The Money Charity x Oaks

The Money Charity (TMC) has a very clear purpose: to build financial capability and improve financial wellbeing for everyone in the UK. Evolving from Credit Action (formed back in 1994), since the re-brand in 2012 the organisation has overcome various financial challenges, including loss of all its core funding in 2013. The charity has a unique set of financial wellbeing products and services that it delivers in three areas: to young people, the workplace, and in community settings.


In 2019, the board and executive teams at TMC recognised that the charity had become over reliant on two major corporate donors which were relatively unsustainable and unreliable. Working with the Charities Aid Foundation (CAF), TMC commissioned Oaks to complete a review of the organisation’s fundraising performance to-date and develop a new fundraising strategy for the charity. We led a series of exploratory workshops with the entire TMC team that focussed on performance, opportunity and required structures/skills in the areas of trusts and foundations, B2B consultancy services, corporate partnerships, and digital. In addition, we ran a stakeholder consultation exercise that gathered feedback and insight from board members, funders, beneficiaries, and staff that helped to inform the resulting fundraising strategy.


The fundraising strategy we developed was launched via a stakeholder event in July 2019, setting out a clear plan for how TMC would achieve greater income diversification over the next three years. Feedback from the board and executive team indicated that as a direct result of our support, TMC felt more confident about their fundraising potential, and had more confidence in their capability to deliver on their fundraising ambitions.