You give with greater joy and confidence when your giving goals are clear. So Excellence in Giving's Philanthropic Discovery™ process begins with a comprehensive assessment of your personal priorities and philanthropic mission. It allows you and your family to gain clarity about your mission, articulate your values, and set a clear vision to pursue.

The resulting Joy-Filled Giving Profile™ enables you to strategically concentrate your giving in areas where you will feel the greatest satisfaction and have the greatest impact. The corresponding Giving Game Plan™ defines the topical, financial and geographical scope of your past and future gifts.

 

Giving Goals