Their Legacy.
Your clients want to make an impact, and you excel at building their financial portfolios. However, when wealth transfers to the next generation, over 70% of heirs move on from their parents' advisor (Cerulli Associates). By acting as your trusted philanthropic partner, we provide the "sticky" factor that engages the whole family and cements your firm's indispensability.
Deepen client retention and navigate the Great Wealth Transfer by offering proactive philanthropy planning. We act as an extension of your team, walking your clients through our proprietary EPIC Journey framework. We start by uncovering their core motivators and action roles, ultimately building a solid Master Giving Strategy that provides a high-value touchpoint spanning multiple generations.
- A custom Master Giving Strategy delivered directly to your client (or to you for delivery).
- A 90-minute facilitated family strategy session.
- Full visibility: You are CC'd on all deliverables to ensure your firm gets the credit.
Best for advisors looking for a high-value, memorable touchpoint for top-tier clients experiencing a liquidity event, retirement, or succession planning.
- $1,500 for Individuals and Families
- $3,600 for Family Foundations
- $3,600 for a "3-Pack" of advisor strategy sessions
- +$1,000 for Family Mission Statement builder exercise
The Master Giving Strategy fee is waived and included in Month 1 onboarding for clients moving into a retained advisory model.
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Your clients often ask for recommendations on where to donate, and you should not be guessing or relying on a quick web search. Outsource the landscape research to us. We source and curate high-impact nonprofits that strictly align with the client's Master Giving Strategy.
- A curated portfolio of 3 to 5 highly effective, pre-vetted charities matching the client's cause and geographic focus.
- A clear summary of why each organization was selected.
- Optional Add-on: Full white-labeling with your firm's logo and brand colors so you can present it as your own proprietary research.
- Starts at $1,500 per search.
- 3-pack starts at $3,600
- $250 White-Label Add-On.
Best for advisors who want to provide immediate, highly researched answers when a client asks, "I want to fund clean water initiatives, who should I give to?"
Your analysts should be researching mutual funds, not reading nonprofit 990s. Outsource the philanthropic due diligence to us when your clients are considering major grants to ensure capital is deployed effectively and safely.
- A comprehensive evaluation report of the requested nonprofit.
- Verification of financial health, leadership competence, and operational impact.
- Optional Add-on: Full white-labeling with your firm's logo and brand colors.
- Starts at $1,000 per due diligence search.
- EaaS Retainer: $2,500/month (includes 10 Level 1 + 3 Level 2 evaluations/month, 1-year commitment).
- $250 White-Label Add-On.
Best for advisors whose clients are considering a major, first-time gift or who require forensic due diligence for a high-profile DAF grant.
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Secure multi-generational trust by embedding philanthropic management into your service offering. Whether through an exclusive family workshop or ongoing advisory, we manage the philanthropic portfolio so you can focus on the financial portfolio.
- Ongoing management of the client's philanthropy, handling all nonprofit communication and reporting.
- For workshops: A polished, 90-minute facilitated event with interactive values exercises for the whole family.
- A non-threatening environment to build relationships with heirs.
- Retained Advisory: Aligned with Impact Portfolio Tier (0.50%) or Legacy Office Tier (0.40%) if billed through the wealth manager, or starting at $1,000/month custom flat fee.
- Next-Gen Workshop: Starts at $2,500 plus travel and expenses.
Best for advisors ready to offer a dedicated, outsourced philanthropic office to their highest-net-worth clients, or looking to host an exclusive next-gen networking event.
A white-labeled discovery tool for your clients—four modules that surface giving personality, impact footprint, and family alignment in one shareable report. Ask about early advisor access.
Your clients are already asking where to give. The question is whether you're the one with the answer.
Epic Philanthropy plugs directly into your practice as an outsourced philanthropic desk - no new hires, no guesswork, no liability. We do the work; you get the credit.
Let's talk about what that looks like for your book.
Liza Carballeira, MNM, CAP, IPA
Founder & Philanthropic Advisor
720.818.2357 (call or text)
hello@epicphilanthropy.com
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Epic Philanthropy is a boutique advisory firm bridging the gap between wealth creators and the causes they care about. We help families move from reactive checkbook giving to proactive philanthropy, providing the objective framework needed to build a lasting legacy.