The FIN Agency

What The FIN Agency does

The FIN Agency is an Australian-headquartered fundraising services firm that exclusively serves not-for-profit organisations and charities. Its core business is end-to-end donor acquisition and retention, delivered principally through face-to-face fundraising campaigns (events, private retail sites, residential and B2B environments) augmented by call centre fundraising solutions covering donor verification, welcome calls, reactivation and ongoing supporter engagement via SMS, email and social channels. Campaign execution is performed by subcontracted marketing companies that employ the fundraisers, while The FIN Agency retains the client relationship, pricing and oversight function. The company operates from offices in Melbourne (Hawthorn East, headquarters), Sydney (Mascot), Newcastle (Toronto) and Auckland (Freemans Bay), with a separately incorporated New Zealand entity (NZBN 94290 529 05520) on top of the Australian parent (The FIN Agency Pty Ltd ATF The FIN Agency Unit Trust, ABN 48 964 013 727).

The company's technology layer is described as custom-built: highly configurable fundraising point-of-sale applications used by fundraisers to capture donor information in real time, paired with a custom CRM stack and donor database visualisation tools. These are explicitly developed through partner networks rather than as wholly in-house product. On top of this, the firm offers Data Insight (supporter segmentation and optimised ask strategies) and Data Modelling (transactional, psychographic, demographic and behavioural modelling to rank prospects). Strategic planning, KPI development, compliance monitoring against PFRA/FIA standards, and best-practice advisory complete the offering. The company holds PFRA accredited membership and FIA membership, which together function as regulatory license-to-operate credentials for face-to-face fundraising in Australia.

Commercially, The FIN Agency runs a transaction-based revenue model charging charity clients a one-off fee per donor acquired, with additional professional services revenue from call centre, technology, analytics and strategy engagements. Pricing is quote-based and not publicly disclosed; the per-donor model is positioned to give charity clients a measurable cost-per-acquisition and a transparent budget. GTM is sales-led and direct: outreach through website contact forms, phone and email to NFP decision-makers, supported by content marketing (blog) and a LinkedIn presence. Leadership is operator-heavy and founder-led, with CEO Michele Wilkinson and Directors Shane Ward and Spencer Galbally each carrying 25-30+ years of industry tenure.

Name

The FIN Agency

Legal name

The FIN Agency Pty Ltd ATF The FIN Agency Unit Trust ABN 48 964 013 727

Website

https://thefinagency.com.au

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

The FIN Agency is an Australian fundraising services firm that exclusively serves not-for-profit organisations and charities with end-to-end donor acquisition, including face-to-face and call centre campaigns, custom POS and CRM technology, data insight and modelling, and compliance services across Australia and New Zealand.

Ownership category

akta.pro rank

Product category

Fundraising Services

akta.pro primary industry

Fundraising & Donor Acquisition Calling (Nonprofit) (BPAAADAJ)

Keywords

• Face-to-face fundraising
• Donor acquisition services
• Charity fundraising solutions
• Regular giving programs
• Fundraising campaign management

Headquarters

HQ city

Abbotsford

HQ country

Australia

HQ region

Oceania

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Donor Acquisition Fees: The FIN Agency charges charity clients a one-off fee per donor acquired through face-to-face fundraising campaigns. This allows charities to track budget and know exactly what they are spending per new donor.
2. Fundraising Services: Provides end-to-end fundraising solutions including face-to-face fundraising, call centre solutions, technology solutions, software solutions, data insight, campaign planning and strategy, data modelling, and compliance services to not-for-profit organisations.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

The FIN Agency delivers end-to-end fundraising services to not-for-profit organisations and charities, including face-to-face donor acquisition, call centre tele-fundraising, campaign strategy and planning, compliance monitoring, and data modelling and analytics. The company charges charity clients a one-off fee per donor acquired, and supports delivery through proprietary fundraising POS applications and a custom CRM infrastructure built via partner networks.

Product overview

The FIN Agency is a not-for-profit fundraising services firm offering a suite of interconnected service modules. The core offering spans face-to-face fundraising (events, private sites, residential, B2B) and call centre solutions, supported by technology services (custom fundraising POS apps and CRM systems) and analytics capabilities (Data Insight for supporter segmentation and Data Modelling for prospect scoring). Strategic planning and compliance services round out the portfolio, enabling end-to-end donor acquisition and retention programs for charity clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Face-to-Face Fundraising Direct donor acquisition through personal interactions at events, private retail sites, residential locations, and B2B corporate environments. Fundraisers use mobile technology to capture donor sign-ups in real time for charities and not-for-profit organisations.
• Call Centre Fundraising Solutions Inbound and outbound tele-fundraising covering donor verification, welcome calls, reactivation campaigns, and ongoing supporter engagement via SMS and email series for charities and not-for-profit organisations.
• Technology Solutions Custom fundraising POS (point-of-sale) applications and CRM systems developed through partner networks to capture donor information and manage supporter relationships for charity clients.
• Software Solutions Advanced analytics software developed via partner networks, enabling charities to leverage data for donor insights and campaign optimisation.
• Data Insight Supporter segmentation and targeting service that visualises donor bases, identifies engagement opportunities, and recommends optimal ask strategies to maximise ROI for charity clients.
• Data Modelling Enhances donor databases using transactional, psychographic, demographic and behavioural models to identify and rank the best prospects for acquisition by charities.
• Fundraising Campaign Planning & Strategy Development Campaign strategy and planning services including KPI development, thought partnership, and coordination of campaign operations from concept through execution for not-for-profit organisations.
• Compliance & Best Practices Compliance monitoring and quality assurance to ensure adherence to PFRA standards, regulatory requirements, and donor protection protocols across fundraising campaigns for charity clients.

Quantifiable outcome

• Regular-giving donors give approximately 42% more funding in one year compared to one-off donations
• +1 more outcomes

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Pareto Fundraising: One of the largest face-to-face fundraising agencies in Australia and globally, directly competing with FIN to acquire regular-giving donors for major charity clients using subcontracted field teams and similar per-donor pricing.
• Public Outreach (Australia): Australian face-to-face and digital fundraising agency serving major charities, overlapping directly with FIN's F2F donor acquisition offering and PFRA-regulated operating model in the same geography.
• Open Office: ANZ-based face-to-face fundraising agency operating across Australia and New Zealand with a similar model of subcontracted field teams acquiring regular givers for charity clients — direct head-to-head competitor in FIN's core geographies.
• Global Givergy: International fundraising agency providing face-to-face, door-to-door and private-site donor acquisition with technology-enabled sign-up, directly comparable to FIN's core F2F service line.

Emerging players

• ReachTEL: Australian market-research and outbound calling firm that overlaps with FIN's call-centre fundraising solutions and data-modelling capabilities for the nonprofit and political sectors.
• iDonate: Digital fundraising platform provider serving charities with online giving tools, representing a partial-overlap emerging player as digital fundraising increasingly competes with traditional F2F donor acquisition.
• Dataro: Australian AI/ML analytics provider for nonprofits focused on donor propensity and segmentation modelling — directly comparable to FIN's data-modelling and data-insight service modules but software-only rather than services-led.
• Funraisin: Digital fundraising platform and agency serving Australian and UK charities, an emerging competitor overlapping with FIN's software solutions and digital-channel service lines.

Regional players

• Pledge (formerly Grassroots): ANZ-focused fundraising services provider with both F2F and digital capabilities, comparable to FIN's bundled service offering across the same regional market.

Broad incumbents

• MTM London: Larger international face-to-face fundraising agency operating across multiple continents, serving as a broad incumbent comparable to FIN's model but at significantly greater scale and geographic reach.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/the-fin-agency

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The FIN Agency