Frequently asked questions.

You care about making a difference, and we care about helping you do it with purpose. Below are answers to common questions about how we partner with individuals, families, nonprofits, foundations, and advisors to turn generous intentions into lasting impact.

Individuals & Families

Do I need to have a certain level of annual giving to work with you?
We help families move from reactive to proactive philanthropy. Whether you are just starting to structure your giving or already have a well-funded Donor-Advised Fund (DAF), we tailor our services to fit your specific goals and capacity.
How quickly can we get started?
We begin with an initial consultation to understand your goals. From there, we can typically kick off the process for your Master Giving Strategy within one to two weeks of your decision to move forward.
What if I already work with a financial advisor?
Excellent. We coordinate seamlessly with your existing advisors. They handle your financial planning and wealth management, and we focus on the philanthropic strategy to ensure your giving aligns with your broader financial goals.
I want to make an impact, but I don't know what charities to give to. Can you help?
Absolutely. Through our Charity Matchmaking service, we identify nonprofits that align perfectly with your values. We also offer Verify the Impact (Nonprofit Evaluation) to deeply vet organizations, ensuring your funds create meaningful change.
Do you work with DAFs, or other vehicles like that?
Yes. We specialize in Donor-Advised Funds. We help you maximize the unique benefits of your DAF to execute your Master Giving Strategy effectively.

Nonprofit Organizations

Can we combine services?
Yes. We offer strategic consulting and DAF education to equip your team. We can easily bundle these services to best support your development goals and build stronger donor relationships.
What size organizations do you typically work with?
We work with nonprofits of various sizes, provided your leadership is ready to optimize your approach to Donor-Advised Funds and engage in strategic planning.
How quickly can we get started?
Depending on your needs, we can typically begin our consulting engagements or our DAF Funding Readiness Audit within a few weeks of our initial conversation.
Do you guarantee results?
While we cannot guarantee specific funding outcomes, we equip you with the DAF education, strategies, and insights needed to build stronger relationships with donors and confidently navigate the philanthropic landscape.
What is the DAF Funding Readiness Audit?
This is our specialized phase two service for nonprofits. We evaluate your current systems, messaging, and readiness to accept and steward DAF gifts, providing you with actionable recommendations to optimize your funding requests.
Do you work nationally or only in Colorado?
We work with nonprofits nationwide. All of our consulting and audits can be conducted virtually to accommodate your team.

Family Foundations

Do you work with family foundations differently than individual donors?
While the core goal remains the same, family foundations often require support with multi-generational involvement and governance. We help align board members around shared values, developing a Master Giving Strategy that unites your grantmaking and honors your foundation's legacy.
Can you help us evaluate the impact of our past grants?
Yes. Through our Verify the Impact service, we conduct a comprehensive review of your prior grantmaking. We assess the outcomes of your funding and identify opportunities to refine your approach.
What if we're considering spending down our foundation?
We can help you explore this option strategically. We will facilitate conversations with your board to weigh the implications and design a spend-down plan that maximizes your philanthropic impact within your chosen timeframe.
Do you provide compliance or legal services?
We do not provide legal or compliance services. We work collaboratively with your existing legal and financial teams to ensure our recommendations align with all regulatory requirements.
How quickly can we get started?
Once we determine the scope of our engagement, we can usually begin developing your Master Giving Strategy within a few weeks.
Can you help engage the next generation?
Absolutely. Engaging the next generation is vital for lasting impact. We help facilitate meaningful conversations and create pathways for family members to participate in the foundation's giving, ensuring your Master Giving Strategy evolves while maintaining your core values.
How do you work with our clients without replacing us?
We complement your services by acting as a specialized philanthropic advisor. You retain the primary financial relationship and manage the assets, while we provide the targeted philanthropic expertise your clients need to achieve their giving goals.
What value do you provide that we can't offer in-house?
We offer deep expertise in Donor-Advised Funds and strategic philanthropy. Our Nonprofit Evaluation-as-a-Service (EaaS) provides rigorous vetting of charitable organizations, saving you time and delivering high-value insights directly to your clients.
Can we white-label your services?
Yes. Our Nonprofit Evaluation-as-a-Service starts at $1,500 per search, and we offer a white-labeling add-on for an additional $150. This allows you to present our comprehensive research directly to your clients under your own brand.
How do you charge for your services?
We offer tiered revenue models based on the scope of work. For ongoing advisory services, our base retainer starts at $1,000 per month. Project-based work, such as Nonprofit Evaluation-as-a-Service, is billed per search. We ensure complete transparency in our pricing before beginning any engagement.
Do you only work with DAFs, or other vehicles too?
While we specialize in Donor-Advised Funds, we assist clients in developing a Master Giving Strategy that can encompass various philanthropic vehicles, depending on their specific financial and charitable objectives.

Disclaimers

Individuals & Families / Family Foundations
Epic Philanthropy provides strategic philanthropic advisory services. We do not provide financial, tax, or legal advice. All Master Giving Strategy development, Charity Matchmaking, and Verify the Impact evaluations are designed to guide your philanthropic decisions. Please consult with your licensed financial advisor, CPA, or legal counsel before making significant financial commitments or changes to your wealth management plan.
Nonprofit Organizations
Epic Philanthropy provides consulting, education, and the DAF Funding Readiness Audit to help organizations optimize their engagement with Donor-Advised Funds. We do not guarantee grant awards, funding allocations, or specific revenue targets. Our services are advisory in nature and focus on operational and strategic readiness.
Financial Advisors
Epic Philanthropy acts as an independent philanthropic consultant. We are not a broker-dealer, registered investment advisor, or law firm. Our Nonprofit Evaluation-as-a-Service (EaaS) and Master Giving Strategy consulting are designed to supplement your existing client services. We do not manage assets or execute financial trades.