Giving with intention.
At every scale.

For decades, the most thoughtful philanthropic guidance has been reserved for the donors writing the largest checks. Phila changes that — delivering a highly personalized giving mandate to every donor who wants one.

How It Works
01
Values Exploration
A guided conversation that surfaces what you truly care about.
02
Mission & Strategy
Translating values into a clear, durable philanthropic mission.
03
The Mandate
A living document that grows richer with every conversation and every year.
The Mandate
A living record of your philanthropic identity.

A giving mandate is not a spreadsheet or a pledge form — it is a document that captures who you are as a donor: what you believe about change, which communities you feel closest to, the kind of organizations you trust, and the theories of impact that resonate with your experience. It is the difference between giving reactively and giving with intention.

Phila builds your mandate through conversation — not forms. It listens, reflects back what it hears, and produces something genuinely personal. The more you engage, the more precise and useful it becomes.

Persistent Memory
Phila remembers you.

Most tools forget you the moment you close the tab. Phila is different — it builds a private record of everything you share, everything you reveal, and every shift in your thinking. When you come back, it already knows where you left off. Your mandate grows richer with every conversation, every grant you make, and every year of practice.

Cross-session insights
After every conversation, Phila extracts what it learned about you — tensions you surfaced, questions worth returning to, shifts in how you're thinking.
A living mandate
Your mandate is never finished — it evolves as you do. Phila nudges you to revisit and refine as your giving matures and your priorities shift.
Completely private
Your memory is yours alone. You can see exactly what Phila knows about you — and delete anything, at any time.

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— A Phila donor

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— A Phila donor
Ready to build yours?

Your clients already give.
Phila makes it count.

8 in 10 high net worth households are charitable. Help your clients achieve their most closely held goals and deepen your relationships along the way.

What Advisors Get
⬡
Private workspace per client
Each client relationship lives in its own dedicated space, separate and confidential.
◎
Mandate review & sign-off
Review and annotate mandates before clients see the final version.
◈
Real-time collaboration
Work alongside clients in the same session or asynchronously at your own pace.
≡
Full book at a glance
See all clients, mandate status, and key milestones in a single advisor dashboard.
→
Direct client invitations
Invite clients directly from your workspace — no separate signup flow for them.
Why It Matters
The most underserved part of a client relationship.

Philanthropic planning is the most underserved part of a client relationship. Clients want it. Advisors want to offer it. The gap is infrastructure — and that is exactly what Phila provides.

"Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut labore et dolore."

— A Phila advisor
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© 2026 Phila  ·  Privacy
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What Phila Remembers
Sample Mandate
The Whitfield Family
This is a sample mandate. Yours will reflect your own values, geography, and giving strategy.
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