case Study
A Young Inheritor Passionate About Social Justice
What does it mean to work with Phīla Engaged Giving on my family’s Philanthropy?
Sara*, an inheritor of considerable financial wealth, was determined to deploy her resources strategically to make a significant impact on issues she cared deeply about. Fully aware of her privilege, Sara felt a strong desire to use her time, talents, and wealth for social good. Philanthropy had always been part of her ethos, a value passed down through her family. Sara reached out to Phīla Engaged Giving because she wanted to better organize her philanthropic efforts and more closely align her assets with her values. With a passion for addressing societal inequities related to race and class, she wanted help deploying her resources in a deliberate and just manner to foster meaningful change.
*names and distinguishing characteristics have been changed
Photo courtesy of The Way to Justice, which serves local youth and families, at their annual community celebration
A Young Inheritor Passionate About Social Justice
What we did
To help Sara achieve her philanthropic goals, we guided her through a comprehensive process that began with creating personal mission and vision statements.. These foundational documents helped clarify her core values and philanthropic aspirations. We then developed a grantmaking framework and guidelines tailored to her interests, focusing on areas where she could make the most impact.
In collaboration with Sara, we evaluated various charitable organizations and made recommendations, ensuring her contributions aligned with her values. Additionally, we worked closely with her financial and legal advisors to integrate her philanthropy seamlessly with other aspects of her financial and estate plans, ensuring a holistic approach to her wealth management.
To further enhance her philanthropic strategy, we assessed various vehicles for charitable giving, selecting those that best suited her needs and objectives. We also created a custom Giving Tracker, complete with a budget and timeline for her annual giving, providing a clear roadmap for her philanthropic efforts in the foreseeable future.
The Outcome
Through this structured and reflective process, Sara gained clarity on her purpose and motives, understanding how to structure her annual giving using trust-based principles. She now has a well-defined framework for her giving, ensuring her philanthropic legacy will continue to support the causes she is passionate about even beyond her lifetime.
By aligning her assets with her values and creating a strategic giving plan, Sara is now well-equipped to make a significant and lasting impact on societal inequities related to race and class, fulfilling her vision of using her privilege for social good.
At Phīla, our commitment to creating effective, streamlined, and purpose-driven charitable solutions is not only a testament to our expertise but also a reflection of our dedication to ensuring our clients’ legacies leave a lasting, meaningful impact.
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We partnered with a next-gen donor to build a values-driven philanthropic strategy from the ground up—clarifying her mission, developing a tailored grantmaking framework, aligning her giving with her financial planning, and designing tools to help her give with clarity, purpose, and impact.
What our clients are saying
When it came time to work on our estate plan with our attorney, we realized we didn’t have enough information. We had ideas about where to give, but hadn’t decided on a long term charitable giving plan that really matched our values.
Because of Phila’s help, we were able to come to our lawyer prepared with a charitable giving plan we feel really good about. And so does our attorney!
Phīla helped us redefine our goals, bring structure to our ideas and interests, assisted us with researching charities, and introduced us to new ones that aligned with our focus.
The team at Phila was a huge help and I couldn’t have done these things myself. You helped to get the client’s goals in order so l could do my part. Our roles really overlap like a Venn diagram. Thank you!
My money will not be distributed for quite a while yet, but just to have it done and know that the money will go where I want is a huge relief. I’m so relieved. Thank you-you just did an outstanding job.
