Our Services


Gift Planning and Complex Gift Strategies

Broad Oaks Consulting specializes in establishing and cultivating planned giving programs.  Your planned giving program will fully integrate with your broader, strategic development plan. We teach your staff, board and volunteers how to recognize and secure meaningful gifts that will further root your mission.  

A strong planned giving program combined with resources to help you market and accept complex gifts will help ensure the longevity and vitality of your mission for decades to come. 


Fundraising General Counsel

Connecting your donors to your mission in a deeper, more meaningful way is at the core of our philosophy.  As their relationship and partnership with you grows, so too will their support of your critical programs.  

From direct mail to digital marketing, mid-level programs to major gift fundraising, Broad Oaks Consulting is dedicated to helping you reach the right audiences with the right messages. 


Philanthropic Advisory

Most of us rely on a lawyer for legal advice. We have a financial advisor to assist us with managing our assets.  We have a CPA to help us navigate the tax code.  So why, when it comes to giving, do we go it alone? 

Broad Oaks Consulting works hand in hand with trusted advisors to help generous people—like you—achieve their giving goals in a tax efficient way.  

We work with you to understand what your greatest dreams are for yourself, your family and the charities you serve.  Then we meet with you and your trusted advisors—your CPA, attorney and financial advisor—to help you maximize the giving opportunities while also protecting and providing for the ones you love.