We offer bespoke, imaginative and practical solutions to your current fundraising needs, leading to your next successes. Our expertise encompasses trusts, statutory funders, lottery distributors, companies, major donors, donor development and recruitment programmes, legacies and community fundraising. We can help you move forward in a number of different ways.

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fundraising review Are all your income streams performing as they should? Is the investment level and mix correct? A fundraising review with Action Planning can provide a valuable ‘health check’ for some or all of your fundraising income streams.

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fundraising strategy A strategy takes account of your fundraising environment and ensures that you have focused and planned activities that deliver the best return on your investment. We can help you review and update your current strategy, or prepare a new strategy suited to our current needs.

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helping you secure grants and contracts Are your asks successful? Are they well crafted? Are you targeting the right sources? We advise clients on why particular approaches might have failed, review bids prior to submission or write them for you. We also provide training to build the bid-writing capacity of you team.

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mentoring We enjoy providing ongoing advice and support to our clients through our mentoring service. Meeting an intuitive and experienced fellow professional either regularly or for one-off sessions can help give an external perspective and help you explore new options.

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interim management Provision of interim management by Action Planning gives you time to find the right person for your fundraising whilst knowing that no ground is being lost.

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hands on fundraising We can implement whole campaigns or specific projects when in house resources are stretched.