Pick a plan and start sketching.
Whether you're an individual, a team, or an organization, we meet you where you are — and guide you into philanthropy with confidence.
Services for individuals
The Chalkbox
Start in our Content Library. Whether you're new to philanthropy or leading a growing nonprofit, you'll find the resources and templates to outline your vision and sketch your first ideas.
Getting oriented and staying informed, no commitment required.
The Drawing Board
Turn those ideas into a plan. Work with an advisor in a dedicated session to build a personalized giving plan or operational roadmap — one that's intentional and matched to your goals.
People ready for one focused working session with an advisor.
* or hourly
Friends of Philan
Are you an independent advisor or represent a firm accepting new clients? Apply to Friends of Philan — our community of advisors matched to emerging donors with shared values.
- ✓Matched to emerging donors with shared values
- ✓Community of independent advisors & emergent firms
- ✓Visibility within the Philan network
- ✓Shared resources & referrals
* Friends must meet qualifying criteria
Not sure which fits?
We'll point you in the right direction.