Management and Marketing Consulting

Having a 5-year strategic plan for your organisation, creating budgets with fundraising goals and developing communication plans that engage your donors are all crtical for financial sustainability.

Adopt management principles to meet your mission and use marketing to build your cause/brand reputation!

Your organisation can enhance the results of fundraising and achieve greater financial sustainability by applying management principles used in businesses.
Like any brand, your organisation needs to have an identity with awareness and reputation to win the support of donors.


If you are a charity or a social enterprise, we have a team of consultants to help define and implement the best strategy:


  • Strategic plan and budget
  • Business plan - plan development and definition of monitoring and control tools
  • Definition/revision of the organisational structure
  • Definition of the marketing budget and fundraising
  • Brand creation (logo), identity and positioning
  • Communicate your cause based on storytelling
  • Marketing strategy definition, and communication plan
  • Website contents development
“Call to Action was a great asset to Associação Salvador in the structuring phase of our intervention areas and projects, and also in defining the fundraising policy. Your work was very important to professionalise the association and get further in our mission.”
Salvador Mendes de Almeida | Associação Salvador


Our partnership with Call to Action has been a very rewarding experience. Together we have answered the challenge of contributing to the promotion of associations and the reactivation of the relationship between an association and its members, making them regular donors. The competence and dedication of Call to Action have ensured the success of the partnership and the support given to the client associations in this process of self-knowledge.”
Paula Guimarães (Fundação Montepio)
“Only a management model oriented to economic sustainability can ensure the increasing impact of the mission of each organisation!
How to be sustainable? Working continuously in fundraising, having a plan based on the most current techniques and fundraising tools with a lot of creativity and adopting the most innovative and internationally proven methodologies.”

Call to Action

Interested in our services?
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