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About Us
Excellence in GivingSM is a full-service philanthropic advisory firm designed to increase the joy of the high-capacity giver through a personalized process of discovery, evaluation, participation, and celebration.
Through our process, our clients are able to give confidently and maximize the impact of their philanthropy. This model provides superior value for our clients as Excellence in GivingSM partners with them to transform the burden of wealth into
the joy of generosity.
Our Motivation
Excellence in Giving was designed to transform the burden of wealth into the joy of generosity by:
- Accelerating our clients' understanding of their
uniqueness and purpose.
- Enabling clients to move from reactive to
proactive giving.
- Creating confidence in the giving process.
- Investing in organizations that are financially
responsible and demonstrate impactful results.
- Establishing benchmarks for success.
- Celebrating the specific results from resources provided.
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