Excellence in Giving^SM believes in the power of partnership. We work closely with legal 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. As a fee-only service provider, we are free from conflicts of interest.

Excellence in Giving clients identify and fund high-impact opportunities that match their passions. Our Giving Game Plan™ integrates with the strategy designed by the professional advisors. Excellence in Giving^SM focuses exclusively on maximizing the returns for their clients' philanthropic portfolio.

Our only agenda is to increase the satisfaction and impact clients enjoy from their philanthropic activity. By adding Excellence in Giving^SM 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^SM can best work with you to serve you and your clients, please contact us.