The 2025 Code of Fundraising Practice: What It Means for Your Charity
Discover what the 2025 Code of Fundraising Practice means for your charity, with clear guidance, practical actions, and key changes fundraisers need to know.
Project Design for Trust Fundraising: What Makes a Fundable Project
As trust fundraisers, we rarely have control over the design or delivery of the projects/services for which we are raising necessary income. Nevertheless, we still need to gather as much information as we can to complete our proposals and applications so they make sense and are an inviting opportunity for funders in which to invest.
Does your Case for Support pass the Why? test?
It used to be the natural thing for us to question everything – we asked why? all the time. Over time we’ve stopped doing that so much – we know more, we don’t ask as much. Asking “yeah, but why?” about your fundraising proposition is a good test of whether you’ve arrived at the nub of the issue yet… and if you can’t answer the whys that you come up with you won’t be answering the whys of your audience.
Why Fundraising Consultants Don't Work on Commission
We do not work on a commission basis.
Nor do any fundraisers who follow the Fundraising Code of Practice as laid out by the Fundraising Regulator.
Thank. Your. Donors.
Say thank you. Regardless of what the donor says. And listen hard for what the donor means when they say “no need to thank me” in case they mean “don’t make a fuss” or “don’t tell people” but would love for you to say thank you!
Failure to ask: a cautionary tale
One of the most common reasons charities miss major gifts is simply that they never make the ask. Beth Upton tells the story of an organisation that had everything it needed to secure a significant gift — and never asked. The consequences were entirely avoidable.
Free Policy Templates for Charities: A Curated Resource List
Getting the right governance policies in place does not have to mean starting from scratch. Beth Upton has compiled a list of free template resources for third sector organisations covering a range of policy areas — with a reminder to adapt them carefully to your specific organisation before use.
How to Find the Right Trust Funders: A Prospect Research Guide
Finding the right trust funders for your charity starts with asking the right questions — before you search a single database. Beth Upton walks through the six questions to ask first, and a curated list of free and low-cost research tools that trust fundraisers actually use.
Trust Fundraising Under Pressure
Emergency trust fundraising is rarely ideal — but sometimes unavoidable. Beth Upton explains how to act quickly and effectively when urgency strikes, and more importantly, how to build a sustainable trust pipeline that prevents the crisis from recurring.
How Do You Define a Major Gift?
Here at Money Tree Fundraising, one of the most common questions that we get asked is ‘How do you define a major gift?’, with our clients expecting us to state a fixed sum for them. Others come to us with their own pre-determined definitions and there is huge disparity between their answers.
High Value Fundraising: Are You Making the Most of It?
Our CEO Beth Upton has worked in fundraising since 2002 and is regularly frustrated by the income opportunities not being taken advantage of by charities, large and small.
Trust Fundraising: A £4 Billion Opportunity
In the UK, close to 10,000 charitable trusts grant over £4 billion per year to good causes. Many organisations have found that this can be a reliable and steady stream of income.
Hiring the Right Fundraiser: How to Avoid the Most Common Mistake
The single biggest mistake I see from those recruiting for high value roles is the mistake of choosing the best person of those who came for interview rather than holding out for the person with the right skills, attributes and experience.
Cultivation Events: A 12-Point Checklist for Major Donor Fundraisers
Events will never be the be-all-and-end-all of major donor fundraising. Whilst they can be delightful, fun and a real talking point at home, they are more often than not an expensive distraction.
6 Essentials for a Successful Major Donor Programme
We are often asked what needs to be in place for successful major donor fundraising, to which the answer varies depending on the charity. However, there are 6 generally accepted fundamental factors (I don’t claim to have invented these!), which should act as the core of your major donor programme
How big is big?
Defining a major gift is not about picking a round number — it is about understanding your capacity to invest in individual relationships. Beth Upton explains how to find your organisation's own threshold and what it means for how you segment and manage your donor base.
Delighting your Donor
The secret to delighting major donors is simpler than most fundraisers think — it starts with being honest about how many donor relationships you can genuinely sustain. Beth Upton explains how to find your capacity and then deliver exactly what your donors want.
Is a Development Board a Help or a Hindrance for Major Gift Fundraising?
A Development Board can be a powerful asset for major donor fundraising — but only when the conditions are right. Beth Upton explains the three factors that determine whether a Board will help or hinder your fundraising, and when it is better to say no.