A Philanthropic Advisor Can Help You

  • Be more strategic with your giving.
  • Increase the effectiveness of every philanthropic dollar.
  • Ensure that your giving responds to changing social and economic conditions.
  • Align your lifetime and legacy giving with your passions.
  • Protect your intent as a donor.

 

In other words, you'll be able to...Give Confidently.

Strategic Philanthropy, Ltd. is one of the oldest philanthropic advisory firms in the country. A leader in best practices in philanthropy, we work exclusively with donors and in partnership with their legal and financial advisors.The Strategic Philanthropy, Ltd. value proposition is based on one premise: that the philanthropic investments of our clients should effectively advance the issues and causes they care most about. Thoughtful philanthropy should not only be meaningful and effective but also deeply satisfying.

The broad range of  customized services we offer are designed to support donors  whether they are just starting to formalize their philanthropy, want to  revisit, realign or re-evaluate their giving or need a better way to manage  their charitable activities.

Keeping you up to date with the latest news from the world of philanthropy.

 

Ask The Experts with Susan Winer
Private Asset Management, 4.23.2013

First Ever Study Of Gen X, Y Donors Reveals Opportunities For Advisor Engagement
Family Wealth Report 2.11.13

Protecting The Legacy of An Estate Plan
Wealth Management Insider 1.23.14

Giving Without Borders

WealthManagement.com 1.14.13

Non-Cash Assets As Contributions

Financial Advisor Magazine 1.10.13

Don't Hope to Leave a Legacy- Plan for It!
Desert Charities January/February/March 2013

One Size Does Not Fit All: Alternatives To The Family Foundation
Family Wealth Report December 2012

Good Growth

STEP Journal December 2012/January 2013

Legacy Planning: A Necessity Not An Option

Alliance Magazine

Knowing Your Nonprofit
Private Wealth Magazine November 2012

What can donors do to mitigate the pain of the new normal, asks ASF conference

Latest from Alliance

Leaving a Legacy
Private Asset Management (PAM)

The Global Giving Landscape: What Advisors Need to Know
Family Wealth Report

Credit Suisse Earns High Marks For UHNW Philanthropy Event
Family Wealth Report

Research on High Net Worth Individuals Shows Need for Charitable Planning Services 
Family Foundation Advisor September/October 2012

Philanthropic Security
Private Wealth Magazine September 2012

Why Add a Philanthropic Advisor to Your Team?

Advisors, learn how to best work with your clients around their charitable intent and philanthropic priorities.

Request a copy of our Charitable
Planning Desk Reference® for Advisors

Read or re-read articles written especially for advisors and many that can be shared with donors.

The 2012 Effective Philanthropy e-book is now available!