INVESTMENT OVERVIEW
THE PHILANTHROPIC SETLIST
by Epic Philanthropy
NONPROFIT VETTING & EVALUATION
Pass, flag, or cut - before you announce anything.
Every organization is evaluated against the same framework: IRS 990 financial forensics, leadership and governance review, state registry cross-checks, and an in-depth digital audit of how the org operates when no one's watching.
You get a plain-English verdict. Not a spreadsheet (unless that's your jam).
$1,000 per organization
CHARITY MATCHMAKING
3-5 vetted, mission-aligned nonprofits per city. Ranked with a clear recommendations.
Every nonprofit is DAF-eligible, locally credible, and tied to your cause criteria before it ever reaches you.
$1,500 per city
(15-city leg a la carte = $22,500. Or book the Tour-Leg Package and save $10,000.)
GIVING PROGRAM ARCHITECTURE
Full program design from the ground up: mission alignment, org vetting, city mapping, and giving vehicle architecture. For foundations and artists building something that lasts.
Starting at $15,000 | Custom scope
RETAINER OPTIONS
- Single Show | $2,000
One show. One eval + 3-5 matches. Try it before you commit.
- Leg Retainer | $8,500
Up to 15 shows. Unlimited vetting and matchmaking for the duration.
- Annual Retainer | $18,000/year
All legs in a calendar year. Unlimited everything.
TOUR-LEG PHILANTHROPY PACKAGE
Everything a touring artist needs to give intentionally, stay protected, and tell the story. Handled before you roll into the next city.
WHAT'S INCLUDED:
- Giving Alignment Profile - One 45-minute call at the start of the leg. Your cause criteria, budget approach, and giving goals are documented and applied across every city.
- City Nonprofit Setlist - 3-5 vetted, mission-aligned orgs per stop, ranked with a clear recommendations.
- Level 2 Due Diligence on the Top Pick Per City - Our Standard Evaluation: 990 financial ratio analysis, independent leadership verification, board governance review, executive compensation benchmarking, and a DAF compatibility confirmation. You get a plain-English pass, flag, or cut - ready to share up the chain.
- Giving Structure Advisory - A clear recommendation for how the dollars move: which vehicle makes sense for your artist (or which vehicles you are already using), how contributions are structured, and a grant-routing plan so nothing sits idle and every org is confirmed DAF-ready.
- Post-Tour Impact Report - Total dollars. Cities covered. Orgs served. One clean document for management and the label. No spreadsheet required.
Up to 15 cities: $12,500
Up to 25 cities: $16,500
Full year, all legs: $28,000
Up to 25 cities: $16,500
Full year, all legs: $28,000
WHAT LANDS IN YOUR INBOX
Every engagement includes at minimum:
- A ranked recommendation that's not just a list, it's a decision-maker
- A plain-English vetting summary you can share up the chain
- A clear pass, flag, or cut on every org reviewed
- Disbursement guidance so you know exactly how the dollars move
Tour-Leg Package clients also receive a post-tour impact report formatted for management and the label.
HOW IT WORKS
01
Giving Alignment Call
30 minutes. We learn your mission, cause criteria, tour schedule, and goals. Schedule here.
02
Proposal
Clear scope and pricing in your inbox within 48 hours.
03
We get to work
Vetting, sourcing, strategy, and everything that needs to land in your inbox before you roll into the next city.
SAMPLES OF OUR WORK
Liza Carballeira, CAP, MNM
Founder & Philanthropic Advisor
720.818.2357 (call or text)
hello@epicphilanthropy.com
epicphilanthropy.com | Schedule a call
720.818.2357 (call or text)
hello@epicphilanthropy.com
epicphilanthropy.com | Schedule a call
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