Fundraising Consulting

Turn your strategy into an actionable journey

Strategic workshops to organize your fundraising, spot opportunities, and build a journey tailored to the reality of your organization.

We work with you to decide what to do, for whom, when, and through which channels, taking into account your resources, your current assets, and your real constraints, and we turn it all into a visual map your team can understand at a glance.

Three professionals working on a whiteboard showing the acquisition, conversion and retention journey

Lots of actions. Little overall vision.

Acquisition, members, one-off donors, community, companies, campaigns, content, email, paid…

When everything coexists without a clear journey, it is hard to know where to focus.

  • Isolated actions that do not connect with each other
  • Poorly differentiated audiences and messages
  • Channels used without a clear role
  • Doubts about what to prioritize first
  • Opportunities that are spotted but never put into practice
  • Teams with limited resources trying to do everything

The problem is rarely a lack of ideas. It is turning them into a coherent, viable system.

A consultancy to build the whole journey with you

Fundraising Consulting is not a theoretical session or a presentation full of generic recommendations.

We prepare your case, review the context with your team, and work together on the decisions needed to build your real fundraising journey: from the moment someone discovers the organization until they donate, become loyal, get involved, or deepen their relationship with it.

The result is captured in one large visual map where you can see audiences, stages, messages, channels, actions, and opportunities all at once.

A practical tool you can check day to day, share internally, or print to keep the full strategy always in front of you.

A great experience working with the Persualia team. The strategic workshops helped us rethink the project's communication flow and find new ideas and useful proposals tailored to us. Coral and Conchín are approachable and professional, and they know how to turn the sessions into concrete actions that we are already putting in place. Highly recommended, thank you! :)

Cristina R.

The Ricky Rubio Foundation

Google review

What will you get?

A complete view of your organization's journey

The whole fundraising journey connected, so you can review it at a glance.

Actionable priorities

You will know what to tackle first based on impact, effort, and real capacity.

Organized audiences and messages

We will define what each audience needs at each stage of the journey.

Channels with a specific role

Paid, content, email, web, or CRM stop working as isolated pieces.

Growth opportunities

We will identify areas for improvement, new acquisition routes, and potential B2B levers.

A roadmap tailored to you

No ideal plans that are impossible to execute. We design from your reality.

Who is this service for?

For organizations that:

  • Want to organize or rethink their digital fundraising strategy
  • Have actions underway, but no clearly defined journey
  • Need to decide where to focus time and budget
  • Want to connect acquisition, community, and retention
  • Are exploring new routes such as companies, partnerships, or B2B collaborations

Especially designed for foundations, NGOs, and nonprofit organizations that need an outside perspective to turn scattered ideas into a concrete, executable strategy.

How does it work?

  • Preparation and diagnosis

    Before the sessions, we gather your context and analyze audiences, goals, channels, actions, and resources so we start from your reality.

  • Workshop 1 — We align on the starting point

    We go through the preparation document we shared with you in advance and compare it with our analysis to identify opportunities, barriers, and priorities.

  • Workshop 2 — We build your journey

    We jointly define the fundraising journey and capture it in a visual map, adapted to your resources and easy to understand at a glance.

  • Final map and strategic report

    We deliver the final map and a report with conclusions, priorities, recommended actions, a phased roadmap, and indicators to guide your next steps.

FAQs – Frequently asked questions

Is it a theoretical consultancy?

No. The sessions are designed as working workshops. We analyze your case, discuss decisions, and build the journey together. The goal is not to hand you a list of recommendations, but to leave you with an organized, applicable strategy.

What will we receive at the end?

You will receive a visual map of your fundraising journey, where you can see audiences, stages, messages, channels, and connected actions at a glance.

We will also deliver a final strategic report that develops the conclusions of the consultancy: positioning, priority audiences, opportunities, recommendations, priorities, a phased roadmap, and tracking indicators. That way you will have both a visual overview of the strategy and a reference document to work on it in depth.

Do you work with a fixed methodology?

No. We have a working structure, but the journey is built around your organization, audiences, resources, and constraints. We do not apply a standard model or try to fit you into a predefined journey.

Can we also work on companies or B2B fundraising?

Yes. If it is part of your strategy, we can include companies, sponsorships, partnerships, or collaborations in the same map and analyze how they relate to the community and individual fundraising.

How many sessions are included?

The standard format includes two strategic workshops of about two hours each, plus the prior preparation work.

After the sessions, we finish organizing the visual map we built together and prepare the final strategic report, with the conclusions, priorities, and roadmap that emerged during the consultancy.

Does it include subsequent execution?

No. Fundraising Consulting focuses on strategy, journey definition, and prioritization. Campaigns, automations, CRM, landing pages, creatives, or other implementations can be assessed separately if you later need support to execute them.

Stop piling up actions and start building a journey

Tell us about your case and we will prepare the sessions around your organization's real challenges.

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