Liza Carballeira, MNM, CAP, IPA

I've seen giving from every side of the table. In nearly twenty years in philanthropy, I have led nonprofit fundraising, worked inside a donor-advised fund sponsor, and advised my own family's foundation. Epic Philanthropy connects generous intentions with lasting impact. I help individuals and families give with joy and intention, work alongside their financial advisors, and help nonprofits build strategies that attract those donors, always explaining DAFs in plain, honest language.

Three Perspectives, One Purpose

Years of nonprofit fundraising and leadership gave me deep insight into what makes organizations fundable and impactful. This work included securing federal grants, growing development programs, executing large-scale events, and learning how to demonstrate real impact.

Seven years inside a major donor-advised fund sponsor opened up the donor perspective. In that role, I worked with high-net-worth donors, processed thousands of grants, and developed expertise in DAF regulations and complex charitable giving.

Advising my own family's foundation keeps me close to what it feels like to be the donor making the decisions.

Together, these perspectives create a bridge between the language of nonprofits and the needs of donors.

I hold a Master of Nonprofit Management from Regis University and the Chartered Advisor of Philanthropy (CAP®) credential, which requires over 200 hours of specialized training in tax law, estate planning, and philanthropic strategy. I also hold an Impact Philanthropy Advisor (IPA) designation through Daylight Advisors.