Custom Charity Matchmaking
Give with purpose and momentum
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.
Eliminate noise
Maximize Impact
Create Change
Give Confidently, Fund Effectively
The Problem
Good Intentions, Paralyzing Choices
Why Charitable Dollars Sit Idle
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.
Too Many Options
Millions of registered nonprofits compete for your attention, making it nearly impossible to identify who is actually effective.
Idle DAF Funds
Donor-Advised Funds go undeployed for months or years simply because the right recipient hasn't been identified.
Default to Big Names
Overwhelmed donors default to large, recognizable charities, many of which spend more on overhead than on the mission or maybe 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.
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The Solution
Targeted Research for Your Exact Values
Give with Purpose and Momentum
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.
Giving Alignment Profile
We start by understanding your values, priorities, geography, and the outcomes you want to fund.
Landscape Research
We conduct targeted searches across the nonprofit sector to surface organizations that match your exact criteria.
Vetting & Verification
We independently verify each organization's financial health, leadership, and real-world impact before you see them.
Curated Delivery
We bring the best options directly to you. No guesswork, no noise, no wasted time.
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How We Source and Vet
We do not rely on bloated aggregator sites. We use military-grade research methodology to find the best operators.
Precision Sourcing
We mine localized data and specialized databases to find the quiet, highly effective organizations doing the actual work on the ground.
Financial Forensics
We pull raw IRS filings to parse executive compensation and flag hidden conflicts of interest, ensuring your money is used efficiently.
Stealth Digital Auditing
We use historical web archiving and local news scraping to check for mission drift, quietly scrubbed controversies, or community friction.
Capacity Auditing
We analyze the organization's governance and digital architecture to ensure they are fully prepared to accept and deploy your funding.
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The Deliverable
Your Curated Giving Portfolio
We Replace Guesswork with Clarity
At the end of the process, you receive a custom report that gives you everything you need to give with confidence and purpose.
Pre-Vetted Organizations
3 to 5 highly effective nonprofits matching your exact geographic and impact criteria.
Selection Rationale
A sharp summary of exactly why each organization was chosen. No vague recommendations.
Capacity Confirmation
Verification that each organization can absorb and effectively deploy your capital at the level you intend.
Warm Introductions
Facilitated, personal introductions to the charity's leadership when you are ready to fund.
The Result: Complete clarity on where your money goes, who leads the work, and why it matters before you write a single check.
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Pricing
Simple, Flat-Fee Pricing
A focused, one-time engagement to get your capital moving effectively.
Custom Matchmaking Search
A focused, one-time engagement. We research the landscape, vet the field, and deliver your curated report of 3–5 pre-vetted organizations.
Investment
$1,500 flat fee
- An initial alignment session to define your criteria
- Targeted nonprofit landscape research
- Full vetting and verification
- Custom report with warm introductions
Advisory Services
Beyond Matchmaking: Ongoing Philanthropic Support
We offer comprehensive advisory services to support your giving at every stage, ensuring your philanthropy is strategic, impactful, and hassle-free.
The Master Giving Strategy
A foundational framework that defines your family's philanthropic vision, values, and multi-generational legacy.
Verify the Impact
Deep-dive due diligence on a specific organization you are already considering funding.
The Giving Concierge
A monthly retainer where we act as your philanthropic buffer; handling all inbound solicitations, polite declines, and grant administration.
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Ready to Fund the Right Work?
Let's Talk About the Causes You Care About Most
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.
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Book a Free Discovery Call
Tell us about the causes, communities, and outcomes you care most about funding.
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We Define Your Giving Criteria
Together, we define your giving criteria, which becomes the filter we use to find organizations that truly match your values.
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Receive Your Curated Report
We deliver your custom portfolio of vetted, aligned nonprofits, ready for you to fund with full confidence.
Liza Carballeira, CAP, MNM
Founder & Philanthropic Advisor
720.818.2357 (call or text)
hello@epicphilanthropy.com
epicphilanthropy.com
720.818.2357 (call or text)
hello@epicphilanthropy.com
epicphilanthropy.com
HNW_CharityMatchmaking v142626
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