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Maximize Your Impact: Strategic Philanthropy for Individuals & Families
Stop reactive giving and start building a proactive philanthropic legacy.
Epic Philanthropy bridges the gap between wealth creators and the causes they care about, helping you move from reactive checkbook giving to proactive, high-impact philanthropy.
The Challenge You give from the heart, but the sheer volume of requests can cause decision fatigue. We help uncover your exact philanthropic parameters, ensuring you never second-guess a donation again.
Your EPIC Journey Starts Here. Every family's philanthropic path is unique. The EPIC Journey framework is completely modular, allowing us to meet your family exactly where you are and tackle the phase that serves you best today.
Phase 1
Empower Your Giving - Master Giving Strategy
We help your family move from reactive to proactive philanthropy. Together, we uncover your family's core motivators and operational roles to build a comprehensive Master Giving Strategy that empowers your giving and sets clear boundaries.
You Receive
  • A custom Master Giving Strategy.
  • Clear definitions of your core causes.
  • Firm "yes/no" geographic and impact filters.
  • Premium Option: A fully facilitated Family Mission Statement building exercise and finalized Master Strategy document.
Best for individuals, couples, or families who want to transition from reactive "checkbook philanthropy" to a proactive, intentional strategy.
Investment
  • $1,500 Base Strategy Session (90 minutes).
  • $2,500 Premium Strategy & Mission Statement Session (Half-Day / 3-4 hours).
  • $4,000 Premium + Add-on Option (Includes 2 sessions and Custom Charity Matchmaking).
The Master Giving Strategy fee is waived and included in Month 1 onboarding if you move into a retained advisory model.

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Phase 2
Define Your Purpose (Charity Matchmaking)
Stop guessing which organizations are doing the best work. Once your Master Giving Strategy is in place, we conduct targeted landscape research to find nonprofits that perfectly match your purpose. You receive a curated portfolio of 3 to 5 pre-vetted charities, saving you time and ensuring alignment.
You Receive
  • A curated portfolio of 3-5 pre-vetted charities matching your specific criteria.
  • A clear summary of why each organization was selected.
  • Facilitated introductions to the charity's leadership (if desired).
Investment
  • Starts at $1,500 flat fee (depending on the scope of the search).
Best for donors who have a clear giving strategy but lack the time or sector knowledge to actively research and discover new organizations.
Phase 3
Maximize Your Impact (Nonprofit Evaluations)
Objective due diligence for your most significant grants. Before you deploy major capital, we conduct rigorous financial and operational reviews of the nonprofits you are considering. We evaluate leadership competence, programmatic outcomes, and financial health to protect your philanthropic investments.
You Receive
  • An executive-level evaluation report.
  • Verification of financial health and impact.
  • Identification of any "Red Flags" or operational concerns.
Investment
  • Starts at $1,000 per due diligence search.
Best for donors considering a major gift (e.g., $10,000+) who need assurance that their capital will be utilized efficiently and effectively.

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Phase 4
Create Lasting Change (The Giving Concierge/Retained Advisory)
We act as your dedicated philanthropic office. By outsourcing the administration and gatekeeping of your giving, you can focus entirely on the joy of the impact. We handle the solicitations, manage the polite declines, and execute your Master Giving Strategy year-round.
You Receive
  • Complete gatekeeper services (we handle all funding requests).
  • Polite, customized decline emails sent on your behalf.
  • A quarterly digest of approved organizations and impact updates.
  • Up to 5 Level 1 Nonprofit Evaluations per month
  • Charity Matchmaking services
Investment
  • Custom flat-fee retainer starting at $1,000/month (minimum 1-year commitment, billed quarterly).
Best for donors who want the benefits of a private foundation staff without the overhead, allowing them to enjoy giving without the administrative burden.
SPECIALIZED ADD-ON
DAF Acceleration Session
A 90-minute intensive consulting session designed to establish a new Donor-Advised Fund or analyze and optimize an existing one. We handle the logistics and coordinate directly with your DAF sponsor so you can move quickly from hesitation to impactful grantmaking.
You Receive
  • Complete setup of a new DAF or expert analysis of your existing philanthropic vehicles.
  • Direct coordination with your DAF sponsor to ensure seamless funding and administration.
  • Guidance to define a clear, actionable Mission Statement.
  • Identification of 3–5 vetted nonprofits aligned with your purpose for immediate grant-making.
Investment
  • $1,500 flat fee.
Best for donors who need hands-on assistance opening a new DAF, account holders seeking to activate dormant funds, or those needing expert analysis before making a major gift.

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⭐️ Advisory Integration: Billing and administrative coordination can potentially be routed directly through your wealth advisor or family office upon request.
Connect with Epic Philanthropy
Ready to elevate your philanthropic impact? Our team is eager to discuss how we can partner to provide unparalleled philanthropic advisory services, ensuring meaningful engagement and lasting legacies for generations to come.
Get in Touch
We are here to answer your questions and explore custom solutions tailored to your unique needs. Reach out to us directly or schedule a convenient time to chat.
Our Details
Call or Text: 720-818-2357
Book a Meeting: Let's chat
We look forward to partnering with you to bring clarity and confidence to your giving journey.

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Epic Philanthropy: Individual & Family Services
Strategic Infrastructure for High-Impact Philanthropy




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