Generated by All in One SEO Pro v4.9.10, this is an llms.txt file, used by LLMs to index the site.

# Phīla Engaged Giving

Philanthropic Advising

## Sitemaps

- [XML Sitemap](https://philagiving.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [The Share Fund: No Applications. No Gatekeeping. Just Trust.](https://philagiving.com/the-share-fund-no-applications-no-gatekeeping-just-trust/) - By Lauren Janus and Tiana Duncan, guest contributor When Bill and Holly Marklyn first reached out to Phīla in 2018 seeking help to develop and execute their philanthropy strategy, they had a few clear principles in mind. They did not want to replicate the top-down power dynamics of traditional philanthropy by establishing their own foundation
- [Abundance Is Not What We Accumulate. It’s What We Circulate](https://philagiving.com/abundance-is-not-what-we-accumulate-its-what-we-circulate/) - By Jenna Nicholas, Guest Contributor When people hear the word abundance, they often think of wealth. They imagine financial success, material prosperity, or the achievement of ambitious goals. In business, abundance is frequently measured by growth curves, market share, valuation, or profit margins. But over the years, I have come to see abundance differently. True abundance
- [Staying the Course in Times of Market Uncertainty](https://philagiving.com/staying-the-course-in-times-of-market-uncertainty/) - By Stephanie Ellis-Smith If you’re like me, you’re reading the news each day wondering what could possibly come next–a war on a new front, another pandemic-inducing virus, a 2nd quarter report bloodbath? Economic and geopolitical conditions all foster unstable markets and possibly even a dreaded bear market. Even by recent historical standards, the level of
- [Reclaiming the Soul of Wealth](https://philagiving.com/reclaiming-the-soul-of-wealth/) - by Janell Turner, in collaboration with Chris Koenemann We are living through one of the largest generational transfers of wealth in modern history. Trillions of dollars are moving from one generation to the next—quietly, steadily, and often without the depth of conversation required to carry that wealth with integrity. For decades, this moment has been
- [Nourishing the Ecosystem of Democracy](https://philagiving.com/nourishing-the-ecosystem-of-democracy/) - Will political giving actually make a difference?
- [Unleashing the Potential of Women in Transition](https://philagiving.com/unleashing-the-potential-of-women-in-transition/) - By Sofia Michelakis, Phīla Engaged Giving A quiet transformation is underway. It’s happening in kitchens after dinner. On long walks with old friends. In text threads about kids leaving for college. In small circles forming around purpose, curiosity. Women in their 40s and 50s are experiencing bittersweet transitions as children leave home, careers evolve, and
- [Polyamorous—and Proud of It: A Valentine’s Day Love Letter to Collaborative Donors](https://philagiving.com/polyamorous-and-proud-of-it/) - By Hali Lee, Guest Contributor This Valentine’s Day, I want to celebrate a special kind of love story — the philanthropically polyamorous donor. If you’re imagining scandal, relax. I’m talking about donors who lovingly, joyfully, enthusiastically belong to multiple giving circles, collaboratives, donor networks, pooled funds, wealth clubs, and investment groups. These are donors who
- [What 2026 Philanthropy Trends Are Telling Us — And What They’re Missing](https://philagiving.com/what-2026-philanthropy-trends-are-telling-us-and-what-theyre-missing/) - Every January, I find myself reading the year ahead philanthropy trend pieces. This year, much of what I read felt familiar, yet incomplete. This post explores the themes that show up most consistently, paired with our perspective on what they mean for donors and advisors making real-world decisions.
- [2025 Year in Review](https://philagiving.com/2025-year-in-review/) - By Stephanie Ellis-Smith, Founder and CEO Happy New Year friends! I hope your holiday celebrations were warm, joyous, and restorative. I had plenty of good times with family and friends and enjoyed having quiet moments during our office closure to reflect on all that’s happened over the past twelve months. I reminded myself of lessons
- [2024: Noteworthy Trends in Philanthropy, Part One](https://philagiving.com/2024-1-6-cf1t8qcpmgcp3haqyx0end9aefi8cu/) - By Sofia Michelakis I refuse to accept that the mullet is back. For me, that hairstyle will forever be associated with awkward middle school dances. Maybe that’s why I always view the onslaught of New Year predictions and trends with a healthy dose of skepticism. At Phīla, we serve a wide range of high net
- [Phīla Recommended Summer Reads](https://philagiving.com/2024-5-31-phla-recommended-summer-reads/) - By Sofia Michelakis & Celiz Aguilar McClish The long days of summer bring endless invitations. There is a persistent beckoning to pursue joy and delight in life’s simple pleasures. Dare we submit that watermelons taste sweeter, birds sound happier, and the stars gleam brighter during the summer. The long days of summer also tempt us to
- [A Night to Remember](https://philagiving.com/2024-5-5-5wnuxxhd6rajro7r4l8ztsja4dmx1g/) - By Stephanie Ellis-Smith Last week was a monumental week for the team at Phīla and it was capped last Thursday night in the best way possible—winning an award! First, a little backstory to set the stage. Lauren and Mark led a beautiful family board meeting that shepherded in a new generation to giving, Sofia returned
- [Rethinking Political Giving: A Holistic Approach to Philanthropy](https://philagiving.com/2024-3-2-rethinking-political-giving-a-holistic-approach-to-philanthropy/) - By Stephanie Ellis-Smith For years, the IRS's tax regulations have inadvertently compartmentalized charitable giving and political contributions in many donors' minds. At Phīla, we challenge this separation, advocating for a more integrated approach to social impact across various giving avenues, including direct donations, foundation grants, and even investment strategies. Our focus is to help individuals
- [2024: Noteworthy Trends in Philanthropy, Part Two](https://philagiving.com/2024-2-4-noteworthy-trends-in-philanthropy-part-two/) - By Sofia Michelakis We are thrilled with the response to our first three trends last month–the rise of financially independent women, the importance of democracy giving, and the impact of AI on society. Our survey is still open for you to share your thoughts, including what resources would be most useful. So far, engaging in
- [3 Questions to Ask in This Era of Trump and Uncertainty](https://philagiving.com/2024-12-2-3-questions-to-ask-in-this-era-of-trump-and-uncertainty/) - By Stephanie Ellis-Smith It has been less than a month since Donald Trump won the 2024 U.S. presidential election, and his inauguration is still more than eight weeks away. Given the freshness of the news and the uncertainty of what lies ahead, I am struck by the wave of commentators confidently declaring exactly why Trump
- [Year-End Giving for Uncertain Times](https://philagiving.com/2024-11-3-year-end-giving-for-uncertain-times/) - By Lauren Janus At times, this fall seems almost normal. The leaves are turning, plastic ghosts and spiders are everywhere, and pumpkin spice again abounds. This season always arrives with a crisp breeze of anticipation as those of us who work with donors and nonprofits approach November and December, when the vast majority of charitable
- [2024 Year in Review](https://philagiving.com/2025-1-6-apc83ihzao42wg9h3xi6ltu7p23ow7/) - By Stephanie Ellis-Smith, Founder and CEO As 2025 gets underway there is a widely shared view that we are living in uniquely perilous and uncertain times. This feels true – but I confess I’m always a little nervous at the start of a new year. What challenges will I and our team at Phīla have
- [Getting Proximate: Reflections from a Visit to Monroe Prison](https://philagiving.com/2024-7-5-getting-proximate-reflections-from-a-visit-to-monroe-prison/) - By Sewheat Asfaha Growing up in neighborhoods that are predominately communities of color, I've experienced and witnessed continually discriminatory policing. The school-to-prison pipeline was made clear to me at a young age, as I heard stories of family members and peers getting caught in this cycle. My first time visiting a carceral entity was in
- [Funding Rest as Community Care](https://philagiving.com/2024-8-21-funding-rest-as-community-care/) - By Celiz Aguilar McClish My friend was sharing about her recent health struggles as we were walking along a rocky shore on the Puget Sound. We reflected broadly about who has access to care and wellness in the United States, regardless of income, education level, citizenship status, or geographical location. And as an Organizational Psychology
- [3 Tips for Making It Easier to Choose a Charity](https://philagiving.com/2024-9-28-3-tips-for-making-it-easier-to-choose-a-charity/) - By Jen Shafer, ideas42 Donors receive a constant stream of requests for their attention and money. Fundraisers know this, and so they engage in an arms race of sorts, asking more often or more creatively for donors’ support. If the volume of these requests gets too high, it’s reasonable that donors would simply tune it
- [What I Haven’t Said About Money–Until Now](https://philagiving.com/what-i-have-not-said-about-money-until-now/) - By Lauren Janus, Chief Operating Officer and Director Those of us fortunate enough to work in the fields of philanthropy, nonprofits and legacy planning are intimately familiar with The Great Wealth Transfer. At Phīla, we walk alongside families who are actively participating in this massive movement of wealth from Baby Boomers to Millennials and Gen-Zers.
- [Inspired by Bill Gates? 5 Moves to Start Your Own Spend-Down Journey](https://philagiving.com/2025-5-12-inspired-by-bill-gates-5-moves-to-start-your-own-spend-down-journey/) - By Sofia Michelakis, Managing Director As a philanthropic advisor and former lead of the Giving Pledge, I read with great enthusiasm Bill Gates’ announcement that he is accelerating the pace of the Gates Foundation’s grantmaking to adopt a 20-year spend-down. This is a real mark of leadership to step up during a time when the
- [More Family Foundations are Paying More than Five Percent Annually](https://philagiving.com/2025-4-29-more-family-foundations-are-paying-more-than-five-percent-annually/) - By Maggie McGoldrick The IRS requires private foundations to payout five percent of its assets each year. Funders have traditionally treated that five percent as the default payout, but many are beginning to think about five percent as a minimum rather than a ceiling, balancing their payout with their purpose and lifespan goals. National Center for Family
- [Build Philanthropy into the DNA of Your Family Office](https://philagiving.com/build-philanthropy-into-the-dna-of-your-family-office/) - By Mark Greer, Philanthropic Advisor Family offices are exploding in popularity and influence. By 2030, the number of family offices in North America is projected to exceed 4,100, nearly doubling since 2019, and they will control roughly $4 trillion, according to a recent study by Fidelity Investments. As family offices proliferate, they’re evolving from
- [Bridging Our Beliefs: Changing hearts and minds about giving to faith-based nonprofits](https://philagiving.com/2025-3-21-bridging-our-beliefs-changing-minds-and-hearts-about-giving-to-faith-based-nonprofits/) - By Dilnaz Waraich & Lauren Janus For many Americans who don’t consider themselves religious, making a gift to a faith-based nonprofit may feel awkward or uncomfortable. Our country has a complex relationship with our faith traditions, and many eschew faith-based giving as part of a pattern of implicit basis informed in part by cultural attitudes,
- [Restoration or Displacement? Altadena and the Racial Wealth Divide in Disaster Recovery](https://philagiving.com/2025-2-3-restoration-or-displacement-altadena-and-the-racial-wealth-divide-in-disaster-recovery/) - by Janell Turner The West Coast has been home for almost 40 years, but I still claim my Louisiana roots. Like many southern Black families of the post-civil rights era, my father and his seven siblings sought refuge from the oppressive conditions of the Deep South in California’s picturesque San Gabriel Valley. Only in adulthood
- [Transforming Wealth into Justice: A Call to High-Net-Wealth Changemakers](https://philagiving.com/2025-3-3-transforming-wealth-into-justice-a-call-to-high-net-wealth-changemakers/) - “The arc of the moral universe is long, but it bends toward justice.” — Dr. Martin Luther King Jr. By Mark Greer The new administration is the latest threat in the rising tide of challenges to our collective pursuit of justice and equality. Hard-won programs that support racial equity, environmental stewardship, and inclusive hiring practices
- [Nothing Bad Happens When Women Have More Money](https://philagiving.com/when-women-have-more-money/) - By Janell Turner, Managing Director I usually travel with a sensible brown shoulder bag—functional, understated, the kind that politely carries my laptop and snacks without making a fuss. But a few months ago, I upgraded my carry-on game. I added a new “statement piece” to my collection, and I mean that literally. It’s a
- [When the Garden Outgrows the Gardener](https://philagiving.com/2025-11-03-when-the-garden-outgrows-the-gardener/) - By Janell Turner, Managing Director Picture this: every family—no matter the balance sheet—has a garden. Some are sprawling landscapes with towering oaks and perennial blooms; others are modest but lovingly tended. Over time, generations plant new seeds, prune old branches, and decide which roots to keep or pull. The work of stewardship is rarely
- [An Impact Investing Learning Circle for Women](https://philagiving.com/2020-8-29-an-impact-investing-learning-circle-for-women-join-us/) - Are you a woman who wants to align your investments with your values? Do you want to learn more about impact investing and take action? Do you enjoy spending time with like-minded peers? If so, join us in an investing learning group for women who want to align their investments with their values, deepen their understanding of impact investing,
- [The Science of Compassion](https://philagiving.com/2019-10-1-the-science-of-compassion/) - Last week I went to Plymouth Housing’s Luncheon for Hope, which raises money to house Seattle’s homeless. It was a packed house of 1600 compassionate people who collectively raised $1.3M in a mere 90 minutes for their mission. After client testimonials and The Ask, we were introduced to the keynote speaker, Shankar Vedantam,the host of NPR’s Hidden Brain.
- [The Science Of Compassion](https://philagiving.com/2021-10-30-the-science-of-compassion/) - By Stephanie Ellis-Smith Given that we’re approaching year-end and many folks will be thinking about making their final year-end gifts to charities, I thought it would be a good time to re-up this post from 2019 about compassion. It just lands differently after the events of 2020. We have experienced so much collective trauma these
- [The Gift of Radical Empathy](https://philagiving.com/2021-1-4-the-gift-of-radical-empathy/) - By Aparna Rae As a DEI consultant in 2020, I had a front row seat watching leaders experience transformation and drive race equity in their organization. Most for the first time. Maybe that was you? Moved by the seismic shifts brought on by the pandemic, the murders of George Floyd and other African Americans, and
- [Summer Reads to Celebrate the Power of Humanity](https://philagiving.com/2021-6-1-summer-reads-to-celebrate-the-power-of-humanity/) - A year ago this month, the world felt like an incredibly tense place. George Flyod had just been murdered, on camera, at the hands of white police officers in Minnesota. With no vaccine and uneven testing capabilities across the country, COVID rates were raging while medical experts issued daily warnings of the deadly summer ahead. It
- [Out With the Old and In With the New](https://philagiving.com/2021-12-5-out-with-the-old-and-in-with-the-new/) - By Stephanie Ellis-Smith It seems like only a few months ago that I was summing up that infamous year, 2020. Yet here we are again sitting with the realization that we’ve made it through another monumental year. I don’t know about you, but 2021 seemed LONG. The Capitol insurrection on January 6th was this year.
- [A Trio of Books on Philanthropy to Get Your Mind Churning](https://philagiving.com/2019-2-11-a-trio-of-books-on-philanthropy/) - Looking for thought-proving reading on the current state of philanthropy? Well, there has a been a flood of new books that have, in the words of Jeff Bezos in an entirely different context, “turned over the log” of philanthropy so that we can examine what has been hiding in the dark. Three important books were published
- [A Life-Changing Journey of Faith and Learning](https://philagiving.com/2019-5-2-a-life-changing-journey-of-faith-and-learning-3hkyt/) - by Selene Poulsen During my time at the University of Washington, I wanted to expand my knowledge in new areas. Looking through the internships on my university’s job board, I saw the Phīla Engaged Giving philanthropy internship posting and felt compelled to apply. I was concerned that being new to the philanthropy industry would limit
- [The Story Behind the Story](https://philagiving.com/2020-4-30-the-story-behind-the-story/) - At the outset of the pandemic, Washington State bore the brunt of the coronavirus in infection rates and death. As we are now flattening the curve, other states are taking our place and those with a larger percentage of poor residents (especially Black poor) are not only being hit hard, they are being hit worse
- [Pull Up for Racial Justice: Resources](https://philagiving.com/2020-6-2-pull-up-for-racial-justice-resources/) - Updated as of 6/23/20 *Listed in order: Direct Relief, System Change, Petitions, Educational Tools, and Other Resources (alphabetized within section) *Organizations that have been over funded, or are no longer accepting donations have been removed. Direct Relief Funds Cultural Wellness Center unleashes the power of citizens to heal themselves and to build community in Minneapolis.
- [What Matters Most?](https://philagiving.com/2021-8-31-what-matters-most/) - By Nancy Reid, Impact Strategist You know it when you see it—a person or group who knows what matters most to them, and who acts accordingly. Some of them are lucky enough to have resources—philanthropic capital, investment capital, social capital, and time—to bring to bear in addressing those issues. The WNBA players on the Atlanta
- [What I Learned About the Power and Community of Zakat](https://philagiving.com/2022-3-24-what-i-learned-about-the-power-and-community-of-zakat-giving/) - By Lauren Janus Here at Phīla, one of our most cherished values is continuous learning. Sure, all of us have spent most of our professional lives in the nonprofit sector, and we avidly follow the philanthropic news. But we’re always especially eager to turn that new corner, or uncover that new aspect to giving that we’re
- [Tough Talk](https://philagiving.com/2021-10-3-tough-talk/) - By Stephanie Ellis-Smith Having tough conversations are often a necessary part of social change -- both in funding it and in carrying it out. But how do we have a tough discussion that gets our point across without it coming across as a personal affront? I was recently asked to present a webinar for the National Center for Family
- [This is the Year](https://philagiving.com/2022-1-8-this-is-the-year/) - by Lauren Janus In early December of 2021, our full Phīla team enjoyed a rare treat in these pandemic heavy times. All five of us met for an in-person mini-retreat in Seattle. We used the meeting to dive deep into the values we as a group bring to Phīla and our work with clients. Importantly,
- [The Mother’s Day Legacy -Making an Impact with Planned Giving](https://philagiving.com/2021-5-2-the-mothers-day-legacynbsp-making-an-impact-with-planned-giving/) - The origins of Mother’s Day are deeply rooted in philanthropy and grassroots advocacy. In response to appalling infant mortality rates and poor sanitary conditions, in 1858 Ann Reeves Jarvis organized a Mothers’ Day Work Club to mobilize women to take action by purchasing and distributing medical supplies and providing in home education to families in need. Their
- [The Joy of Convening in Houston: Reflections on Collective Giving](https://philagiving.com/2019-11-3-the-joy-of-convening-in-houston-reflections-on-collective-giving/) - A few weeks ago my friend Laura Midgley and I went to Houston for the Community Investment Network (CIN) conference, which celebrated its 15th anniversary by reflecting on its legacy of building up communities through investing their time, talent, treasure, and testimony (using our collective voice for change). CIN is national network of giving circles impacting
- [The Art and Soul of Advising](https://philagiving.com/2023-1-31-the-art-and-soul-of-advising/) - By Janell Turner The oversized basement doors of 1020 John Street, a creaky old mid-century building in South Lake Union just east of downtown Seattle, slowly swung open to reveal a small conspicuous stage in the middle of the room. In the center of the stage was a priest wearing a mid-century, floor-length robe; his
- [Tax Cuts, Jobs Act and Philanthropy: My Take](https://philagiving.com/2018-1-14-tax-cuts-jobs-act-and-philanthropy-my-take/) - Welcome to 2018!As I reflect on the events of the last twelve months, I find myself focused on the Tax Cuts and Jobs Act of 2017, passed just before the New Year dawned, and its impact on philanthropy. The bill, which provides the most comprehensive revision of the tax code in decades, left many scrambling
- [Supporting Our Vibrant Non Profit Sector at its Hour of Greatest Need](https://philagiving.com/2020-3-29-supporting-our-vibrant-non-profit-sector-at-its-hour-of-greatest-need/) - A version of this piece was first published by Stephanie Ellis-Smith and Beth McCaw in the Puget Sound Business Journal.COVID-19 is now a global pandemic and despite the havoc it has already wrought we have yet to experience its greatest impacts. Every one of us must follow guidelines to mitigate the transmission of the virus
- [Summer Reads to Challenge Our Assumptions](https://philagiving.com/2023-6-3-summer-reads-to-challenge-our-assumptions/) - By Lauren Janus and Janell Turner We have a semi-regular tradition each June at Phīla. As a team of readers, we like to take time out at the start of the summer season to share some of the books we’ve read recently that we deem significantly thoughtful, but also beach read worthy. It is summer,
- [Social Impact Through Social Media: Navigating the World of Influencers with Young People](https://philagiving.com/2023-10-1-social-impact-through-social-media-navigating-the-world-of-influencers-with-young-people/) - By Alyssa Sweetman Influencers and culture shapers have existed since the dawn of humanity, but before the widespread accessibility of the internet, it was limited to people with means, a network, or the limited chance offered by a few professions (e.g. celebrities, politicians, those with extraordinary wealth). For those of us who grew up in
- [Revisiting Purpose](https://philagiving.com/2022-7-10-revisiting-purpose/) - By Stephanie Ellis-Smith If the upheavals of the last few months haven’t left you reeling, I want a dose of what you’re taking. I have been white hot with rage, deeply saddened, stunned numb, and full of hope–sometimes all at the same time! It is cliché to say, but it is true: we are living
- [Reflecting on Six Years of Impact: Phīla's Journey to 2023 in Numbers](https://philagiving.com/2023-12-1-reflecting-on-six-years-of-impact-phlas-journey-to-2023-in-numbers/) - By Stephanie Ellis-Smith, Founder and CEO As we approach the end of 2023, we find ourselves compelled to reflect on the milestones and metrics that define our road to success. At our core, we measure success not just in numbers, but in the lasting impact we create for both our clients and the communities they
- [Our Year in Review](https://philagiving.com/2023-12-2-our-year-in-review/) - Stephanie: A highlight of the year for me was our team retreat in the mountains. It was amazing how productive we were AND how much fun we had! It was also a special moment for me as I pushed myself to be a bit less of the “striver” and more centered in gratitude this year.
- [My Time at Phīla: Reflections and Learnings](https://philagiving.com/2021-2-28-my-time-at-phla-reflections-and-learnings/) - By Olivia Reiten I wasn’t quite sure of the role philanthropic advising played in an individual’s everyday life before I worked at Phīla Engaged Giving. I had assumed it was mostly companies, businesses, or multi-generational families that utilized these advising services. My understanding of philanthropy was essentially that people picked what organizations or causes were
- [Moving the Needle for Higher Ed](https://philagiving.com/2022-9-6-moving-the-needle-for-higher-ed/) - By Stephanie Ellis-Smith When donors think of giving to education, most often one thinks of K-12 education (including early learning initiatives) and four year universities – a major recipient of philanthropic giving. According to Giving USA, in 2020 alone, U.S.-based donors gave more than $71 billion to education, which represented 15 percent of all charitable
- [Loving and Letting Go](https://philagiving.com/2022-1-31-loving-and-letting-go/) - By Stephanie Ellis-Smith and Janell Turner Love is in the air! Valentine’s Day approaches and we are preparing to open our wallets for roses, candies, and nights out (masked or maybe delivery). While that’s all fine, we’d like to use the time to talk about a different kind of love. The ancient Greeks had at
- [It\'s Time to Upend the Status Quo of Charitable Giving](https://philagiving.com/2021-3-29-advocating-for-accelerating-charitable-giving/) - This blog is adapted from the original work created for the Initiative to Accelerate Charitable Giving. In addition to my work at Phīla Giving, I co-founded, with Christina Lewis, a nonprofit organization called Give Blck in September of 2020. Give Blck gives voice to 500+ Black-founded nonprofits and addresses racial equity by offering a comprehensive
- [It’s Time to Retire the Term “High Net Worth”](https://philagiving.com/2023-2-28-its-time-to-retire-the-term-high-net-worth/) - By Nancy Reid and Stephanie Ellis-Smith Here’s something radical for you to consider: let’s retire the phrase “high net worth” (HNW), and the even more obnoxious, “ultra high net worth” (UHNW). Despite their ubiquity in the wealth advisory industry, it's time to move beyond them. As an alternative, let’s name it what it is: wealth
- [Is “Slacktivism” Slowing Us Down?](https://philagiving.com/2022-6-3-is-slacktivism-slowing-us-down/) - By Tara Smith There has been and continues to be so much going on in our world and we tend to see it all flash by on our screens everyday. Since the global shutdown in 2020, it feels like there has been a different crisis for each day of the week tagged by a surge
- [Investment Policy Statements: An Old Tool for New Purposes](https://philagiving.com/2023-10-29-investment-policy-statements-an-old-tool-for-new-purposes/) - By Kirsten Andersen and Nancy Reid We hear this story over and over again. An investor – let’s call her Janice – wants to make an investment in a social or environmental initiative she’s heard about. Maybe it’s a solar energy project, a community loan fund, or a small venture fund backing entrepreneurs of color
- [How to Be a Racial Equity Donor](https://philagiving.com/2022-10-8-how-to-be-a-racial-equity-donor/) - By Lauren Janus About this time of year, I start planning for the end of the year. Do we have enough mittens? Should I get the furnace serviced? Did we make those IRA contributions? The hardworking fundraisers in your life are making similar year-end plans, but they are likely turbo-charging them about now. The fourth
- [How Donors Can Develop a Growth Mindset](https://philagiving.com/2023-1-5-q4oa14hzkuesv1ha15k2k6etfpgr3v/) - By Sofia Michelakis Over the holidays, I was having lunch with two friends who are resource mobilizers for large scale social change efforts. They both shared poignant stories of recent conversations they've had with high capacity donors who are decreasing their giving relative to previous years. Their reasons were some you might expect– economic uncertainty,
- [Happy National Pet Week from Phīla's Furry Friends 🐻](https://philagiving.com/2023-4-24-happy-national-pet-week-from-phlas-furry-friends/) - Enjoy this slideshow of the pets of Phīla. We hope this puts a smile on your face to kick off the week!Autumn JanusOso and Lulu De Casas Katie Turner RIP Heidi Ellis-Smith (2012-2023) Hannah Michelakis Abba and Jay Smith Leo Michelakis Kitty Smith
- [Empowering Change: A Transformative Journey with The Share Fund in Participatory Grantmaking](https://philagiving.com/2023-9-5-empowering-change-a-transformative-journey-with-the-share-fund-in-participatory-grantmaking/) - By Lauren Janus In the ever-evolving landscape of philanthropy, traditional approaches are being challenged by new, innovative models that prioritize transparency and community engagement. Participatory grantmaking, by including people closest to the issues that philanthropy is working to address, has brought fresh perspective to the design of charitable initiatives and funds. One shining example of
- [Discovering Animal Philanthropy](https://philagiving.com/2023-6-30-animal-philanthropy-for-beginners/) - By Claudia DeCasas and Tara Smith What’s the first thing that comes to mind when you consider how to support animals through your philanthropy? For many, they think of animal shelters, a local humane society, or conservation groups working to save endangered species. While those organizations are fundamental in taking care of animals, they do
- [Corporate Giving for the Times](https://philagiving.com/2022-11-1-corporate-giving-for-the-times/) - By Stephanie Ellis-Smith How does a business make good on its desire to “give back” at a time of great need and great polarization? I hope this blog post offers a few insights for business leaders and those interested in corporate giving to get started. Corporate Social Responsibility and Corporate Philanthropy are terms that many,
- [Connecting Family Philanthropists Across Generations](https://philagiving.com/2020-2-2-connecting-family-philanthropists-across-generations/) - There’s a danger in making generalizations about any group of people, however, this blog post aims to share trends within the “Millennial” or “NextGen” demographic and to offer some tips on how to bridge the generation gap between the old(er) and young around philanthropic giving. This post is for parents who are looking to incorporate
- [Community Development Financial Institutions (CDFIs): A Primer for Donors](https://philagiving.com/2022-4-30-community-development-financial-institutions-cdfis-a-primer-for-donors/) - By Janell Turner and Nancy Reid The passing of the bipartisan Infrastructure Investment and Jobs Act (IIJA) last November signaled a commitment to repairing and reconstructing infrastructure consequential to the economic vitality of our nation after decades of neglect. The $1.2 trillion bill aims to improve public transit, reinforce bridges and tunnels, expand access to
- [Bringing the Family Business into Philanthropy](https://philagiving.com/2021-6-30-bringing-the-family-business-into-philanthropy/) - by Stephanie Ellis-Smith I’ve been reading a lot about what has become of all the pledges business and corporations made to racial justice and economic equality after the reckoning of 2020. According to one statistic, of the $50 billion dollars pledged, only $250 million was actually given. Yikes. While that stat is almost entirely about
- [Beyond 2020: The Future of Civic Funding](https://philagiving.com/2020-10-31-beyond-2020-the-future-of-civic-funding/) - Tomorrow is Election Day and I do hope that if you have not already voted, you have a plan. Here is a link to voting information in every state in case you need it. In more ways than one, this presidential election will be one for the record books. More money has been thrown at this election ($14 billion!)
- [Addressing the Emotional Aspects of Wealth: Five Tips for Families](https://philagiving.com/2021-1-30-addressing-the-emotional-aspects-of-wealth-five-tips-for-families/) - Talking about wealth is almost always emotional exercise. It can bring on a whole range of feelings, many in conflict with one another: guilt and pride, anger and happiness, connectedness and isolation. Yet one of the most common emotions that wealth (or the lack of it) elicits is fear—fear of being taken advantage of, fear
- [A Philanthropic Response to Threats Against Democracy](https://philagiving.com/2020-10-4-a-philanthropic-response-to-the-threat-against-democracy/) - By Lauren Janus With a more divided electorate than any time in recent memory, an incumbent president who’s refused to commit to the most basic of democratic norms—a peaceful transition of power—and the proof and pain of racial injustice from coast to coast, you’d be forgiven for thinking these are dark days for democracy in
- [A Fresh Frame on Impact Investing for Philanthropists](https://philagiving.com/2023-4-30-a-fresh-frame-and-approach-on-impact-investing-for-philanthropists/) - By Nancy Reid, Impact Strategist Will you join me in a thought experiment? What if, instead of asking ourselves what kinds of giving the tax code permits and rewards, we asked ourselves a different set of questions? What if we asked ourselves: how do we want to invest in community, economy, and ecology? What mechanisms
- [2022 Team Lookback](https://philagiving.com/2022-11-29-2022-team-lookback/) - Claudia DeCasas In 2022, I celebrated my first full year with Phīla. I'm incredibly lucky to work with amazing leaders in the philanthropic field. I love my team and I believe what we do has a positive impact on the world. How many people get to say that about their job!? This year I was
- [2020: The Year in Review](https://philagiving.com/2020-11-30-2020-the-year-in-review/) - “Not many of them, it’s true” by Gregory Orr Not many of them, it’s true, But certain poems In an uncertain world— The ones we cling to: They bring us back Always to the beloved Whom we thought we’d lost. As surely as if the words Led her by the hand, Brought him before us.
- ["What Do You Do?" 5 Things to Know About Philanthropic Advisors](https://philagiving.com/2019-5-27-what-do-you-do-5-things-to-know-about-philanthropic-advisors/) - When I meet people for the first time and they ask what I do, I get a thrill in the telling. They often have their own vague ideas, but after hearing my answer, I invariably hear “Wow, you have an amazing job!” Oh yeah. I absolutely do. This blog about what I do as a
- [Summer Reading for the Times](https://philagiving.com/2020-6-1-bqjvp69q7mxamf8zvw1fkibph2d7bh/) - by Lauren Janus I think we can all agree it’s been a long spring. With summer’s sultry nights and icy drinks just around the corner, in normal times, we’d be searching for the best escapist reads. But these days are far from normal. If picking up a copy of the latest crime fiction doesn’t feel quite
- [Reflections on 2019](https://philagiving.com/2019-12-1-reflections-on-2019/) - Do not be daunted by the enormity of the world’s grief. Do justly, now. Love mercy, now. Walk humbly, now. You are not obligated to complete the work, but neither are you free to abandon it.-- The TalmudWith 2019 nearing its end, I began reflecting on the past year over the Thanksgiving holiday. Sitting outside
- [My Take on Your Philanthropic Plan: Five Things to Consider](https://philagiving.com/2018-2-28-td9mjzvwzccoqg06f3nu5bpo57td1o/) - I talk with people every day who are thinking about beginning or expanding their philanthropic giving. This includes both individuals who have a few extra dollars they would like to contribute to those who are looking to make a significant impact with their giving. Whether you have $5 or $5 million, many of the steps
- [How You Can Respond to the COVID-19 Pandemic](https://philagiving.com/2020-3-14-how-you-can-respond-to-the-covid-19-pandemic/) - We have compiled a list of funds and organizations mobilized to help respond to COVID-19. It will be updated regularly so check back often for the latest. If a resource is missing and you would like us to include it, please e-mail Olivia (at) philagiving (dot) com. More generally, below are other resources and ways
- [Giving Profile: Disaster Philanthropy](https://philagiving.com/2019-7-1-giving-profile-disaster-philanthropy/) - Here in the Pacific Northwest, we are known for our rainy winters and springs. The persistent dampness and temperate climate are what give Washington State, where I live, its name, The Evergreen State. But in the past two years, I’ve witnessed the emergence of a new time of year, wildfire season. Epic drought for the
- [Giving by High-Profile Individuals](https://philagiving.com/2019-3-3-giving-by-high-profile-individuals-1-n9m5g/) - Ellen DeGeneres, Brad Pitt, LeBron James, Mark Ruffalo, Oprah Winfrey. These entertainment industry superstars not only lend their names to charitable causes around the globe, they are also among the growing number of celebrities collectively giving over $1 billion dollars to causes ranging from the environment, to education, race and gender issues. Whether it’s J.K.
- [Giving Across the Pond](https://philagiving.com/2020-2-20-giving-across-the-pond-by-lauren-janus/) - By Lauren Janus This summer, our family will move back to the US after close to 8 years spent in the United Kingdom. It’s been, as they say here, “a brilliant” ride. I’ve made lasting friendships, gained an appreciation for a proper cup of tea, and had two British babies on this undeniably chilly isle.
- [Faith and Charity](https://philagiving.com/faithandcharity/) - Depending on the part of the country in which you live, it may not be obvious how central religious giving is to the philanthropic sector in the United States. Donors in parts of the country that are more religious, tend to give more, give more widely, and volunteer more. For example, Southern donors give roughly
- [Community Colleges: The Unsung Heroes of Higher Ed](https://philagiving.com/2019-9-3-community-colleges-the-unsung-heroes-of-higher-ed/) - When donors think of giving to education, they most often one thinks of K-12 education (including early learning initiatives) and higher ed—the latter being the granddaddy of all philanthropic giving. In 2018, over $45 billion were earmarked to higher-education alone, and much of it went to the investment pools (a.k.a. endowments) of elite universities. Yet,
- [Case Study: Executor to multi million dollar estate partners with Phīla Engaged Giving to create a lasting legacy for beloved friends](https://philagiving.com/2018-5-7-case-study-executor-to-multi-million-dollar-estate-partners-with-phila-engaged-giving-to-create-a-lasting-legacy-for-beloved-friends/) - Written by Elizabeth KainIn 2014, Claudi Wilson found herself executor to the estate of beloved friends she had known for more than forty years. Martin (Marty) and Jeanette (Jan) Manhoff had entrusted Claudi with their legacy but had provided little guidance on how to move forward after their passing. The will stated only that Claudi

## Pages

- [Giving With Heart, Head, And Soul](https://philagiving.com/) - Award-winning philanthropic advisors helping families, individuals & estates give with purpose. Strategic giving rooted in trust, values & social impact.
- [Insights](https://philagiving.com/insights/) - Phīla Insights Insights Resources In The Press Newsletters Giving Strategy & Practice The Share Fund: No Applications. No Gatekeeping. Just Trust. July 6, 2026 Tools Beyond Giving Abundance Is Not What We Accumulate. It’s What We Circulate June 29, 2026 For Advisors Staying the Course in Times of Market Uncertainty June 2, 2026 Family Philanthropy
- [Newsletters](https://philagiving.com/newsletters/) - Newsletters Insights Resources In The Press Newsletters Newsletters Insights in Philanthropy Sign-up to receive our monthly newsletter, Insights in Philanthropy June Insights in Philanthropy☀️🕶️🏖️ 06/02/2026 May Insights in Philanthropy🌤️💐🪴 05/05/2026 April Insights in Philanthropy 🦋🐥🌷 04/08/2026 March Insights in Philanthropy 👩🏻‍⚖️🥇⛷️🏆 03/03/2026 February Insights in Philanthropy💟✊🏾 02/03/2026 January Insights in Philanthropy❄️🧤🧣 01/06/2026 December Insights in
- [Social Media/Brand Manager (Contract)](https://philagiving.com/about/careers/social-media-brand-manager-contract/) - Careers: Phīla Engaged Giving seeks a Social Media Manager / Brand Manager to provide temporary contract work for one of our clients.
- [Careers](https://philagiving.com/about/careers/) - Careers Our Team Phīla Engaged Giving Thoughtful people shaping the future of philanthropic advising. At Phīla Engaged Giving, we work with individuals, families, and institutions who want their generosity to reflect their values and contribute to a more just and equitable world. Our work is defined by depth in our thinking as well as our
- [Team](https://philagiving.com/about/team/) - The Phīla Team Our Approach Meet Our Team All Collaborating Partners Foundation Management Leadership Philanthropic Advisory Load More No more members Philanthropic Advisors Leadership Operations Client Associates Collaborating Partners It’s hard work to figure out and it’s hard to know where to begin, but this process has been amazing. A year ago, we couldn’t even
- [Stephanie Ellis-Smith](https://philagiving.com/pvf/stephanie-ellis-smith/) - The Phīla Venture Fund Board Phīla Venture Fund Stephanie Ellis-Smith President Stephanie is a Chartered Advisor in Philanthropy (CAP®) with extensive experience in advising high-impact individuals and companies. She believes strongly in being a compassionate and generous member of society and brings nearly 30 years of professional and personal life experience in governance, family wealth,
- [Hali Lee](https://philagiving.com/pvf/hali-lee/) - The Phīla Venture Fund Board Phīla Venture Fund Hali Lee Treasurer Hali Lee has spent her career doing her best to democratize and diversify the field and practice of philanthropy. She is a Co-Founder of the Donors of Color Network (the first national network of high net wealth donors of color) and was part of
- [Jilla Tombar](https://philagiving.com/pvf/jilla-tombar/) - The Phīla Venture Fund Board Phīla Venture Fund Jilla Tombar Secretary Jilla Tombar, CAP® is a philanthropic advisor, systems-change strategist, and nonprofit management expert dedicated to leveraging the platform of philanthropy to facilitate and support innovative, community-led solutions addressing social, economic, and climate justice. With over two decades of experience as a nonprofit leader, grantmaker,
- [Phīla Venture Fund](https://philagiving.com/pvf/) - Moving Wealth for Greater Impact Fiscal sponsorship, pooled funds, and trustee services to move charitable dollars toward bold ideas and collaborative solutions. Empowering philanthropists to fulfill their charitable potential Phīla Venture Fund is Phīla’s philosophy in action—a nimble 501(c)(3) that moves money to communities with urgency and care. We remove barriers for donors, support bold,
- [Our Approach](https://philagiving.com/about/our-philosophy/) - Our Approach Our Team The Phīla Philosophy Philanthropy Reimagined We believe philanthropy is most powerful when it reflects who you are and what you stand for. Our work is rooted in the belief that wealth should move in service of equity, justice, and human connection.We steward authentic connections between donors and social sector leaders to
- [Contact Us](https://philagiving.com/contact-us/) - Phīla Engaged Giving 1809 7th Avenue, Suite 409 Seattle, WA 98101-1341 Phīla Engaged Giving c/o Impact House 200 W. Madison St Chicago, IL, 60606 Get in Touch 206-487-4300 info@philagiving.com Call us at 206-487-4300 or fill out our request form, and we’ll respond promptly, usually within two business days. Media Inquiries We’re happy to be a
- [Case Studies](https://philagiving.com/casestudies/) - What We DoCase Studies What we do Who we serve Our Team 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. Read the Case Study A Young
- [Sayuri’s Sharing Book 2025](https://philagiving.com/sayuris-sharing-book-2025/) - Sayuri’s Sharing Book 2025
- [Opt-out preferences](https://philagiving.com/opt-out-preferences/) - Opt-out preferences This page was last changed on July 7, 2025, last checked on July 7, 2025 and applies to citizens and legal permanent residents of the United States.1. IntroductionOur website, https://philagiving.com (hereinafter: “the website”) uses cookies and other related technologies (for convenience all technologies are referred to as “cookies”). Cookies are also placed by
- [Terms and Conditions](https://philagiving.com/terms-and-conditions/) - Terms and Conditions Terms and ConditionsThe Terms and Conditions were last updated on July 7, 20251. IntroductionThese Terms and conditions apply to this website and to the transactions related to our products and services. You may be bound by additional contracts related to your relationship with us or any products or services that you receive from
- [Who We Serve](https://philagiving.com/who-we-serve/) - Who We Serve From first-time donors to multi-generational families, we meet each client where they are - and help them move forward with purpose We Enable Strategic, Values-Aligned Philanthropy We work with generous individuals and families who aspire to align their giving with their values and ensure their wealth has transformational impact. Whether you’re just
- [In the Press](https://philagiving.com/in-the-press/) - In the Press Insights Resources In The Press Newsletters In the Press MrBeast and the Rockefeller Foundation are teaming up to spark youth philanthropy APNEWS November 24, 2025 Op-Eds and Articles Wealthy People Want to Give More. Why Aren’t They? Chronicle of Philanthropy October 31, 2025 In the Press What Fundraisers Should Know About Big
- [Contact Us - PVF](https://philagiving.com/pvf/contact-us-pvf/) - Call us at 206-487-4300 or fill out our request form, and we’ll respond promptly, usually within two business days. Serving givers who want to do more with their wealth. Contact us Our Phone206-487-4300 Our Emailinfo@philagiving.com Contact us for more information Phīla Venture Fund is a 501(c)(3) nonprofit based in Washington State. Our Federal EIN/Tax ID number is
- [Books and Articles](https://philagiving.com/resources/) - Resources Insights Resources In The Press Newsletters Book and Articles HELPFUL ARTICLES Are Women Donors the Key to Unlocking More Giving?– Heather McLeod Grant and Jessica Robinson Love, Stanford Social Innovation ReviewCharitable Needs Evolve After Disasters– Wall Street JournalCivil Society Is Under Attack. What Is It, Anyway? – Ben Soskis, Chronicle of PhilanthropyFamily Values: Behind
- [Privacy Policy](https://philagiving.com/privacy-policy/) - Last Modified Date: April 4, 2025 Introduction Phila Engaged Giving, LLC (“Phila” or “We”) respects the privacy of its customers, business partners, and other visitors to Phila’s website who may choose to provide Personal Information (as defined below).This Privacy Policy (“Policy”) applies to information collected by Phīla which relates to you as a natural person
- [What We Do](https://philagiving.com/what-we-do-old/) - What We Do We provide strategic guidance and transformative solutions to ultra-high net wealth families and family offices engaging in philanthropy. Philanthropic Advisory Services for Individuals and Families Foundation Management Services Fractional Philanthropic Advisory Services Charitable Estate Services Fiscal Sponsorship and Tax-Exempt Services Coaching and Board/Family Meeting Facilitation Testimonials We empower our clients to be
- [Who we are](https://philagiving.com/about/) - $28.90M Assets under management $6bn Saved for clients annually 90% Repeat clients or referrals 120+ Professionals values We Operate with Unwavering Honesty & Integrity We offer a deeply personalized approach, providing objective, customized advice, seamless wealth management, and exclusive access to private investments, all designed to help clients reach their goals and build lasting wealth.

## Our Team

- [Stephen Robinson](https://philagiving.com/our-team/stephen-robinson/) - Since 2014, Stephen’s work in philanthropy has taken him from advising high-net-wealth donors as a senior philanthropic advisor at Seattle Foundation to sitting in deep listening with Black community leaders across Washington State as the director of community engagement and learning for the Black Future Coop Fund. Across those roles, he focused on one question:
- [Stephanie <br>Ellis-Smith](https://philagiving.com/our-team/stephanie-ellis-smith/) - Stephanie is a Chartered Advisor in Philanthropy (CAP®) with extensive experience in advising high-impact individuals and companies. She believes strongly in being a compassionate and generous member of society and brings nearly 30 years of professional and personal life experience in governance, family wealth, and nonprofit leadership to the social sector.In the wake of the
- [Rugiatu Jalloh](https://philagiving.com/our-team/rugiatu-jalloh/) - Rugiatu 'Rugie' Jalloh brings a decade of experience across philanthropy, nonprofit operations, and community-centered initiatives, with a strong track record of supporting organizations through strategic planning, partnership development, and operational support. Grounded in relationship-building and a systems-oriented approach, she believes durable impact is created when people, processes, and resources are thoughtfully aligned. At Phila, Rugie
- [Paige Woods](https://philagiving.com/our-team/paige-woods/) - Paige is a strategist, researcher, and impact producer with extensive experience in audience building, project development, event planning and facilitation. As a trained ethnographer, Paige believes in the power of community-driven research and design thinking to produce ideas, spaces, and strategies that promote and sustain the wellbeing of Black communities. Paige received her Bachelor of
- [Janell Turner](https://philagiving.com/our-team/janell-turner/) - Janell is a Certified Specialist in Planned Giving (CSPG), a Chartered Advisor in Philanthropy (CAP®), and a Certified 21/64 Advisor in multi-generational family philanthropy. She stewards her deep knowledge of the field to help philanthropists navigate the how, what and why of social change so that their giving is more joyful, purpose-driven, and informed.Janell’s passion
- [Tova Robbins](https://philagiving.com/our-team/tova-robbins/) - Tova Robbins brings warmth, precision, and a thoughtful approach to her part-time role as Executive Assistant at Phīla. With a keen eye for detail and a steady hand in multitasking, she supports the full team by coordinating calendars, managing travel logistics, registering for events, and handling day-to-day administrative needs that keep operations running smoothly. Whether
- [Sonia Nussbaum](https://philagiving.com/our-team/sonia-nussbaum/) - As a Grants Associate, Sonia Nussbaum supports the team by stewarding client relationships and advancing intentional, values-aligned strategies. A true “people person” Sonia is especially attuned to what motivates givers and is energized by identifying new opportunities that deepen both purpose and impact. She is a member of Chicago Foundation for Women Young Women’s Giving Council,
- [Sofia Michelakis](https://philagiving.com/our-team/sofia-michelakis/) - Sofia is a connector, guide, and leader who brings considerable experience in philanthropy and social impact to help people bring their vision for change to life. Known for her creativity and insight, she has partnered with hundreds of generous high net wealth and ultra high net wealth individuals and families, supporting bold, values-driven decisions. Whether
- [Celiz Aguilar McClish](https://philagiving.com/our-team/celiz-aguilar-mcclish/) - Celiz is a dedicated social impact professional who approaches her work with curiosity and joy. She is an idea-generator, problem-solver, and community builder passionate about co-creating strategic solutions to complex issues.Celiz received her M.A. in Industrial and Organizational Psychology from Seattle Pacific University and is Certified in Design Thinking. She brings over a decade of
- [Sindhu Knotz](https://philagiving.com/our-team/sindhu-knotz/) - Drawing on two decades of management consulting and organizational development experience across the philanthropic, corporate, and public sectors, Sindhu partners with the Phīla Engaged Giving team as a strategic advisor, executive coach, and team facilitator. Most recently, Sindhu was a Principal on the ESG and Social Impact team of Point B - a national management
- [Lauren Janus](https://philagiving.com/our-team/lauren-janus/) - A native of the nonprofit sector, Lauren has held every seat at the table from fundraiser to senior leadership positions and has a keen understanding of the unique challenges and critical role of nonprofit organizations around the world. After a decade earning her nonprofit chops in organizations as diverse as United Way, AARP and Al
- [Mark Greer](https://philagiving.com/our-team/mark-greer/) - Mark Greer is a philanthropic advisor and legacy strategist who helps ultra-high-net-wealth families, next-generation leaders, and family offices align wealth with purpose. At Phīla Engaged Giving, he guides clients through deeply personal philanthropic journeys, crafting giving strategies that honor family values, build intergenerational legacy, and reflect a commitment to impact with integrity.With a background in
- [Claudia DeCasas](https://philagiving.com/our-team/claudia-decasas/) - Claudia brings her meticulous organizational skills, creativity, and can-do attitude to her role in supporting the Phīla team. You’ll find her facilitating communication, coordinating projects, managing schedules, and more. While she mainly provides back-end structural support at Phīla, she also lends her skills in project management and grants management.She has a professional and personal background
- [David Bowermaster](https://philagiving.com/our-team/david-bowermaster/) - David Bowermaster is founder and CEO of Fireside Strategy, a strategic communications consultancy with a primary focus on philanthropy, family offices, and the nonprofit sector. He is an experienced communicator, storyteller, and collaborator who has partnered with global leaders in philanthropy, technology, law, and policy. In addition to his work at Fireside, he is a
- [Sewheat Asfaha](https://philagiving.com/our-team/sewheat-asfaha/) - Sewheat comes to this work with a background in participatory grantmaking and grants management, and a deep passion for centering impacted people as leaders. As a Client Associate, she provides research and project management support to client engagements. She is excited to help operationalize big picture visions, and support processes that lead to deep learning

## Case Studies

- [A Couple Who Asked: What if We Didn’t Call All the Shots?](https://philagiving.com/case-studies/a-couple-who-asked-what-if-we-didnt-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.
- [A Young Inheritor Passionate About Social Justice](https://philagiving.com/case-studies/rooted-in-justice-guided-by-purpose/) - Raised with a tradition of giving, Sara turned to Phīla with a goal of aligning her assets more closely with her values.
- [An Exceptionally Generous Couple Who Needed a Plan](https://philagiving.com/case-studies/turning-generosity-into-strategy/) - 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.
- [A Family Seeking Expert Solutions for Urgent Charitable Estate Planning](https://philagiving.com/case-studies/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.
- [A Multi-Generational Family Foundation Looking to Sunset](https://philagiving.com/case-studies/philanthropic-legacy-reimagined/) - 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.

## Press

- [Wealthy People Want to Give More. Why Aren’t They?](https://www.philanthropy.com/opinion/wealthy-people-want-to-give-more-why-arent-they/#new_tab)
- [MrBeast and the Rockefeller Foundation are teaming up to spark youth philanthropy](https://apnews.com/article/mrbeast-jimmy-donaldson-rockefeller-foundation-18f75839ecf7276a14bfcaf7caba07ba#new_tab)
- [What Fundraisers Should Know About Big Donors’ Thinking Right Now](https://www.philanthropy.com/article/what-fundraisers-should-know-about-big-donors-thinking-right-now#new_tab)
- [Nonprofits Need Your Support to Combat COVID-19 Outbreak](https://philagiving.com/press/nonprofits-need-your-support-to-combat-covid-19-outbreak/)
- [Tech Entrepreneurs Bring New Approaches, Challenges to Philanthropy](https://philagiving.com/press/tech-entrepreneurs-bring-new-approaches-challenges-to-philanthropy/)
- [Helping Your Community Heal Through Charity](https://philagiving.com/press/helping-your-community-heal-through-charity/)
- [On Helping People People Connect to the Beauty and Breadth of Black-led Organizations: An Interview with Stephanie Ellis-Smith](https://philagiving.com/press/on-helping-people-people-connect-to-the-beauty-and-breadth-of-black-led-organizations-an-interview-with-stephanie-ellis-smith/)
- [Charities Adapt to Engage with Influential Wave of Next-gen Donors](https://philagiving.com/press/charities-adapt-to-engage-with-influential-wave-of-next-gen-donors/)
- [Looking Forward to Giving Back, E16 | “Your Whisper is a Roar”, the X-Ray Year, and Three Tips for Talking to Clients about Philanthropy](https://philagiving.com/press/looking-forward-to-giving-back-e16-your-whisper-is-a-roar-the-x-ray-year-and-three-tips-for-talking-to-clients-about-philanthropy/)
- [Wealthy Use Loophole To Reap Tax Breaks, And Delay Giving Away Money](https://philagiving.com/press/wealthy-use-loophole-to-reap-tax-breaks-and-delay-giving-away-money/)
- [MacKenzie Scott Acknowledges Another $2B in Donations](https://philagiving.com/press/mackenzie-scott-acknowledges-another-2b-in-donations/)
- [The Kindness Project, E248 | Shower Gel, Running and we have part 2 of our interview with Lauren Janus from Phīla Engaged Giving](https://philagiving.com/press/the-kindness-project-e248-shower-gel-running-and-we-have-part-2-of-our-interview-with-lauren-janus-from-phila-engaged-giving/)
- [The Kindness Project, E62 | Condiments, @pastagrannies and we have part 1 of our interview with Lauren Janus](https://philagiving.com/press/the-kindness-project-e62-condiments-pastagrannies-and-we-have-part-1-of-our-interview-with-lauren-janus/)
- [Radhacal Good, S1E6 | Don’t Let the IRS Limit How You Give Back, with Stephanie Ellis-Smith](https://philagiving.com/press/radhacal-good-s1e6-dont-let-the-irs-limit-how-you-give-back-with-stephanie-ellis-smith/)
- [Opinion: Nonprofits Need Your Support to Combat COVID-19 Outbreak](https://philagiving.com/press/opinion-nonprofits-need-your-support-to-combat-covid-19-outbreak/)
- [We Practice Trust-Based Philanthropy. Here’s What it Looks Like](https://philagiving.com/press/we-practice-trust-based-philanthropy-heres-what-it-looks-like/)
- [The 10 Most Popular SSIR Articles of 2024](https://philagiving.com/press/the-10-most-popular-ssir-articles-of-2024-stanford-social-innovation-review/)
- [A Seattle Philanthropist’s Guide for Giving Back](https://philagiving.com/press/a-seattle-philanthropists-guide-for-giving-back/)
- [Purposeful Planning Podcast, S1:E4 | Connecting Family Philanthropists Across Generations](https://philagiving.com/press/purposeful-planning-podcast-s1e4-connecting-family-philanthropists-across-generations/)
- [How a Tide of Tech Money is Transforming Charity](https://philagiving.com/press/how-a-tide-of-tech-money-is-transforming-charity/)
- [Soros’ Open Society Foundations say their restructuring is complete and pledge $400M for green jobs](https://philagiving.com/press/soros-open-society-foundations-say-their-restructuring-is-complete-and-pledge-400m-for-green-jobs-ap-news/)
- [Winner, Philanthropy Advice, Family Wealth Report Awards (2024)](https://philagiving.com/press/winner-philanthropy-advice-family-wealth-report-awards-2024/)
- [Finalist, Philanthropy Advice, Family Wealth Report Awards](https://philagiving.com/press/finalist-philanthropy-advice-family-wealth-report-awards/)
- [Winner, Philanthropy Offering or Advice (Americas), Wealth for Good Awards (June 26, 2025)](https://philagiving.com/press/winner-philanthropy-offering-or-advice-americas-wealth-for-good-awards-june-26-2025/)
- [Winner, Overall Female Executive Championing a Wealth for Good Strategy (Americas)](https://philagiving.com/press/winner-overall-female-executive-championing-a-wealth-for-good-strategy-americas/)
- [The Benefits of Reciprocity](https://philagiving.com/press/the-benefits-of-reciprocity/)
- [Donor Revolts, Fundraising,  Fallout, and Why the Ivy League’s Turmoil Matters to All Nonprofits](https://philagiving.com/press/donor-revolts-fundraising-fallout-and-why-the-ivy-leagues-turmoil-matters-to-all-nonprofits/)
- [Funders Fundraising: A New Philanthropic Trend](https://philagiving.com/press/funders-fundraising-a-new-philanthropic-trend/)
- [3 Questions to Ask in This Era of Uncertainty](https://philagiving.com/press/3-questions-to-ask-in-this-era-of-uncertainty/)
- [Breaking Barriers or Bearing Burdens? The Double Edged Sword of Women in Spend Down Philanthropy](https://philagiving.com/press/breaking-barriers-or-bearing-burdens-the-double-edged-sword-of-women-in-spend-down-philanthropy/)
- [The Donor Revolt May Be Behind Us, but Fundraisers Can Expect Tensions, Dust-Ups](https://philagiving.com/press/the-donor-revolt-may-be-behind-us-but-fundraisers-can-expect-tensions-dust-ups/)
- [The Next Generation of Big Donors Favors Causes of Institutions](https://philagiving.com/press/the-next-generation-of-big-donors-favors-causes-of-institutions/)

## What We Do

- [Foundation Management Services](https://philagiving.com/what-we-do/foundation-management-services/)
- [Services For Professional Advisors](https://philagiving.com/what-we-do/services-for-professional-advisors/) - Partnering with wealth managers, attorneys, and accountants to deliver meaningful impact.
- [Fiscal Sponsorship and Tax-Exempt Services ](https://philagiving.com/what-we-do/fiscal-sponsorship-and-tax-exempt-services/)
- [Charitable Estate Services](https://philagiving.com/what-we-do/charitable-estate-services/)
- [Philanthropic Advisory Services for Individuals and Families](https://philagiving.com/what-we-do/philanthropic-advisory-services-for-individuals-and-families/)
- [Coaching and Facilitation](https://philagiving.com/what-we-do/coaching-and-board-family-meeting-facilitation/)

## Categories

- [Family Philanthropy](https://philagiving.com/category/family-philanthropy/)
- [Giving Strategy & Practice](https://philagiving.com/category/giving-strategy-practice/)
- [Tools Beyond Giving](https://philagiving.com/category/beyond-philanthropy/)
- [Client Stories & Case Studies](https://philagiving.com/category/client-stories-case-studies/)
- [Inside Phīla](https://philagiving.com/category/inside-phila/)
- [Sector insights & trends](https://philagiving.com/category/sector-insights-trends/)
- [Legacy & Estate Giving](https://philagiving.com/category/legacy-estate-giving/)
- [For Advisors](https://philagiving.com/category/for-advisors/)

## Tags

- [Environment](https://philagiving.com/tag/environment/)
- [women](https://philagiving.com/tag/women/)
- [Philanthropy](https://philagiving.com/tag/philanthropy/)
- [education](https://philagiving.com/tag/education/)
- [impact investing](https://philagiving.com/tag/impact-investing/)
- [family](https://philagiving.com/tag/family/)
- [community](https://philagiving.com/tag/community/)
- [Year end](https://philagiving.com/tag/year-end/)
- [politics](https://philagiving.com/tag/politics/)
- [spend down](https://philagiving.com/tag/spend-down/)
- [next gen](https://philagiving.com/tag/next-gen/)
- [wealth transfer](https://philagiving.com/tag/wealth-transfer/)
- [Lauren Janus](https://philagiving.com/tag/lauren-janus/)
- [tools](https://philagiving.com/tag/tools/)
- [Sofia Michelakis](https://philagiving.com/tag/sofia-michelakis/)
- [tax](https://philagiving.com/tag/tax/)
- [faith](https://philagiving.com/tag/faith/)
- [guest blogs](https://philagiving.com/tag/guest-blogs/)
- [racial justice](https://philagiving.com/tag/racial-justice/)
- [Janell Turner](https://philagiving.com/tag/janell-turner/)
- [Stephanie Ellis-Smith](https://philagiving.com/tag/stephanie-ellis-smith/)
- [trust based](https://philagiving.com/tag/trust-based/)
- [fun](https://philagiving.com/tag/fun/)
- [technology](https://philagiving.com/tag/technology/)
- [Mark Greer](https://philagiving.com/tag/mark-greer/)

## Team Categories

- [Philanthropic Advisory](https://philagiving.com/team-category/philanthropic-advisors/)
- [Leadership](https://philagiving.com/team-category/leadership/)
- [Collaborating Partners](https://philagiving.com/team-category/collaborating-partners/)
- [Foundation Management](https://philagiving.com/team-category/foundation-management/)

## Press Categories

- [In the Press](https://philagiving.com/press-category/in-the-press/)
- [Op-Eds and Articles](https://philagiving.com/press-category/op-eds-and-articles/)
- [Podcasts](https://philagiving.com/press-category/podcasts/)
- [Selected awards](https://philagiving.com/press-category/selected-awards/)