Creating peak performance leaders in fundraising
Peak performance is a state in which the person or organisation performs to the maximum of their ability, characterised by subjective feelings of confidence, effortlessness and total concentration on the task.
Engaging communities to support your cause
Trust in the process (follow all the steps)
Be prepared for the journey (accept ups and downs)
It has to feel good! (joyful partnerships)
How We Work
The Barrer & Co approach is strategic, innovative, with long-range thinking.
Our model is based on developing effective and mutually beneficial relationships based on shared values, resulting in long term partnerships that can grow and develop long after we exit. Relationship management and engagement is our priority and we are proud of the knowledge we are able to contribute and the confidence we create for our clients.
BDO Wellington Capital Campaigns Merit – 2015
Awarded to Cholmondeley for the ‘Help put Cholmondeley Back on the Map’ campaign.
Strategic Grants Awards for Excellence in Grants – 2016
Awarded to Living Springs for the project ‘Founders Field: a platform for greatness’.
Who We Work With
We feel privileged to have worked with over 100 not-for-profits from all around New Zealand, small and large.
These typically come under two categories:
- Registered Charitable Trusts
- Incorporated Societies
We work with not-for-profit clients across a wide range of causes, including health and disability, primary, secondary and tertiary education, heritage, museums, environment, arts, youth, sports, religion, animals, wellbeing.
You can hear directly from organisations who have worked with us here.
Sarah Barrer - Managing Director
Sarah has been working in the not-for-profit industry since 2008 and she has headed Barrer & Co since 2012 with a vision to support organisations to achieve their fundraising goals through developing effective strategy and relationship management.
Sarah’s driving passion is to focus on the individual needs of an organisation and work alongside them to provide solutions within their context. To achieve this, she utilises the skills she has gained working in Retail Management, Sales Management, Recruitment of Administrative and IT professionals, the Event industry, and her experience as a member of several Boards – most recently Hagar International and Grow Ōtautahi, as well as her extensive not-for-profit specialisation.
Sarah’s fundraising philosophy is based on considered analysis and planning, enhancing stakeholder relationships, meaningful stewardship, and expectation management. Together with this, Sarah utilises traditional methodology and new and innovative ideas to create success; since the inception of Barrer & Co, she has helped more than 120 not-for-profits in the areas of capital campaigns, operational efficiency, long-term funding sustainability and increases in revenue generation.
This traditionally under-resourced and misunderstood sector has become a passionate area of interest for Sarah and her personal characteristics of resilience, transparency, honesty and perseverance have helped to form her expertise.
- Organisation analysis
- Governance consulting
- Major donor management
Kathryn Marshall – Principal Consultant
Kathryn has over 25 years of experience as a senior fundraiser, and has worked across education, health and disability sectors in New Zealand and England.
Kathryn has consistently led charities to exceed their fundraising income targets, with her ability to invent, develop and implement ambitious fundraising strategies and initiatives.
Kathryn’s key strength is her ability to nurture strong and lasting relationships. This has enabled her to hone her talent for engaging supporters; increase income through bequests and major gifts; and foster successful corporate partnerships. Recently Kathryn has had the privilege of being invited to train and coach the fundraisers of tomorrow and is a regular mentor for practitioners around New Zealand.
Kathryn has gained her experience by holding senior positions with Diabetes UK, King’s College London (UK), Action on Hearing Loss (UK), Mind, the mental health charity (UK), Victim Support NZ, Otago University and the University of Canterbury, Kathryn has also served on a number of volunteer committees including FINZ National Council, FINZ Southern & Central Region, and All Stars Kids Club Charitable Trust. She also volunteers weekly for Special Olympics Canterbury.
- Bequest programme development
- Major donor development
- Strategic trust and grants
- Prospect research
Georgia Harvey – Fundraising Consultant
Georgia has worked in fundraising, communications and marketing roles across a range of industries, including not-for- profit, local government and school and tertiary institutions such as College House, St Andrew’s College, Selwyn District Council and the Antarctic Heritage Trust.
With a strong background in client liaison and creative project management, Georgia thrives on driving projects forward towards the end goal while maintaining an eye on the finer details. A wide range of skills in marketing, communications, fundraising, event promotion, media relations, website and social media management, editing and proofreading means Georgia is well-placed to guide our clients on their unique path to success, all with a highly professional polish.
Her strategic approach means Georgia is always seeking the most efficient and logical course of action, guided by a highly empathetic outlook and ‘big picture’ thinking. Georgia is experienced in both operational and capital fundraising activities, including capital campaigns, annual appeals, major donor fundraising and moves management.
- Strategic communications planning
- Donor-centric communications
- Marketing and digital strategy
- Annual appeals and regular giving
- Database analysis
- Prospect research
Pollyanne Peña – Fundraising Consultant
Polly has worked in community development and fundraising for a range of not-for-profits over the last six years including Shakti Community Council, National Collective of Independent Women’s Refuges and Royal New Zealand Plunket Trust.
She excels at balancing the minutiae of complex tasks with strategic thinking, and this combined with her nous for relationship management aligns perfectly with her areas of specialisation in trusts and grant management, event fundraising and corporate sponsorships.
Polly thrives when she works with ambiguity and has to problem solve, driving to pinpoint core problems and identify the best solutions. She can artfully eliminate distractions in a way that helps people gain a clear understanding of what is happening and why it is happening. She has a growth mindset, and works quickly to identify ways to transform obstacles into opportunities.
Her energy and enthusiasm for the task ahead are infectious and she is someone who will offer genuine encouragement, empathy and an optimistic outlook on her work and her life.
- Trust and Grant funding plans
- Corporate partnerships
- Policy analysis
- Event fundraising
- Prospect research
Rocio Robles – Operations Manager
Rocio has worked in the fundraising sphere for over six years. Throughout her extensive experience in creating tailored strategies for a wide range of organisations, she has developed a deep understanding of the needs of not-for-profits searching for funding, and the challenges they face. That understanding, combined with her outstanding organisational skills, provide her with an invaluable multifaceted skill set to best serve our clients and their causes.
Rocio’s excellent attention to detail and high standards allow her to achieve a great level of consistency and effectiveness across all her work. She enjoys creating a supportive and organised work environment where operations run smoothly and proficiently for everyone involved.
Her warm, unflappable and personable manner ensures that each of our clients receive a dedicated and high quality level of service.
- Analysis and coordination of strategy documents
- Human resource management
- Prospect research and compilation
- Database management
- Stakeholder communications