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.
Our Foundation Management Services
Optimize your foundation’s effectiveness and ensure compliance, growth, and fulfillment of your philanthropic goals.
Talk to one of our advisors.
A sample of services we
provide to foundations
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 complex and evolving philanthropic landscape where foundation management expertise can ease the burden of setting up a new non-profit foundation, assist in it’s long-term growth, and ensure its investments are making real change.
The value of our foundation management services:
- High-touch customized staffing at a fraction of the cost of a single foundation office
- Board facilitation and strategy that reduces the burden of planning, gathering, and communicating
- Comprehensive research to uncover lesser-known, impactful grantees
- Effective practices that are compliant with legal and regulatory requirements.
- Rising Gen family members that are knowledgable and engaged with the family enterprise
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
