Thoughtful Counsel to Guide Your Giving Journey
At Phīla, we know that every individual and family has a story—whether shaped by legacy, identity, or a bold vision for what the world could be. We help you write the next chapter by turning your deeply held values into meaningful action.
Our work begins by listening. Philanthropy is deeply personal and surprisingly complicated. We help you and your loved ones move past what’s holding you back so you can give freely and confidently. With decades of experience in philanthropy, social impact, and equity-centered advising, our team serves as your trusted thought partner and supports you every step of the way.
How We Can Help
- Guide you in clarifying your philanthropic values, motivations, and goals so you feel confident about when to say yes, as well as when to say, “not now”
- Help you get “unstuck” with your giving, moving beyond reactive giving into creating a purposeful, joy-filled practice
- Engage family members across generations in joyful, appropriate ways
- Explore the right charitable vehicles for your goals, from foundations to donor advised funds to charitable trusts
- Provide ongoing learning, decision support, and thought partnership
Values-Based Discovery
We begin with a deep dive into your motivations, experiences, and personal story to uncover what drives your desire to give. Through reflective exercises and guided conversation, we help illuminate the values and beliefs that shape your philanthropic identity.
Giving Strategy & Planning
We help you articulate what matters most so your giving is more focused, purposeful, and aligned with your values. Our approach reflects best practices in philanthropy and impact investing—emphasizing strong relationships, listening to the people closest to the work, and supporting long-term impact.
Research & Vetting
We help you identify organizations, projects, and leaders that reflect your values—and that you might never find on your own. This includes not only grantmaking opportunities but also values-aligned investments and impact ventures that advance your mission. Our process is guided by trust, curiosity, and a deep respect for the people doing the work. We don’t just look at numbers—we pay attention to who’s leading, how communities are involved, and whether the work is making a meaningful difference.
Family Engagement & Legacy
We support thoughtful conversations around succession, shared decision-making, and involving the next generation in ways that feel meaningful and appropriate. Whether you’re just beginning to talk about philanthropy as a family or navigating complex dynamics, we help create space for every voice and value to be heard. Our goal is to help your giving become a source of connection—not conflict—while ensuring your values endure and evolve across generations.
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!”
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 do this work with our family, so this is a real breakthrough.
