Flagship commission
Annual fundraising report and donor visual pack
A year of gifts, Gift Aid, and campaign notes turned into a trustee-ready report plus a shorter visual letter for people who gave a significant gift.
From £4,800 · Five to seven weeks from a complete gift export
Who it is for
UK registered charities and CIOs with a fundraising lead, a treasurer, and a board that expects a year-end account of giving — not a live software login.
What you receive
Trustees receive one bound narrative they can read before the AGM, and major givers receive a two-page visual note that names campaigns without reciting every line of the ledger.
Included
- Trustee report (typically 16–24 pages) covering regular giving, appeals, events, grants, Gift Aid, and lapsed givers
- Two-page visual letter for major givers
- Print-ready PDFs and a short chair’s speaking note
- Two revision rounds
- Annotation of unusual months so a new trustee is not left guessing
Not included
- Bookkeeping or charity accounts production
- Donor solicitation or telephone stewardship
- Building or licensing any database
- Unlimited redrafts after the two agreed rounds
Who does the work
Elspeth Crane leads the figures and the narrative. Rohan Adeyemi writes the donor-facing pages. Meredith Pugh prepares print-ready files.
How the work proceeds
- Scoping call with the fundraising lead and treasurer to agree what the board actually argues about.
- Receipt of the gift export, campaign list, and restricted-fund notes.
- Draft report with annotated charts and a separate two-page donor letter.
- One trustee reviewer round and one staff round.
- Final PDF, print-ready pack, and a short handover note for the AGM chair.
Time and place
Five to seven weeks from a complete gift export. Remote across the United Kingdom. In-person working days at Talbenny by arrangement when print proofs need a table, not a screen.
What you prepare
A CSV or spreadsheet export of gifts for the financial year, campaign names as used internally, a list of restricted funds, and last year’s statutory accounts for cross-check only.
Limits
We do not log into your donor database. We do not telephone donors. Statutory accounts remain your accountant’s work.
Fee
From £4,800. Quoted after we see the number of campaigns, how Gift Aid is recorded, and whether restricted funds need a separate plate.
Next
Write with your year-end date and how many trustee copies you need. We will reply with a scoping note, not a software trial.