You set money aside to do good, but the philanthropic landscape is noisy. Between competing causes and limited time, charitable dollars sit idle in Donor-Advised Funds. When donors get overwhelmed, they default to massive, bloated charities that spend more on marketing than on the mission.
Millions of registered nonprofits compete for your attention, making it nearly impossible to identify who is actually effective.
Donor-Advised Funds go undeployed for months or years simply because the right recipient hasn't been identified.
Overwhelmed donors default to large, recognizable charities, many of which spend more on overhead than on the mission, and your legacy gift won't make a dent in their budget.
When donors get overwhelmed, impact suffers. We build a better system to align your capital with actual results.
epicphilanthropy.com
1
We start by defining your exact giving criteria, then we take over the heavy lifting. We conduct targeted landscape research to find the precise nonprofits that align with your specific geographic and impact filters. We vet them, verify their work, and bring the best options directly to you.
We start by understanding your values, priorities, geography, and the outcomes you want to fund.
We conduct targeted searches across the nonprofit sector to surface organizations that match your exact criteria.
We independently verify each organization's financial health, leadership, and real-world impact before you see them.
We bring the best options directly to you. No guesswork, no noise, no wasted time.
We do not rely on aggregator sites. We use a rigorous, multi-source research methodology to find the best operators.
We mine localized data and specialized databases to find the quiet, highly effective organizations doing the actual work on the ground.
We pull raw IRS filings to parse executive compensation and flag hidden conflicts of interest, ensuring your money is used efficiently.
We scan web archives and local news coverage to flag mission drift, reputational concerns, or community friction.
We analyze the organization's governance and digital architecture to ensure they are fully prepared to accept and deploy your funding.
epicphilanthropy.com
2
At the end of the process, you receive a custom report that gives you everything you need to give with confidence and purpose.
3 to 5 highly effective nonprofits matching your exact geographic and impact criteria.
A sharp summary of exactly why each organization was chosen. No vague recommendations.
Verification that each organization can absorb and effectively deploy your capital at the level you intend.
We tell you exactly how to approach each organization and who to contact so your first interaction is confident, not cold.
The Result: Complete clarity on where your money goes, who leads the work, and why it matters before you write a single check.
A focused, one-time engagement. We research the landscape, vet the field, and deliver your curated report of 3–5 pre-vetted organizations.
Starts at $1,500
- An initial alignment session to define your criteria
- Targeted nonprofit landscape research
- Full vetting and verification
- Custom report with next step guidance
We offer comprehensive advisory services to support your giving at every stage, ensuring your philanthropy is strategic, impactful, and hassle-free.
A foundational framework that defines your family's philanthropic vision, values, and multi-generational legacy.
Deep-dive due diligence on a specific organization you are already considering funding.
A monthly retainer for ongoing management of your philanthropic portfolio - grantee relations, intake, communications, and reporting.
epicphilanthropy.com
3
We'll align your capital with actual impact. Tell us what you care about during a free Discovery Call, and we will show you exactly how we can help.
Tell us about the causes, communities, and outcomes you care most about funding.
Together, we define your giving criteria, which becomes the filter we use to find organizations that truly match your values.
We deliver your custom portfolio of vetted, aligned nonprofits, ready for you to fund with full confidence.
Liza Carballeira, MNM, CAP, IPA
Founder & Philanthropic Advisor
720.818.2357 (call or text)
hello@epicphilanthropy.com
epicphilanthropy.com
v2 5.25.26
epicphilanthropy.com
4
Epic Philanthropy cuts through the noise, vets the field, and brings you the right organizations matched precisely to your values, geography, and vision of impact.