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 Support for institutions
Strategic fundraising consultancy and board development
 
Theresa Lloyd is a leading consultant providing advice to Boards and senior management in the non-profit sector. Her aim is to enable organisations to be in the best possible position to engage and sustain strong relationships with current and potential supporters in a range of sectors. Her experience has convinced her that to succeed these relationships should be based on a shared understanding of and passionate commitment to the goals of the organisation, and supported by strong volunteer and professional leadership, appropriate staff and systems resources and a corporate culture in which securing the financial future of the organisation is a respected element of the mission.
 
In some cases the organisation already benefits from a mature fundraising operation and extensive institutional experience. There is a clear vision, mission and case for support. External advice is sought for a specific project, to explore new donor sectors, to review current corporate strategies, to supplement internal resources or to provide a current perspective on the fundraising marketplace.
 
In other cases the client may be completely new to fundraising, or the project (often for significant capital or endowment funding) may represent such a major development that it is outside the previous experience of the current leadership. Sometimes in this situation a review of the current capacity of the Board, Trustee training, the planning and facilitation of a Board “awayday” or the development of a corporate plan and case for support may be essential requirements for success
 
What kind of work do we undertake?
  • Feasibility studies
  • Research of fundraising potential
  • Evaluation of organisational readiness for fundraising, including audits and assessment of leadership capacity
  • Board development and training
  • Preparation and facilitation of strategic reviews for boards and senior management
  • Fundraising strategy
  • Mentoring 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

"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

"When I was Chief Executive of the British Lung Foundation, Theresa helped us planning and facilitating a Trustees and Staff Strategy Awayday, at a critical moment in the life of the charity. Her ability to get quickly in touch with the real issues, her sensitive handling of some strong personalities, and her clear exposition of outcomes made it a successful event. I was so impressed that when I moved on to BLISS, the premature baby charity, I called her in to do the same thing again. She helped us to clarify the direction and speed of the charity. There are a number of people claiming to be facilitators - Theresa is better than all of them!"
Bengie Walden, Mosaic Consultancy Services .... helping charities work better
  
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