Our Impact
Our Mission
PhilGreat™
Philanthropic Mission
Our 5% Commitment
At PhilGreat™ Financial Planning, we donate 5% of our gross revenue to charitable organizations selected by our clients.
This commitment is built into how we operate. It’s not tied to market cycles, marketing campaigns, or special initiatives. We believe financial planning should strengthen your life—and reflect the causes and communities you care about.
Why We Give
Giving is more than money. It can be time, expertise, encouragement, resources, and care. But when money is given thoughtfully, it can also change how people see their lives—shifting perspective from consumption to contribution.
There is also meaningful research behind this mindset. Arthur C. Brooks has cited analyses suggesting that charitable giving is associated with improved outcomes over time—including higher income in subsequent years, on average—often described as a “multiplier” effect of generosity.
We view this as a powerful insight—not a promise. The point isn’t a guaranteed payoff—you can’t “give to get,” but generosity has a way of coming back over time.
Reference (for readers who want to explore further): Arthur C. Brooks, “Why Giving Matters” (BYU Speeches / BYU Magazine / BYU Marriott feature).
Organizations We’ve Supported
We’re proud to support a growing list of organizations designated by our clients. As PhilGreat™ grows, our impact
grows—quietly, consistently, and with intention.