Excellence in Giving^SM is retained by high-capacity families and individuals as a multi-family philanthropic office (MFPO). Our services are tailored to each family's own legacy and philanthropic goals. We deliver the exceptional level of personalized and confidential service that families of significant wealth expect from their professional advisors. The multi-family approach increases leverage and efficiency by aggregating and focusing resources for multiple families. It creates a community of like-minded families who are seeking higher returns on their philanthropic capital.

For each client, Excellence in Giving^SM performs the services of a foundation executive: managing the qualification, evaluation, and post-investment reporting process. Meetings are scheduled regularly to review incoming and previously identified giving opportunities. The funders are able to celebrate and learn from the results of past charitable investments.

To learn how Excellence in Giving^SM can best serve your family, please contact us.