Confidently execute your personalized Giving Game Plan™ in partnership with philanthropy advisors at Excellence in Giving. Much like an executive director of a foundation, our team of professionals helps you administer all aspects of the giving process: grant screening, project evaluation, communication of grant terms, reporting requirements, site visits and results tracking.

Our network of experts helps evaluate and identify opportunities, as well as lending specific expertise to projects you support. We help you creatively structure gifts for leveraged impact and join with other strategic philanthropists in accelerating effective projects.

This well-coordinated giving process presents opportunities to you in a concise format for ease of grant-making decisions. Giving Dashboards present amounts, targets and scope of your giving while Client Activity Reports list each action we take on your behalf. You gain confidence in use of funds, increased satisfaction from a well-structured giving portfolio and greater impact from charitable gifts.


Client Reports