Turn intention into impact.

You want your giving to matter. To create real change. To reflect what you truly value.

We help individuals, families, and nonprofit organizations transform generous intentions into strategic, lasting impact.

Our approach follows The EPIC Journey framework: Empower your giving, define your Purpose, maximize your Impact, and create lasting Change.

Our approach.

We believe that philanthropy should be strategic, trust-based, impactful, inclusive, and joyful.

Our clients can expect deep listening, rigorous research, clear communication, ongoing support, and kindness.

Epic Philanthropy creates a space where donors and nonprofits alike can explore, question, and grow in the work of strategic giving and philanthropy.

Who we work with.

We help individuals, families, and nonprofit organizations transform generous intentions into strategic, lasting impact.

Individuals and Families

Text on a background resembling a light-colored flower, reading 'The Emerging Philanthropist. You're new to strategic giving and want to build better charitable habits.'

Text overlay on a light, semi-transparent background with a floral pattern. The text reads: "The Intentional Professional. You have a donor-advised fund and want expert help using it strategically."

Text on a light background reads: 'The Established Philanthropist. You need sophisticated philanthropy guidance for multi-generational giving.'

Organizations

Text overlay on a semi-transparent white flower background that reads: "The Nonprofit Ready to Grow. You're a nonprofit organization ready to grow your donor-advised fund revenue."

A light-colored flower with text overlay: "The Family Foundation, Your foundation needs expert guidance on multi-generational engagement, governance, grant making strategy, or operations."

A light-colored flower with text overlay that reads 'The Financial Advisor. You're a wealth manager whose high-net-worth clients are asking about charitable giving strategies.'

Let’s have a conversation.

It all begins with an idea: a desire to give with clarity and purpose.

Whether you're launching a new philanthropic effort, refining your family's giving strategy, or seeking guidance for your organization, the right support can make all the difference.

Let's start your EPIC journey!

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