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Consultancy services for the charity and not for profit sector.  Strategy Development, fundraising, governance, collaborations and partnerships.

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Blog

Stay bang up to date with developments in the sector and our latest thinking on issues affecting charities and social enterprises.

How to merge charities

Julian Lomas

The recent trend towards consolidation in the charity sector appears to be continuing, even accelerating. Over the last decade or so we have supported many small (and medium-sized) charity mergers of a range of types. This blog briefly explores the types of merger and the importance of getting the merger process right.

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How to set up a charity consortium.

Julian Lomas

Charity consortia have continued to be popular with funders and can offer a range of benefits. However, getting a consortium right takes time and money and success is not guaranteed. This article briefly sets out the benefits and disadvantages of consortia and some key issues to grapple with when setting one up.

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Voice fundraising

Julian Lomas

Fundraising using voice activated tools (such as smart speakers) seems to be the next “big thing”. But what is all the fuss about and is the optimism well-placed? Other recent fundraising innovations, while they have added to the mix, haven’t yet proven to be truly disruptive or paradigm shifting. This article briefly explores voice fundraising and reflects on what small and medium-sized charities should be doing to respond to yet another new fundraising technology.

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Finding your authentic fundraising voice

Julian Lomas

Finding your organisation’s authentic voice in fundraising or any other form of communications essential if you are to be successful. But what do we mean by this and how do you find it? This article offers some short reflections on this elusive topic that we hope you find helpful in developing your pitches for funding.

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Income risk, sustainability and diversification

Julian Lomas

I was delighted to co-host an in-depth workshop on income risk, sustainability and diversification at the Charity Finance Group (CFG) Annual Conference 2019, including a practical session for delegates to assess their own charity’s sustainability and income risk profile using a simple tool we have developed. This article briefly explains that tool and how it can benefit charities who use it (including a worked example).

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Why business continuity planning matters.

Julian Lomas

Business continuity planning is not just about apocalyptic events such as terrorism, floods and so on. It’s about making sure that your organisation can continue to serve its beneficiaries (and fulfill its obligations to funders) when a major event occurs that might otherwise prevent you from doing so. How well prepared are you to cope in such situations?

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How ethical is your charity?

Julian Lomas

In January 2019 the NCVO published Charity Ethical Principles, but how’s does this fit in with the myriad of other publications in recent years on what might broadly be categorised as charity ethics, behavioural governance and/or organisational culture? As well as outlining the principles in the NCVO publication, this short articles aims to give a few pointers on how to navigate this increasingly crowded field or guidance, frameworks and codes.

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Income risk, sustainability and diversification - CFG annual conference workshop

Julian Lomas

I am delighted to be co-hosting with Helena Wilkinson of Price Bailey Chartered Accountants, an in-depth workshop on income risk, sustainability and diversification at the Charity Finance Group (CFG) Annual Conference 2019 on Thursday 16 May 2019 at The Queen Elizabeth II Conference Centre, London. CFG19 is aimed at anyone working in a role that relates to charity finance. It has five streams of sessions covering technical updates, strategic insights, and practical workshops and is the perfect opportunity to develop your knowledge and skills in charity finance, meet with others in the sector and gain new insights.

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Brexit: how could it affect your charity?

Julian Lomas

Having tried to avoid it for months, we’ve finally caved in and penned a short article on the possible implications of Brexit for small to medium sized charities in the UK. In our view there is unlikely (in any future scenario) to be a major cliff edge of change affecting UK charities as a result of Brexit. The rest is really crystal ball gazing as the uncertainty surrounding the long-term EU/UK relationships continues; but sometimes we need to look into the crystal ball.

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Charity risk management: a mini-guide

Julian Lomas

In almost every small and medium sized charity I have worked (and some big ones) with risk management has been, and seen to be, a chore; “something we have to do but which adds little value.” But it doesn’t need to be like that. This article provides a mini-guide to simple and effective risk management.

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Fundraising for Churches

Julian Lomas

Over the years we’ve done quite a lot of fundraising for churches and other faith-inspired charities. While many of the same principles apply, there are some important differences to fundraising for purely secular causes. This short article explores some of these differences, offering hints and tips to help faith-based organisations navigate the fundraising world a little more easily.

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Gamification in fundraising

Julian Lomas

Gamification is a horrible word that is used more and more in society and in fundraising. What does it mean? This short blog explores what impact this concept is having on fundraising, why it works, how you can apply it in your fundraising and what pitfalls to watch out for.

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