What We Do
Fiscal Sponsorship and Tax-Exempt Services 
Fiscal Sponsorship and Tax-Exempt Services

Move quickly to launch new mission-driven projects

Our clients often come to us with time-sensitive opportunities to advance their philanthropy and are eager to begin work quickly. Other times they want to create vehicles to give alongside other funders or launch a new charitable program but don’t know where to start. 

We can support short-term and long-term mission-driven programs, campaigns, and other philanthropic efforts. Leveraging the Phīla Venture Fund and other tools, we can work with clients immediately to accept and distribute charitable funds, create and pilot a giving strategy, and sunset a program or launch it into the social sector. 

Phīla Engaged Giving – philanthropic advisors helping individuals, families, and foundations give with purpose, clarity, and social impact
The High-Level How we do it

How We Can Help

  • Provide fiscal sponsorship and oversight of new philanthropic initiatives
  • Facilitate group learning and guide the design of collective giving platforms 
  • Set up and administer pooled donor funds to streamline collaborative giving operations
  • Direct dollars to organizations that are often overlooked and underfunded
  • Receive charitable funds and distribute them in line with your grantmaking strategy

Grants Management

We give our clients the option to “outsource” the administration of their giving. For donors who transfer charitable funds to Phīla Venture Fund, we can take on all grantmaking and program management responsibility, including due diligence, fund distribution, grantee communications, and reporting.

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

Program Stewardship

Securing permanent nonprofit status can be a costly and lengthy process, and the challenges are only getting worse.  For small organizations or short-term campaigns, the difficulties can kill projects before they see the light of day.  By providing fiscal sponsorship we can offer an alternative means to get your initiative off the ground.

Collaborative Giving

Philanthropic collaboration can take many forms, from donors who want to go on a shared learning journey to givers who want to pool funding or launch a giving circle. We help philanthropic individuals, families, and other entities customize platforms to accomplish their collective giving goals and can administer pooled funds once they are established.

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

Community Connections

We have extensive, hands-on experience and strong relationships in the nonprofit sector. Our staff is deeply connected to historically marginalized communities and brings a trust-based approach to building grantee relationships. We can support donors seeking to share their wealth and power by setting up and facilitating committees of diverse stakeholders who determine how individual grants are distributed. 

Making the world a better place with humility, clarity, and compassion

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.
Read the Case Study

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.
Read the Case Study

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.
Read the Case Study
Phīla Engaged Giving – philanthropic advisors helping individuals, families, and foundations give with purpose, clarity, and social impact

Lorem ipsum dolor sit amet consectetur adipiscing elit.

Pulvinar vivamus fringilla lacus nec metus bibendum egestas. Iaculis massa nisl malesuada lacinia integer nunc posuere. Ut hendrerit semper vel class aptent taciti sociosqu. Ad litora torquent per conubia nostra inceptos himenaeos.

Testimonials

We empower our clients to be activists for the causes and issues they believe in by employing not just their treasure, but also their talent, time, and ties

It has been a really excellent experience, and so awesome! Great to have the extra engines you provided to get us going! Thank you.

Family Member participant in a giving circle hosted by Phīla

Learn About Our Other Services

Phīla Engaged Giving – philanthropic advisors helping individuals, families, and foundations give with purpose, clarity, and social impact
Philanthropic Advisory Services for Individuals and Families
Phīla Engaged Giving – philanthropic advisors helping individuals, families, and foundations give with purpose, clarity, and social impact
Foundation Management Services
Phīla Engaged Giving – philanthropic advisors helping individuals, families, and foundations give with purpose, clarity, and social impact
Services For Professional Advisors
Phīla Engaged Giving – philanthropic advisors helping individuals, families, and foundations give with purpose, clarity, and social impact
Charitable Estate Services