research services
wealth intelligence
UK’s largest resource for finding major donors and developing a strategy. find out more..
legacy intelligence
the leading service for finding prospects for your legacy campaign find out more..
prospect research
Our researchers can find trusts, foundations, corporates, statutory sources or individuals to support your cause.
bid writing
Our specialist bid-writers can write high quality funding applications or review your application before it’s submitted. Read about our Recent Success Stories
market research
Specialists in both quantitative and qualitative research we can deliver bespoke research into any area from stakeholder analysis to testing a social enterprise.
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Action Planning’s fundraising research team works with clients to identify new sources of funding and prepare effective funding applications. We also carry out market research to help charities develop strategy and demonstrate performance.

We offer a range of products including Wealth Intelligence, a powerful resource for developing major donor programmes, and prospect research into the full range of statutory, lottery, corporate and trust funders, in the UK and internationally.

The team includes specialist bid-writers who prepare funding applications on behalf of our clients to grant-making trusts, companies, lottery and statutory funders and have access to a full range of research resources.

Above all, the research team takes pride in delivering practical outcomes for clients. We work alongside our Senior Consultants to make sure we deliver up-to-date, user friendly information. Our philosophy is that research is much more than data collection. The real value is in providing our clients with value added analysis and interpretation that enables you to meet your business needs.




“The staff at Action Planning have been instrumental in providing the key links and knowledge that have facilitated and guided our success. They have been a pleasure to work with and made the challenge of raising over £1.5m fun.”

Ken Mackenzie, Project Manager, London’s Arcadia

case studies
Citizens Advice Case Study
UCB Wealth Intelligence
Case Study
Crimestoppers
Community Action Hampshire

Action Planning, Waymark House, 19 Cedar Road, Sutton, Surrey SM2 5DA  T:020 8642 4122  F:020 8770 2090  office@actionplanning.co.uk
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