Practical improvements to your systems, processes and data and reporting — so fewer donors slip away and more of your fundraising investment turns into long-term income.

We're a small, specialist consultancy. We work with charities to improve the performance of fundraising programs — particularly regular giving, but also single giving, mid-value, and philanthropy and partnerships.

Most of what we do comes down to one thing: helping you understand where you're losing donors and income, then fixing the processes that cause it.

We're fundraisers by background, but we also build things — reporting, integrations, CRM processes. That means we can take an idea from strategy through to a working solution.

What we help with

Regular Giving Lifecycle. The regular giving lifecycle is complex — acquisition, payments, engagement, retention, churn, winback. Most programs have gaps that quietly drain income. We help you find them and fix them.

Payment success. Payment processes are often set up once and never reviewed. We help charities understand how their payments work, implement monitoring, and optimise retry logic and timing to recover more income.

Face-to-face and telemarketing. These channels can deliver excellent long-term value — but only if you're measuring the right things and holding suppliers accountable for quality, not just volume. We help you set up contracts grounded in driving quality donors, and data flows and reporting that provide deep and intuitive visibility.

Campaign and supplier management. E&E has developed proven frameworks for managing fundraising suppliers and campaigns — segmentation, data operations, schedules, and outcomes tracking. Our frameworks make it easier to manage your campaigns, enrich your data, improve targeting, all ultimately driving optimised results and ROI.

Fundraising reporting. Most charity reporting is built by data teams or consultants who don't really understand fundraising. We build dashboards and reports that answer the questions fundraisers actually need answered — acquisition quality, retention, campaign performance, and lifetime value.

Digital transformation projects. Charity CRM projects are hard. Budgets blow out, timelines slip, and the result often doesn't meet fundraisers' needs. We help charities accurately define requirements, ensure traceable accountability, and keep the project under control, so the business voice is heard and outcomes are predictable and successful.

How we work

Some charities bring us in for a specific piece of work — a discovery, a process rebuild, complex integrations, a reporting solution. Others work with us on an ongoing basis as an extended part of their team.

We're not trying to be everything to everyone. We focus on what we're good at, and we're honest when something's outside our scope.

Some of our results

A few examples of what we've helped clients achieve:

Plan International Australia's Payment process changes unlocked $300,000 in previously lost annual income.

Life Flight New Zealand’s First-year donor attrition reduced from 45% to 23% after a full lifecycle review.

Vision Australia's payment success rate improved from 67% to 87%. Regular giving income exceeded $10 million for the first time.

Sydney Children's Hospitals Foundation built a regular-giving program that covered strategy, budgeting, supplier procurement, and contract negotiation, as well as end-to-end lifecycle process implementation, delivering a 2:1 ROI within two years.

“Working with Alcuin has been fantastic and I have no hesitation in recommending him. With his help, we were able to reduce our first year attrition from 45% down to 23%!"  

Sebastian Grodd, Marketing & Fundraising Manager  |  Life Flight New Zealand

“We started working with Engage & Experience in 2020 when we moved to a managed service for our CRM system.  They offer a very high standard of service, are responsive to queries, offer solutions to challenges we face and make valuable suggestions and improvements that enhance our campaigns. While we have a dedicated consultant that works closely with our fundraising staff, we know that we also have the support and experience of the whole Engage and Experience team whenever it’s needed.  They are an integral member of our fundraising team and I have no hesitation recommending them.

Kathy Farrell, General Manager Supporter Engagement |  Community First Development

“The team from Engage & Experience have been managing our CRM Database for several years and we can recommend them highly.  Engage & Experience provide us with a better value option than employing a database manager, offering robust, best practice individual giving lifecycle processes, reporting and data services, alongside deep fundraising campaign expertise. When we recently migrated CRM Systems, the E&E consultant carried out a robust and excellent quality data migration."

           Rachel Bailey, Director of Marketing and Membership |  The Nature Conservancy , Australia