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Our Services
Andrew Carnegie, Warren Buffett and Bill Gates
have publicly acknowledged that giving away
money intelligently is more difficult than
making it. Excellence in Giving was designed for
active families and busy executives who desire
to achieve a high return on their philanthropic
investments and experience more joy in the
process.
Excellence in Giving's advisory role begins by
identifying our clients' passions, values and
focus for their philanthropy. The second phase
of our process evaluates past giving experiences
and develops a Giving Game PlanTM.
Finally, Excellence in Giving manages the
client's giving portfolio by: reviewing all
incoming grant requests, performing appropriate
levels of due diligence, conducting family
meetings, establishing success benchmarks for
each gift, and gathering measurable post-grant
data from philanthropic investments.
Our full-service advisory approach to
charitable giving allows clients to give with
confidence using a disciplined yet flexible
framework to achieve their philanthropic
investment goals.
EIG
Services Catalog
Click on the links on the left to begin
exploring how philanthropic advisory services
from Excellence in Giving can help you.
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