Discover Your Philanthropic Path with PhilEx
PhilEx guides you on a personalized journey to align your values with impactful giving. Feel the joy and fulfillment of meaningful philanthropy while optimizing your charitable impact. Together, we'll create a lasting legacy that resonates with you and the causes you care about. Start your journey to a more meaningful and stress-free way to give today.
Start your PhilEx journey
Discover your PhilEx path and start making a meaningful impact.
See How PhilEx Works
Professional help for home improvements and modifications.
Meaningful Solutions for Professional Advisors
Connecting great people with great causes
A Philanthropic Experience
Numerous studies point to the indisputable fact that people who give to others both of their time and resources, feel happier, experience less stress and as a result, live longer! In addition to benefitting from the tax advantages of making a charitable donation, I want to help you feel happier. We can do this together in an easy, affordable and deeply meaningful way.
Something about "the problems we see, but have a solution for"
Understanding philanthropic challenges
Opportunity for Change #1
Clients of Advisors Need Guidance
Most people struggle with identifying an organization that:
Aligns with their philanthropic goals, offers more than a transactional relationship, and ensures maximum community impact.
Opportunity for Change #2
Donor Engagement & Retention
Without sustained donor support
Most organizations will not be able to fulfill their short-term and long-term missions.
PhilEx
A meaningful and sustainable approach
to charitable giving
Connecting great people with great causes.
Everyone Wins with our PhilEx program – the individual donor – the professional advisor and the charities being supported.
We like to think of ourselves as Meaningful Matchmakers!
How it works
Six simple steps to start giving with purpose
Discover, Connect, and Make a Difference with Purpose-Driven Giving.
PhilEx helps you find charities that reflect your passion and purpose in six easy steps.
The Search
If you have experienced difficulty selecting a charity to support, then you would not be alone. Most people struggle with the ever-ambiguous task of identifying an organization that not only means something to them but also ensures maximum community impact. With 30 years of experience in the charitable sector to draw on, I can effectively uncover who this is for you.
The Discovery
Establishing a lifelong connection between you and the charity of your choice, is of everything Harmonia aspires to achieve. This connection is too important to be just a transactional experience. Allow me to take you through an easy, thought-provoking exercise that will ensure your experience as a donor is nothing short of extraordinary.
The Research
Based on the results of our Discovery phase, Harmonia will conduct the research necessary to identify the charity options you will inherently feel a connection to. The charity profiles I develop will include all of the most important facts and considerations I know are on the minds of donors. I will do all the heavy lifting for you.
The Findings
The ultimate outcome of our time together will be when you select the chairty of your choice based on the results we achieve in steps 2 & 3. By the time we reach this important step, you will undoubtedly have a thoughrough undertanding of the choices in front of you and be in an ideal position to make a decision that feels good to you and your family.
The Connection
This last step involves Harmonia introducing you to the charity you have selected. Not only will this piece of our journey together connect you with your point of contact, this person will facilitate your deeper connection to the charity going forward. You can rest your mind knowing that any future philanthropic investments you make will be greatly valued.
The Impact
Harmonia Philanthropy is dedicated to providing professional advisors with detailed, transparent reports on the impact of their clients' philanthropic contributions, ensuring accountability and measurable outcomes.
Discover your Giving Path with PhilEx
Embark on a transformative journey with PhilEx to discover the most meaningful and impactful ways to give. Through a personalized pathway, you'll align your values, maximize your impact, and experience the profound fulfillment of purposeful philanthropy.
Shape Your Giving Story
Find your meaningful match.
Your pathway to purpose begins here.