Our services for Individuals and 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.
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01
The Emerging Philanthropist
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.
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02
The Intentional Professional
You have a donor-advised fund and want expert guidance to move from reactive giving to strategic grantmaking that creates meaningful, measurable impact.
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03
The Established Philanthropist
You need advanced guidance that addresses philanthropy through complex family dynamics, coordinates with your wealth planning, and ensures your legacy vision becomes reality.
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Sometimes you just need to get unstuck. Whether you are defining your values for the first time or trying to figure out how to maximize an upcoming charitable event, our strategy sessions provide immediate, actionable clarity. We spend intensive time together mapping out what matters most to you, so you leave with a clear path forward.
What Can Be Included:Pre-session values questionnaire
A 90-minute or half-day intensive strategy session
Personalized action steps and immediate grant guidance
Creation of basic sustainable giving habits
Best for: Individuals or couples who are newer to strategic philanthropy, or experienced donors who just need clarity on a specific upcoming giving decision.
Fee: Starting at $1,000 -
If you are ready to move from reactive giving to a proactive strategy, we help you build a comprehensive roadmap. We conduct a deep review of your current giving patterns, align your family around a shared vision, and create a multi-year plan with clear governance structures and impact goals.
What Can Be Included:
Values alignment workshops (including next-generation family members)
Creation of a personalized mission statement and giving criteria
Evaluation of the right philanthropic vehicles (DAFs, trusts, direct giving)
A detailed calendar for strategic distributions and tracking
Best for: Families ready to formalize their approach and establish systems for multi-generational engagement, or professionals looking to optimize their giving strategy.
Investment: Custom project-based fee depending on family complexity
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For families with established philanthropic systems or significant charitable assets, we act as your dedicated philanthropic partner. From quarterly strategy sessions to comprehensive monthly management, we provide the ongoing support necessary to deploy capital effectively, conduct due diligence, and navigate complex family dynamics over time.
What Can Be Included:
Regular strategic advisory sessions (quarterly or monthly)
Deep-dive research and due diligence on potential grantees
Coordination with your wealth advisors and estate planning attorneys
Facilitation of ongoing family governance meetings
Best for: High-net-worth families with significant charitable assets or family foundations who need regular strategic guidance and capable leadership to manage day-to-day philanthropic operations.
Investment: Monthly or quarterly retainer based on scope of work
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Beyond our comprehensive partnerships, we offer standalone, project-based services when you need deep-dive support on a particular issue or vehicle. This is ideal when you need specialized expertise without a long-term commitment.
What Can Be Included:
DAF Acceleration sessions for dormant or new donor-advised funds
Cost-benefit analysis of DAFs vs. Private Foundations
Single-organization deep-dive due diligence
Impact assessment setups for your current grantees
Best for: DAF holders seeking to activate their funds, or donors needing expert analysis on specific charitable vehicles or organizations before making a major gift.
Investment: Flat fee per project