Services for Individuals & Families.
You set money aside to do good. To make an impact. But between competing causes, complex decisions, and limited time, charitable dollars often sit idle. We help you give with purpose and momentum.
Not sure where to focus? We help you clarify the causes closest to your heart and identify high-impact organizations aligned with your values. And because Epic Philanthropy advises both donors and nonprofits, we bring insider knowledge of what effective philanthropy looks like from every angle.
How we are different.
We believe that philanthropy should be strategic, trust-based, impactful, inclusive, and joyful. You can expect deep listening, rigorous research, clear communication, ongoing support, and kindness.
Epic Philanthropy creates a space where you can explore your values, ask questions, and grow in confidence as you navigate the journey of strategic giving and meaningful philanthropy.
Guidance for every stage of giving.
Your EPIC journey starts here. But there is no "right" place to begin. The EPIC framework is completely modular, allowing us to meet your family exactly where you are and tackle the phase that serves you best today.
The Philanthropic Blueprint
You're new to strategic giving and want to move beyond ad-hoc donations to create a thoughtful approach that reflects your values and creates meaningful impact.
Nonprofit Matchmaking
You have a donor-advised fund and want expert guidance to move from reactive giving to strategic grantmaking that creates measurable, meaningful impact.
Administrative Relief
Enjoy the joy of giving without the guilt of saying "no." We act as your philanthropic buffer, handling all inbound solicitations and politely declining misaligned requests so you can focus entirely on creating lasting change.
Move from reactive to proactive philanthropy. We conduct deep discovery sessions to map your values, uncover your core motivators, and define a clear philanthropic mission. Using these insights, we build a comprehensive Master Giving Strategy that sets firm boundaries and aligns your giving goals.
Pricing: Fixed project fees starting at $1,500.
Deliverables: Philanthropic Mission Statement and Master Giving Strategy.
Ask about our Premium Bundles for comprehensive strategy build-outs.
Stop guessing which organizations are doing the best work. Once your Master Giving Strategy is in place, we conduct targeted landscape research to find nonprofits that perfectly match your purpose. You receive a curated portfolio of pre-vetted charities, saving you time and ensuring clear alignment with your goals.
Pricing: Fixed project fees starting at $1,500.
Deliverables: Curated portfolio of high-impact organizations.
Before committing significant capital, let us look under the hood. We take a deep dive into the organizations you want to support to verify their financial health, leadership structure, and capacity for real impact.
Pricing: Starts at $1,000.
Deliverables: Download the Service Guide to see exactly what is included in our executive-level evaluation reports.
Enjoy the joy of giving without the administrative burden. We act as your philanthropic buffer, handling all inbound solicitations through our custom Funding Request Forms and politely declining misaligned requests so you can focus on creating lasting change.
Pricing: Starts at $1,000/month.
Deliverables: Download the Service Guide to see exactly how we manage your incoming requests, send polite declines on your behalf, and deliver a monthly digest of grants ready for your review.
A 90-minute intensive consulting session designed to establish a new Donor-Advised Fund or analyze and optimize an existing one.
Pricing: $1,500 flat fee.
"If you are successful, it is because somewhere, sometime, someone gave you a life or an idea that started you in the right direction."— Melinda French Gates