Contact

 

Eliza Vellines Phillips

Phillips Philanthropy Advisors

484.888.5206 m
eliza@phillipsadvisors.com

 

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Wealth Managers & Family Offices

Philanthropy Advisors can add value to your firm by:

  • Complementing your role as advisor, by helping to expand your firm’s expertise in philanthropic planning and helping your advisors respond to your clients' philanthropic needs and requests. 

  • Helping your clients articulate their philanthropic vision and goals by offering individual coaching in addition to facilitated family retreats and support for leadership transitions in family foundations. 
  • Offering tailored solutions for managing the administration of a private foundation and interacting with service providers.
  • Integrating philanthropy into your client’s experience by providing commentary on philanthropy topics for client communication, creating prospect events around philanthropy, and facilitating educational roundtables on trends and attitudes towards giving.