The document summarizes Excellence in Giving's philanthropic advisory services for high-net-worth individuals and families. It outlines their process which includes discovery of clients' philanthropic passions and values, evaluation of nonprofits, participation in grant-making, and celebration of impacts. It then describes their basic "Giving Advisor" service which provides meetings, evaluations, experience of impacts, and grant administration for $25,000-50,000 annually. It also outlines an enhanced "Full-Service Philanthropy Advisor" service for $50,000-90,000 which adds family meetings, next generation training, gift optimization, and special projects.

1.
BANK OF NEW YORK MELLON
PRESENTATION
JANUARY 25, 2016

2. BEFORE
Strategic Partner
Measured Results
Screened Projects
Unknown Outcome
Financial Partner
Constant Requests
AFTER
Individual Involved Family Involved
Proactive GivingReactive Giving
©2016 Excellence in Giving LLC. All Rights Reserved. The Excellence in Giving logo is a trademark of Excellence in Giving LLC.
Excellence in Giving
the joy of generosity
201 E Las Animas St, Suite 101, Colorado Springs, CO 80903 | t. 719.329.1515 | www.excellenceingiving.com
Good to Great Giving

3. ©2015 Excellence in Giving LLC. All Rights Reserved. The Excellence in Giving logo is a trademark of Excellence in Giving LLC.
Excellence in Giving
the joy of generosity
201 E Las Animas St, Suite 101, Colorado Springs, CO 80903 | t. 719.329.1515 | www.excellenceingiving.com
1. Discovery
Explore issues you care about, the
values you want to pass on, and
the legacy for which you’ll be
remembered.
TOOLS: Discovery Process,
Joy-Filled Giving Profile,
Giving Game Plan
Review your giving history. Take a
closer look at nonprofits you want to
support. Define the focus, scope and
priorities of future giving.
TOOLS: Analytical Overviews,
Levels of Due Diligence
3. Participation
Confidently execute your personalized
Giving Game Plan with the Excellence
in Giving team.
TOOLS: Giving Dashboard, Forecast,
Family Meetings
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1 3
4
2. Evaluation
Witness the results of high impact
giving and experience the joy of
generosity.
TOOLS: Grant Impact Reports,
Celebration Trips
4. Celebration
Excellence in Giving Process
Excellence in Giving's advisory role begins by identifying our Clients' passions, values and focus for their
philanthropy. We manage the giving portfolio by reviewing grant requests, performing appropriate levels of due
diligence, conducting family meetings, establishing benchmarks for each gift, and gathering measurable post-
grant data to celebrate the impact of philanthropic investments.
Experiencethejoyofgenerosity.
EIG-B-014-0215

4. Our services are targeted to families and individuals who fit the following criteria:
1. Business owner or executive with significant demands on time.
2. Widows, widowers, and heirs particularly those whose spouse or parent made most of the
charitable giving decisions.
3. Frustration with responding to incoming requests for charitable gifts.
4. Desire and capacity to give $500,000+ annually from current income and/or assets.
5. Actively deciding how to raise their standard of giving rather than their standard of living.
6. Families who desire to train the next generation and increase communication within their
family about giving.
7. Values information from recipients about specific measurable outcomes from gifts.
The Excellence in Giving“Bullseye” Client Profile
©2015 Excellence in Giving. All Rights Reserved. The Excellence in Giving logo is a trademark of Excellence in Giving.+++++++
201 E Las Animas St, Ste 101, Colorado Springs, CO 80903 | t. 719.329.1515 | www.excellenceingiving.com
Client Profile
EIG-008-1015
Excellence in Giving
the joy of generosity

5. AlMueller
President
Mr. Mueller provided investment advice to institutions, individuals and families of significant wealth for
more than 20 years. From the beginning of his career with Morgan Stanley in New York City in 1984,
Mr. Mueller had responsibility for evaluating and recommending investments in virtually every asset
class. His clients relied on his ability to construct and manage portfolios to achieve their investment
objectives. Mr. Mueller's professional experience on Wall Street and personal experience as a major
donor and board member have prepared him to provide Excellence in Giving clients with valuable
insight into the effective use of their philanthropic capital. During Excellence in Giving's first 10 years,
Mr. Mueller has guided clients as they gave $140 million in charitable gifts, making him one of the
most respected and sought after thought leaders in philanthropy today.
Mr. Mueller, a native of California, is a graduate of the University of Arizona and holds an MBA from the
Anderson School of Management at UCLA. He and his wife Susan have three adult children.
ThorIverson
Chief Financial Officer
Mr. Iverson brings a personal and professional passion for wise stewardship and high-impact giving to
the role, having served as chief financial officer for family-owned businesses with high-capacity,
philanthropic owners. Thor brings more than twenty years of senior management experience to
Excellence in Giving including executive positions at Echelon Corporation, BeAtHome.com, Amity
Technology, Concord, Inc., and Great Plains Software. Mr. Iverson's professional experience includes
extensive international business in Russia, Ukraine, and Scandinavia.
He received his MBA from Stanford University and his B.S. in Computer Science and Business
Administration from North Dakota State University. Mr. Iverson is a published author and a patent
holder. He lives in Colorado Springs with his wife Dana and their two children.
KeithWaggoner
Relationship Manager
During his 30 plus year career, Mr. Waggoner has gained expertise in leading teams of people, building
relationships, developing processes to achieve a vision, honing entrepreneurial skills, and transitioning
organizations in need of change. He began his career in real estate in 1985 and spent time developing
his commercial real estate skills. In 1997, he joined Macfarlan Real Estate Investment Management
where he was responsible for all of the firm’s commercial asset management and corporate operations.
He helped launch nonprofit Behind Every Door Ministries, Inc in 2009. Behind Every Door combined
private real estate investment partnerships, which purchased C-grade apartment communities, with a
nonprofit entity for the purpose of improving the lives of the residents and transforming communities.
Behind Every Door is making a tremendous impact on two very underserved neighborhoods in Dallas.
Keith was born in Little Rock, Arkansas and raised in Wheaton, Illinois. He moved to Texas to pursue his
Bachelor’s degree in business at Baylor University and holds his MBA from Southern Methodist
University. Keith is an avid golfer, enjoys photography, and tries to find time to read good books. He
lives in Dallas with his wife and has two grown children.
page 1 of 4Copyright ©2016 Excellence in Giving. All Rights Reserved.
Management Team

6. Ruth Samuelson
Regional Philanthropy Advisor; Southeast
Mrs. Samuelson brings both public and private sector experience to the Excellence in Giving portfolio.
She rose to leadership in the North Carolina House of Representative serving as Majority Conference
Leader and chair of both the Banking and Environment Committees. Her years of public sector service
were recognized in numerous awards but most notably by the governor of North Carolina with the
“Order of the Long Leaf Pine,”the state’s highest commendation for public service. To set the stage for
those political years, Ruth worked as a personal philanthropist, advisor to other donors, and as a board
member for numerous local and national organizations. A licensed real estate broker, foster/adoptive
parent and former securities/insurance agent, Ruth was featured in Laws of Lifetime Growth, a national
best seller on leadership by Dan Sullivan.
Yet, with all her civic, political and professional responsibilities, Ruth, based in Charlotte, still considers
her commitment to be a loving wife to Ken and a caring mother of four adult children and three
grandchildren as her primary responsibility and greatest delight.
Lori Slaughter
Regional Philanthropy Advisor; Northwest
Ms. Slaughter brings over 20 years of nonprofit experience and service to Excellence in Giving clients.
Throughout her career, she has focused on the unique needs of major philanthropists and is a
tireless advocate for the preservation of donor intent. Over the years, Ms. Slaughter has advised
individuals on a variety of philanthropic investment opportunities within significant educational,
research and health care organizations. Her areas of expertise include gifting to Colleges and
Universities, Medical Research, and Hospitals.
Ms. Slaughter, a native of North Carolina, earned her B.S. in Sociology from Portland State University.
She lives in Redmond, Oregon and spends weekends horseback riding and caring for her growing
animal family. Her areas of philanthropic interest are women¹s health research, equine therapy and
education.
Andy Thompson
Regional Philanthropy Advisor; Northeast
Mr. Thompson brings over 25 years of comprehensive non-profit and philanthropic experience to
ExcellenceinGiving.ThroughouthiscareerMr.Thompsonhasheldleadershippositionsindevelopment
offices at non-profit organizations, independent schools, and colleges and universities including
Brown University and Boston College. He has specific expertise and experience working with high net
worth individuals and their families, and maintains personal connections and long standing
relationships with many former donors.
In addition to his development work, Andy spent five years at a non profit consulting firm working with
clients from the healthcare, education, arts and culture, and human service sectors. As an entrepreneur,
he also co-launched a social media technology company targeted at engaging donors and
constituents.
Andy, a native of Massachusetts, earned his B.A. in English from Ohio Wesleyan University. He lives in
Dover, Massachusetts with his wife and three children. He is an active volunteer for many local
organizations and enjoys playing golf, skiing, and coaching his children in various youth sports.
page 2 of 4Copyright ©2016 Excellence in Giving. All Rights Reserved.
Regional Advisors

7. PaulPenley, PhD
Director of Research
Dr. Penley performs research and outcome-based evaluations of nonprofit organizations to inform
effective grant making strategies. He has refined methods for nonprofit due diligence and published
and presented his work at community foundations, the Philanthropy Roundtable, the Council on
Foundations, and the Alliance magazine. Paul has developed evaluative formulas for assessing the cost-
effectiveness and cost-efficiency of product delivery within programs of mercy and justice. These
activities demonstrate his commitment to finding the most effective projects around the world and
guiding clients toward successful philanthropic investments.
Dr. Penley has international relief work and ministry experience in Mexico, Bolivia, Kosovo and Uganda.
He has studied abroad in Israel, Turkey, Greece, and Egypt, adding to his understanding of international
culture and history. Paul and his family reside in Colorado Springs and enjoy the endless trout streams
for fly fishing that Colorado offers.
JoeGraves
Evaluation Officer
As Evaluation Officer for Excellence in Giving, Mr. Graves brings a combination of strong relational and
analytical skills to his work. Joe holds an undergraduate degree in Sociology from Durham University
and a Masters of Science in international development from the University of Birmingham, both in the
UK. He spent many years working with marginalized and homeless young men in Edinburgh, Scotland,
and went on to work in international development in Kigali, Rwanda, in roles with International Justice
Mission as well as a World Bank-funded project for Rwanda’s ministry of agriculture.
Originally from Twickenham, England, Joe offers a broad international perspective. He has spent time
studying, living and working in diverse cultures, including Portugal, Ukraine, Morocco, Scotland and
Rwanda, before moving to the United States. A lifelong athlete, Joe played Ultimate Frisbee
competitively for many years, including co-captaining Great Britain’s mixed team to the European
championships title in 2007. Joe currently resides in Colorado Springs with his wife and two daughters,
where he still joins a pickup Ultimate game whenever he can.
KeithOkano
Evaluation Officer
Mr. Okano has served as the president and chief operating officer for multiple entrepreneur and
family-owned businesses. He brings more than twenty-five years of senior management experience
to Excellence in Giving including executive positions at Bridgeway Software, Lloyd’s Register, Global
Software, and Andrews Consulting Group. Mr. Okano's professional experience includes strategic and
operational advisory services for Fortune 1000 companies.
Mr. Okano earned an MBA in Technology Management and B.S. in Business Administration from the
University of Phoenix. He is an active volunteer serving non-profit organizations and a former Board
Member of Fort Bend Christian Academy. Mr. Okano currently resides in the Greater Houston Area
with his wife and two adopted children.
page 3 of 4Copyright ©2016 Excellence in Giving. All Rights Reserved.
Research Team

8. Client Services Team
JessicaBocker
Director of Client Services
Mrs. Bocker leads the Client Services initiative to support each client’s unique giving passions and
priorities. She brings diverse experience in operations management, human resources, marketing,
public relations and customer service. Jessica served as Vice President of Operations and Marketing
at Biowatch Medical, a medical device and service company headquartered in Columbia, SC. In this
position, she was effective in improving the quality of customer service and scaling the company's
operational capacity. Jessica now coordinates the Excellence in Giving suite of services to ensure that
every client exeprience the joy and significance of giving well.
Jessica is a graduate of the University of South Carolina where she studied English and French. She
spent 6 months studying in France and expanded her understanding of international culture with
visits to a dozen other European countries. She lives in Colorado Springs with her husband and son
where they enjoy hiking, camping and other outdoor activities.
RachelMueller
Client Services Associate
Ms. Mueller joined the Excellence in Giving team as Client Services Associate. She brings marketing,
communications, and relationship management experience from her positions in the entertainment
industry and nonprofit organizations. Most recently, Rachel comes to Excellence in Giving from start-
up publishing company Bondfire Books, where she ran the entire publishing process from manuscript
acquisition through marketing and sales. Rachel previously coordinated marketing and PR efforts for
Compassion International’s Change the Story tour, which traveled around the United States bringing
awareness of children living in poverty overseas.
Rachel, a Chicago native, is a graduate of Belmont University where she graduated with a Bachelor of
Business Administration. She began her career managing award winning Christian recording artists
while living in Nashville. After touring the country, she settled down in Colorado Springs, CO and
enjoys baking, writing, and dinner parties.
LexiPeterson
Client Services Assistant
Ms. Peterson joined the Excellence in Giving team as Client Services Assistant. She brings experience
in Higher Education Academic Affairs from her time working at Texas Christian University in the John
V. Roach Honors College and serving for numerous programs within Student Development Services.
Lexi loves organization and working with people which is why she is thrilled to be joining the Client
Services Team to assist clients in joyful giving.
Lexi, a native and proudTexan, is a graduate ofTexas Christian University, where she earned a Bachelor
of Science in Psychology. After participating in a mission trip to Uganda and spending time studying
in Germany, Switzerland, Italy, Turkey, Costa Rica, and England, she has developed a true love for
travel. Upon her recent graduation, Lexi relocated to Colorado Springs and can be found exploring
the city, hiking, reading and drinking copious amounts of coffee.
Copyright ©2016 Excellence in Giving. All Rights Reserved. page 4 of 4
EIG-038-0116

9. Giving Advisor $25,000-50,000 per year
Giving Meetings: Excellence in Giving will organize and prepare information to conduct productive meetings, including
sourcing giving opportunities, managing requests with appropriate diligence, reviewing grant history, and providing a
forecast of future plans.
Grantee Evaluation: Ongoing research and analysis of your favorite nonprofits to determine the best ways to help them
fulfill their mission. Excellence in Giving will annually gather Analytical Overviews with up-to-date operational and impact
data and collect Grant Impact Reports following gifts at appropriate timing to ensure the outcomes met the initial goals.
Experience Your Impact: Celebrate and personally experience the results of your philanthropic investments. Organize site
visits, conference calls with nonprofit leaders, and connections to grantee accomplishments.
Grant Administration: Regular tracking and reporting through Giving Dashboard and Giving Forecast reports, so it’s clear
you’re accomplishing everything you set out to do.
Discovery Process $6,000-8,000
A comprehensive assessment of your personal giving priorities and philanthropic mission using our Philanthropic Discovery
Questionnaire. The results enable you to strategically concentrate your giving plan and legacy, including: Joy-Filled Giving
Profile, a philanthropic mission statement with giving priorities and values, and Giving Game Plan, a detailed look at your
5-year giving history and trends.
Community Solutions Assessment $65,000-95,000
Research community trends and nonprofit solutions to give strategically in a local community. The final user-friendly report
produces concise conclusions about what is getting better or worse and why, and offers: (1) root causes of community
problems, (2) success stories of improvement, and (3) recommended grant ideas.
Excellence in Giving Services
©2015 Excellence in Giving LLC. All Rights Reserved. The Excellence in Giving logo is a trademark of Excellence in Giving LLC.Excellence in Giving
the joy of generosity
201 E Las Animas St., Ste 101, Colorado Springs, CO 80903 | t. 719.329.1515 | www.excellenceingiving.
EIG-015-1215
Full-Service Philanthropy Advisor $50,000-90,000 per year
All Giving Advisor Services with Expanded Time and Value Plus:
Family Meetings: Share family history and values, discuss how wealth will transfer and establish legacy you desire.
Next Gen Philanthropy Training: Train the second and third generations in effective philanthropy and enjoy giving as a
family through a regular, organized process.
Gift Optimization: Utilize Excellence in Giving’s national and international network and experience to structure grants,
connect with partners, support your favorite nonprofits with the best practices, and leverage your gift.
Special Projects: Options for add-on projects include:
(1) Corporate Generosity, (2) Community Meetings, (3) Service Trips/Family Trips, (4) Special Event Planning
Outcomes Measurement Project $75,000-125,000
To help clients support high-impact organizations, we build processes to measure the lasting transformation linked to
nonprofit programs. Nonprofits receive the benefit of an ongoing outcomes measurement process while donors get
concrete impact data to make smart giving decisions.
Level 1-5 Organizational Evaluations $2,500-30,000
Evaluate organizations before you give. We perform 5 levels of organizational evaluations ranging from an overview
(Level 1 = $2,000) to a comprehensive evaluation on-site with an industry analysis (Level 5 = $25,000).

10. EIG-001-1215
7 Giving Questions
How can Excellence in Giving upgrade your giving experience?
Giving Experience Evaluation Yes No
1. Mission Statement. Have you defined success for your giving?
2. Family Participation. Do your immediate family members participate in giving decisions?
3. Proactive or Reactive Giving. Did you find your grantees because they match your mission?
4. Confidence. Do you know the charities you support are making a difference?
5. Grant Impact Reports. Do you know the specific results of your donations?
6. Administrative Details. Is the process of giving easy and fun?
7. Experience Your Impact. Do you often see the results of your giving?
Total Service Areas Needed: