Greater joy and confidence in giving is obtained when you know where you're going and how you'll get there. Excellence in Giving "Philanthropic Discovery" process guides clients to an understanding of their vision and how to achieve it.

The Discovery phase is a comprehensive assessment of your personal priorities and philanthropic mission. It allows you and your family to gain clarity of your mission and goals, articulate your values, and set a clear vision to pursue. The process enables you to strategically concentrate your giving in areas where you will feel the greatest satisfaction and will have the greatest impact.