Epic Philanthropy Home
Strategic Consulting for Nonprofits
Position your organization to unlock dormant Donor-Advised Fund capital.
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.
The Challenge
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.
The Epic Philanthropy Solution
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.
Core Offering 1
The DAF Funding Readiness Audit
A complete, objective overhaul of how you pitch major donors. We review your standard pitch deck, website giving experience, and intake forms specifically looking for the "Advisor Red Flags" that cause sophisticated donors to stall.
You Receive
  • A 90-minute to 2-hour 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.
Investment
  • $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.

epicphilanthropy.com

1

Offering 1 CONTINUED
The DAF Funding Readiness Audit Process
  • 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.
  • The Pivot: We translate your work from a "general appeal for charity" into a "compelling investment opportunity," speaking directly to the Motivators and Action Roles of high-net-worth families.
Core Offering 2
The DAF Accelerator Masterclass
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 exactly how Philanthropic Advisors evaluate risk before releasing 6-figure grants.
You Receive
  • A 90-minute live, facilitated training webinar.
  • Actionable strategies for capturing unrestricted DAF capital without violating privacy laws.
  • A comprehensive, 100-page interactive DAF Strategy Workbook for every attendee.
Investment
  • Starting at $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.

epicphilanthropy.com

2

Core Offering 3
B2B Resource Licensing (Umbrella Organizations)
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.
You Receive
  • 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.
Investment
  • 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.
Connect with Epic Philanthropy
Ready to position your organization for transformational funding? Our team is eager to discuss how we can partner to optimize your philanthropic strategy.
Get in Touch
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.
Our Details
Call or Text: 720-818-2357
Book a Meeting: Let's chat

epicphilanthropy.com

3

Epic Philanthropy: Nonprofit Services
Strategic Consulting, DAF Readiness & Education






v.5 4.20.26

epicphilanthropy.com

4