Using a Philanthropic Advisor
Why Use a Philanthropic Advisor
Having a thoughtful giving plan is harder than it seems, especially if you are new to a community or to philanthropy. The risk is that you may end up doing very little charitable giving or making gifts that don’t have any real impact. Getting started with your philanthropy, or taking it to the next level, can seem daunting without the right support in place. Our aim is to make it easy and rewarding instead.
You likely have worked with lawyers, accountants, and financial advisors in the past, and those relationships are fairly well-understood. However, as global needs grow more dire and philanthropy gets ever more complex, philanthropic advisors are central to helping donors connect money to meaning. If you are able to make sizeable donations each year ($100,000 or more), consider adding Phīla Engaged Giving to your team. Doing so will help you reach the next level of charitable giving and expose you to a new world of meaningful opportunities.
Read more about what philanthropic advisors do HERE and how to select the right one for you HERE.