays with you – the running of it: the campaigns, the conversations, the relationships with your supporters. Those depend on your voice, and only you have it.
Ways to Work With Us
Start small. Step up when there’s a reason to
Any of these services can be a single project, a one-off session, or part of an ongoing plan. Most charities start small – one clear next step – rather than committing to a long arrangement before they know it’s working.
Not Sure Where to Start?
Book a free 30-minute call. We’ll work out where you are, what’s creating the pressure, and which of these would help most – if any. You’ll leave with practical steps you can use straight away, whether we work together or not. No pitch, no obligation.