Theresa’s current clients include Bioversity International, British Museum, Musicians' Benevolent Fund, the Pears Foundation Pears Business Schools Partnership and the RNLI.
A selection of assignments are listed below with a brief description of the project and testimonials from clients.
Bioversity International
Theresa has worked with Bioversity International since 2007. In her role as a strategic advisor she has helped the organisation to develop its capacity for fundraising from private sources. She has assisted with the recruitment of the Director of Communications and, more recently, a Head of Development. Theresa has given presentations about private sector fundraising to key staff and to the Board. Working with a colleague she contributed to the elaboration and execution of an external positioning survey for Bioversity. This project involved interviews with over 30 key players in the international marketplace, and has provided invaluable information to inform the organisation’s future direction and strategy. Theresa has also provided essential support for the establishment and development of Bioversity International UK as a separate charity, working closely with the Chairman, who is also the Chair of Bioversity International.
"Theresa’s contribution to Bioversity International’s private sector fundraising initiative is impossible to do justice to in a few lines. It merits a short essay the major themes of which would include strategic and operational excellence, intellectual rigour, tenacity and an unwavering commitment to client success. Theresa has raised the bar very high. Had she not had the courage to do so, Bioversity would never have progressed beyond the concept stage. Theresa is a partner in every sense of the word, through the good times and bad times."
Pascal Marbois, Director of Communications, May 2011
Handel House
"At the outset of our new capital campaign Theresa was invited to run a seminar for the Board about their role in securing the future of the Museum and practical things they could do to help major donor development, including involvement with events, developing relationships with prospects, hosting visits to the House for potential and current supporters and thanking people for their support.
The board responded extremely positively to the session appreciating Theresa’s advice both as a professional and as fellow supporter of the Museum. She engaged with all members of the board at the presentation no matter what their level of interest and ability and inspired each of them to think about how they could be more responsible for fundraising."
Sarah Bardwell, Director, May 2011
National Theatre of Scotland
"Theresa was recommended to us by our Chairman as a professional whose expertise would be of immense help to the National Theatre of Scotland at a time when we were discussing the future shape of our fledgling development function. Theresa’s research, presentation and subsequent recommendations allowed us to present to our Board an objective and strategic approach to re-designing the Development Department and its objectives. We are well on the way now to making this step-change in Development and could not have achieved that without Theresa’s input."
Roberta Doyle, Director of External Affairs, June 2010
History and Policy
"We are a small, new organisation dedicated to the innovative work of ensuring that high-quality historical work feeds into contemporary discourse about important current issues, including that among policy-makers and the media. We believe that a sound knowledge of history can enhance understanding of how serious challenges about important current issues - for example in foreign policy and domestic social policy- have come about, and can assist thinking about means of resolution .
We needed to raise funds to support our website - www.historyandpolicy.org - and our office, but lacked advice on how to go about this. Theresa’s excellent advice enabled us to raise over £100,000 from two funders. Also her encouragement and her supportive attitude were very much appreciated."
Prof. Virginia Berridge ( London School of Hygiene and Tropical Medicine) , Dr Alastair Reid ( Girton College, Cambridge), Richard Roberts (Director of the Centre for Contemporary British History) Dr Simon Szreter ( St Johns College Oxford), Prof Pat Thane ( Institute of Historical Research University of London). History and Policy, 2010.
Parkinsons Disease Society
Theresa was appointed as the external member of the selection panel responsible for the recruitment of a new Director of Fundraising, Jan 2009.
“Thank you very much for your expertise and valued contribution, which has been very much appreciated.”
Carolyn Nutkins, Head of Human Resources
The Integrated Health Trust
Advice to Board and early stage preparation for major capital campaign 2007-08
Theresa was approached to advise the Integrated Health Trust at the very early stages of their plans to create a purpose-designed integrated health centre on a green-field site in the West country. A priority was to ensure that the embryonic board and project director understood the essential components for the development of strong governance, a robust business plan and the other requirements necessary to underpin the fundraising for a multi-million capital campaign. Theresa provided mentoring support as the planning developed. This culminated in an extended Board seminar outlining the components of strategic planning and the success factors and investment required for such a major project.
"We would all like to thank you very much indeed for your skilled presentation to the Board. I think that you achieved your aim of making us fully aware of the breadth and commitment of the undertaking being contemplated by the Trust. It was certainly the catalyst for some very serious thinking and I will keep you informed of developments.... It is very rare to find such a fine combination of talents in one person."
Dr Rosy Daniel, Integrated Health Trust
Since 2005 Theresa has been providing support at Board, senior management, Director of Fundraising and Head of Major Donor levels in the development of a major donor strategy. Work has included seminars for trustees and senior staff, advice on the design and implementation of specific programmes of engagement, seminars for the regional staff team concerned with major donors, the development and refinement of planning papers and the mentoring of key staff.
“Theresa came to help us drive forward an emergent mid and high level donor giving programme. Every charity thinks it is different, but The National Trust certainly feels it has a separate identity and personality. Theresa worked with the team, endorsing and supporting them, and giving confidence to what they were already doing. But crucially, she also inspired them to reach higher and aim for a much more stretching programme. There were cautions within the Fundraising Department and beyond it, but Theresa sensed this and worked well with the colleagues who were involved at the fringes. And then when our Head of Major Gifts left, Theresa steered me through the decisions and interim steps until I could secure a replacement. Because of the high regard with which we hold Theresa, and her detailed knowledge and understanding of our work, I have asked her to work with the new Head of Major Gifts and I can already see that emerging as a productive relationship.”
Gill Raikes, Director of Fundraising at The National Trust
Guy’s and St. Thomas’ Foundation Trust and Guy’s and St. Thomas’ Charity
Development of fundraising vision and goals, 2006-07
Theresa Lloyd was invited to respond to an invitation to put forward a proposal for the provision of advice for the development of a strategy to fund a major development involving the Charity, the Hospital and the medical School of King's College, London . She decided to invite an Associate, Caroline Underwood, to participate in the proposal. As was announced internally, "Together, the Trust and Charity have engaged Theresa Lloyd Associates working with Caroline Underwood to advise us on the path we need to follow to achieve significant philanthropic support for this vision of a world class academic medical centre with a focus on cancer care." The project would require an investment of the order of £250m and it was recognised that there would need to be a major adaptation of corporate culture to develop the potential of major private philanthropy within the NHS sector. The work involved interviewing a number of key trustees, senior staff, medical and academic specialists, and the development of a detailed strategy and recommendations.
"An excellent report - clear, concise but comprehensive, calculated to leave the reader with a sense of urgency. Appendices 5-9 are worth their weight in gold."
Tim Higginson, Director of Strategy, Guy's and St Thomas' Foundation Trust
Advice on all aspects of organisational development and campaign strategy for an organisation new to fundraising 2006 -07
“Before his death Christopher Lloyd ensured that the house and garden he had so carefully nurtured at Great Dixter would be transferred to a charitable trust. After he died in 2006 the trustees were faced with the challenge of acquiring the share of the property which had not been owned by Christopher, and of investing in upgrading the facilities so that the experience of visitors, trainees and students of all ages matched their expectations and reflected the outstanding values and creativity of the garden itself. We knew that the cost of all this might amount to several million pounds. Even though we understood that we might be in a position to apply to the Heritage Lottery Fund for a part of this, we realised that with no experience of fundraising we needed help with developing a strategy, including the assessment of the potential of private funding, how we should present our case and what resources and expertise we should need.
We were delighted that a major trust identified Theresa as the person best suited to help us and agreed to fund the work of Theresa Lloyd and her associate Janet Reeve. Theresa and Janet took us through the building blocks of the elements of a successful capital campaign, and Theresa introduced another associate, Magnus von Wistinghausen, to provide preliminary advice on the business planning and other components of applying for an HLF grant. In due course we agreed that we needed a full-time campaign director, and Theresa provided the job description and person specification, and helped with the recruitment process. We are very pleased that Justine Webb is now developing and implementing the strategy initiated by Theresa and Janet.
Theresa and her associates showed a real enthusiasm for and commitment to Great Dixter. They were very excited by the opportunities and always sensitive to our values and concern to respect the spirit of place and the inheritance of Christopher Lloyd. We are confident that following their involvement at the crucial planning stage we are very well placed to achieve our goals and build on the tremendous legacy of Great Dixter.”
“As Justine nears the end of six months with Great Dixter, it reminds me that I should write and thank you again for your help with the Campaign. Your generosity with your time and expertise has proved essential and your thought-provoking guidance on all aspects of the new organisation has been key in the development of our thinking and planning. I must thank you too for introducing us to Sandra Hepburn, who has now met the Trustees and been warmly adopted as Campaign Chair.”
John Watkins Chairman of the Trustees
Bishopsgate Institute
Feasibility study and subsequent support for capital campaign, 2006-07
Theresa Lloyd, working with Janet Reeve, was engaged at the end of 2005 to undertake a Feasibility Study for the next stages of the Institute’s capital fundraising plans. These involved seeking funds from the private sector and an application to the Heritage Lottery Fund. In particular the Institute was looking for suggestions about how best to present the case for support, some idea of how it was perceived in the marketplace and likely sources and levels of funding. Following the presentation of the report and recommendations to the Board, further work was undertaken, including the provision of ongoing advice to the Chief Executive and senior management team and help with the job description and recruitment of an interim Director of Development. In due course it was agreed to create a permanent position, and support was given to the process of engaging a full-time Director of Development who will manage the campaign. He is now in post. Theresa and Janet continue to be involved with the provision of advice on an ad hoc basis.
"Theresa and Janet were superb. Their enthusiasm and commitment to the task, combined with their experience, contributed to a very valuable result. Also, they did not flinch from explaining the full implications of their research to my board even when it was directly critical. Invaluable!"
Andrew Fuller, Chief Executive, Bishopsgate Institute
Jewish Culture UK
Feasibility study to increase funding opportunities, 2005-06
Theresa was commissioned by a major trust to explore the options for and potential from a collaborative approach to the solicitation of funds by a wide range of cultural organisations with a focus on Jewish arts and heritage. Realising that the work would involve a mapping exercise, questionnaire design and options analysis, as well as confidential meetings with current and potential donors, within a demanding time frame, she involved Associates Magnus von Wistinghausen and, for the research questionnaire design and analysis, Susan Mackenzie, who is now the Director of Philanthropy UK.
“Theresa Lloyd was engaged by a group of Jewish Culture providers to investigate the question of increased funding for Jewish Culture. The project involved mapping of existing resources as well as a series of confidential interviews with a variety of donors in the sector. Working with two excellent associates, she and her team showed a complete grasp of the brief and dealt expertly with both the providers and potential funding sources. Theresa Lloyd and her team presented (both in person and in a clear document) an extremely helpful report. This project was delivered within the timescale envisaged and the budget assigned and their professionalism and competence made them a pleasure to work with.”
Jewish Culture UK providers
Kings College London
Development of strategic framework for major (£200m plus) capital and endowment campaign
In 2005 KCL completed a successful campaign, raising £44m for capital and endowment. In June Theresa was approached to provide guidance on the level at which to set the target for the next stages of the plans for capital fundraising, suggestions about how best to present the case for support, the identification of potential sources of funding outside the traditional areas with a focus on alumni and others with existing links to KCL, and some idea of how KCL was perceived in the broader marketplace.
The proposed target level was £200m, to include significant endowment. As well as internal academic leaders and influential alumni, interviewees included key players and opinion-formers in London, such as leaders in the financial services sector, property developers and chief executives in leading companies with a focus on research and development. The detailed report produced in November 2005 gave a full and frank picture of the opportunities and challenges facing KCL, and provided very clear guidance as to the next steps to be taken in such areas as reputation, leadership, development investment, commercial exploitation and, crucially, the achievement of a corporate culture essential for success.