Contact

 

Eliza Vellines Phillips

Phillips Philanthropy Advisors

484.888.5206 m
eliza@phillipsadvisors.com

 

I am so thankful to have had the privilege of working with Eliza Phillips on a Family Foundation trustee retreat. Eliza handled a complicated agenda with poise, diplomacy, creativity, tact, and professionalism at every level.  The time she spent with us was extremely well utilized... before, during and after the actual retreat.  Eliza did a fantastic job of crystallizing some of the issues we have been dealing with in our family foundation. Her follow-up report was wonderfully written and left us with clear guidelines for moving ahead in strategic ways ...and will benefit the organizations that we hope to fund for years to come. I am very grateful for Eliza's help and would enthusiastically recommend her for any Family Foundation needs. ”

Christina Kind
Trustee
Patricia Kind Family Foundation

Individuals & Families

The challenges for individual philanthropists and family foundations have become more complex as the number of nonprofit institutions and advisors have proliferated.  As families increasingly work with organizations and institutions from a local to an international scale, it is important to find an objective advisor who approaches philanthropy with your goals as the drivers for decision-making.  By choosing an independent philanthropic advisor, you gain the experience of a professional who has worked on complex gifts and understands the needs of families, organizations and institutions.

Phillips Philanthropy Advisors will work with you and your family to develop a comprehensive philanthropic master plan that reflects your family’s legacy and goals for the future.  Once a plan is in place, Phillips Philanthropy Advisors will work with you to help you accomplish your goals.  

Philanthropy is an important tool to educate future generations about your family's legacy.  Phillips Philanthropy Advisors can help you plan for generational transitions, including designing customized programs to help you educate current and future decision makers about philanthropy and grantmaking.  This could include facilitated family meetings and retreats to discuss the future direction of family philanthropy.

 

Could you benefit from working with a philanthropy advisor?
Click here to download Phillips Philanthropy Advisors' questionnaire.