A simple way to organise your funder research

February 2026

👋🏻 Hello!

This month I’ve been focusing on helping my clients to feel more organised when it comes to their research into potential funders, and other opportunities that could support the growth of their charity, social enterprise or community group.

I’ve previously delivered training workshops on this topic, and have found that smaller groups in particular can find this process quite overwhelming, and therefore it’s not always seen as a priority. So, I’ve tried to simplify it, and to provide a user-friendly template to take away some of the stress of what can feel like a whirlwind of competing deadlines for small teams.

📼 This month’s new resources

In this video I’m going to walk you through a simple process to log your funder research and keep track of funders.

🎓 Courses

If you’d like to learn more, Fundraising Fundamentals takes you through the main types of funding available for not-for-profits, where you’ll learn how to diversify your income streams, find the right funders, build a strong case for support, and develop a simple and sustainable fundraising strategy. By the end of the course, you'll have a clear plan to move forward with fundraising and take your organisation’s mission to the next level.

🧩 Services

I work with charities, social enterprises, and community groups from project foundations through to funding applications and impact reporting.

If you’re working on something and need a bit of support or clarity, you’re very welcome to get in touch.

Rachel