Giving is not just about making a donation, it’s about making a difference.

Kathy Calvin

Philanthropic Planning

Broad Oaks Consulting is an exclusive partner to Ameritas Producers. Through our partnership, we seek to enhance how you serve your clients.  Through content creation, face-to-face meetings, and calls, Broad Oaks Consulting will provide innovative ways to deepen client relationships through philanthropic planning.

Philanthropic planning help you meet your client’s unique financial, personal and societal goals.