Who We Serve - Phīla Engaged Giving

Who We Serve

From first-time donors to multi-generational families, we meet each client where they are - and help them move forward with purpose

We work with generous individuals and families who aspire to align their giving with their values and ensure their wealth has transformational impact. Whether you’re just beginning or refining your philanthropic legacy, we’re here to support you and your advisors with empathy, strategy, and trust.

Individuals and Families

Phīla partners with high-net-wealth individuals, couples, and families who have a strong impulse toward philanthropy and are seeking greater purpose in their giving. From developing strategies and establishing governance systems to educating next-generation family members, we help you craft a proactive philanthropic plan that reflects your values while supporting the movements and communities at the heart of your giving. We are the go-to advisors for a new wave of wealth: young entrepreneurs and inheritors, women stepping into their financial power, and families ready to retool their giving and impact strategies for today’s world.

Family Offices

The number of family offices around the world has increased dramatically in recent years and their missions have expanded to include everything from wealth management and succession planning to sustainability, impact investing, and philanthropy. We stay closely connected to the evolving landscape of family philanthropy through organizations doing outstanding work in the field — such as the Ultra High Net Worth Institute and the Family Office Exchange — to bring you timely insights, peer connections, and best practices tailored to your goals. We are seasoned and collaborative partners that help family offices fulfill their clients’ philanthropic aspirations.

Family Foundations

Phīla advises, supports, and helps operate many types of individual and family foundations. We have expertise in foundation governance, grants management, grantee engagement, and day-to-day logistics. We can establish policies and get your foundation up-and-running, work with your existing team or our designated legal and tax advisors to ensure state and federal compliance, and manage the day-to-day logistics of budgeting and getting grants out the door.

Professional Advisors

We recognize the power of partnership, and consider philanthropy a team sport. We work closely with estate planning attorneys, wealth managers, and tax advisors to serve families who wish to deepen their philanthropic commitments. Phīla offers strategic advice that is integrated into families’ overall estate and financial plans once their philanthropic objectives have been articulated. We add value to your services by bringing an additional source of expertise to your high-net-wealth clients, serving as an extension of your team. By adding Phīla Engaged Giving to your firm’s portfolio of services, you can create the optimal solution for achieving your clients’ financial and philanthropic goals.

Charitable Estates

We are often thought partners to our clients as they consider what they want their charitable legacy to achieve, and we help build a fundamental structure for their charitable plan. We help you understand the mechanics of wealth transfer and explore the right charitable vehicles for your estate, from foundations to donor advised funds to trusts. In partnership with estate attorneys, we help clients envision and refine charitable bequests, surface planned giving options, and steward the execution of their philanthropic estate plans.

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’s been a pleasure working with you; your level of communication, understanding of the philanthropists you work with, and general kindness has stood out to me as unique.

Senior Director

Nonprofit Grantee of a Phīla Client