For the Advisor Community

Our Partnership with Advisors to Donors

The importance of our commitment to the legal and financial community cannot be overstated.  Strategic Philanthropy, Ltd., is completely conflict-free. We do not provide legal or financial counsel. We are vehicle agnostic. We do not consult to non-profits or promote issue areas. This allows us to maintain total independence and objectivity around the charitable interests of donors and work collaboratively with their trusted advisors and together measurably advance a donor’s giving activities.

Since our inception, in 2000, we’ve sought to find ways to enhance the advisor’s practice, through a variety of resources to help them comfortably and intentionally integrate the philanthropic conversation into their work with clients.

  • Articles, white papers, and case studies are available that can be shared with clients to help them be more informed philanthropists and there are other tools available that advisors can use to enhance the level of comfort of their clients around their charitable giving…no matter what vehicle they choose.

Having a philanthropic advisor at the table with clients, wherever they are on the philanthropic continuum, whatever liquidity event has happened, or is about to happen, adds another layer of professional support.

See more about who Strategic Philanthropy is, our professional team, and our services.