The Giving Portrait
Begin your EPIC Journey.
Seven short tools, taken in order. Each person in your family does their own set. Together, your answers become one clear picture of how your family gives, where you agree, and where you see it differently.
No code yet? Email me at hello@epicphilanthropy.com and I will send you one. It takes a minute and it is how we keep your answers private to your family.
Tool 01
Values Sort
Sort the values that drive you. Keep your top five, and say out loud why one of them matters.
Start the Values SortTool 02
Giving Personality
A few short scenarios that show how you naturally give: from the heart or from the head, and who you bring with you.
Find your Giving PersonalityTool 03
Giving Priorities
Rank the causes. Mark your top priorities, the ones that matter but sit lower, and the ones that are not yours.
Rank your prioritiesTool 04
Giving Footprint
Where your giving already goes: the places, the amounts, and the vehicles, like a donor-advised fund.
Map your footprintTool 05
Mission Statement Builder
Turn everything above into one sentence your family can steer by. The reference page has the templates and word banks.
Build your mission statementTool 06
Beyond the Check
Money is one of six ways you give. This one looks at the rest: time, talent, ties, testimony, and truth.
Go beyond the checkTool 07
Follow-Up Questions
How you decide together, what happens when you disagree, and how the next generation comes in.
Answer the follow-upsFinished?
Your answers come to Epic Philanthropy, and we build your family's report from what you actually said. Nothing generic, nothing guessed.
Questions? Email Epic