Our services for Nonprofit Organizations.

Most nonprofits are missing out on a share of $54 billion in annual donor-advised fund (DAF) giving. We help you position your organization to capture this transformational funding.

Unlike traditional fundraising consultants, Epic Philanthropy sits on both sides of the table. We work directly with DAF donors and the nonprofits they support, having insider knowledge of what actually inspires giving.

Our value to you.

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

Nonprofits deserve partners who understand the unique challenges of accessing donor-advised fund gifts. We combine deep knowledge of DAF mechanics with practical fundraising experience to help you build sustainable relationships with DAF donors.

Epic Philanthropy creates a space where your organization can explore strategies, ask questions, and gain the confidence needed to unlock transformational DAF funding for your mission.

Donor-Advised Fund Solutions for Nonprofits

We offer three levels of engagement to help your nonprofit access donor-advised fund gifts. Each program provides the education, tools, and strategic support your team needs to confidently cultivate DAF donors.

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Learn the fundamentals

For development teams with little to no DAF fundraising experience who need practical training to get started.

  • Includes:

    • Half-day interactive workshop covering DAF basics, donor psychology, identification strategies, and cultivation approaches

    • Complete DAF Fundraising Workbook with templates and tracking tools

    • Digital resource library with sample communications and case studies

    • 60 days of email support after the workshop

    Timeline: Single 4-hour session + 60-day follow-up support

    Investment: $2,500-$3,500

    Best for: Organizations new to DAF fundraising seeking foundational knowledge

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Build your strategy

For teams ready to implement a proactive DAF fundraising strategy with customized tools and hands-on guidance.

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  • Includes:

    • Pre-engagement assessment of your current donor base and DAF opportunities

    • Customized 90-minute presentation and training for your team

    • Strategic planning session to design your DAF cultivation approach

    • Custom DAF resource toolkit branded for your organization

    • Monthly strategy calls (3 total) to support implementation

    • 90 days of email and phone access

    Timeline: 3-month intensive engagement

    Investment: $5,500-$7,000

    Best for: Organizations ready to move beyond basics and launch a targeted DAF cultivation program with personalized support.

Scale your results

For organizations committed to building a sophisticated, year-round DAF fundraising program that generates significant results.

  • Includes:

    • Everything in the DAF Acceleration Program, plus:

    • Quarterly strategy sessions with detailed planning and goal-setting (4 total)

    • Monthly 1-hour coaching calls for troubleshooting and course-correction (12 total)

    • Donor identification and wealth screening analysis

    • Custom campaign materials and cultivation calendar templates

    • Social media content calendar with DAF-focused messaging

    • Comprehensive measurement dashboard to track progress

    • Priority email and phone access year-round

    Timeline: 12-month strategic partnership

    Investment: Starting at $32,500 (payment plans available)

    Best for: Organizations seeking a strategic partner to build comprehensive systems and achieve measurable fundraising growth.

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“The best way to predict the future is to create it.”

— Peter Drucker