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 other experts grantmakers to create personalized portfolios of carefully vetted funding 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.
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.
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.
#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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What should your legacy look like?
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How involved do you want to be in your giving?
#2 – Strategy & Planning
Together, we create a strategic plan for your philanthropy and a giving portfolio with vetted grant recommendations. We also offer introductions to cause experts, nonprofit leaders, and like-minded donors.
#3 – Deployment & Reporting
We help you execute your giving strategy and handle impact reporting for your grants.
