What our clients say about us
You don't need a longer to-do list. You need a partner who has sat in your seat and is as invested in your success as you are.
"One moment that really stayed with me was when she helped me prepare for an important funder interview. I went into it feeling grounded and clear, and we ultimately received a $50,000 gift."
Omena
Before we started working with Angela, our organization, La Isla Network, wanted to convert more of our audience into monthly recurring donors. We knew we had a strong case for support that would attract people who wanted to protect workers from the effects of extreme heat. After working with Angela, we gained a replicable messaging system to assist in our donor conversion and outreach efforts. Thanks to Broad Oaks Consulting, La Isla Network has steadily converted a stream of our audience into monthly recurring donors. Angela is a pleasure to work with aside from providing expert advice almost 24/7. She is attentive and passionate about her work, and it has shown in the increase in our monthly donation figure and number of donors.
La Isla Network
"One moment that really stayed with me was when she helped me prepare for an important funder interview. I went into it feeling grounded and clear, and we ultimately received a $50,000 gift."
Omena
Before we started working with Angela, our organization, La Isla Network, wanted to convert more of our audience into monthly recurring donors. We knew we had a strong case for support that would attract people who wanted to protect workers from the effects of extreme heat. After working with Angela, we gained a replicable messaging system to assist in our donor conversion and outreach efforts. Thanks to Broad Oaks Consulting, La Isla Network has steadily converted a stream of our audience into monthly recurring donors. Angela is a pleasure to work with aside from providing expert advice almost 24/7. She is attentive and passionate about her work, and it has shown in the increase in our monthly donation figure and number of donors.
La Isla Network
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.
Your goals are unique to your organization. That's why we built our fundraising accelerator to meet you where you are.
You and your team will receive a balance of strategy, coaching, and implementation support, including: 1. Monthly live, structured accelerator sessions focused on building a sustainable fundraising strategy. 2. Open office hours twice weekly for as-needed coaching, questions, and problem solving between sessions. 3. Weekly email instruction so you always know exactly what to do, why, and how to build your fundraising program with thought and intention. 4. Three private 1:1 coaching sessions with Broad Oaks Consulting, scheduled outside office hours. -A kickoff call to set direction and define what success looks like. -A midpoint check-in to review progress and adjust the plan. -A graduation call to lock in next steps and hand off the work. 5. Access to 20+ hours of digital resources and templates through the Broad Oaks Learning Portal. 6. Membership in the Broad Oaks community, where you learn alongside other organizations solving the same problems. 7. Licenses that live with the organization, not the individual. -When one employee passes the baton to the next, the seat is simply reassigned. -This ensures continuity in training, shared language, and best practices, even through staff transitions. 8. All the tools you need to build a comprehensive fundraising plan with clear next steps and measurable outcomes. Everything above is included for six months. After that, continued access at $99 per month keeps your course library, community membership, group coaching calls, and organizational license in place. That last one matters more than it looks. The license is what lets you reassign the seat when a Development Officer leaves, so the next person inherits a working system instead of a folder of old files. Most organizations continue for exactly that reason.
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.
Boys & Girls Clubs of the Great Lakes Bay Region
She delivered so much content to support our organization’s goals.
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!
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.
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.
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.
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!
Assistant Director, Corporate Sponsorships, University of Houston
The workshop investment is worth every penny.
Boys & Girls Clubs of the Great Lakes Bay Region
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.
Director of Development, Scholarships, University of Houston
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.
Vice Chancellor / Vice President, University of Houston System | Advancement and Alumni
She delivered so much content to support our organization’s goals.
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!
Director, CrossRoads Counseling Ministries
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.
Chief Growth and Development Officer, Great Lakes Bay Health Centers
I learned how to get better engaged with donors. If you’re considering working with Angela, don’t hesitate—hire her!
Assistant Director, Corporate Sponsorships, University of Houston
Learning Outcomes
By the end of the accelerator, your team will have: ✔️ A clear, actionable fundraising roadmap aligned with organizational goals. ✔️ Defined roles and responsibilities for staff and board in revenue generation. ✔️ A donor communications plan that connects mission to measurable impact. ✔️ Tools to track, evaluate, and continuously strengthen fundraising performance.
Inside the Program, You’ll Discover 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.
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 unlimited 1:1 coaching 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.
Signature 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.
Testimonials
Success You Can See. Strategies You Can Use.
If you are not working with Angela, you are missing the best person in the industry to help your organization grow. I learned that I’m on the right track, and I need to put the work into it."
Marketing and Fund Development Manager, Child & Family Services of Saginaw
"My biggest takeaway was this powerful quote: 'No one cares how much you know until they know how much you care.' I also learned valuable questions to ask donors to deepen relationships. Angela knows her stuff and delivers it in such a relatable way."
University of Houston
I learned donor-related suggestions and ideas that will make a difference. Angela will definitely be an asset to any organization!"
University of Houston
If you are not working with Angela, you are missing the best person in the industry to help your organization grow. I learned that I’m on the right track, and I need to put the work into it."
Marketing and Fund Development Manager, Child & Family Services of Saginaw
"My biggest takeaway was this powerful quote: 'No one cares how much you know until they know how much you care.' I also learned valuable questions to ask donors to deepen relationships. Angela knows her stuff and delivers it in such a relatable way."
University of Houston
I learned donor-related suggestions and ideas that will make a difference. Angela will definitely be an asset to any organization!"
University of Houston
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.
Curriculum
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Here's How it Works Free preview
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Program Overview
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What Business are you In?
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Maximizing Your Opportunities for Impact
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Introduction to Data Free preview
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How and What to Track about your Programs
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Is Tracking Program Data Really that Important?
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Assignment: Measuring What Matters
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Donor Data - What you need to know Free preview
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What you - and others - need to know about your personal relationships
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Creating Evergreen Notes
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Establishing Connections and Giving Credit Where It's Due
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Audience Segmentation and Attributes
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Entering and Tracking Data about Gifts
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Creating Organizational Continuity
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Assignment: Unlocking Donor Insights
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Organizational Funding Data Free preview
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What if for profit businesses were funded like nonprofits?
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Funding Data Exercise: Know Your Revenue. Grow Your Impact.
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The Secret to Fundraising Free preview
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The Power of Story
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Storytelling: The Cornerstone to Campaigns
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Crafting Your Story
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Ai: The Best Campaign Hack Yet
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Why is Direct Mail Marketing Not Dead Yet?
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Designing Your Campaign
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BONUS: Practical Tips for a Successful Year-End Campaign Webinar
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Why Your Website Matters Free preview
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What Makes a Website Work
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Applying Your BrandScript to Your Website
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Great Websites in the Wild
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Keeping Your Website Alive
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Introducing the Lifecycle of a Donor Free preview
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The Lifecycle of a Donor
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The Value of a Sustaining Donor Part 1
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The Value of a Sustaining Donor Part 2
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Design Your Ideal Donor Journey
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What the heck are Revenue Streams? Free preview
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How Diversified is Your Revenue?
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What should your revenue mix actually look like?
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How do you grow individual giving revenue?
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What kind of revenue should you be targeting?
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Identify a Smart New Revenue Stream
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What is Stewardship? Free preview
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The Four Personality Styles
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How do you know who has which personality style?
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A Deeper Look at the Personality Styles
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Which style is your donor?
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How does this relate to good stewardship?
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Crafting Your Gratitude Strategy
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Time to Think Strategically
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The Art and Science of Fundraising Free preview
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What is Moves Management?
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Major Gift Fundraising and the Personality Styles
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Making Moves with Expressives/Talkers
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Making Moves with Doers/Directors
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Making Moves with Supporters/Amiables
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Making Moves with Controllers/Analyticals
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The Personalities and their Needs
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Deepen Your Cultivation Strategy
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Introduction to the Gift Solicitation Process Free preview
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The Gift Solicitation Process
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Setting the Meeting
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The Art of the Interview
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Crafting and Asking Purposeful Questions
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Validating and Affirming Concerns
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Creating a Sense of Urgency
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Strengthen & Stabilize Your Donor Base
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Motivation Mapping: Inside the Mind of your Best Donors
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Acquiring New Donors Free preview
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Organic Growth Through Events
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Growing Your Social Networks
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Paid Social Media Strategies and Why you should Invest in Them
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Mastering Your Social Media Strategy
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Unlock Valuable Donor Data
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This is a Long Game
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Expand Your Audience Base: SMART Goal Exercise
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Your Board's Role in Your Organization Free preview
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Growing Your Board of Directors
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Your Board is Your Team
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Board Strategy Homework: Strengthen Your Leadership
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Your next chapter in fundraising starts here
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Start with your Brand
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Run the Numbers
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Choose Your Campaigns
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Establish Goals for Each Campaign
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Build Your Campaign Timeline
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Layer in Your Major Donor Work
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Activate Your Board
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Build Your Audience with Intention
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From Scramble to Strategy
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What have we accomplished?
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5 Strategies to Ensure your Success
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What All Leaders Agree They Need to Do
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How to Run an Effective Fundraising Event Free preview
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Tools to Plan a Powerful Event
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Power Reads for Nonprofit & Fundraising Success 📚🚀
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Nonprofit Websites Done Right Free preview
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Qualified Charitable Distributions: Give Smarter. Save on Taxes. Feel like a Genius. Free preview
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5 Ways Your Humanness Can Change the World Free preview
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4.29.25 Coaching Call - Getting Started in LFGYW
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5.14.25 Coaching Call - Diving Into Data with Casey Silveria
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06.11.25 Coaching Call - Storytelling to Fuel Giving
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07.09.25 Coaching Call - All About Websites with Christian Hinojosa
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08.13.25 Coaching Call - Engaging Donors
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09.10.25 Coaching Call - Audience Segments with Jeff Spitko
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10.08.25 Coaching Call - Engaging Major Donors with Andy Bethune
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11.12.25 Coaching Call - Asking with Natasha Paradeshi
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12.10.25 Coaching Call - In the Trenches at Year-End
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01.14.25 Coaching Call - From One-Time Givers to Lifetime Partners
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2.11.26 Coaching Call - Campaign Mindset, Everyday Giving
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3.11.26 Coaching Call - From Metrics to Messaging: The Gap Between Tracking Impact and Funding It with Roger Magnus
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04.08.26 Coaching Call - Breaking the Nonprofit Starvation Cycle
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05.13.26 Coaching Call - Why Your Emails Aren't Working...and What to do About It
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08.12.26 Coaching Call - The Gift Your Donors Already Own
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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.