Turn intention into impact.

You want your giving to matter. To create real change. To reflect what you truly value.

We help individuals, families, and nonprofit organizations transform generous intentions into strategic, lasting impact.

Our approach follows The EPIC Journey framework: Empower your giving, define your Purpose, maximize your Impact, and create lasting Change.

Our approach.

We believe that philanthropy should be strategic, trust-based, impactful, inclusive, and joyful. Our clients can expect deep listening, rigorous research, clear communication, ongoing support, and kindness.

Epic Philanthropy creates a space where donors and nonprofits alike can explore, question, and grow in the work of strategic giving and philanthropy.

Who we work with.

We help individuals, families, and nonprofit organizations clarify their goals, design a philanthropic approach, and build the frameworks needed to achieve meaningful results.

Individuals and Families

The Emerging Philanthropist

You're new to strategic giving and want to build better charitable habits.

The Intentional Professional

You have a donor-advised fund and want expert help using it strategically.

The Established Philanthropist

You need sophisticated philanthropy guidance for multi-generational giving.

Organizations

The Nonprofit Ready to Grow

You're a nonprofit organization ready to grow your donor-advised fund revenue.

The Family Foundation

Your foundation needs expert guidance on multi-generational engagement, governance, grant making strategy, or operations.

Let's create some impact!


Whether you are a family looking to align your giving strategy, or a nonprofit ready to capture transformational DAF funding, the right blueprint changes everything.

Tell us a little about where you currently are with your philanthropic journey, and let's explore how we can work together.

"Live life as you may, but be kind to one another along the way."
— Unknown