Our Services

 A detailed review of governance, compliance, financial health, and operations with a report & recommendations. 

 Support to register as a CIO or charitable company, including guidance on structure, governance & application. 

 Review/update policies (e.g., safeguarding, data protection, risk management). Up to 5 policies included. 

 1:1 session to develop a fundraising & income diversification strategy. Includes an action plan. 

 One-off session to help with urgent regulatory, financial, or governance issues. 

✔ Quarterly governance & compliance check-ins

✔ 1x policy review per quarter 

✔ Priority email support (responses within 72 hours)

 ✔ Monthly funding alerts & grant recommendations

Everything in Essentials PLUS:

✔ Monthly funding check-ins & grant tracking

✔ 1x Grant application review per quarter

✔ 1x tailored training session per year

✔ Bi-monthly virtual strategy session

Everything in Growth PLUS:

✔ Dedicated charity consultant (4 hours per month)

✔ Monthly board & leadership coaching

✔ Support with reporting to funders & regulators

✔ 1x safeguarding or governance training per year