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.
Family Foundation Services
Establish or grow your family foundation with consulting, grant-making support or another of our many services.
Talk to one of our advisors.
A sample of services we provide to family foundations
Foundation Planning and Startup
Get help setting up a family 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 converting a family foundation 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 philanthropy expertise can ease the burden of setting up or administering a family foundation that will provide fullfilling and impactful philanthropic activities.
The value of our family foundation services:
- Create a philanthropic strategy that aligns with family priorities
- Focus on family while we administer the grant-making and ensure compliance
- Build stronger community relationships.
- Use your family foundation to 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
