Acquisition Expansion Following its recent acquisition by OneAscent Wealth Management, Excellence in Giving is experiencing strategic growth and increased resources, creating opportunities to offer enhanced philanthropic advisory services to high-net-worth clients.

Digital Engagement The company's use of advanced digital tools such as Google Analytics, Squarespace Commerce, and Adobe Fonts indicates a modern online presence, which can be leveraged to promote partnerships and expand client outreach through targeted digital solutions.

Market Positioning As a faith-based philanthropic firm, Excellence in Giving is positioned uniquely within the nonprofit support landscape, offering niche opportunities to collaborate with faith organizations and aligned charitable entities seeking specialized advisory services.

Growth Potential With a moderate revenue range and a relatively small team, there is significant potential for scalable growth by expanding service offerings, developing strategic alliances, and targeting similar organizations within the philanthropic sector.

Employee & Leadership Recent hires such as Human Resources and Office Manager Sasha Swift suggest a focus on strengthening internal operations and team communication, presenting opportunities to offer HR technologies, training solutions, or leadership development services to support organizational efficiency.