Greater joy and confidence in giving is obtained when you know where you’re going and how you’ll get there. Excellence in Giving’s Philanthropic Discovery™ process guides clients to an understanding of their vision and how to achieve it.

The Discovery phase is a comprehensive assessment of your personal priorities and philanthropic mission. It allows you and your family to gain clarity of your mission and goals, articulate your values, and set a clear vision to pursue. The process enables you to strategically concentrate your giving in areas where you will feel the greatest satisfaction and will have the greatest impact.