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From a client:

"Strategic Philanthropy, Ltd. has worked with our family (including four adult children) since the inception of our Foundation seven years ago. From the early development of a consensus mission for our family’s philanthropy to serving as our Foundation’s office, to ensuring that our charitable goals are achieved, Strategic Philanthropy serves as our core philanthropic advisor. We have found Strategic Philanthropy's highly responsive, personal attention to all of our concerns and objectives to be immeasurably helpful."

From an advisor:

"Strategic Philanthropy is experienced with helping trusted advisors and their clients think ‘strategically’ about giving their time and money away...versus simply cutting checks when solicited by charities. It is rare to find a small, entrepreneurial, and client-centric firm with experience that spans the globe, but Strategic Philanthropy has built global resources via networks with quality philanthropic organizations and prestigious philanthropists over many years in the industry. Strategic Philanthropy's approach focuses on education and results so we, as advisors, can learn how to think more strategically about philanthropy. Then Strategic Philanthropy helps to add value to our client relationships by working with us and the client as a team. I have multiple clients that have found their passion post-retirement by working with Strategic Philanthropy. My clients are happy they can articulate their values and can see the impact of giving their time and money to organizations that are truly aligned with their value system. Many of us are charity checkbook supporters but this is rarely aligned with our values and Strategic Philanthropy does a terrific job of raising the bar so we and our clients think more strategically about philanthropy."

From an advisor who is also a client:

"As the Trustee of a charitable trust, I have had the pleasure of working with Strategic Philanthropy for over eight years. At the beginning of our relationship, I was a novice as it related to operating a charitable organization and Strategic Philanthropy accepted the role of being my mentor.

They had the patience to work with me and to educate me until such time as I felt comfortable standing alone. Our relationship has grown to the point that I will not accept a charitable engagement without inviting Strategic Philanthropy to join me at the table of advisors. I highly recommend them to my colleagues and to my clients."

From a client:

"The Global Fund for Children has had the privilege of working with Betsy Brill at Strategic Philanthropy for nearly ten years. From developing a thoughtful and thorough proposal process for our global grassroots grantmaking model to assisting clear thinking in developing strategic plans, Strategic Philanthropy helps ensure that GFC is not only doing the right thing, but also doing it the right way. Our work with Strategic Philanthropy on a results-based strategy ensures our grant investments are sound and strong, as well as principles and processes are integrated every step of the way, to ensure the best in grantmaking practice."

From an advisor:

"We feel our clients can benefit greatly from the expertise and guidance of a philanthropic specialist. Stepping back, reflecting and refining focus provides a foundation to helping clients tactically achieve their long-term comprehensive wealth management goals, which importantly includes philanthropic activities during lifetime and as a legacy."

From a client:

"Betsy Brill and Strategic Philanthropy, Ltd., designed and conducted an innovative, participatory comprehensive evaluation of the activities undertaken by the Network Women's Program (NWP) of the Soros Open Society Institute in 26 countries in Central and Eastern Europe and Commonwealth of Independent States when I was the director of the NWP. The results of this evaluation led to the creation of the new strategic plan for the NWP - the Transformational Participatory Framework. I was more than pleased with the process and outcomes. Betsy and her firm continue to be an important advisor whenever there is a new strategic shift as well as a personal and professional mentor to me."

From an advisor:

"We had a client who wanted to make a one-time substantial gift. They asked us to help identify a recipient organization that fit with their interests. I referred my client to Strategic Philanthropy. The process of selection and the way the firm worked with my client was perfect for their needs. I learned a great deal about philanthropic planning as well, which was an added benefit."

From a client:

"Working with Strategic Philanthropy, Ltd. has been and continues to be a learning journey for me. The agencies have gotten significant benefit from our approach. We have rescued agencies from becoming extinct. We have encouraged and supported capacity building. As a result, they have incorporated best practices (i.e. strategic planning and board financial contributions) into their governance. My trust's grantmaking is an important part of my life and Strategic Philanthropy has been both my mentor and the administrator for me."

From a client:

"The Global Fund for Women has worked with Strategic Philanthropy, Ltd. over the course of several years while the firm conducted a multi-country (67) participatory evaluation that provided us with a roadmap to strengthening our girls education grantmaking program and disseminating findings to inform the broader field of global philanthropy. GFW utilized the critical information garnered from this evaluation to refine its grantmaking criteria and processes;  to inform the GFW's long-term strategic planning; to report to relevant funders and to increase the GFW's fundraising for the issue. In an era when donors increasingly want to know what difference their investments are making in the lives of women and girls globally, Strategic Philanthropy provided critical support in building our capacity to answer questions about impact in a way  that was consistent with the respect and trust that we extend to  our partners on the ground - women's rights advocates in over 170 countries."

From Organizational Leaders and Colleagues in Philanthropy:

"Betsy Brill is one of the most experienced and effective professional advisors to individuals and families pursuing their philanthropic interests. A thought leader among philanthropic advisors Betsy brings intelligence and strategic vision to her consulting."

"Strategic Philanthropy, Ltd., and every member of the staff, has served as a resource for information and tactical support whenever asked. Rarely have we had an opportunity to work with a firm that has such depth and diversity of knowledge about the philanthropic landscape and who willingly shares that knowledge."

 

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Strategic Philanthropy, Ltd.

Chicago, IL 60613

773 244-5185

info@stratphilanthropy.com