Our services for Financial Advisors.
Your clients trust you with their most important financial decisions—their retirement security, their children's future, their legacy. That trust deserves wealth management advice that goes beyond portfolios to include the charitable giving that reflects their deepest values and aspirations.
Yet philanthropy often remains the missing piece in comprehensive financial planning—leaving significant opportunities unexplored and client relationships incomplete. We help you integrate strategic philanthropy into your practice so every client conversation includes the impact they want to make.
Why advisors choose Epic.
We work alongside you as a trusted partner: never replacing your role, but enhancing your value proposition. Our expertise in philanthropic strategy, nonprofit evaluation, and charitable giving vehicles allows you to offer truly comprehensive wealth planning.
Together, we help your clients maximize both their financial returns and their charitable impact, deepening client relationships and ensuring every aspect of their wealth works toward the legacy they envision.
Partner with Epic Philanthropy
Choose the partnership level that aligns with how you want to serve your clients' philanthropic needs.
Expert support when needed
For advisors who occasionally have clients with specific philanthropic questions or opportunities and need expert guidance without ongoing partnership commitment.
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When a client situation involves charitable giving—whether it's evaluating a DAF recommendation, vetting a nonprofit, designing a giving strategy, or exploring legacy options—you bring us in as the philanthropic expert. We work directly with you and your client to address the specific need, provide clear recommendations, and ensure the solution integrates seamlessly with their overall financial plan. After the engagement, we provide written documentation of our guidance and remain available for follow-up questions as implementation unfolds.
Timeline: Project-based engagements (typically 4-8 weeks per project)
Investment: Starting at $2,500 per engagement
Best for: Advisors who want access to philanthropic expertise for occasional client needs without committing to an ongoing partnership.
Build philanthropy into your service model
For advisors ready to systematically integrate philanthropic planning into their practice and offer clients proactive guidance on charitable giving as part of comprehensive wealth management.
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We become your firm's philanthropic resource for the year. You have quarterly strategy calls where we discuss upcoming client situations, review philanthropic opportunities, and plan how to proactively address charitable giving in client reviews. We provide client-facing education through workshops or webinars on topics like DAF optimization, nonprofit evaluation, legacy planning, and tax-smart giving strategies. When specific client situations arise—major gifts, foundation formation, legacy planning—we work alongside you to develop recommendations and implementation plans. We create co-branded educational materials you can share with clients, and you have priority email and phone access throughout the year when philanthropic questions emerge. This partnership allows you to confidently raise philanthropy in every relevant client conversation.
Timeline: 12-month partnership (renews annually)
Investment: Starting at $15,000 annually
Customized based on practice size and number of clients servedBest for: Advisors who want to systematically build philanthropic services into their practice and need a reliable partner to support multiple clients throughout the year.
Make philanthropy your advantage
For advisors building a sophisticated practice where philanthropic planning is a core differentiator—you want to be known as the advisor who helps high-net-worth clients create lasting impact alongside financial success.
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We become an integrated extension of your practice. Beyond everything in the Annual Partnership, we meet with you monthly for strategic planning sessions where we review your entire client pipeline, identify philanthropic opportunities proactively, and coordinate on complex multi-generational wealth and legacy planning. We attend key client meetings with you when philanthropy is a significant discussion point, providing expertise that elevates the conversation and deepens client relationships. We develop custom client education programming tailored to your practice—whether that's intimate dinner seminars, family philanthropy workshops, or next-generation engagement events. You have access to our full suite of services for your clients—from foundation feasibility studies to impact evaluation frameworks to family governance facilitation. We provide thought leadership content you can use in client communications and marketing, positioning you as the advisor who truly understands the intersection of wealth and impact. We also offer practice development support, helping you refine your philanthropic service model and train your team on how to identify and discuss charitable giving opportunities.
Timeline: Multi-year strategic partnership (minimum 2-year commitment)
Investment: Starting at $35,000 annually
Fully customized based on practice size, client complexity, and scope of integrationBest for: Advisors positioning themselves as the wealth management partner for high-net-worth clients who want comprehensive guidance integrating financial planning, tax strategy, and legacy-building philanthropy.
Available as add-ons or standalone offerings. Looking for something else Let’s see if I can help connecting you to the right expert.
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Quarterly educational workshops on philanthropic topics for your client base ($3,000-$6,000 per series)
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Detailed evaluation and vetting of specific nonprofits for client grants ($1,500-$3,000 per organization)
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Let’s chat!