The document summarizes Excellence in Giving's philanthropic advisory services for high-net-worth individuals and families. It outlines their process which includes discovery of clients' philanthropic passions and values, evaluation of nonprofits, participation in grant-making, and celebration of impacts. It then describes their basic "Giving Advisor" service which provides meetings, evaluations, experience of impacts, and grant administration for $25,000-50,000 annually. It also outlines an enhanced "Full-Service Philanthropy Advisor" service for $50,000-90,000 which adds family meetings, next generation training, gift optimization, and special projects.
10. EIG-001-1215
7 Giving Questions
How can Excellence in Giving upgrade your giving experience?
Giving Experience Evaluation Yes No
1. Mission Statement. Have you defined success for your giving?
2. Family Participation. Do your immediate family members participate in giving decisions?
3. Proactive or Reactive Giving. Did you find your grantees because they match your mission?
4. Confidence. Do you know the charities you support are making a difference?
5. Grant Impact Reports. Do you know the specific results of your donations?
6. Administrative Details. Is the process of giving easy and fun?
7. Experience Your Impact. Do you often see the results of your giving?
Total Service Areas Needed: