Epic Philanthropy
Sample deliverables.
This is the work itself, not a description of it. Full sample documents from real Epic Philanthropy engagements, organized by who they're made for, so you can go straight to yours. Names and identifying details have been changed, and each sample comes from a separate engagement, so read each one as a sample of that service, not one family's full story.
For Advisors
What your clients receive
When you bring Epic in on a giving conversation, this is the work that lands in your client's hands. The full documents, not a brochure about them.
Master Giving Strategy
The written plan behind a client's giving.
The giving plan a client receives after a Master Giving Strategy engagement. Built from their values, their causes, and their donor-advised fund, with a distribution schedule they can actually follow.
- Giving framework and cause allocations
- Year-by-year distribution schedule
- Fund and account recommendations
Charity Matchmaking Report
Charities researched, checked, and matched.
Researched charity recommendations matched to a client's causes, each one checked against its Form 990 filings, with an alignment score, a recommended gift, and what that gift makes happen.
- Alignment score for every organization
- Financial review from IRS filings
- Recommended gift size and type
Nonprofit Due Diligence Report
One nonprofit, checked before a client gives.
Before a client gives, one nonprofit gets an independent review, built from its IRS filings, covering every area the public record supports, with scored ratings and a clear recommendation at the end.
- Financials, leadership, governance, and risk, checked
- Form 990 as the primary source
- Clear recommendation: give, watch, or don't fund
For Individuals & Families
What you take home
A plan for your giving, charities matched to what you care about, one charity checked before a big gift, and a record of what your giving did.
Master Giving Strategy
Your giving, planned.
A written strategy built from your values and causes, with a distribution schedule for your donor-advised fund that you can follow year after year.
- Giving framework and cause allocations
- Year-by-year distribution schedule
- Fund and account recommendations
Charity Matchmaking Report
Charities matched to your causes.
Charities matched to the causes you care about, each one researched and checked against its IRS filings before it is recommended to you, with a suggested gift and what that gift does.
- Alignment score for every organization
- Financial review from IRS filings
- Recommended gift size and type
Nonprofit Due Diligence Report
One nonprofit, checked before you give.
Before you give, one nonprofit gets an independent review, built from its IRS filings, covering every area the public record supports, with scored ratings and a clear recommendation at the end.
- Financials, leadership, governance, and risk, checked
- Form 990 as the primary source
- Clear recommendation: give, watch, or don't fund
Impact Report
What your giving did.
The record of your giving for the period it covers: grants made, what they funded, and how the portfolio of your giving is doing against the plan.
- Grants and outcomes for the period
- Portfolio view against your strategy
- Funding changes that affect your causes
For Foundations
Strategy the board can follow
For family and private foundations: a giving plan built to outlast any one board meeting, a nonprofit checked before a major grant, and a record of what the grants did.
Master Giving Strategy
The foundation's giving plan, in writing.
A written giving strategy for a family foundation: framework, cause allocations, and a distribution schedule the whole board can see and follow.
- Giving framework and cause allocations
- Year-by-year distribution schedule
- Fund and account recommendations
Nonprofit Due Diligence Report
One nonprofit, checked before you give.
Before you give, one nonprofit gets an independent review, built from its IRS filings, covering every area the public record supports, with scored ratings and a clear recommendation at the end.
- Financials, leadership, governance, and risk, checked
- Form 990 as the primary source
- Clear recommendation: give, watch, or don't fund
Impact Report
The board's record.
The record for the board: grants made, what they funded, and how the foundation's giving is tracking against its strategy.
- Grants and outcomes for the period
- Portfolio view against your strategy
- Funding changes that affect your causes
Want the version made for you?
Book a free 30-minute call. We will talk through your giving and what to do first. No pitch, and no prep needed.
Book a 30-minute call