A Proven Roadmap to Sustainable Growth

We created Laying a Foundation Your Way: Fundraising Accelerator (LFGYW) so you can raise more mission critical funds with less stress. This 6-month roadmap kicks off with a one-on-one coaching session with fundraising guru, Angela Burgess.  On-demand lessons combined with live monthly group coaching ensure you’ll always have practical tools and expert guidance at your fingertips. Instead of chasing donations year after year, you’ll learn how to build lasting donor relationships and create funding streams you can count on.

What people are saying

At Broad Oaks Consulting, we’re committed to real impact. That’s why our programs are built to deliver practical tools, proven strategies, and measurable results. We don’t just hand you inspiration.  We equip you to take action. When our clients succeed, we know we’ve done our job. And when they don’t, we roll up our sleeves and figure out what’s missing. Your mission deserves more than just good intentions—it deserves growth.

”
The workshop investment is worth every penny.
Lynn P.

Boys & Girls Clubs of the Great Lakes Bay Region

She delivered so much content to support our organization’s goals.
Samantha M.

President and CEO, Hidden Harvest

”
Thinking about my expectations walking in, this program definitely exceeded them! My biggest takeaway from today was learning that there's a lot of work to do, and I need to engage the board more in that process. If a nonprofit is on the fence about hiring Angela, I’d say—Don’t hesitate! You won’t regret it!
Bethany B.

Director, CrossRoads Counseling Ministries

”
My biggest takeaway was the importance of a good moves management process. If you’re considering hiring Angela, hire her! She truly adds value to your organization.
David T. 

Director of Development, Scholarships, University of Houston

Angela exceeded my expectations. I spend a lot of time at conferences, seminars, and workshops—about one-third of them are worth my time. If I walk away with one or two takeaways, I consider it a success. However, this completely broke that trend. It was tremendous, on point, efficient, direct, and incredible. Thank you for blessing our organization with this immediately impactful time.
Jeff L. 

Chief Growth and Development Officer, Great Lakes Bay Health Centers

Angela is an incredible presenter with very clear and compelling insights into the profession. Key lesson learned, leadership isn’t just for those in senior roles; I own my own path. Organizations should definitely invest in Angela.
Russell Dunlavy 

Vice Chancellor / Vice President, University of Houston System | Advancement and Alumni

”
I learned how to get better engaged with donors. If you’re considering working with Angela, don’t hesitate—hire her!
Jade G.

Assistant Director, Corporate Sponsorships, University of Houston

Inside the Program, You’ll Learn How To:

✔ Organize and clean your data so you can make decisions based on facts, not guesswork. ✔ Craft stories that inspire generosity and build emotional connection. ✔ Unlock new revenue streams so you’re not over-reliant on one source. ✔ Launch campaigns that actually work—and repeat them without burning out. ✔ Engage your board and staff so you’re not carrying fundraising alone.

Get the guidance you need.

This is your moment to stop spinning your wheels and start building the fundraising engine you’ve always wanted.

Enroll Now Free preview

11+ Hours of On-Demand Content

Access 95+ bite-sized lessons covering storytelling, donor data, major gift fundraising, revenue growth models, board leadership, and more—so you can get what you need, when you need it.

Expert Coaching

Get personalized support through 1:1 sessions with fundraising expert Angela Burgess to help you set goals, make confident decisions, and move faster.

Done-for-You Templates & Tools

Each module includes ready-to-use scripts, AI solutions for campaign messaging, donor stewardship templates, website design tools, board development resources, and streamlined donor management strategies—all designed to help you take action quickly and confidently.

Additional Benefits

Private Learning Community

Connect with other nonprofit leaders on the same journey.

Monthly Live Group Coaching

Stay accountable and get answers in real time.

Messaging Frameworks

Proven scripts and systems for donor engagement.

Meet Your Coach

Angela Burgess has been raising money since 2003.  A wealth manager turned nonprofit fundraiser, finding ways to generate consistent revenue has been at the heart of her career.   As a former Executive Director, she knows exactly what it’s like to lead a mission-driven organization with big goals and limited resources. She’s helped nonprofits achieve 186%, 324%, and even 697% growth in annual revenue using the frameworks you’ll learn in this program. This isn’t theory—it’s a system that works in the real world. Angela's life goals are twofold: to change the way people think about nonprofits, and to inspire people to embrace what makes them human to support nonprofits. 

Why Leaders Choose LFGYW

Hiring a consultant can cost $40,000 or more and often leaves you with a plan, but no clear path to implementation. LFGYW is $2,495. That’s less than the cost of a few weeks with a consultant, and you’ll walk away with a complete system you can use for years.  📅 Enrollment is open now, and spots in Angela’s next live session are limited.

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Curriculum

16 Chapters · 95 Lessons

  1. 1

    Welcome to Laying a Foundation Your Way!

    1. Here's How it Works Free preview
    2. (Included in full purchase)

      What Business are you In?

    3. (Included in full purchase)

      Program Overview

    4. (Included in full purchase)

      Maximizing Your Opportunities for Impact

  2. 2

    You're Only as Good as your Data Part 1: Program

    1. Introduction to Data Free preview
    2. (Included in full purchase)

      How and What to Track about your Programs

    3. (Included in full purchase)

      Is Tracking Program Data Really that Important?

    4. (Included in full purchase)

      Assignment: Measuring What Matters

  3. 3

    You're Only as Good as your Data Part 2: Donors

    1. Donor Data - What you need to know Free preview
    2. (Included in full purchase)

      What you - and others - need to know about your personal relationships

    3. (Included in full purchase)

      Creating Evergreen Notes

    4. (Included in full purchase)

      Establishing Connections and Giving Credit Where It's Due

    5. (Included in full purchase)

      Audience Segmentation and Attributes

    6. (Included in full purchase)

      Entering and Tracking Data about Gifts

    7. (Included in full purchase)

      Creating Organizational Continuity

    8. (Included in full purchase)

      Assignment: Unlocking Donor Insights

  4. 4

    You're Only as Good as your Data Part 3: Organizational Funding

    1. Organizational Funding Data Free preview
    2. (Included in full purchase)

      What if for profit businesses were funded like nonprofits?

    3. (Included in full purchase)

      Funding Data Exercise: Know Your Revenue. Grow Your Impact.

  5. 5

    Storytelling: The Heart of Effective Fundraising

    1. The Secret to Fundraising Free preview
    2. (Included in full purchase)

      The Power of Story

    3. (Included in full purchase)

      Storytelling: The Cornerstone to Campaigns

    4. (Included in full purchase)

      Crafting Your Story

    5. (Included in full purchase)

      Ai: The Best Campaign Hack Yet

    6. (Included in full purchase)

      Why is Direct Mail Marketing Not Dead Yet?

    7. (Included in full purchase)

      Designing Your Campaign

    8. (Included in full purchase)

      BONUS: Practical Tips for a Successful Year-End Campaign Webinar

  6. 6

    Building Websites that Captivate

    1. Why Your Website Matters Free preview
    2. (Included in full purchase)

      What Makes a Website Work

    3. (Included in full purchase)

      Applying Your BrandScript to Your Website

    4. (Included in full purchase)

      Great Websites in the Wild

    5. (Included in full purchase)

      Keeping Your Website Alive

    6. (Included in full purchase)

      Your Turn: Build Your Own Captivating Website

  7. 7

    The Lifecycle of a Donor

    1. Introducing the Lifecycle of a Donor Free preview
    2. (Included in full purchase)

      The Lifecycle of a Donor

    3. (Included in full purchase)

      The Value of a Sustaining Donor Part 1

    4. (Included in full purchase)

      The Value of a Sustaining Donor Part 2

    5. (Included in full purchase)

      Design Your Ideal Donor Journey

  8. 8

    Diversifying your Revenue Streams

    1. What the heck are Revenue Streams? Free preview
    2. (Included in full purchase)

      How Diversified is Your Revenue?

    3. (Included in full purchase)

      What should your revenue mix actually look like?

    4. (Included in full purchase)

      How do you grow individual giving revenue?

    5. (Included in full purchase)

      What kind of revenue should you be targeting?

    6. (Included in full purchase)

      Identify a Smart New Revenue Stream

  9. 9

    Stewardship

    1. What is Stewardship? Free preview
    2. (Included in full purchase)

      The Four Personality Styles

    3. (Included in full purchase)

      How do you know who has which personality style?

    4. (Included in full purchase)

      A Deeper Look at the Personality Styles

    5. (Included in full purchase)

      Which style is your donor?

    6. (Included in full purchase)

      How does this relate to good stewardship?

    7. (Included in full purchase)

      Crafting Your Gratitude Strategy

    8. (Included in full purchase)

      Time to Think Strategically

  10. 10

    Engaging your Major Donors in Long-term Relationships

    1. The Art and Science of Fundraising Free preview
    2. (Included in full purchase)

      What is Moves Management?

    3. (Included in full purchase)

      Major Gift Fundraising and the Personality Styles

    4. (Included in full purchase)

      Making Moves with Expressives/Talkers

    5. (Included in full purchase)

      Making Moves with Doers/Directors

    6. (Included in full purchase)

      Making Moves with Supporters/Amiables

    7. (Included in full purchase)

      Making Moves with Controllers/Analyticals

    8. (Included in full purchase)

      The Personalities and their Needs

    9. (Included in full purchase)

      Deepen Your Cultivation Strategy

  11. 11

    The Gift Solicitation Process

    1. Introduction to the Gift Solicitation Process Free preview
    2. (Included in full purchase)

      The Gift Solicitation Process

    3. (Included in full purchase)

      Setting the Meeting

    4. (Included in full purchase)

      The Art of the Interview

    5. (Included in full purchase)

      Crafting and Asking Purposeful Questions

    6. (Included in full purchase)

      Validating and Affirming Concerns

    7. (Included in full purchase)

      Creating a Sense of Urgency

    8. (Included in full purchase)

      Strengthen & Stabilize Your Donor Base

    9. (Included in full purchase)

      Motivation Mapping: Inside the Mind of your Best Donors

  12. 12

    Expanding Your Donor Database

    1. Acquiring New Donors Free preview
    2. (Included in full purchase)

      Organic Growth Through Events

    3. (Included in full purchase)

      Growing Your Social Networks

    4. (Included in full purchase)

      Paid Social Media Strategies and Why you should Invest in Them

    5. (Included in full purchase)

      Mastering Your Social Media Strategy

    6. (Included in full purchase)

      Unlock Valuable Donor Data

    7. (Included in full purchase)

      This is a Long Game

    8. (Included in full purchase)

      Expand Your Audience Base: SMART Goal Exercise

  13. 13

    Your Board's Role in Management, Fundraising, and Development

    1. Your Board's Role in Your Organization Free preview
    2. (Included in full purchase)

      Growing Your Board of Directors

    3. (Included in full purchase)

      Your Board is Your Team

    4. (Included in full purchase)

      Board Strategy Homework: Strengthen Your Leadership

  14. 14

    Taking Action

    1. (Included in full purchase)

      What have we accomplished?

    2. (Included in full purchase)

      5 Strategies to Ensure your Success

    3. (Included in full purchase)

      What All Leaders Agree They Need to Do

    4. (Included in full purchase)

      Build Your Campaign Timeline

  15. 15

    Additional Resources

    1. (Included in full purchase)

      How to Run an Effective Fundraising Event

    2. (Included in full purchase)

      Tools to Plan a Powerful Event

    3. (Included in full purchase)

      Power Reads for Nonprofit & Fundraising Success 📚🚀

    4. Nonprofit Websites Done Right Free preview
  16. 16

    LFGYW Monthly Coaching Calls

    1. (Included in full purchase)

      4.29.25 Coaching Call - Getting Started in LFGYW

    2. (Included in full purchase)

      5.14.25 Coaching Call - All About Data

    3. (Included in full purchase)

      06.11.25 Coaching Call - Storytelling

    4. (Included in full purchase)

      07.09.25 Coaching Call - Websites

    5. (Included in full purchase)

      08.13.25 Coaching Call - Engaging Donors

Your Next Step

You can keep juggling last-minute campaigns, donor fatigue, and the stress of not knowing what will work. Or you can invest in a system that gives you clarity, confidence, and consistent funding. Hope isn’t a strategy. This is.

Enroll Now Free preview