Having an in-depth conversation with your clients about their philanthropic activities and intent is easier and more effective with Strategic Philanthropy, Ltd. on your team. You don’t have to have all the answers – we can help.

We are a resource, not your competition. We don’t advise on legal issues, investment strategy or accounting. Instead, we help your clients create the most effective strategies to help them achieve more satisfactory outcomes from their philanthropic investments. To read more about how Strategic Philanthropy can be of assistance to you and your colleagues, please view our advisor brochure below. For a brochure you can forward to your clients, please view our donor brochure.

Advisor Brochure
Donor Brochure

As seasoned professionals in our field, we’re here to help you provide more value to your clients. We’ve even created a secure space for trusted advisors to access valuable information and resources (register below). We also offer several Philanthropy Education Programs for advisors and their firms. Call for more information about the programs to learn how we can support you and your clients.

Here is a selection of topical updates prepared specifically for advisors over the past year. By registering you’ll get even more timely information that will expand your knowledge and experience with philanthropy. You’ll also be able to access webinars put on by some of the best in the business, including our own Betsy Brill, and receive The Philanthropic Current^TM which provides a summary of, and links to, the most current information about philanthropy.

Focus On — Donor Intent
Focus On — Is This The Time For Companies To Be Philanthropic
Focus On — Due Diligence For Donors
Focus On — Future Of Giving
Focus On — Mission Related Investing
Focus On — Navigating Philanthropic Relationships
Focus On — Payout With A Purpose