Our Services

Strategies Designed to Support your Inspiring Vision

Laying a Foundation for Growth

Our signature, revolutionary program strategically unites fundraising and marketing to help you grow and diversify your revenue streams.

Following a comprehensive nonprofit assessment, you will get a comprehensive marketing strategy that supports a strategic development plan created especially for your organization and your donors. Get all the tools you need to thrive for years to come in this 6-month program doing 2-3 hours a week on deliverables and coaching.

Service Includes:
● Nonprofit assessment & development plan
● One-on-one coaching & online course
● Clarified Story & new website
I'm Ready to Grow. Tell Me More!

Advanced Gift Planning

Most people make the largest charitable donation at the end of their life. It takes strategic planning and organization for a nonprofit to receive these assets.

Only 3-5% of an individual’s total wealth is cash. This service helps nonprofits move beyond fundraising from 3-5% of people’s total giftable assets. We can help you engage the other 97%.

Service Includes:
● Creation of organization's policies and procedures, processes, and gift acceptance policies around planned giving
● 2 Day on-site staff training on identifying, cultivating, soliciting, and stewarding planned gifts
● Educating the nonprofit board & executive leadership on the importance of planned giving and setting realistic expectations
● Marketing & communication suggestions

Fundraising Coaching and Training

Fundraising is an intimidating part of every nonprofit leader’s responsibility.

It can be discouraging for you and your staff when getting the funds needed feels neverending. Broad Oaks Consulting offers custom training using a proven method that increases gift closing rates & helps nonprofit leaders enjoy fundraising.

Service Includes:
● Custom coaching and training for your organization (in person and virtual options available)
● Guidance on creating fundraising scripts, speeches, and slide decks
● Access to online course material

Fundraising Event Keynote

When a speaker misses the mark at a gala, special event, or fundraiser it is costly for an organization.

Your nonprofit deserves to shine and be given every opportunity to raise the funds needed to support your mission. When Angela Burgess works with your event team you will get an engaging speech that captivates your audience to your cause and prepares them to give.

Service Includes:
● Consultation with the event planning team on the theme, purpose, and ideal outcome of the event.
● Follow-up action plan for donors that matches Angela’s crafted message.
● Keynote speech that nurtures the funds your organization needs.

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Broad Oaks Consulting
We teach nonprofits how to maximize fundraising capacity
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