We are a national philanthropic advisory firm, headquartered in Chicago, that partners with high-net-worth families, closely-held or family-owned businesses. We serve as a guide and advocate for our clients’ interests, helping them navigate complex challenges and derive significant impact from their philanthropic investments.
Services for Donor-Advised Funds (DAFs)
We can help you create and manage a DAF giving strategy that maximizes your impact and realizes your legacy.
Talk to one of our advisors.
DAF Planning and Startup
Get help setting up your DAF and giving strategy.
Transitioning a Foundation to a DAF
Receive a seamless process for converting a family foundation to a donor-advised fund.
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 your philanthropic investments.
Evaluative Mechanisms
Gain confidence that your gifts create the desired impact and align with your mission.
Rising Gen Engagement and Training
Help multigenerational families give together out of their shared DAF.
Coordination With Advisors
Ensure that your advisors have a seat at the table when their input is needed and desired.
DAF Succession Planning
Secure your DAF's future with a well-structured succession plan, ensuring continuity and sustained impact.
A sample of our services to support Donor-Advised Funds
Strategic Philanthropy, Ltd. has been pre-approved by most major DAF providers,
so you can pay for our services through your DAF.
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 DAF services:
- Expert guidance on DAF setup, regulations, and compliance.
- Strategic giving aligned with personal values and impact goals.
- Grantmaking support to identify and vet nonprofit recipients.
- Ongoing management of grant agreements and reporting.
A sample of our clients
Let us know how we can help.
You’ll get a prompt response from one of our advisors.
Client Testimonials
