Our Services
Personalized philanthropy advising for your unique situation.
Strategic advising
We help you clarify the values and vision that guide your giving, identify causes that reflect them, and craft a strategic plan to allocate your philanthropic funds effectively.
Tailored giving portfolios
We work with with expert grantmakers and charity evaluators to create personalized portfolios of carefully vetted giving opportunities, aligned with your interests and goals.
Curated connections
We offer you access to our trusted network of nonprofit leaders, cause experts, and fellow philanthropists through personal introductions.
We help you turn your philanthropic vision into a clear strategy.
Whether you are an experienced philanthropist or just starting, our advising process is structured yet flexible, designed to meet you where you are and move you toward the impact you want to achieve.
Step 1: Discovery
We begin by understanding your philanthropic goals and values, and explore questions like:
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What problem do you want to help solve?
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Do you prefer high-certainty results or bold bets?
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How involved do you want to be in your giving?
Step 2: Planning & review
Together, we draft a theory of impact and create a giving portfolio with concrete grant recommendations. We may also connect you with cause experts, nonprofit leaders, and like-minded donors.
Step 3: Deployment
Once you are happy with the proposal, we help you execute your giving strategy. This can include a one-time gift or a longer-term plan.
Expert philanthropic advising services like ours typically come with a 1-5% fee, but are completely free at Ellis Impact, thanks to a group of generous supporters who believe in our mission.