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Phīla March Newsletter
Phīla March Newsletter
Phīla's New Blog Post!
Phīla's New Blog Post!
A quiet transformation is underway. It’s happening in kitchens after dinner. On long walks with old friends. In text threads about kids leaving for college. In small circles forming around purpose, curiosity. Women in their 40s and 50s are experiencing bittersweet transitions as children leave home, careers evolve, and aging parents need more care. A
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Award-winning philanthropic advisors helping families, individuals & estates give with purpose. Strategic giving rooted in trust, values & social impact.
An Unplanned Journey into Philanthropy, with Stephanie Ellis-Smith | Aspiriant Podcast
An Unplanned Journey into Philanthropy, with Stephanie Ellis-Smith | Aspiriant Podcast
Stephanie Ellis-Smith shares her journey from medicine to philanthropy and how aligning wealth with values can create lasting social impact.
Purposeful Planning Symposium: Janell Turner, Keynote Speaker
Purposeful Planning Symposium: Janell Turner, Keynote Speaker
The Purposeful Planning Symposium showcases the benefits of fusing Estate Planning and Wealth Management with relational and legacy planning.
#Episode 75 - Stephanie Ellis-Smith - Founder Phila Engaged Giving
#Episode 75 - Stephanie Ellis-Smith - Founder Phila Engaged Giving
S1:E47 | Effective Family Philanthropy in Practice - Purposeful Planning Institute
S1:E47 | Effective Family Philanthropy in Practice - Purposeful Planning Institute
As families and advisors prepare for year-end giving, Stephanie Ellis-Smith, Dean of Philanthropy at the Purpose Planning Institute speaks with Nick Tedesco, President and CEO of the National Center for Family Philanthropy about what effective family philanthropy looks like today—beyond metrics and mission statements. Together they explore how clarity of purpose, equity, and family alignment can make giving both more joyful and more purposeful. Tune in for a grounded, hopeful discussion about how generosity can meet this moment with intention and impact.
What Fundraisers Should Know About Big Donors’ Thinking Right Now
What Fundraisers Should Know About Big Donors’ Thinking Right Now
Big gifts are on the upswing, but those who advise America’s ultra-wealthy say top donors continue to feel overwhelmed and in doubt about where and how to give effectively.
3 Questions to Ask in This Era of Trump and Uncertainty (The Chronicle of Philanthropy)
3 Questions to Ask in This Era of Trump and Uncertainty (The Chronicle of Philanthropy)
When the way forward is unclear, we should get curious, summon courage to face uncomfortable truths, and resolve to act differently based on what we learn.
Funders Fundraising: A New Philanthropic Trend (SSIR)
Funders Fundraising: A New Philanthropic Trend (SSIR)
More and more funders are adding a feature to their strategy: explicitly soliciting funding from their peers to amplify their own work.
S1:E24 | Philanthropy is a Team Sport - Purposeful Planning Institute
S1:E24 | Philanthropy is a Team Sport - Purposeful Planning Institute
Janell Turner, Senior Philanthropy Advisor at Phila Engaged Giving, offers insights into the interplay between philanthropy advisors & financial professionals.
Opinion | Donors’ Unrealistic Expectations Harm Nonprofits and Take the Joy Out of Philanthropy
Opinion | Donors’ Unrealistic Expectations Harm Nonprofits and Take the Joy Out of Philanthropy
A lack of time, money, and resources means nonprofits can’t always respond to gifts with the immediacy or detail that donors want. Instead, donors should focus on building trusting relationships with the organizations they support.
Apple Podcast - The Good CEO: Money + Meaning with Stephanie Ellis-Smith
Apple Podcast - The Good CEO: Money + Meaning with Stephanie Ellis-Smith
Podcast Episode · The Good CEO · 10/13/2021 · 45m
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