About Us

Who we are and why we love to do what we do


Our vision is that philanthropy will increase and nonprofits will succeed in meeting their missions. This future state will come to pass as we are able to accomplish our mission of helping clients to achieve strategic and meaningful giving.

The Company:

By capitalizing on the current philanthropic spirit in society, we help businesses and other funders discover their philanthropic passions and identify their strategic giving investments.

This effort generally results in a strategic philanthropy plan to guide giving. The work can also occur through individual or group consultation including training and workshops.

Ultimately we hope to increase the quantity and quality of giving to the community by fostering strategic and satisfying philanthropic connections.

Our Values

We are candid yet caring and always honest and ethical.

We prioritize our clients above all else.

We take pride in the thoroughness of our work which incorporates the latest thinking and meets the highest standards.

We work with our clients to craft the best, jointly developed strategic giving plan, customized to each client.

We meet our commitments and conduct ourselves appropriately.

What We Give

Successful Giving believes we also have a responsibility to give back and so we donate a minimum of 10% of our pre-tax income to the community and support organizations that help strengthen philanthropy in our community:

  • Amplify Austin
  • Giving City
  • Little Helping Hands
  • UT Philanthropy Lab

“My father used to say, ‘You can spend a lot of time making money. The tough time comes when you have to give it away properly.’ How to give something back, that’s the tough part in life.”

Lee Iacocca