Andrew Carnegie, Warren Buffett and Bill Gates have publicly acknowledged that giving away money intelligently is more difficult than making it. Excellence in Giving^SM was designed for active families and busy executives who desire to achieve a high return on their philanthropic investments and experience more joy in the process.

Excellence in Giving's advisory role begins by identifying our clients' passions, values and focus for their philanthropy. The second phase of our process evaluates past giving experiences and develops a Giving Game Plan™. Finally, Excellence in Giving^SM manages the client's giving portfolio by: reviewing all incoming grant requests, performing appropriate levels of due diligence, conducting family meetings, establishing success benchmarks for each gift, and gathering measurable post-grant data from philanthropic investments.

Our full-service advisory approach to charitable giving allows clients to give with confidence using a disciplined yet flexible framework to achieve their philanthropic investment goals.

Click on the links on the left to begin exploring how philanthropic advisory services from Excellence in Giving℠ can help you.