We can simplify your foundation’s operations & maximize its impact
From setting strategy to streamlining grantmaking, we enable foundation leaders to focus on advancing their mission. With expert insights and governance support, we help align philanthropic goals with effective, transparent giving.
We provide tailored support in strategy development, grantmaking, and administration. Our team offers one-to-one guidance for family trustees and board chairs. If needed, we can also serve as a registered agent or trustee of your foundation.
How can we help ?
- Modernizing and enhancing foundation operations
- Assessing and updating governance practices
- Establishing clear, efficient protocols for day-to-day, back-office management
- Managing all aspects of a grantmaking cycle
- Working collaboratively with tax and accounting advisors on financial and regulatory reporting to ensure state and federal filings are complete and in compliance
Areas of expertise
Governance
We can work with you and your legal counsel to review and update key policies for the foundation, such as conflict of interest, investment policy, retention guidelines, compensation, and by-laws.
We can manage and facilitate board meetings, from preparing agendas and capturing minutes to meeting facilitation, record keeping, and follow-ups.
Grants management
We can work with you to manage all aspects of your grantmaking, from establishing annual budgets to advising on charitable beneficiaries and grant amounts, distributing grants, and facilitating decision-making. We understand your desire to engage your beneficiaries and will help manage grantee communications, coordinate site visits, and collect impact reports.
We can create personalized ‘Giving Trackers’ to categorize and organize each trustee’s annual donations. Such tools make it easy and engaging to track the impact of your giving while streamlining the process of setting future goals and projections.
Operations
We can manage the daily operations of your foundation including expense reporting, managing and tracking distributions, and file maintenance. We can act as the foundation’s registered agent and handle ongoing communications with family members andother advisors.
Strategic Review & Long Term Vision
Once your daily operations are running smoothly, we can facilitate a process to ensure the foundation’s strategic vision is up to date. We will work to ensure alignment between the values and grantmaking of the foundation. We can also assess the on-going needs of the foundation and adjust our projects and engagement as necessary.
Making the world a better place with humility, clarity, and compassion
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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.
“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!”
As a second-gen foundation trustee, I’ve seen how hard it can be to bring different voices together around the table. Our work with Phīla helped us bridge perspectives and build consensus. Our recent Board meeting was one of the best we’ve had—we voted to increase our annual giving and expand into advocacy work as a result of the clarity we gained.
