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Looking to make a meaningful impact with your philanthropic giving?
Effective Philanthropy Advisors has served as donor advisors for HNW and UHNW individuals, families, family foundations, and national donor communities. Together, we've advised over $100 million to organizations of all sizes and issue areas.
From co-building conversations to developing your preferred giving style to knowing how to sequence your gifts across 501(c)(3), (c)(4), special issue campaigns, candidates, and PACs/SuperPACs, Effective Philanthropy Advisors will build you a bespoke issue-based, annual, or multi-year giving plans, dockets, and recommendations to make meaningful progress on the causes you champion.
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Giving Dockets
EPA will work with you to define your goals, objectives, causes, and desired outcomes in order to prepare bespoke single-issue or multi-issue giving dockets to activate your giving.
Philanthropy Design
Working with your foundation or advisors, we can help restructure your giving approach to achieve long-term successes and sustainable investments in your cause area.
Philanthropy 101 Trainings
EPA will work with you, your family, or your foundation to explore the many options you have when building your giving preferences and strategies.
Field Analyses & Briefings
EPA will conduct exhaustive analyses to identify the best giving structure levers, sequencing of gifts, and organizations in the cause areas you care about.