Excellence in Giving 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. Our Giving Game Plan^TM 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.

Financial Advisor Philanthropy Platform

Excellence in Giving has designed a platform for advisors to clients whose charitable giving is less than $100,000 per year. The Financial Advisor Philanthropy Platform allows advisors to directly guide their clients through EIG's Discovery Process and initial Giving Strategy session.  The end-product is a Giving Mission Statement, a set of Giving Priorities for screening new opportunities, and a detailed Giving Game Plan^TM with targeted allocations for grant amounts, geographic areas, and issue-specific giving.  To read more about the platform, click here.

BENEFITS: Excellence in Giving provides the input tools and completes the back office work. Advisors expand their services and meaningfully deepen client relationships. If an advisor is independent and not restricted by compliance standards, then the platform becomes a revenue-sharing opportunity that financially benefits the advisor. To learn how Excellence in Giving can best work with you to serve you and your clients, please contact us.