Typically around 45 minutes. Designed to give you a clear picture of what the Aetas for Charities offers and whether it is the right fit for your organisation. We look at what is currently in place, where financial pressure may be showing up in your team, and what a proportionate response would look like for your charity.
There is no pitch and no follow-up pressure. The aim is to give you as much clarity from the conversation as we gain from it, so that whatever happens next is based on a genuine assessment of whether and how we can help.
Anything discussed in the discovery conversation is held in confidence. Notes are kept only to support our preparation for any follow-up. Nothing is shared with third parties or used for marketing without your explicit agreement.
Some charities want to arrive at the conversation with a clearer view of where they stand. Both of these routes are free and informational.
A short scored self-assessment for charity leaders. Gives you an immediate picture of where the gaps may be, with a personalised report delivered to your inbox.
Articles and commentary on financial wellbeing in charities, including retention, trustee governance, and the commercial case for action. A useful primer before any conversation.
