Competitor study to support legacy strategy development for a heritage and conservation charity

To support the development of a legacy strategy, we carried out a full review of the legacy activity of three leading charities in the UK encompassing both desk research and including interviews with relevant staff.  This review was extremely detailed and complex focusing both on the operational facts and activities as well as the strategic direction and key donor drivers. To enhance the findings we also produced a case study on the legacy activity of one other organisation, completed entirely by desk research.

Competitor study to support legacy strategy development for an animal welfare charity

THINK Intelligence was commissioned to provide a report assessing approaches to legacy management across the sector in the UK and benchmarking these against the client. Twelve charities participated and we conducted the research through a series of questionnaires and telephone interviews with Fundraising Directors and Managers. The research included a detailed analysis of the pros and cons of integrated legacy management structures and a summary of how the charities that generate the highest income levels are structured.

Competitor study of nine INGOS for a global children’s development organisation

In 2012 we supported a strategic planning assignment for a global children’s development organisation with a detailed competitor study of nine INGOs.  The aim was to use the research to help the charity’s national staff understand the role and importance of an international fundraising strategy and team.

The research looked at how the nine INGOs developed and implemented global strategy, the organisation and management of investment funds, the composition and authority of international fundraising teams and decision making on resource allocation.

The outcome was a heightened understanding with the charity of the competitive environment, which underpinned their decision to act as ‘one movement’ for fundraising development.

Supporting the future resource mobilisation vision of a global health sector organisation

This project was undertaken to provide competitor, comparator and benchmark research. The purpose was to inform the development of the global resource mobilisation strategy by providing specific data and key intelligence on organisations that were fishing in the same funding pools and those which were similar to the client in terms of mission. Nearly twenty organisations across multiple international markets were reviewed and the three stage methodology included initial broad desk research followed by submission of a bespoke written questionnaire to targeted organisations. In some cases we then also conducted one to one interviews by telephone. All the data was analysed and compiled into a comprehensive report.

Understanding the perspective of national members for a global children’s charity

This project involved surveying the views of national members in relation to fundraising activities and plans and ideas for future growth. We designed and managed an online survey process aimed at all members and followed this up with a series of ten telephone interviews to members across the global markets. The results were analysed and complied into a written report which summarised members’ views in the present, their expectations for the future and an assessment of future support needs.

Development of an annual fundraising appeal with a major UK health charity

We worked with a major UK health charity to develop a strategy to further develop one of the UK’s most successful national fundraising appeals. Part of this was to assess the performance of three similar appeals run by competitors through a process of detailed research and in depth interviews with experts at the competitors. From this we created three detailed case studies which provided knowledge on all key areas of the campaign including operational activity, income trends and future plans. The methodology included an initial market scanning exercise to identify the most suitable target appeals. We created a matrix which highlighted the key required features of the competitor appeals and from the results of this shortlisted the three appeals which we studied in detail.

We also complemented the UK findings with additional information from a sister appeal in Australia via a telephone interview. Alongside the research results we provided a comprehensive analysis including implications and recommendations in relation to the client appeal, turning the knowledge and intelligence into practical and useful data