Our services for Wealth Advisors.
Your clients trust you with their most important financial decisions: their retirement security, their children's future, their legacy. That trust deserves wealth management advice that goes beyond portfolios to include the charitable giving that reflects their deepest values and aspirations.
Yet philanthropy often remains the missing piece in comprehensive financial planning, leaving significant opportunities unexplored and client relationships incomplete. We help you integrate strategic philanthropy into your practice so every client conversation includes the impact they want to make.
The Epic difference.
We work alongside you as a trusted partner, never replacing your role, but enhancing your value proposition. Our expertise in philanthropic strategy, nonprofit evaluation, and charitable giving vehicles allows you to offer truly comprehensive wealth planning.
Together, we help your clients maximize both their financial returns and their charitable impact, deepening client relationships and ensuring every aspect of their wealth works toward the legacy they envision.
Why partner with us?
Engage the Next Generation
Retain assets through wealth transfer by facilitating meaningful, values-driven family conversations.
Deepen Client Trust
Move beyond the portfolio. Advisors who guide philanthropic strategy build stickier, more holistic client relationships.
Access Specialized Expertise
Offer premium, white-glove charitable planning without adding overhead or stretching your team's capacity.
Tailored philanthropic support.
Philanthropic Advisory Tools
We bring our proprietary EPIC Journey framework, dual-layer Giving Personality tool, and Master Giving Strategy directly to your clients, giving you a structured process to engage clients in legacy conversations.
Next-Generation Retention
Over 70% of heirs leave their parents' advisor when wealth transfers. We help you secure those assets by facilitating Master Giving Strategy sessions and interactive workshops that organically build trust with the next generation.
Nonprofit Evaluation-as-a-Service (EaaS)
Keep your analysts focused on market strategy and portfolio management while we act as your outsourced philanthropic research arm. We provide in-depth, forensic evaluation of nonprofits, giving your clients absolute peace of mind before they recommend a major gift.
Deepen client retention and navigate the Great Wealth Transfer by offering proactive philanthropy planning. We act as an extension of your team, walking your clients through our proprietary E-P-I-C framework to build a solid Master Giving Strategy. This provides a high-value touchpoint that spans multiple generations.
Investment: $1,500. (The Master Giving Strategy fee is waived and included in Month 1 onboarding for clients moving into a retained advisor model.) Download the comprehensive Service Guide for full package details, deliverables, and our White-Labeling add-on options.
Keep your analysts focused on market strategy while we handle the philanthropic due diligence. Outsource your nonprofit evaluations to us so you can provide absolute peace of mind before your clients recommend a major gift.
Investment: Starts at $1,000 per search, with a $250 White-Labeling add-on. Download the comprehensive Service Guide for full package details and deliverables.
Secure multi-generational assets by hosting an exclusive, interactive philanthropy workshop for your top-tier clients. We facilitate our proprietary Giving Personality framework in a structured environment, positioning your firm as a trusted partner with the next generation of wealth.
Investment: $1,500. Download the comprehensive Service Guide for full package details and deliverables.
When a client asks for a recommendation on who to fund, outsource the landscape research to us. We identify and curate high-impact nonprofits that strictly align with the client's Master Giving Strategy, allowing you to hand over a polished portfolio of top-tier charities.
Investment: Starts at $1,500 per search, with a $250 White-Labeling add-on. Download the comprehensive Service Guide for full package details and deliverables.
For clients needing ongoing philanthropic management, we serve as their dedicated giving office. We handle the administrative heavy lifting, field incoming requests, coordinate directly with your firm, and act as a shield against solicitations so your clients can focus solely on the joy of giving.
Investment: Base Retainer starts at $1,000/month (or flexible 10% AUM). Download the comprehensive Service Guide for full package details and deliverables.
"An investment in knowledge pays the best interest."— Benjamin Franklin