Understanding Fundraising
Performance in a Challenging
Environment
A facilitated strategic discussion designed to help fundraising teams step back, explore challenges and opportunities, and consider where time, effort and investment should be focused
Fundraising teams are facing increasing pressure on income, retention, forecasting, growth, ROI, and overall performance. While many organisations have plenty of data, understanding what is truly driving results is often the biggest challenge.
GivingInsight offers a complimentary facilitated discussion session that provides external perspective, practical fundraising expertise, and valuable strategic insight.
No obligation · Completely free
Who Will Facilitate Your Session?
The discussions are facilitated by David Pettigrew, founder of GivingInsight.
David has worked in fundraising for almost three decades, including executive fundraising leadership roles and consulting assignments with charities across Australia, UK, New Zealand, and beyond.
He has worked with organisations of all sizes to improve fundraising performance, develop strategy, strengthen portfolios and support fundraising leadership teams.
The discussions are practical, independent and shaped by real fundraising experience rather than theory.
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What is this session?
Most fundraising webinars provide useful ideas, but by their very nature they are broad and rarely create the opportunity to explore an organisation’s own circumstances.
These sessions take a different approach.
Rather than another presentation, we facilitate a discussion with your fundraising team, focused on your organisation, your priorities and your current challenges.
There is no generic content and no sales pitch.
Simply a practical conversation designed to help your team step back, reflect and identify opportunities.
How it Works
Step 1
Book a Short Conversation (15-20 minutes)
We’ll discuss:
Your organisation and current priorities
Whether a facilitated discussion would be valuable
Possible discussion topics
Who should be involved
Answer any questions you may have
Step 2
Schedule your Team Discussion / Session
If it feels like a good fit, we’ll arrange a complimentary facilitated discussion with your fundraising team.
Each session is tailored to your organisation’s circumstances and priorities.
Your Key Takeaways
Benefits for Your Organisation
A practical, expert-led discussion tailored to your specific fundraising context and goals.
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Practical Discussion
A facilitated discussion focused on your organisation's specific challenges and opportunities.
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External Perspective
Independent fundraising insight and practical experience.
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Greater Clarity
Helping teams better understand performance, priorities and opportunities.
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Strategic Reassessment
Creating space to step back and consider where time, effort and investment should be focused.
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Risk & Opportunity Mapping
Identifying opportunities, challenges and areas that may warrant further exploration.
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Greater Decision Confidence
Leave with greater confidence in your future fundraising decisions, planning, and strategy.
Areas We Cover
What Might We Discuss?
Every discussion is tailored to your organisation. We focus on the areas most relevant to your current context, challenges, and strategic goals.
Fundraising performance and ROI
Donor retention and donor value
Acquisition and growth challenges
Forecasting and budgeting confidence
Team capacity and operational pressures
Reporting and decision-making challenges
Areas where opportunities or risks may exist
Your Key Takeaways
What Makes This Different?
01
Tailored To Your Organisation
Every discussion is customised around your fundraising context and challenges. No generic frameworks — just relevant, focused conversation.
02
Discussion-Led Approach
Practical conversation rather than generic presentations. We listen, explore, and engage with what matters most to your team.
03
Real Fundraising Expertise
Built on decades of hands-on fundraising experience and deep sector knowledge across a wide range of organisations and programs.
04
Independent Perspective
An external fundraising viewpoint to help challenge assumptions and identify opportunities
05
Practical & Actionable
Focused on idea and priorities that may be useful for your organisation
06
Complimentary & Without Obligation
Offered as an opportunity to explore challenges and opportunities with no obligation.
About GivingInsight
About GivingInsight
GivingInsight combines fundraising leadership experience with data, insight and practical advice to help organisations better understand fundraising performance and identify opportunities for growth.
For almost three decades, we have worked with charities across UK, Australia, New Zealand and beyond, helping fundraising teams make better informed decisions and focus time, effort and investment where it can have the greatest impact.
What to Expect
Simple, Straightforward & Valuable
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Completely Free
Complimentary and without obligation
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60–90 Minutes
Typically a facilitated session of 60–90 minutes
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Team Friendly
Suitable for fundraising teams or leadership groups
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Confidential
All discussions treated with full confidentiality