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Library

Phil

Phil builds embedded donor-advised fund infrastructure for wealth firms and their advisors.

San Francisco, CA, US🇺🇸

Founded

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Phil Website, Blog & Press Pages - aVenture

Phil - Library

withphil.comCrawled Sep 24, 2026

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1 page

Resources/resources
Guides for advisors on donor-advised funds, complex asset contributions, and tax-efficient charitable giving for UHNW clients.

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1 page

Homepage/
Modern Donor-Advised Fund Infrastructure

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4 items

Phil Administration Inc. Files Form D SEC Notice for $2.5M Seed Offeringsec.gov/Archives/edgar/data/2067457/000123191925000044/xslFormDX01/primary_doc.xml
Phil Administration Inc. files a Form D notice with the SEC, disclosing a $2.5 million seed offering. The company is headquartered in San Francisco, California, and filed the notice on May 8, 2025.
May 2025 · SEC EDGARNews article
Jeff Conn Named CEO of Phil Advisors LLClinkedin.com/in/jeff-conn
Jeff Conn is named CEO of Phil Advisors LLC, a San Francisco-based financial advisory firm. He previously served as Co-CEO of NPact and has experience in the donor-advised fund and community giving space.
Jan 2025 · LinkedInNews article
NPact and the Rise of Digital Philanthropy Solutionsnpact.org
NPact, led by Jeff Conn, pioneered digital tools for community foundations before embedded donor-advised fund platforms like Phil emerged. The evolution reflects growing demand for charitable giving integrated into wealth management.
Jun 2024 · NPactNews article
The Evolving Landscape Of Community Giving with Jeff Conn of NPactvirtuous.org/blog/community-giving/
Jeff Conn, co-CEO of NPact, explores how community foundations are adapting in response to the rise of commercial donor-advised fund providers. He says donor-advised funds (DAFs) offer donors flexibility and help facilitate long-term dialogue between donors and nonprofits.
Jan 2024 · VirtuousNews article