Fundraising

Welcome series

Formal definition

In fundraising, Welcome series refers to an operating term used for increasing supporter value while maintaining compliant, donor-centred fundraising practice.

What this actually means for you

For day-to-day delivery, Welcome series should be documented clearly and applied consistently; connect it to proposition, segmentation, and retention decisions instead of one-off activity.

Example: At the next review checkpoint, Welcome series is used in practice like this: the campaign team uses it to tune ask strategy, stewardship cadence, and follow-up journeys. Accountabilities are captured in team templates, reporting packs, and operating checklists.

Related guides and whitepapers

Read deeper guidance and implementation detail connected to this term.

Challenge Events Without the Burnout - abstract artwork
how to
Fundraising,  Operations,  Marketing

How UK charities can run marathons, treks and cycle rides at scale without burning out the events team. A practical playbook for sustainable challenge events.

Charity Shop Digital Basics for 2026 - abstract artwork
how to
Digital,  Operations,  Fundraising

The practical digital basics every UK charity shop should have by 2026: EPOS, gift aid capture, stock visibility, online resale and reporting that holds up.

Case for Support: The Template That Actually Converts - abstract artwork
how to
Fundraising,  Storytelling,  Marketing

Most cases for support read like a charity brochure with prices added. The structure, voice and evidence that move donors and trusts from interest to a gift.

Grant Writing: The Paragraph Funders Read First - abstract artwork
how to
Fundraising,  Operations,  Leadership

Most grant applications get a 90-second skim. The structure, evidence and tone that consistently survive that opening and progress to detailed review.