Fundraising Investment Healthcheck
Do you know if your fundraising spend is really working?
Many Fundraising and Finance Directors face the same challenge: “We’re investing millions in fundraising, but I can’t show the return—or how confident we are in it.”
That lack of clarity is risky. In 2024, the UK’s top 100 charities spent £1.5bn on fundraising. Without clear evidence of return, budgets, strategy, and trustee confidence all come under pressure.
The issue isn’t effort—it’s consistency. Too often, organisations lack a unified view of:
Where money is invested
How ROI is measured
Which assumptions and risks sit behind projections
This makes it hard to compare channels, justify spend, or reallocate quickly.
Our Solution: The Fundraising Investment Healthcheck
AAW’s Fundraising Investment Healthcheck gives you a structured review of how your organisation invests in fundraising—covering process, metrics, assumptions, and governance.
We assess and score seven elements that determine investment effectiveness:
How ROI is calculated
Consistency of measurement across programmes and channels
Assumptions (growth, attrition, response, costs)
Quality of underlying data
Quality of reporting to leadership and trustees
Use of benchmarks (internal & external)
Decision-making processes (governance, risk appetite, approval paths)
What You Get
A clear evaluation of whether your investment process is fit for purpose
A concise, prioritised set of fixes
A common language for Fundraising & Finance to align on ROI, risk, and resource allocation
Greater assurance for trustees and leadership that your spend is working, and clarity on what to do next.
If this sounds like something that your organisation could benefit from, contact Tobin Aldrich, Principal Partner on tobin@aawpartnership.com
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Income generation & external engagement reviews
A deep dive into your income and engagement generation activity looking across all fundraising, marketing and comms streams, typically over 5+ years.
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Strategy development & implementation
Using our INSPIRE & IGNITE workshop approach, AAW enables you to create a strategy that is owned by the organisation, resilient and flexible to adapt.
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Digital strategy, resource and operation reviews
Where most digital agencies focus on tactics, we are uniquely placed to take a holistic review across the entire digital ecosystem from culture, strategy and resourcing to technology stacks and campaign execution.
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Data strategy, technology & CRM
In a data-driven future, your data strategy provides a clear vision of how data will drive the wider organisational strategy. AAW will help you align priorities, resources, and roadmaps.
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Feasibility & new markets studies
AAW provides you with the confidence to start working on the big plan, safe in the knowledge that the thinking and maths behind the investment and projected return is robust.
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Philanthropy & corporate partnerships
From developing multi-million dollar major giving strategies to new business pipeline development, we can cover all spectrums.