Our Work

Custom Solutions For Every Need
Challenge
Growing a vibrant, robust program is always a challenge because you need to think outside the box. The main challenge at hand was how to grow gifts of appreciated securities, gift annuities, and estate gifts by increasing the close rate, securing new commitments, and documenting commitments. The current system did not clearly and efficiently document estate gifts needed to grow the program.
Approach

Angie was brought on to create efficiencies within the system of closing estate gifts so that final estate gifts would be received more quickly. A system was established for people to document their estate gifts and Gift Officers were taught how to use it. She began talking to donors about their assets and opportunities to create more tax-efficient gifts to MHBG, as well as other charities they gave to. Gift Officers were trained on how to talk to donors about their overall giving goals and asset structure in order to create lifetime gifts of which they could be proud.


Results
With new systems in place, Mercy Home experienced a substantial decrease in the number of open estates – meaning that the funds were actually received by the organization and able to be used. By simply asking people to document their gifts, Gift Officers found out about estate gifts that would be realized at some point in the future. This protects both the organization and the donor’s intentions. Gift annuities were grown significantly, just by helping some of their best donors establish gift annuities with appreciated securities in which they had a low cost basis. This created both revenue and tax savings for the donor, while leaving a much larger legacy gift for Mercy Home. Gift Officers have continued to use their training to dig deeper with donors and help them make more sizable gifts as a result of understanding money and how it works.
Advanced Gift Planning

Expand an Already Robust Planned Giving Program

Client: Mercy Home for Boys & Girls
Mercy Home for Boys & Girls (MHBG) began its Planned Giving Program in the late 80s. By 2011, it was a robust program with 300+ open estates (people who had passed that included MHBG in their plans, but the final gift had yet to be received by the organization) and thousands of commitments – 90% of which were undocumented.
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Challenge
In 1998, forty-five adults with intellectual and development disabilities almost found themselves homeless when the independent community center they were living in was being relocated out of Houston. Out of this crisis, Noah’s House was established in Houston to give those adults stability and be a caring community for adults with intellectual and developmental disabilities to grow in their independence. Since 1998, they have been financially supported by a small group of individuals and groups. In 2022, they realized a need to expand its audience base and grow its fundraising model into one that will cultivate growth and ensure longevity so its residents would never again face a threat of homelessness.
Approach

A full nonprofit assessment was conducted, which revealed that a lack of structure and planning created many of the issues the organization faced in growing its programs and funding. A development plan was given to the organization, with specific recommendations on how to steward and acquire new donors. The Executive Director went through our newly created Laying a Foundation for Growth online curriculum as well as had one-on-one coaching with Angela to ensure that Noah’s House has the systems in place to grow its revenue.


Results
Noah’s House now has a Development Plan and full Nonprofit Assessment with recommendations on how to implement those ideas. Our external perspective gave the Board insight on how to diversify their revenue and what barriers the organization has to growth. For the first time in over twenty years, the Board is committed to developing a Strategic Plan by the end of 2022.
Laying a Foundation for Growth

Nonprofit Growth

Client: Noah’s House
Even organizations that have been around for over twenty years need to rethink to ensure they will survive the next twenty years. After conducting a nonprofit assessment, we set up the development systems needed to grow its revenue and better steward donors.
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Challenge
SoléAna Stables provides equine-assisted therapeutic riding for people with special needs and veterans. They were renting land and arena space for their programs; however ideally they would own land to run their programs - which would be more cost-effective, efficient, and sustainable for them. To purchase land, they needed to substantially grow their revenue. However, although they had three events per year, their audience reach was stagnating and they did not know how or when this dream would be realized.
Approach

With a powerful mission and leadership ready for advancement, SoléAna Stables was ready to dive into the fundraising component of Laying a Foundation for Growth. After conducting a nonprofit assessment, Broad Oaks Consulting established non-event related giving programs, including creating a brand new base of sustaining givers. We created the processes and implemented the systems needed to set up the organization for growth. Our Foundational Growth Specialist helped execute the newly created Development Plan until a Development Director could be hired.


Results
Since engaging with Broad Oaks, SoléAna Stables has doubled revenue every year since 2019. They have been able to hire a Development Director to continue stewarding donors and managing giving. Also…dreams really do come true! With the additional revenue raised, they are on the cusp of purchasing land to continue their programs. Well done SoléAna Stables!
Laying a Foundation for Growth

Moving from Events Based Fundraising to Diversified Fundraising

Client: SoléAna Stables
The organization’s events-based fundraising was not able to meet the organizational needs for growth and its dream to own land for its equine-assisted therapeutic riding programs. Broad Oaks helped establish a new base of sustaining givers as well as set up the organization to achieve its dream of purchasing land!
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Challenge
The Landing exists to serve survivors of human trafficking and commercial sexual exploitation with a trauma-informed approach fueled by the love of Christ. To support this crucial mission, The Landing needed to increase their unrestricted revenue streams to create more stability in their nonprofit. They hired Broad Oaks to provide consulting services and develop a new plan.
Approach

In a span of just 4 months, Broad Oaks:

  • Reviewed and assessed the strategic plan.
  • Conducted a full nonprofit assessment including seventeen 1:1 interviews of staff, volunteers, board members, and donors; delivered a comprehensive SWOT analysis of current NPO operations and fundraising; and delivered a development plan for the future to support the Assessment.
  • Assisted with largest event of the year, nearly tripling the amount of money raised in the live event ask.
  • Improved their sustaining gift program for them to continue independently at the end of the contract.
  • Managed entire End of Year Campaign including developing the theme, email and social copywriting, the letter copy and list curation.
  • Provided a Gift Acceptance Policy.
  • Provided a donor stewardship plan.

Results
Segmented year-end asks improved the rate of response. The sustaining gift program has continued to be a significant source of reliable unrestricted revenue. The systems coached and improved upon set them up to hire a full-time Development Director following the end of the contract.
Fundraising Coaching and Training

Fundraising Consulting and Plan Development

Client: The Landing
The Landing saw the potential for their unrestricted funding to not keep up with the demand for help they were providing. After a full nonprofit assessment, The Landing stabilized recurring giving, implemented new donor stewardship processes, and had a 3x growth in the live ask we did at their annual breakfast.
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Challenge
Bauer College of Business had just hired a new Dean in 2019. One of the main issues brought to his attention by board members and substantial donors was the lack of reporting around their giving. Broad Oaks was brought in to develop a better understanding of the stewardship process, implement best-practices around donor management, and improve processes.
Approach

We worked on donor management for a diverse range of donor relationships including: giving, attending sporting events, scholarship process, major gifts, and more. Our in-depth process included:

  • Evaluating the major gift donor experience
  • Developing and implementing a donor stewardship processes
  • Coaching and development for the Development Officers
  • Reviewing college business plan
  • Building a strategic plan for Wolff Center for Entrepreneurship
  • Building a Case for Support to effectively communicate the Bauer College of Business’s Strategic Plan

Results
We created the foundational development systems for Bauer, so they could then hire a Senior Director of Advancement to continue to build upon these processes and lead Bauer into the future.
Fundraising Coaching and Training

Donor Management and Stewardship

Client: Bauer College of Business
Donors were unclear about how funds were being used at the school. Our strategic plan helped them revamp their donor experience and better equip their gift officers.
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Challenge

Approach

Results

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Executive Director Keynote 2021

Category:
Client: RaiseUp Families
In the midst of the pandemic, many nonprofits were closing their doors. RaiseUp Families knew they had to overcome many challenges to continue serving families facing eviction, so that no child falls behind academically. During their fundraiser, Angela Burgess inspires donors to think about how, as they rise up from their own struggles, they can lift up others with them. She shares about the resiliency of the clients and paints a picture of the next year, when they will serve double the number of families as the previous year.
Challenge
Though The Center for Pursuit has been serving the greater Houston community since the 1950’s, they had never established a sustaining giving program. In 2019 they hired Broad Oaks Consulting to help expand their small list of sustaining donors. Donors gave inconsistently with some giving monthly and others annually. Achieving a more regular donation pattern would help sustain long-term growth.
Approach

Sustaining givers are the most likely donors on your file to become mid-level, major, or planned givers over time. They also create financial stability on which you can count in good times and bad. We worked with Center for Pursuit’s marketing agency to develop a brand for the new program, which would become gameCHANGERS. Broad Oaks managed the scope of work and directed the design of two unique direct mail campaigns and supporting email and social campaigns. Our work also included a partnership with a data analyst to curate the mailing list to target those most likely to participate in the program. We provided all copy for the campaign, including acknowledgment letters. In addition, we provided the stewardship plan for this program.


Results
We ran two separate gameCHANGERS campaigns, doubling the number of donors enrolled as monthly givers and adding 40% more annual recurring revenue to the program. The initial work done on this campaign has allowed Center for Pursuit to run semi-annual sustaining giving campaigns since 2019 utilizing initial copy and assets created. *Note: The program was fortunate to have an existing donor who gives a considerable amount each month. If you remove that gift, we actually doubled the monthly giving revenue with the two campaigns.
Fundraising Coaching and Training

Sustainable Giving Program Development and Direction

Client: The Center for Pursuit
Inconsistent giving was normal for The Center for Pursuit. We helped develop a new giving program that doubled their monthly donors and added 40% to their recurring annual revenue.
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Challenge
In 2020, RaiseUp Families experienced turnover in its Executive Director role for the second time in 10 months. Fundraising had diminished by over 50%, leaving the organization unable to accept new families in need of rent and utility assistance into its program at a time when they needed it most.
Approach

Broad Oaks Consulting’s President/CEO Angela Burgess was contracted as Interim ED to explore merging with another organization, or the possibility of breathing new life into the 25 year old mission. Angela applied her own “Laying a Foundation for Growth” model to RaiseUp Families, including partnering with Solace Media to clarify their brand, story, and website, in order to reinvigorate and grow the program. Further, Angela partnered with The Bogle Agency to help expand audiences through social media.


Results
Within 2 years, the organization has doubled its budget, added a new Director of Social Services to oversee programs, hired a Development Coordinator, and is on pace to serve twice as many families by June 30, 2023 as it did each year since 2017. The board has expanded by 50% and engaged donors have increased by more than 40%.
Laying a Foundation for Growth

Grow Program and Fundraising to Better Serve Community

Client: RaiseUp Families
COVID forced their largest fundraiser to be canceled. In under a week, we helped them create a virtual event and peer-to-peer campaign that raised the expected amount of the canceled event. Angela then applied her own “Laying a Foundation for Growth” model to RaiseUp Families to grow its program.
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Challenge
The Center for Pursuit traditionally sent one letter at the end of the year asking for an annual fund gift, rather than making year end part of their overall fundraising and development strategy. In an effort to stand out during the noisiest asking time of the year, they contracted Broad Oaks to get creative.
Approach

“12 Clients of the Season” was launched on Giving Tuesday. The first “Client of the Season” was posted to the web 12 days before Christmas. Each day, a new client story was revealed on the website. A social media campaign announced with teaser copy each new client during the 12 days. A mail campaign reinforced the end of year message. An email campaign reinforced the 12 Clients & end of year message.


Results
The end of year campaign expanded audiences and engaged new donors for Center for Pursuit. The campaign created fundraising opportunities and accounted for a significant percentage of revenue.
Fundraising Coaching and Training

End of Year Campaign Development and Execution

Client: The Center for Pursuit
Every nonprofit sends out fundraising requests at the end of the year. We helped The Center for Pursuit stand out in a unique way and raise more money.
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