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Strategic Guidance for Family Foundations
Outsourced philanthropic management for high-impact family foundations.
Epic Philanthropy is a boutique advisory firm bridging the gap between wealth creators and the causes they care about. We help private foundations move from reactive grantmaking to proactive, high-impact philanthropy while providing the objective framework needed to build a lasting legacy.
The Challenge
Family dynamics are complicated enough without adding millions of dollars in charitable grants to the mix. Whether you are dealing with differing generational priorities, "Founder's Syndrome," or simply being buried in grant applications, we act as the objective, neutral buffer, allowing your board to focus on the joy of giving.
Partnership Models for Foundations
Every foundation requires a different level of operational support. The EPIC framework allows us to step in exactly where you need us most.
01 New Foundations
Establish the groundwork. For families who have recently formed a foundation and need expert guidance to build their initial strategy, governance, and grantmaking processes from scratch.
02 Foundations in Transition
Navigate change. For established foundations facing a leadership transition, engaging the next generation, or looking to entirely revamp their giving focus for greater impact.
03 Scaling Impact
Optimize operations. For active foundations seeking to outsource administrative heavy lifting, conduct rigorous due diligence, or design highly targeted, multi-year grantmaking initiatives.

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PHASE 1
Empower the Board - Master Giving Strategy & Retreats
A foundation without a unified strategy will eventually fracture. We provide a facilitated engagement to find the hidden overlap in your family's values, neutralizing generational priority clashes and establishing a unified framework for funding decisions.
You Receive:
  • 1-on-1 discovery interviews with board members.
  • A custom, comprehensive 3-5 year Master Giving Strategy.
  • Premium Option: A facilitated half-day or full-day family retreat.
Best for foundations struggling to reach consensus on funding priorities or lacking a clear, objective boundary for saying "no" to grants.
Investment:
  • $3,600 Base Master Giving Strategy.
  • $8,000 to $12,000+ for Full Board Retreat & Strategy synthesis (Requires 1-2 months to complete).
Note: The Base Master Giving Strategy fee is waived and included in Month 1 onboarding for clients moving into a retained advisory model.
PHASE 2
Define the Purpose - Charity Matchmaking & Sourcing
Stop relying on inbound solicitations to meet your 5% minimum distribution requirement. We act as your outsourced philanthropic research arm, proactively sourcing and developing a pipeline of high-capacity organizations capable of absorbing institutional capital and driving your specific mission forward.
You Receive:
  • A curated portfolio of pre-vetted organizations perfectly aligned with your Master Giving Strategy.
  • A clear summary of organizational capacity and programmatic fit.
  • Facilitated leadership introductions and site-visit coordination.
Investment:
  • Starts at $1,500 per customized pipeline search.
Best for active foundations seeking to shift from a reactive grant review posture to a proactive, targeted funding strategy.

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PHASE 3
Verify the Impact - Premium Nonprofit Evaluation
The board's fiduciary duty is to ensure massive grants are effective. Outsource the heavy forensic diligence to us before cutting a 6-figure check. We conduct deep-dive evaluations to verify financial health, leadership competence, and programmatic outcomes.
You Receive:
  • A highly customized, deep-dive forensic analysis.
  • 1-on-1 leadership interviews with the charity.
  • Deep evaluation of their Theory of Change and logic models.
  • Identification of operational red flags.
Investment:
  • Starts at $1,500 to $5,000+ per report (Requires 2-4 weeks to complete, depending on complexity).
Best for foundation boards considering a massive, multi-year, or 6-figure capacity-building grant who require objective, third-party risk assessment.
PHASE 4
Create Lasting Change - Retained Fractional Program Officer & NextGen Education
We manage the day-to-day grantmaking so you can focus on the impact. And when the time comes, we train the next generation to be responsible stewards of the family legacy before you hand over the checkbook.
You Receive:
  • Strict gatekeeping and enforcement of your Master Strategy.
  • Polite rejection letters sent to misaligned applicants.
  • A curated binder of pre-vetted candidates presented quarterly.
  • A structured, interactive educational cohort to train heirs in board governance and due diligence.
Investment:
  • Retained Advisory: Custom flat-fee retainer starting at $1,500/month OR aligned with the Impact Portfolio Tier (0.50%) / Legacy Office Tier (0.40%) if billed through a wealth manager.
  • NextGen Education: Starts at $4,000 to $6,000 flat fee.
Best for family boards experiencing administrative burnout from managing massive inbound grant request volume, or those preparing for a generational transfer of board authority.

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⭐️ Advisory Integration: Retainer and project fees can be seamlessly coordinated directly with the wealth management team overseeing the foundation’s corpus to reduce board administrative friction.
Connect with Epic Philanthropy
Ready to bring clarity and confidence to your foundation's giving journey? Our team is eager to discuss how we can partner to provide unparalleled philanthropic advisory services, ensuring meaningful engagement and lasting legacies for generations to come.
Get in Touch
We are here to answer your questions and explore custom solutions tailored to your board'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
We look forward to partnering with you to steward your founder's legacy and build a strategy that spans generations.


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Epic Philanthropy: Foundation Services
Strategic Infrastructure & Outsourced Management
v.4 4.12.26

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