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.
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.
Broad Oaks Consulting took a deep dive into what was going on within the Oilfield Energy Center by conducting a full nonprofit assessment. We then recommended an entire staff reorganization and refocused the way in which Oilfield Energy was perceived by the public through a complete rebrand. By creating systems that would set up the organization for fundraising success, the OEC was ready to hire a Development lead.
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.
In a span of just 4 months, Broad Oaks:
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:
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.
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.
“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.