Phīla Engaged Giving – philanthropic advisors helping individuals, families, and foundations give with purpose, clarity, and social impact

A Couple Who Asked: What if We Didn’t Call All the Shots?

Bill and Holly Marklyn approached Phīla Engaged Giving with a bold vision: to redistribute their wealth through a model that centered racial and gender equity.

Phīla Engaged Giving – philanthropic advisors helping individuals, families, and foundations give with purpose, clarity, and social impact

A Young Inheritor Passionate About Social Justice

Raised with a tradition of giving, Sara turned to Phīla with a goal of aligning her assets more closely with her values.

Phīla Engaged Giving – philanthropic advisors helping individuals, families, and foundations give with purpose, clarity, and social impact

An Exceptionally Generous Couple Who Needed a Plan

When giving from the heart needed a bit more direction, this couple grabbed some scratch paper—and wound up with a giving plan worth hanging on the fridge.

Phīla Engaged Giving – philanthropic advisors helping individuals, families, and foundations give with purpose, clarity, and social impact

A Family Seeking Expert Solutions for Urgent Charitable Estate Planning

Phīla guided the Marings–in collaboration with their estate attorney–to transform a looming tax challenge into a thoughtful, timely giving strategy.

Phīla Engaged Giving – philanthropic advisors helping individuals, families, and foundations give with purpose, clarity, and social impact

A Multi-Generational Family Foundation Looking to Sunset

The Scott family came to Phīla at a crossroads. Facing the possible end of their foundation, they found a renewed mission rooted in shared values and next gen leadership.