Our services for family foundations.
Your private family foundation embodies your family's values, legacy, and commitment to making a lasting difference. Whether you're establishing a foundation, managing an existing one, or navigating complex legal and strategic decisions, Epic Philanthropy provides the specialized expertise to maximize your impact while honoring your vision.
We offer comprehensive support from foundation formation to succession planning, tailored to your family's unique goals. Our services help you optimize your philanthropic operations, build your Master Giving Strategy, and engage family members across generations.
The Epic difference.
We work alongside you as a trusted partner, listening and asking questions to help clarify your vision and create a strategic roadmap. Every family foundation is unique, so we tailor our approach to your specific goals, values, and dynamics.
Whether establishing a new foundation or optimizing an existing one, we provide expert guidance that respects your vision while ensuring excellence in operations. We handle the technical details so you can focus on creating meaningful change in the causes you care about.
Solutions for family foundations.
Every foundation faces unique operational hurdles. Our services are entirely modular, meaning you can bring us in to solve the specific friction point your board is currently experiencing—whether that is aligning generational priorities, outsourcing heavy due diligence, or managing the administrative burden of your grant cycle.
Objective Neutrality
Family dynamics are tough enough without adding millions of dollars in charitable grants to the mix. We act as an objective, neutral third-party buffer, removing the tension from high-stakes financial decisions and neutralizing "Founder's Syndrome."
In-Depth Nonprofit Evaluation
Your board's fiduciary duty is to ensure massive grants are effective, but reading audits isn't why you started the foundation. We provide the heavy, forensic due diligence to give you objective confidence before you approve a six-figure check.
Operational Relief
You shouldn't be spending your day reading 300 grant applications. We take on the heavy administrative lifting—acting as your public gatekeeper, managing the inbox, and sending the rejection letters—so your family only has to show up for the joyful decisions.
A deeply facilitated engagement to find the hidden overlap in your family's values, neutralizing "Founder's Syndrome" and generational priority clashes. We help you build a comprehensive 3-5 year Master Giving Strategy that serves as an objective, firm boundary for saying "no" to misaligned grants.
Investment: Starts at $8,000. Download the comprehensive Service Guide for full package details and our retreat deliverables.
Outsource the heavy nonprofit evaluation to us before writing a 6-figure check. We conduct 1-on-1 leadership interviews and a deep evaluation of a charity's Theory of Change to provide your board with a highly customized, deep-dive forensic analysis.
Investment: Starts at $2,000. Download the comprehensive Service Guide for full package details and turnaround times.
The perfect solution when you have too much grant volume for the family to handle on nights and weekends, but not enough to justify a $90,000/year full time hire. We become the public face of your grant cycle, strictly enforcing your Master Giving Strategy and presenting you with a curated binder of pre-vetted candidates.
Investment: Custom monthly retainer starting at $1,500/month. Download the comprehensive Service Guide for full package details and administrative scope.
Before you hand over the checkbook, let us train the next generation on how to be professional philanthropists and responsible stewards of the founder's legacy. We run a structured 3-month educational program—including personal values assessments and mock grant reviews—to ensure adult children graduate as confident board members.
Investment: Starts at $4,000. Download the comprehensive Service Guide for full package details and our month-by-month curriculum.
"Giving isn't just about making a donation. It's about making a difference."— Kathy Calvin