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Client Case Studies
Excellence in GivingSM clients have seen the impact of our services in their lives and in their charitable investments.
Denny & Allyson Weinberg
"Excellence in Giving taught us how to recognize The Lord's purpose for resources he entrusted and then become agents of that purpose in a thoughtful and intentional way. Our experience with Excellence in Giving over the years reflects the great honor of being Christ's conduit as we began to observe great fruit and understand a greater significance than our desires for the riches of the world." |
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The Bridgeway Foundation
"Excellence in Giving provided multi-faceted, timely, and excellent support over a crucial four year period in Bridgeway Foundation’s development. Primary among these accomplishments were introducing us to key granting relationships in our core giving area, doing original grantee level and “industry level” due diligence, creating a unique organizational structure which reinforced an unusual corporate culture, facilitating our first board retreat, stepping in with staff support and leadership when our own foundation leader went on extended medical leave, upgrading and providing computer and database support for our growing granting program, and serving as our search firm for new staff leadership. To say that Al and his staff lived up to the firm’s name over a diverse period of hyper-growth would be a significant understatement." |
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Full Case Studies
The following case studies provide insight into real-world engagements that highlight the specific value and impact of Excellence in GivingSM services.
Role of the Friendly Skeptic
Concerned about the use of his funds, an Excellence in
Giving client hires our team to complete a due diligence review of a non-profit. |
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Becoming a Strategic Partner
A client hires Excellence in GivingSM to build capacity at
one of his favorite organizations. He became a strategic partner and multiplied his gift. |
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Discovering the Joy of Generosity
A busy family takes advantage of Excellence in Giving's services
to take their giving from "good" to "great." |
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Encouraging Multi-Generational Giving
A family works with Excellence in GivingSM to train their adult children to give wisely. |
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Note: You will need Adobe Acrobat Reader in order to view these files.

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