We are a national philanthropic advisory firm, headquartered in Chicago, that partners with high-net-worth families, closely-held or family-owned businesses, and foundations. We serve as a guide and advocate for our foundation clients’ interests, helping them navigate complex challenges and derive significant impact from their philanthropic investments.
Corporate Philanthropy Services
Establishing or grow a charitable initiative within your company and elevate your business.
Talk to one of our advisors.
- 66% of US workers believe that companies should be philanthropic. (Benevity, 2022)
- There is an 80% reduction in average attrition for the engaged workplace giving participants. (SHRM, 2023)
- 60% of millennials make their employment decisions on their employer’s commitment to purpose (Pledge 1%)
- Purpose-driven companies provided owners with 13.6% CAGR return on average over a twenty-year period. (Jump Associates, 2023)
A sample of services we
provide to closely-held or family-owned businesses
Foundation Planning and Startup
Get help setting up a private or corporate non-profit foundation.
Facilitation of all grant-making activities
Receive expert handling of grant transactions and grantee communication.
Research, due-diligence of potential grantees
Ensure a diversity of high-impact options for you philanthropic investments.
Evaluative Mechanisms
Gain confidence that your gifts create the desired impact and align with your mission.
Board Support, Development, and Learning
Enhance board effectiveness, fostering strategic decision-making and good governance.
Planning And Preparation For Board Meetings
Painless prep for positive family engagement, productivity, and goal-focused discussions.
Policies And Structure For Effective Governance
Implement effective governance and policies, ensuring compliance and strategic alignment.
Coordination With Advisors
Ensure that your advisors have a seat at the table when their input is needed and desired.
A formal Succession Plan
Secure your foundation's future with a well-structured succession plan, ensuring continuity and sustained impact.
Facilitation of sun-setting
Gracefully wind down your foundation with a structured sun-setting process, ensuring lasting impact and legacy.
Transition to a DAF
Receive a seamless process for a conversion to a donor-advised fund.
Rising Gen Engagement and Training
Provide the rising generations meaningful roles within the family foundation.
About Us
In 2000, Betsy Brill and Susan Winer fervently believed—and still do—that anyone who cares deeply about tackling the social, environmental and economic challenges in local communities and the world … in a meaningful and measurable way … should have the tools and partners they need to achieve their goals.
Strategic Philanthropy Ltd. was born into an increasingly evolving philanthropic landscape where our corporate philanthropy expertise can ease the burden of assessing the many opportunities and identifying an action plan that leads to a company’s long-term growth.
The value of our corporate philanthropy services:
- Create a philanthropic strategy that aligns with business priorities
- Attract and retain purpose-driven employees
- Build stronger community relationships.
- For family-owned businesses, strengthen family bonds by fostering a shared sense of purpose
Some of our foundation clients
Let us know how we can help.
You’ll get a prompt response from one of our foundation advisors.
Client Testimonials
