Andrew Carnegie, Warren Buffett and Bill Gates publicly acknowledge giving money intelligently is more difficult than making it. That's why we're here. Excellence in Giving is designed for active families and busy executives who desire to achieve a high return on their philanthropic investments while experiencing more joy in the process.
Excellence in Giving's philanthropic advisory role begins by identifying our clients' passions, values and focus. We evaluate past giving experiences and develop a Giving Game Plan™ to make meaningful impact in areas important to the client. Then, Excellence in Giving manages the client's giving portfolio by: sourcing or reviewing incoming grant requests, performing appropriate levels of due diligence, conducting family meetings, establishing success benchmarks for each gift, and gathering measurable post-grant data.
Our philanthropic advisory service allows clients to give with confidence using a disciplined yet flexible framework to achieve their philanthropic goals.