• What changed this month in our funding?

  • From last month

  • From this time last year (what about trailing 5 years?)

• Who responded to campaign appeals, and who didn’t?

  • This is an ideal time to review your year-end campaign participation

  • For any new donors in the last year, how will we draw them farther into our mission?

• Where are we seeing momentum?

  • What content is getting traction on social media?

  • Which emails are showing a higher click-through rate?

• Why might someone have given now?

• Why did others stop?

• What patterns show up when we look at giving over time?

• Nonprofits can’t wait for wealth managers to bring philanthropy into the conversation.

• You cannot afford to wait for your donor to come to you proactively to discuss their hopes and dreams for the world once they are gone.

• This is your moment to get curious about your donors and lean into a meaningful conversation.

• Donors seek belonging and trust.

• They want to see integrity in action and measurable impact.

• Nonprofits must focus on relationship-building in the years ahead to remain relevant and impactful.

• Do that consistently, and ten years from now, you won’t be scrambling for relevance.

• Wait, and you risk becoming irrelevant.

• There isn’t a universe in which everything you need to do will magically be crossed off your list.

• Despite what board members think is possible, you cannot automate every aspect of your job.

• But time and again, what we hear from you is that the most impactful part of our work is 1:1 coaching and support.

• It’s the gentle (and sometimes not-s0-gentle) reminders of where to focus your time and energy that offer the greatest lift - not just to your bottom line, but to your sense of accomplishment.

“Working with Broad Oaks Consulting has consistently strengthened Noah’s House’s fundraising strategy and results. One moment that stands out for me was our most recent year-end campaign.

• I had gotten so overwhelmed with our fall event and everything else that happens at year-end that year-end campaign letter hadn’t gone out.

  • My instinct was to rely only on email outreach.

  • I worried about the time it would take to write, print, and mail physical letters, and I did not want our appeals to get lost in the flood of holiday mail.

• Year-end giving matters to us, but it is not our largest campaign, and I questioned whether printed letters would be worth the extra effort.

• She reminded me that donors are most likely to give when they receive a printed request supported by thoughtful email follow-up.

• Our goal was $15,000.

• We raised $20,590.

• Their recommendations are thoughtful, donor-centered, and grounded in real experience.

• Sometimes the most effective decision is to trust your consultants.

• There is a reason you invite them to the table.

• Since the start of our work together in 2022, we’ve helped Noah’s House raise more than $1.74 million

• That’s 218% more than their original goal on contract signing.

• Atomic Habits by James Clear
  Focuses on small, repeatable behaviors – perfect for building reflection and review into your fundraising routine.

• Think Again by Adam Grant
  Explores the power of questioning assumptions and staying open to new information – useful when interpreting data and feedback.

• Be guided through thoughtful conversation

• Get enticed to actively listen

• Be prompted to ask meaningful questions

• In 15 focused minutes, we’ll look at your numbers, your strategy, and your next highest-leverage move.

• Do nothing, and nothing changes.

• Act, and you might discover what’s been hiding in plain sight.