Liza Carballeira, CAP, MNM

I've worked in philanthropy from every angle: as a nonprofit fundraiser, as a donor advisor, and as a philanthropist managing my own family's giving. Epic Philanthropy was founded to bridge the gap between generous intentions and lasting impact.

Two Perspectives, One Purpose

A decade of leading fundraising challenges inside nonprofits provided deep insight into what makes nonprofit organizations fundable and impactful. This work included securing federal grants, growing development programs, executing large-scale events, and learning how to demonstrate real impact.

A career transition to 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.

This dual perspective creates a unique 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 in Philanthropy (CAP®) credential, requiring over 200 hours of specialized training in tax law, estate planning, and philanthropic strategy. I am also currently completing my certification as an Impact Philanthropy Advisor (IPA) through Daylight Advisors.