Communities Thrive When Nonprofits and Donors Work Together
Our mission is to help nonprofits & financial advisors create sustainable business models so they can provide ongoing support to our communities.
Our Story
Trying to make the world a better place is hard work.
Countless nonprofits start with a captivating dream and an inspiring vision. The leaders start full of excitement and energy. Then the reality of organizational demands meets those dreams and visions.
Nonprofit organizations often find themselves unsure of how to form the strategic growth plans necessary to better serve their cause. Broad Oaks Consulting was started to make it simple for good people to help make the world a better place.
Nonprofit leaders are the stewards of organizations bettering our communities, and financial advisors are the stewards of the funds that that beautify our world.
Countless nonprofits start with a captivating dream and an inspiring vision. The leaders start full of excitement and energy. Then the reality of organizational demands meets those dreams and visions.
Nonprofit organizations often find themselves unsure of how to form the strategic growth plans necessary to better serve their cause. Broad Oaks Consulting was started to make it simple for good people to help make the world a better place.
Nonprofit leaders are the stewards of organizations bettering our communities, and financial advisors are the stewards of the funds that that beautify our world.
In Houston, broad oak trees line so many picturesque neighborhoods, creating breathtaking canopies and shady retreats for the community. It’s shocking that rapidly growing areas, paved in so much concrete, could also be the home of these impressive oaks, some dating back more than 300 years.
For generations, someone has seen enough value in these magnificent trees to grow them, protect them, steward them and prop them up. Progress did not overtake them.
Broad Oaks Consulting was started because we see the value in nonprofits who serve our community and the wealth managers who help support them. Step-by-step, we help you preserve and grow so that just like those trees that beautify our community, you may continue to make the world a better place to live.
For generations, someone has seen enough value in these magnificent trees to grow them, protect them, steward them and prop them up. Progress did not overtake them.
Broad Oaks Consulting was started because we see the value in nonprofits who serve our community and the wealth managers who help support them. Step-by-step, we help you preserve and grow so that just like those trees that beautify our community, you may continue to make the world a better place to live.
Our Partners
Important missions require great teams.
Your nonprofit’s mission is critical and you deserve to have nothing but the best resources to accomplish your mission. That’s why Broad Oaks only engages with a curated list of partners that offer the highest quality services that support and enhance every custom Development Plan.
Your nonprofit’s mission is critical and you deserve to have nothing but the best resources to accomplish your mission. That’s why Broad Oaks only engages with a curated list of partners that offer the highest quality services that support and enhance every custom Development Plan.
Here is our list of preferred partners to help execute your growth plans:
It’s hard to get the attention of the right people as a nonprofit. Solace Media helps bring credibility to mission-driven organizations through strategic marketing and storytelling through websites, branding, and videography.
Most people struggle to conceive an organization’s vision and mission. Triangle Printing creates printed material, such as direct mailings, newsletters, and event/promotional collateral, so your organization can inspire your audience.
Nonprofits sometimes need extreme customization and detail for their mailing and print material. Mission Press creates highly donor-centric, customized mailings for nonprofits that increase open and response rates.
Broad Oaks Consulting is committed to helping our clients achieve breakthrough results through noncash (or planned) giving. For donors and programs requiring a higher degree of Advanced Gift Planning, we partner with law firm Holland & Knight to innovate to get results.
Few goals are more daunting that establishing a thriving major and planned giving program. That’s why Angela teaches with the Institute for Charitable Giving. Since 1991, the Institute has been the gold standard in accumulating and disseminating knowledge about major gift fundraising.
Meet Angela, Our Founder
“Unless someone like you cares a whole awful lot, nothing is going to get better. It’s not.” - The Lorax
Hanging on my bedroom wall is a framed print of the cover of “The Lorax,” by Dr. Seuss. It’s the first thing I see each morning when I open my eyes - usually around 4:30 am. I’m not one of those people who hits the snooze button three times before getting up. My finger quickly touches “Stop” on my iPhone after the first chime, in part so that I don’t disturb my husband, but mostly because I’m excited that the night is finally over, and it’s time to get up and see what we can make happen in the world.
I spent the first decade of my career in the wealth management industry, starting at The Principal in Institutional 401(k), then as Financial Advisor, and at age 25, took on my first management role. I discovered I wasn’t just good at growing a book, I was also pretty good at recruiting. After 5 years of learning the insurance side of the business, I went to work for Smith Barney (now Morgan Stanley) as an Assistant Branch Office Manager on Chicago’s North Shore to help grow the Deerfield office and learn more about capital markets.
In my late 20’s and early 30’s, I imagined that sometime in my future (after I had made my millions) I would leave wealth management to do something more altruistic with my life. But, you know what they say - people make plans and God laughs.
The “future” was closer than I imagined. I remember walking into my downtown highrise one evening after a very lucrative day and thinking, “Is this all there is?” On my desk sat a mailer from Mercy Home for Boys & Girls. I knew they were looking for a Director of Planned Giving but also knew the role paid about 66% less than I was making.
Then a voice inside me said, “You can do this. Put a pencil to paper. You can afford this. Stop buying so many shoes.”
I felt called. This was my opportunity to start connecting people and their money with mission.
After 7 years at Mercy Home for Boys & Girls - one of Chicago’s oldest and most well respected nonprofits - I had succeeded in transforming their Planned Giving and Major Gift departments into a unified Philanthropy Department where gift officers approach donors as investors, understanding that only 3-5% of most people’s assets are held in cash.
Hanging on my bedroom wall is a framed print of the cover of “The Lorax,” by Dr. Seuss. It’s the first thing I see each morning when I open my eyes - usually around 4:30 am. I’m not one of those people who hits the snooze button three times before getting up. My finger quickly touches “Stop” on my iPhone after the first chime, in part so that I don’t disturb my husband, but mostly because I’m excited that the night is finally over, and it’s time to get up and see what we can make happen in the world.
I spent the first decade of my career in the wealth management industry, starting at The Principal in Institutional 401(k), then as Financial Advisor, and at age 25, took on my first management role. I discovered I wasn’t just good at growing a book, I was also pretty good at recruiting. After 5 years of learning the insurance side of the business, I went to work for Smith Barney (now Morgan Stanley) as an Assistant Branch Office Manager on Chicago’s North Shore to help grow the Deerfield office and learn more about capital markets.
In my late 20’s and early 30’s, I imagined that sometime in my future (after I had made my millions) I would leave wealth management to do something more altruistic with my life. But, you know what they say - people make plans and God laughs.
The “future” was closer than I imagined. I remember walking into my downtown highrise one evening after a very lucrative day and thinking, “Is this all there is?” On my desk sat a mailer from Mercy Home for Boys & Girls. I knew they were looking for a Director of Planned Giving but also knew the role paid about 66% less than I was making.
Then a voice inside me said, “You can do this. Put a pencil to paper. You can afford this. Stop buying so many shoes.”
I felt called. This was my opportunity to start connecting people and their money with mission.
After 7 years at Mercy Home for Boys & Girls - one of Chicago’s oldest and most well respected nonprofits - I had succeeded in transforming their Planned Giving and Major Gift departments into a unified Philanthropy Department where gift officers approach donors as investors, understanding that only 3-5% of most people’s assets are held in cash.
While at Mercy Home, I lived in Chicago for 3 years when my husband was transferred to Houston - his hometown. In 2014 I became Mercy Home’s first ever remote worker (long before Covid made it popular). After 4 years of working remotely and traveling, I was ready to start making a greater impact in my own community.
When I turn on the news or open a newspaper, my faith in humanity quickly begins to wane. Crime, poverty, famine, lack of access to healthcare and myriad other issues plague our world. Broad Oaks Consulting was founded in 2018 so that I could help nonprofits doing the most good learn to operate like successful, resilient businesses.
Nonprofits offer private solutions to these very public problems (though some nonprofits are public/private partnerships). Where would our communities be, what would they be like, without nonprofits to address some of our world’s more dire and pressing issues?
I believe we are all called by God and gifted with unique abilities to transform the world around us and to do His will on earth. I have been called to continue in my journey connecting people and their money with mission. Whether you are the steward of a nonprofit making a difference or the steward of someone’s wealth and protection products, I hope you find inspiration in our work. It would be my honor to be your partner in transforming the world.
When I turn on the news or open a newspaper, my faith in humanity quickly begins to wane. Crime, poverty, famine, lack of access to healthcare and myriad other issues plague our world. Broad Oaks Consulting was founded in 2018 so that I could help nonprofits doing the most good learn to operate like successful, resilient businesses.
Nonprofits offer private solutions to these very public problems (though some nonprofits are public/private partnerships). Where would our communities be, what would they be like, without nonprofits to address some of our world’s more dire and pressing issues?
I believe we are all called by God and gifted with unique abilities to transform the world around us and to do His will on earth. I have been called to continue in my journey connecting people and their money with mission. Whether you are the steward of a nonprofit making a difference or the steward of someone’s wealth and protection products, I hope you find inspiration in our work. It would be my honor to be your partner in transforming the world.
