You are exhausted by 30-page academic grant applications that yield small, restricted funds, while over $326 Billion+ sits dormant in Donor-Advised Funds (DAFs). Most nonprofit materials are written for academic committees, effectively rendering your organization invisible to wealth creators.
We serve as the objective, clinical bridge between your development team and the high-net-worth donors you are trying to reach. We evaluate your funding requests through the exact same lens we use to protect our private clients' capital.
A sharp, high-level strategic audit of your digital giving pathways and messaging. We review your materials to identify the 'Advisor Red Flags' that deter DAF capital, helping you build a frictionless giving architecture (an 'Advisor Toolbox') that wealth managers trust.
- A 90-minute live restructuring session (and the recording).
- Marked-up, optimized versions of your pitch deck and intake materials.
- Clear action items to remove "Advisor Red Flags" from your digital footprint.
- $1,500 Flat Fee.
Best for Executive Directors or Major Gift Officers who are frustrated by getting 'no' from high-net-worth donors, or whose grant applications continually stall in the final review stages.
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- The Audit: You submit your primary fundraising materials. We review them to identify friction points (e.g., hidden overhead, vague impact metrics, passive calls to action, or DAF-invisible giving pages).
- The Working Session: A 90-minute to 2-hour live strategic session where we brutally but kindly restructure your messaging, together.
- The Architecture: We rebuild your messaging around operational efficiency and supply chain stability. We position your organization as a proactive investment, speaking directly to the Motivators and Action Roles of high-net-worth families.
A high-level strategic training for your entire development team or board of directors. We teach the psychology of DAF donors, how to optimize your "Ways to Give" infrastructure, and identify how Philanthropic Advisors evaluate risk before releasing large grants.
- A 2-hour live, facilitated training webinar or in person, if local.
- Actionable strategies for capturing unrestricted DAF capital without violating privacy laws.
- A comprehensive, 100-page interactive DAF Strategy Workbook PDF for every attendee.
- $4,000, flat project fee.
Best for organizations seeking to rapidly upskill their development team and pivot their fundraising strategy toward the $326+ billion DAF market.
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Scale your impact by equipping your entire network with the tools to capture DAF capital. We provide an annual distribution license for our comprehensive DAF Strategy Workbook, allowing umbrella organizations to distribute this highly effective training resource directly to their member nonprofits.
- Annual digital distribution rights for the 100-page interactive DAF Strategy Workbook.
- Co-branded materials featuring your organization's logo.
- A scalable licensing model based on your network size.
- Starts at $3,000 Annual License.
Best for umbrella organizations, nonprofit associations, or community foundations wanting to train their entire membership base on DAF strategy without building the curriculum from scratch.
Epic Philanthropy does not charge nonprofits for directory listings or "pay-to-play" access to our private clients. We are not a fundraising agency, and we do not take a percentage of the funds you raise. Our fees are for strategic consulting and capacity-building only, ensuring our recommendations remain entirely objective and conflict-free.
We are here to answer your questions and explore custom solutions tailored to your organization's unique needs. Reach out to us directly or schedule a convenient time to chat.
Liza Carballeira, MNM, CAP, IPA
Founder & Philanthropic Advisor
720.818.2357 (call or text)
hello@epicphilanthropy.com
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Epic Philanthropy bridges the gap between wealth creators and the causes they care about. We help high-impact nonprofits translate their work into the language of wealth management, ensuring you pass the rigorous vetting tests required by Philanthropic Advisors, Private Foundations, and major DAF donors.