Wealth management isn’t just about numbers on a screen or stacks of cash in a vault. It’s about connecting those resources with something meaningful, something that leaves a lasting impact on the world. Angela Burgess knows this better than most.
Stepping away from a successful career in wealth management might seem like a strange move to some, but Angela saw a need that wasn’t being met. Nonprofits, those organizations striving to make the world a better place, often struggle in the financial realm. Sure, they have big hearts and noble goals, but when it comes to managing and growing wealth, they’re often at a loss.
Angela saw this gap and decided to do something about it. She left behind the comfort and security of her career to dive headfirst into the world of nonprofit development. It wasn’t just about making a living anymore; it was about making a difference.
Joining Mercy Home for Boys & Girls was a pivotal moment for Angela. Here she could apply her wealth management expertise to help grow a vital aspect of the nonprofit sector: planned giving. This is the realm of gifts that go beyond simple cash donations, encompassing everything from stocks and real estate to intricate estate planning strategies.
But Angela didn’t stop there. She realized that her expertise could benefit far more than just one organization. So, in 2018, she founded Broad Oaks Consulting. This was her way of spreading her knowledge and passion for philanthropy to nonprofits of all shapes and sizes.
Photo Courtesy: FemForce and Adobe Generative AI
The core of Angela’s work revolves around empowering nonprofits to break through their fundraising barriers. Whether it’s coaching development teams or educating wealth managers on the importance of philanthropy, Angela is there every step of the way.
But why does this matter? Why should people care about nonprofits and their financial struggles? The answer lies in the impact they have on communities. These organizations tackle some of the pressing issues society faces, from poverty and homelessness to education and healthcare.
Imagine a world where these nonprofits aren’t just scraping by but thriving, where they have the resources they need to make a real difference. That’s the world Angela is working towards, one fundraising strategy at a time.
And it’s not just about the money; it’s about the people behind it. Angela understands that wealth management is ultimately a people-driven industry. It’s about building relationships, understanding needs, and working together to achieve common goals.
That’s why she partners with wealth management professionals, helping them see philanthropy not as assets lost but as opportunities gained. By aligning clients’ financial goals with their philanthropic aspirations, everyone wins.
But Angela’s impact goes beyond the balance sheet. She brings a sense of energy and enthusiasm to her work that’s infectious. Whether she’s leading a training session or giving a keynote speech, Angela’s passion shines through, inspiring those around her to aim higher and do better.
In a world where it’s easy to feel overwhelmed and unsure, Angela Burgess is a beacon of clarity and purpose. She serves as a reminder that no matter how daunting the challenges may seem, there’s always a way forward, always a path to greater impact.
So, the next time you find yourself wondering how to make a difference, remember Angela’s story. Remember that sometimes great impact comes not from what you take but from what you give. And when you give with purpose and passion, the possibilities are endless.
Stay connected with Angela Burgess and Broad Oaks Consulting by checking them out on Instagram at @broadoaksconsulting and @angelaburgesshtx and on LinkedIn at linkedin.com/in/broadoaksconsulting and linkedin.com/company/broad-oaks-consulting. For more information, visit their Facebook page.
Published By: Aize Perez
