For Professional Advisors

Phīla Engaged Giving recognizes the power of partnership. We work closely with estate planning attorneys, financial and tax advisors to serve families who wish to deepen their philanthropic commitments. Phīla offers strategic advice that is integrated into their overall estate and financial planning once these objectives have been articulated. Our aim is to add value to your services by bringing an additional level of expertise to your high- and ultra-high-net-wealth clients.

Phīla Engaged Giving does not seek to advise clients on philanthropy as it relates to taxes or estate planning. Rather, our sole agenda is to help its clients achieve the greatest possible personal satisfaction and social impact from philanthropy. According to the National Philanthropic Trust, 2020 recorded $142 billion housed in donor-advised funds, a 16% increase over the previous year —a record. While thousands of Americans want to make a difference with their philanthropy, many are at a loss at how to begin. Phīla advises families with small foundations and/or DAFs and adds value by making philanthropy meaningful and strategic.

We have a number of handouts and presentations to make it easy for advisors to introduce philanthropy to client meeting conversations. By adding Phīla Engaged Giving to your firm’s portfolio of services, you can create the optimal solution for achieving your clients’ financial and philanthropic goals. To learn more about how Phīla Engaged Giving can serve your clients, please contact us.