Your trusted partner in philanthropy to bring your clients’ mission to life
Attorneys, financial planners, and tax professionals play a vital role when individuals and families begin planning their charitable giving. We value the trusted relationships you build with your clients and understand the important role you play in shaping their philanthropic vision. Our team works alongside you to align your clients’ values and financial goals with smart, effective giving strategies that make a lasting difference in the community. Together, we help turn charitable intent into meaningful, measurable impact.
How We Can Help
- Facilitate family conversations that uncover values and align multigenerational giving goals
- Design tailored giving strategies that integrate with financial, tax, and estate plans
- Advise on complex assets like private equity, real estate, and closely held businesses
- Source trusted nonprofits through our U.S. and global network of issue-area experts
- Provide ongoing support to adapt giving plans as clients’ lives and goals evolve
- Be a trusted partner to you to deepen your relationships with your client
Customized Giving Strategies
Many families want to make meaningful charitable contributions but are unsure where to start or how to structure their giving for maximum impact.We work with your clients to define charitable priorities, identify trusted nonprofits, and design personalized, high-impact giving plans.
Complex Philanthropic Vehicles
Most high-net-wealth families oversee–or are deciding whether to create–complex charitable vehicles such as private foundations, charitable trusts, LLCs, and donor-advised funds. We help structure and advise on these vehicles, ensuring they are fit-for-purpose and aligned with the family’s values and financial goals. We can also manage your client’s grant selection, distribution, and reporting processes.
Multi-Generational Engagement
Philanthropy is often a vehicle for passing down values and fostering unity across generations. We facilitate conversations and create tailored learning journeys that engage the next generation and preserve family legacy through shared philanthropic vision.
Legacy & Transition Planning
We help clients articulate and document their charitable vision, including through bequests, charitable beneficiary designations, and succession plans for foundations or donor-advised funds. Our approach ensures their values and intentions are clearly carried forward, offering peace of mind and a lasting impact for future generations.
Making the world a better place with humility, clarity, and compassion
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We help you deliver deeper value to your clients by bringing philanthropic expertise into your offering—flexibly and seamlessly
“WE DID IT. With your guidance and knowledge I feel so happy with our decisions. We can make a difference with the Trust’s generosity—their work and spirit will live on! I truly value your expertise and friendship throughout this process.”
“Thank you so much for helping us make progress on our philanthropy and legacy planning business. You are a rock star!”
Thank you for consistently sharing clear, timely resources that help us better serve our clients. We are fortunate to have you and Phīla Engaged Giving as a thought partner and collaborator. We all benefit from your insights and understanding of the philanthropy community.
