Excellence in Giving believes in the power of partnership. We work closely with attorneys and financial advisors to serve families with significant philanthropic activities. Our advice is coordinated and consistent with the client's overall financial plan and objectives. Our Giving Game Plan™ integrates with the strategy designed by the professional advisors. As a fee-only service provider, we are free from conflicts of interest.
Excellence in Giving focuses exclusively on maximizing the returns for their clients' philanthropic portfolio, not advising clients on the best giving vehicle or tax-related plan. Our only agenda is to increase the satisfaction and impact clients enjoy from their philanthropic activity. By adding Excellence in Giving to your firm's portfolio of services, you can create a comprehensive, single-source solution for achieving your high-capacity clients' financial and philanthropic goals. To learn how Excellence in Giving can best work with you to serve you and your clients, please contact us.