Most institutions hold their major donor intelligence informally — in a relationship manager's instinct, a programme officer's memory, a trustee's network. Without a shared analytical framework, that knowledge doesn't scale.

The Lens is our proprietary research and segmentation framework. Drawing on the latest behavioural data, giving psychology, and generational research, we map your UHNW donor and prospect landscape into clear, actionable profiles — segmented by motivation, engagement style, giving capacity, and generational identity.

The output is the PI Brief: a practical, continuously updated tool your team uses to prioritise outreach, tailor conversations, and approach each relationship with the right triggers, the right language, and the right timing.

This isn't a one-off strategy deck. It's a living intelligence layer — designed to be used in real conversations, updated as the landscape shifts, and embedded into how your team works.

We sit upstream of the donor relationship. We don't advise donors — we equip the people who work with them.

This includes preparing your ESG annual report as a genuine communication instrument — not a compliance document, but a credible, audience-ready narrative that reflects the full depth of your organisation's work.

The next generation of UHNW philanthropists gives differently, decides differently, and distrusts the conventional cultivation playbook. They want proximity to impact, peer connection, and experiences that reflect their values.

We design and advise on NextGen engagement programmes built around that reality — including immersive social impact trips that bring NextGen donors into direct contact with local entrepreneurs, changemakers, and initiatives in compelling locations. These aren't donor trips. They are carefully curated experiences that deepen commitment, build peer community, and create the kind of emotional connection that translates into long-term giving relationships.

If your work sits under Marketing or HR, this is often where the most immediate value is created.

Securing significant corporate support requires more than a compelling cause. It requires understanding how businesses think, what they need from a partnership, and how to make your organisation's value legible in commercial terms.

We advise foundations and NGOs on how to approach corporate partners strategically — identifying the right entry points, framing the conversation in language that resonates at board level, and building the communication architecture that turns a first conversation into a lasting relationship.

This is not sponsorship outreach. It's strategic positioning for the room where corporate decisions get made.

Specialised audiences require specialised skills. We offer focused training programmes for two audiences:

For fundraising staff — dedicated modules on engaging UHNW donors and corporate partners, covering audience psychology, conversation design, the PI Brief methodology, and how to navigate the specific dynamics of high-value relationships.

For relationship managers in private banking and wealth management — training on engaging UHNW clients more holistically, with confidence and depth, around philanthropy, purpose, and values-led giving. Designed for professionals who want to move beyond transactional client management into genuine advisory relationships.

Both programmes are grounded in current research, practically focused, and built around real scenarios from the field.