How We Help Charities Protect And Grow High-Value Income

1. AI Prompting for Major Gift Fundraisers

Build practical AI confidence without losing the human judgement that major gift fundraising requires

This light-touch workshop gives fundraisers practical ways to use generative AI in their day-to-day work.

The focus is not on technical theory. Participants work with realistic fundraising tasks and leave with prompts they can use immediately.

The workshop covers

  • Preparing donor and prospect briefings
  • Turning meeting notes into actions and follow-up
  • Developing meeting agendas and donor questions
  • Creating first drafts of cultivation and stewardship plans
  • Reviewing proposals for clarity, repetition and unsupported claims
  • Testing case-for-support language
  • Identifying gaps in relationship plans
  • Using AI safely and responsibly

AI is positioned as a preparation, analysis and drafting tool. It does not replace relationship ownership, ethical prospect research, personalised stewardship, ask strategy or factual verification.

You receive

  • A tailored major gift prompt library
  • A practical safe-use checklist
  • Clear human review and approval points
  • Individual action plans
  • Examples relevant to your fundraising team

Format: Half-day workshop

2. AI Workflow Co-Development Lab 

Move from isolated prompts to measurable improvements in how the team works

Many organisations introduce AI without first addressing the quality of the underlying process.

The result is often faster production of work that remains unclear, duplicated or poorly owned.

The AI Workflow Co-Development Lab helps a fundraising team redesign a small number of real workflows. We identify where AI can genuinely release capacity, where human judgement must remain central and how improvement will be measured.

Suitable workflows include

  • Donor meeting preparation
  • Contact reports and meeting follow-up
  • Proposal quality review
  • Portfolio review preparation
  • Research summarisation
  • Stewardship planning
  • Internal reporting
  • First-draft donor communications

How it works

Before the workshop, we identify repetitive or slow activities, establish baseline measures and select no more than three workflows.

During the lab, we map each process, identify decision and quality risks, test AI-supported alternatives and agree ownership and review controls.

The team then runs a 30-day controlled trial, followed by two review sessions to determine whether each workflow should be stopped, adapted or scaled.

Potential performance measures

  • Time required to prepare for donor meetings
  • Speed of contact-report completion
  • Percentage of records completed within the agreed timeframe
  • Level of rewriting required
  • Quality or factual errors
  • Hours released for donor-facing activity
  • Consistent adoption of the agreed process
  • Improvement in the quality of relationship objectives and next moves

You receive

  • Current and redesigned workflow maps
  • Two or three tested AI-supported workflows
  • Role-specific prompts and templates
  • Human review and confidentiality controls
  • An efficiency and quality KPI framework
  • A 30-day findings and recommendations summary

Format: One-day lab, preparation, 30-day trial and two follow-up sessions

3. Income Performance Assessment

Identify what is actually limiting high-value income performance

Fundraising underperformance rarely has a single cause.

Pipeline weakness may be a symptom of unclear ownership. Slow donor movement may reflect leadership delay, internal politics, operational pressure or a proposition that is no longer aligned with the market.

The Income Performance Assessment provides a rapid, evidence-led view of the organisation's current high-value income reality.

We assess four connected areas

Financial Reality: Income exposure, donor concentration, renewal risk, forecast confidence and the value of opportunities that may be vulnerable.

Leadership and Governance: Decision speed, relationship ownership, leadership involvement, trustee contribution and the behaviours affecting progress.

Operational Capacity: Portfolio pressure, CRM reliability, workflow friction, approval processes and the team's practical capacity to move relationships forward.

Income Performance: Pipeline movement, qualification, stewardship, proposition strength, market fit and the quality of next moves.

The assessment is designed to identify not only where risk sits, but the strategic, operational, behavioural, cultural and political conditions driving it.

You receive

  • Headline income exposure
  • A priority relationship portfolio
  • The three principal root causes
  • A leadership and governance activation map
  • Capacity and workflow constraints
  • Five immediate stabilisation actions
  • A practical 90-day plan
  • A concise leadership or board-level findings session

Duration: Two weeks

4. Income Protection Intervention

Protect significant income at risk and restore movement in priority relationships

The Income Protection Intervention is for organisations where forecasting confidence is declining, major relationships are stalling or leadership and operational barriers are increasing exposure.

This is not a general fundraising review. It is a focused intervention designed to stabilise performance, restore ownership and create movement around the relationships that matter most.

We work on

  • The top 20–30 high-value relationships
  • Ownership, prioritisation and credible next moves
  • Decision bottlenecks and leadership dependencies
  • Operational and behavioural friction
  • Political feasibility and power dynamics
  • Protected Zones that allow donor work to progress
  • Proposition and market-fit pressure points
  • Live donor conversations, asks and stewardship decisions

The intervention combines relationship prioritisation with leadership activation, operational blocker removal and practical routines that prevent opportunities from drifting.

How we help

  • Clarify responsibility for priority relationships
  • Reset portfolio focus
  • Unblock important decisions
  • Establish decision windows and management routines
  • Support CEO and trustee involvement where it adds value
  • Coach fundraisers around live opportunities and asks
  • Strengthen proposition and ask positioning
  • Introduce AI-supported workflows only where they address a proven constraint

You receive

  • A priority relationship management system
  • Clear ownership and escalation routes
  • A fundraising team focus reset
  • Leadership and governance activation
  • Removal of operational blockers
  • Live opportunity and ask support
  • An updated income-risk position
  • A next-stage stabilisation plan

The outcome

Reduced income exposure, restored donor movement, clearer ownership, stronger leadership alignment and a more stable high-value income system.

Duration: 12–14 weeks

Choosing the right level of support

The first two packages build practical capability and improve selected workflows.

The Income Performance Assessment determines what is limiting performance across the wider organisation.

The Income Protection Intervention is designed for situations where significant income is already exposed and active intervention is required.

A prompt workshop can improve preparation. It will not, by itself, resolve unclear ownership, unreliable data, leadership delay, organisational friction or weak donor strategy.

Our role is to identify the level of support the organisation genuinely needs—and avoid introducing complexity where a simpler intervention will work.

Discuss your organisation's priorities

Contact Robson & Mitchell to discuss your fundraising team, current income position and the level of support that would be most appropriate.