services
wealth intelligence
Developed in partnership with Prospecting for Gold, Wealth Intelligence gives you everything you need to develop major donor campaigns, including access to the UK’s largest factual database of the wealthy. find out more..
prospect research
We can help you identify and profile donors across the spectrum including individuals, trusts, corporates and statutory agencies, both in the UK and internationally.

bid writing
Our team of specialist bid writers can help relieve your team’s workload by preparing high quality, donor focused funding applications.
Read about our Recent Success Stories

market research
Market research can help you develop strategy, test opportunities for developing income generating businesses and demonstrate your performance to funders. We have specialist skills in research design, questionnaire and discussion guide development, data analysis, running focus groups, conducting in-depth interviews, and importantly, preparing user friendly, action oriented reports.
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case studies
Citizens Advice Case Study
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

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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