We ease the challenges of giving so you can focus on your mission.
Managing a private foundation can be deeply rewarding – and remarkably complex. Even the most dedicated families and advisors sometimes wonder how to remain energized about their giving while managing the operational demands that come with it.
We offer the structure, reliability, and expertise needed to keep your foundation running smoothly so you can stay focused on what matters most: your mission, your family, and your community.
How can we help ?
- Comprehensively assess your foundation operations and their fit with your mission
- Design a services plan customized to your foundation’s specific needs
- Streamline grantmaking—from budgeting and distribution to grantee communications
- Work hand-in-hand with your financial, legal, and tax advisors
- Align your philanthropy with your overall wealth and estate planning strategy
Areas of expertise
Strategy Review & Long Term Vision
We take time to understand your aspirations and ensure your foundation’s strategic vision is up to date. We partner with you to ensure alignment between your stakeholders’ values and the grantmaking of the foundation. We assess the on-going needs of the foundation and adjust our support and engagement as your vision evolves.
Operational Excellence, Without the Overhead
Building an internal foundation team can be costly and complex, particularly when you factor in staffing, overhead, and grants management. We deliver a complete, integrated back-office model at a fraction of the cost of an in-house team – no hiring, onboarding, or HR administration required.
Blending Governance and Meaning
We go beyond compliance. Every process, policy, and decision is designed to reflect your family’s and foundation’s values, mission, and long-term legacy goals – ensuring your operations are as meaningful as your giving.
Seamless Integration
We work hand-in-hand with your financial, legal, and tax advisors, aligning your philanthropy with your overall wealth and estate planning strategy. The result is a coordinated, elegant system that supports your entire advisory ecosystem.
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.
