BURSARFUNDING PARTNERS Book a call

Fundraising and funding advisory · Charities, CICs and social enterprises · United Kingdom

Every good institution needs a bursar.

We look after the money side of your mission. Finding the right funders. Writing the bids that win. Building the plans, budgets and evidence that keep income arriving, year after year.

Fixed fees, published

Every service has a price range on this page. The quotation is fixed in writing before work starts and does not move.

Senior people only

The person you speak to is the person who writes your bid. No junior handover, no templated applications with your name typed in.

Beyond the grant

Trusts are one stream. We also work on contracts and tenders, corporate partners, social investment, and the plans that make all of them possible.

Schedule of fees

What we do, and what it costs

Fees are ranges because the work scales with the size of the organisation and the funding at stake. Every engagement is confirmed with a fixed written quotation before work begins.

Before you apply

The work funders expect to see done already. Most declined applications fail here, not in the writing.

ServiceWhat you receiveFee
Funding readiness assessmentA review of your governance, accounts, policies, reserves and evidence against what funders actually check, with a prioritised list of fixes and a funder-fit score.£495 – £995
Fundraising strategyA twelve-month income plan: funder map with deadlines and fit, income targets by stream, and the order to pursue them in.£1,500 – £4,000
Theory of change and outcomes frameworkThe logic model, outcome indicators and data plan that most funders now ask for, written so your team can use it rather than file it.£950 – £2,500
Business plan and financial forecastsA three-year plan with cashflow, budget and sensitivity scenarios, in the format funders, banks and commissioners expect.£1,250 – £4,000
Governance and policy reviewSafeguarding, reserves, conflicts, data protection and financial controls brought up to the standard a funder's due diligence requires.£750 – £2,000

All fees exclude VAT where applicable. Ranges are indicative starting points; the written quotation is fixed. Registered charities with annual income under £100,000 may ask about our reduced-rate band.

Ongoing arrangements

Three ways to keep a bursar on hand

One-off projects fix one problem. Income needs looking after all year. These arrangements keep the pipeline full and the reporting on time.

01 · For organisations with a pipeline

The retainer

A fixed monthly fee for a fixed amount of senior time: bids written, reports submitted, funders stewarded, and a monthly pipeline review with your chief executive or chair.

  • Quarterly: two bids a month, all reporting, one board paper
  • Half-day a week: pipeline, bids and funder relationships
  • Fractional fundraising manager: two days a week, inside your team

£750 – £3,000per month · three-month minimum

02 · For those who write their own

The Bursar Circle

A membership for small organisations who write their own bids and want a professional in the room. Funder alerts matched to your work, our template library, a monthly funding clinic and priority bid review.

  • Weekly funder digest filtered to your region and cause
  • Bid, budget, reporting and policy templates
  • Two full bid reviews a year included

£95per month, or £950 a year

03 · For boards and teams

Training and workshops

Half-day and full-day sessions for trustees, staff and volunteers, in person or online. Writing winning bids, reading a funder's criteria, building a budget, and governance for funding readiness.

  • Open courses, booked by the place
  • In-house, working on your real draft bids
  • Trustee away-day sessions on income strategy

From £145per place · in-house from £1,100 a day

Two-minute readiness check

Would a funder say yes to you today?

Eight questions a trust officer asks before reading a word of your application. Answer them and see where you stand. Nothing is sent anywhere.

1. Are your accounts filed on time and up to date with the Charity Commission or Companies House?

2. Do you have a written reserves policy and at least three months' running costs held?

3. Is there a safeguarding policy, reviewed in the last twelve months, with a named lead?

4. Can you show evidence of need for your work, beyond your own experience of it?

5. Do you measure outcomes, and could you report last year's in numbers?

6. Is there a project budget with full costs, including a share of overheads?

7. Do you have at least three independent trustees or directors who are not related to each other?

8. Have you been funded by a trust, foundation or lottery distributor before?

Readiness score

0 / 16

Answer the questions to see your position.

Most organisations score between 8 and 12 the first time. The gaps are usually quick to close and make a measurable difference to success rates.

Method

Four stages, in this order

Most organisations come to us wanting stage three. We will do it, but the ones who start at stage one win more and keep it longer.

Assess

A readiness assessment and a frank conversation about what funders will see when they look at you.

Usually two weeks

Plan

A funder map, income targets and the order of attack, agreed with your board. The strategy becomes the year's work plan.

Three to four weeks

Raise

Bids, tenders and proposals, submitted on a calendar. You approve every application before it goes; nothing leaves in your name without sign-off.

Rolling, by deadline

Report

Funders get their reports on time and well evidenced. Renewals are easier than first grants, and this is where they are won.

Quarterly and at grant end

Who we serve

Organisations with a purpose and a balance sheet

  • Registered charities and CIOsTrusts · lottery · statutory
  • Community interest companiesGrants · contracts · investment
  • Faith-based and community organisationsLocal and national trusts
  • Sports clubs and community associationsCapital · heritage
  • Arts, heritage and cultural bodiesArts Council · Heritage Fund
  • Health, care and wellbeing providersNHS · ICB · council
  • Schools, colleges and training providersEducation and skills
  • Diaspora and international development groupsFCDO · global trusts

A funder reads your application in about eleven minutes. Our job is to make sure those eleven minutes answer every question before it is asked.The principle behind every bid we write

The Bursar's Journal

Notes from the funding desk

Short, practical pieces on what funders are doing, what they are declining, and what to do about it. New notes most weeks.

Funders · 4 min read

Why nine in ten applications are declined, and the three reasons that account for most of them

It is rarely the writing. It is eligibility, evidence of need, and a budget that doesn't add up. The fix for each is cheaper than another declined bid.

Read the note →

Budgets · 6 min read

Full cost recovery: the budget line small charities leave out and funders expect to see

Overheads are not a sign of inefficiency. Leaving them out tells a funder you don't know what the work costs. Here is how to allocate them in a way funders accept.

Read the note →

Tenders · 5 min read

The contract market most small organisations ignore, and why it is worth ten grants

Local authority and NHS commissioning is underserved by community organisations because the portals look forbidding. They are not. A walk through the first one.

Read the note →

Questions we are asked

Before you call

Do you work on a no-win, no-fee basis?

No. The Fundraising Regulator discourages commission-based fundraising, most trusts will not fund it, and it pushes consultants to chase volume rather than fit. We charge a fixed fee, agreed in writing, and we tell you before you pay if we think the odds are poor.

How many bids should we expect to win?

Sector-wide, around one application in four to one in six succeeds for well-prepared organisations; the national figure for all applications is far lower. A readiness assessment and a properly targeted funder list move you towards the better end. We will give you an honest view for your specific case rather than a general promise.

We are very small. Is this for us?

Yes. The readiness assessment, a single bid review and the Bursar Circle membership are designed for organisations with income under £100,000, and we offer a reduced-rate band for registered charities at that level.

Will you submit applications for us?

We will prepare everything and, where the portal allows, submit on your behalf. Nothing goes in your name until a named trustee or officer has signed it off in writing.

What happens if a funder asks questions after submission?

We draft the response with you. For retainer clients this is included; for project clients it is covered by the original fee for thirty days after submission.

Can you help with a building project or a large capital appeal?

Yes. Capital work starts with a feasibility study, then a funding stack that combines capital grants, community share offers or social investment and a public appeal. It is quoted as a bespoke engagement because every building is different.

Do you work outside England?

Yes, across the United Kingdom. Funders, regulators and tender portals differ in Scotland, Wales and Northern Ireland and we work to each.

How we conduct ourselves

The rules we hold to

Fundraising is a regulated profession and a matter of trust. These are the standards you can hold us to, and we would rather lose an engagement than bend one.

Fixed fees, never a percentage

We do not take a cut of grants raised. Commission-based fundraising is discouraged by the Fundraising Regulator and most funders will not pay for it.

Honest odds

If an application is unlikely to succeed we say so before you pay for it.

Your name, your approval

Nothing is submitted in your organisation's name until a named trustee or officer has signed it off.

Confidential by default

Your accounts, plans and funder conversations stay between us. We do not publish client lists without written consent.

Code of Fundraising Practice

All work follows the Fundraising Regulator's Code and the Charity Commission's guidance on working with consultants.

Begin here

Book a readiness call

Thirty minutes, no charge. We will tell you where you stand and what we would do first.

We use these details only to reply to your enquiry. See our privacy notice.

Write to us

hello@bursarfunding.com
Monday to Friday, 9am to 6pm
United Kingdom · in person and online

Before the call

Have to hand your latest accounts, your current funder list if you have one, and the one thing you would do with £50,000 tomorrow. We will do the rest.

For existing clients

Retainer and Circle members: use your named contact's direct line. Bid reviews are turned round in five working days.

For funders and commissioners

If you are a funder with a question about an application we prepared, we are glad to hear from you at the same address.

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