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# Strategic Philanthropy, Ltd.

Philanthropic advisors helping donors create strategies then implement and manage thoughtful and impactful charitable giving.

## Sitemaps

- [XML Sitemap](https://stratphilanthropy.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [The Power and Pitfalls of Complex Assets in Philanthropy ](https://stratphilanthropy.com/the-power-and-pitfalls-of-complex-assets-in-philanthropy/) - Most donors begin their philanthropy with gifts of cash. It's easy to give and straightforward for nonprofits to receive. A smaller percent comes as publicly traded securities, a non-cash asset by technical definition, but very liquid and also relatively easy to manage. But for ultra-high-net-worth individuals and families, however, cash and securities combined represent a
- [Masterpieces with a Mission: Turning Art into Philanthropy](https://stratphilanthropy.com/masterpieces-with-a-mission-turning-art-into-philanthropy/) - Significant art collections and rare collectibles, while often a deep personal passion, also represent substantial value that, when approached thoughtfully, can greatly amplify philanthropic impact while offering significant tax advantages: Converting art into liquidity can provide philanthropic resources that might otherwise remain untapped. The strategic sale of art at auction can create visibility for a charity that
- [Two Articles. One Valuable Conversation.](https://stratphilanthropy.com/two-articles-one-valuable-conversation/) - Two articles landed in our inbox last week, sparking conversations in our office about how foundation payout decisions intersect with the realities of government funding for nonprofits.MacArthur Foundation’s "Six Hard Questions About Set It at Six" challenges philanthropy to think critically about payout rates. The Dorothy A. Johnson Center for Philanthropy’s "Nonprofits and Government Revenue:
- [How to Help Victims of the California Wildfires - 10 Non-Profits](https://stratphilanthropy.com/how-to-help-victims-of-the-california-wildfires/) - On January 7, 2025, a powerful Santa Ana wind event hit Los Angeles County, with gusts reaching up to 80 mph. The combination of intense winds, ongoing drought conditions, and unusually high temperatures in Southern California sparked a massive wildfire in Pacific Palisades. Additional fires broke out in Altadena near Pasadena and in the Sunset
- [Strategic Philanthropy, Ltd. Establishes a Partnership With Science Philanthropy Alliance](https://stratphilanthropy.com/strategic-philanthropy-ltd-establishes-a-partnership-with-science-philanthropy-alliance/) - For nearly a quarter of a century, we have helped donors achieve both satisfaction and impact from their charitable investments. Many of our clients are motivated by a disease affecting their loved ones, concerns about climate change, or a passion for fostering scientific breakthroughs. We are now in an even better position to help them through
- [Philanthropy in Action: Advisors Reflect on Star Farm Visit](https://stratphilanthropy.com/a-community-field-trip-recap-star-farm-chicago/) - We recently had the pleasure of hosting a group of wealth advisors for a Community Field Trip™️ to Star Farm Chicago, located in the vibrant Back of the Yards neighborhood. While normally our Community Field Trips are for donors, we held this event to demonstrate the program's value to advisors so that they could potentially
- [A Donor’s Guide to a Successful Non-Profit Site Visit](https://stratphilanthropy.com/a-donors-guide-successful-non-profit-site-visit/) - Read our recommendations for donors on how to become engaged, inspired, and more informed about potential or current grantees.
- [20 Easy Tips to Jumpstart Your Philanthropy](https://stratphilanthropy.com/20-easy-tips-to-jumpstart-your-philanthropy-2/) - 20 Easy Tips to Jumpstart Your Philanthropy - Motivating ideas from our philanthropic advisors that can help make a meaningful impact on you, your family, and your community.
- [Movement Building and the Rising Generation of Wealth](https://stratphilanthropy.com/movement-building-and-the-rising-generation-of-wealth/) - Social impact movements resonate with young people who receive their social and philanthropic education through social media that aligns with their values. In this article, Maddie Williams highlights this growing trend in philanthropy – how movements are giving the rising generation a voice for their greatest passions and an outlet for educating their predecessors -
- [Using Art to Fund Charitable Gifts](https://stratphilanthropy.com/using-art-to-fund-charitable-gifts/) - Susan Winer, Principal and Co-Founder of Strategic Philanthropy, Ltd. and Ronald Varney, Principal of Ronald Varney Fine Art Advisors shed light on the growing urgency around estate planning due to COVID-19, as high-net-worth individuals reevaluate their art collections and tangible assets. In this article, they examine the connection between art and philanthropy, discussing how art
- [Supporting the Rising Generations](https://stratphilanthropy.com/supporting-the-rising-generations/) - The impact of thoughtful and impactful philanthropy globally cannot be taken lightly and, as new generations…new demographics… take on a leadership role in philanthropy, it is anticipated that both the scope and focus of philanthropy will change. Maddie Williams, a Philanthropic Associate at Strategic Philanthropy, Ltd., and part of Generation Z looks at how advisors
- [Family Philanthropy: Bridging the Generation Gap and Working Together](https://stratphilanthropy.com/family-philanthropy-bridging-the-generation-gap-and-working-together/) - Family philanthropy can be a powerful tool for bringing generations together and creating a lasting impact on society. In this article, Susan Winer, Principal and Co-Founder of the firm, explores how families can work together to establish a shared vision and plan for charitable giving that bridges the generation gap. The article provides practical tips
- [Giving Opportunities to Support Maui](https://stratphilanthropy.com/giving-opportunities-to-support-maui/) - Read about 3 organizations we recommend to donors who want to support the people of Maui for their immediate relief, medium-term recovery, and long-term rebuilding.

## Pages

- [Home](https://stratphilanthropy.com/) - We are a global philanthropic advisory firm based in Chicago that partners with high-net-worth and ultra-high-net-worth individuals and families.
- [Talk To Us](https://stratphilanthropy.com/talk-to-us/) - What can we help you with? Strategic Philanthropy, Ltd.4422 N. Ravenswood Ave. #1046Chicago, IL 60640 773.244.5185 We do not fundraise, advise nonprofits on fundraising, nor respond to unsolicited funding requests of any kind.
- [Deploy Donor-Advised Funds](https://stratphilanthropy.com/deploy-donor-advised-funds/) - The Donor Advised Fund (DAF) is one of the fastest-growing charitable vehicles available to individuals and families. There are many reasons for this, not the least of which is that it doesn’t require the same back office, administrative, and payout requirements as a private foundation. Whatever charitable vehicle you use, the same degree of thoughtful
- [Join Our Team](https://stratphilanthropy.com/join-our-team/) - Thank you for your interest in working with us! Our search for a Philanthropic Advisor is closed. If you are interested in future opportunities, please send us a resume, along with a one-page cover letter explaining your passion for philanthropy and what value you will bring to our clients and the firm. Strategic Philanthropy, Ltd. is
- [Our Team](https://stratphilanthropy.com/our-team/) - We are a closely-knit group of experienced and committed practitioners supported by associates worldwide who are recognized experts in their respective philanthropic sectors, issue areas, and demographics. Clients value our collaborative approach and the knowledge they garner from the team of professionals working with them. John Armstrong Director of Operations Betsy Brill Principal and Co-Founder
- [Job Opportunity - Philanthropic Advisor](https://stratphilanthropy.com/job-opportunity-philanthropic-advisor/) - Job Opportunity – Philanthropic Advisor Position: Philanthropic Advisor Full-time, salaried, exemptLocation: Remote, work-from-home We will consider people living outside of Chicago, however, a Chicago-based employee is desirable. Strategic Philanthropy, Ltd. (www.stratphilanthropy.com) is a philanthropic advisory firm headquartered in Chicago. Since 2000, the firm has been at the forefront of helping high and ultra-high-net-worth families, foundations,
- [Harry Schweigert Sullivan](https://stratphilanthropy.com/harry-schweigert-sullivan/) - Harry is a Client Services Assistant, providing administrative and tactical support to the advisory staff as well as for grants management and operations. He brings deep experience in data management, design, and research to support proposal development, information flow, and data integration. Before joining Strategic Philanthropy, Harry worked for an Alternative Asset trading startup and
- [Kimberly Montroy](https://stratphilanthropy.com/kimberly-montroy/) - Kimberly MontroyDirector, Philanthropy Technology Kimberly is responsible for managing, analyzing, and leveraging data and information systems to support client grantmaking. Before joining the firm, Kimberly served in a variety of fundraising roles at some of Chicago’s most cherished cultural and conservation organizations. She served as Director of Development at TimeLine Theatre Company and filled many
- [Privacy Policy](https://stratphilanthropy.com/privacy-policy/) - This Privacy Policy (“Policy”) applies to information held about our clients, contacts, and other external parties (“you”) and, where you are a corporation, any of your employees, officers, directors, agents, contractors or consultants (“Personnel”) or other relevant individuals. “We”, “our” or “us” means Strategic Philanthropy, Ltd., whose principal place of business is 1700 W Irving
- [Support and Collaboration](https://stratphilanthropy.com/support-and-collaboration/) - How do you work with advisors? Our work with, and on behalf of advisors, is as important a part of our practice as is our work with donors. We seek ways to enhance the advisor’s practice and support their market differentiation. Because we are completely conflict-free, we maintain total objectivity around the charitable interests of
- [Corporate Philanthropy Services](https://stratphilanthropy.com/corporate-philanthropy-services-consultant/) - 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
- [Make Meaningful Change](https://stratphilanthropy.com/make-meaningful-change/) - Why do I need a Philanthropic Advisor? Just like with any legal or financial decision, philanthropic success comes from having subject matters experts that will make sense of a complex landscape and gather the information you need to make decisions that lead to meaningful and measurable outcomes. In the end, what you want… and should
- [Develop a Legacy Plan](https://stratphilanthropy.com/develop-a-legacy-plan/) - How do you want to be remembered? What would you like your heirs and executors to know and do when facilitating gifts, scholarships, or bequests you would like to make? When did you last review your estate and/or legacy plan to determine whether your charitable priorities today are the same as when you first created
- [Supporting Corporate Philanthropy](https://stratphilanthropy.com/supporting-corporate-philanthropy/) - Whether you’re an entrepreneur who has launched a company, a shareholder in a privately held company, or involved in a family-owned business—your investment in its success is undeniable. The company’s reputation, along with its relationships with employees, vendors, customers, and the broader community, are of utmost importance. This is where establishing a charitable initiative within
- [Submission Confirmation](https://stratphilanthropy.com/submission-confirmation/) - Your information has been submitted. One of our advisors will respond promptly.
- [A Community Field Trip™](https://stratphilanthropy.com/a-community-field-trip/) - A Community Field Trip™ is an exciting learning experience that allows your clients to personally engage with people working in the issue areas that most align with their passions. Field trips create funding opportunities, provide unique insight, and build a stronger connection between your clients and their communities. These field trips offer a first-hand look
- [Supporting Foundations](https://stratphilanthropy.com/manage-foundations/) - If you have a private or corporate foundation, having an operational structure in place is critical. You want to ensure that everything you are doing is compliant and aligned with your philanthropic goals. This is where we come into the picture. We provide comprehensive expertise and support so you can be relieved of day-to-day administration
- [Real Life Situations](https://stratphilanthropy.com/real-life-situations/) - Are you a good fit for a donor like me? Below are some of the client engagements and issues we have had the opportunity to address along with a summary of the solution we recommended. In each of these circumstances, the donor’s philanthropic journey was made more exciting and satisfying with the right tools and
- [Sara Moffitt](https://stratphilanthropy.com/sara-moffitt/) - Sara Moffitt Sara is a Senior Philanthropic Advisor, leading client engagements and supporting thought leadership for the firm. Sara has over twenty years of experience in philanthropy, city and state government, and the non-profit sector. As a social worker and public health professional with extensive experience in various non-profits in Chicago, she understands the needs
- [Ensure Successful One-time Gifts](https://stratphilanthropy.com/ensure-successful-one-time-gifts/) - You want to make a significant gift to an institution or organization… Given the amount of funds you are willing to commit, the gift should align with your intent and the capacity and needs of the organization. It’s also important that your interests are protected because significant one-time gifts are an investment, and like any
- [Podcast](https://stratphilanthropy.com/podcast/) - Giving Insights® is a periodic podcast series produced by Strategic Philanthropy, Ltd. addressing important issues facing the philanthropic community around the world. Included are conversations with thought leaders and change-makers who explore challenges and opportunities for philanthropy and for all of us as we navigate a continually changing landscape. The podcast series is free on
- [Articles](https://stratphilanthropy.com/articles/) - The more you know… Giving Insights® is our collection of articles and materials that offer a deeper look at the issues, trends and philanthropic best practices. Thought leadership and education are pillars of our work with both donors and advisors. If you are interested in more topics, visit our archives page.
- [Betsy Brill](https://stratphilanthropy.com/betsy-brill/) - Betsy BrillPrincipal and Co-Founder Betsy is a Principal and Co-Founder of Strategic Philanthropy, Ltd. She is a prolific writer and speaker and has represented the firm at STEP (Society of Trust and Estate Practitioners) and has served as the co-chair and only U.S. member on STEP’s Philanthropy Advisors Committee. She also serves as a Trustee
- [Mollie Bunis](https://stratphilanthropy.com/mollie-bunis/) - Mollie BunisManaging Director, Philanthropic Services Mollie Bunis is the Managing Director of Philanthropic Services for Strategic Philanthropy, Ltd., where she contributes to the company’s strategic direction, oversees client services and leads select client engagements. She is a certified trainer with 21/64, specializing in next-generation and multigenerational philanthropy, and has a background in conflict resolution as
- [Our Company](https://stratphilanthropy.com/our-company/) - Who is Strategic Philanthropy, Ltd.? 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
- [Experience a Community Field Trip™](https://stratphilanthropy.com/experience-a-community-field-trip️/) - A Community Field Trip™ is an exciting learning experience that allows donors to personally engage with people working in the issue areas that most align with their passions, creating funding opportunities, providing unique insight, and deepening relationships with communities. We offer these opportunities across the globe as part of our donor education and support activities.
- [Support Family Giving](https://stratphilanthropy.com/support-family-giving/) - Since Strategic Philanthropy, Ltd. first opened its doors in 2000, we have been committed to helping families come together around shared values. We know that family philanthropy can be complicated, but it also provides a place for conversations across generations that might never take place. Philanthropy is a wonderful training ground for wealth stewardship. We
- [Susan Winer](https://stratphilanthropy.com/susan-winer/) - Susan WinerPrincipal and Co-Founder Susan is a Principal and Co-Founder of Strategic Philanthropy, Ltd. She brings an eclectic professional background to the firm, as the Founder and President of Stratenomics, Inc., a consulting firm that helped closely held and family- owned businesses find solutions to market and operating challenges and before that as Vice President
- [John LaFleur](https://stratphilanthropy.com/john-lafleur/) - John LaFleurManaging Director John LaFleur is a Managing Director at Strategic Philanthropy Ltd., working with the advisor community as well as clients. John’s career includes serving as the director of a large embedded family office and then as the head of the family’s private foundation for a total of 21 years. His Accounting background from
- [John Armstrong](https://stratphilanthropy.com/john-armstrong/) - John ArmstrongDirector of Operations John is the Director of Operations responsible for ensuring that the company has the facilities, resources and capacity to support the continued success and needs of both professional staff and clients. He brings a diverse skill set of to the firm, having been a union stage manager and/or producer for more
- [Article Archives](https://stratphilanthropy.com/article-archives/) - Past articles and news items Making Strategic Gifts (PDF download)Essentials by Exponent Philanthropy Transitions: Opportunities and Challenges for Family PhilanthropyNational Center for Family Philanthropy How to Determine If a Charity Is Effective (PDF download)The Wall Street Journal ‘Transparency is a Mutual Affair’ for Givers, NonprofitsCrain’s Chicago Business How to Achieve Real and Measurable Impact from
- [Confidentiality](https://stratphilanthropy.com/confidentiality/) - We want to be one of your trusted professionals. In that regard, we want you to know that we have a strong confidentiality policy. Strategic Philanthropy, Ltd. recognizes the importance of maintaining the confidentiality of non-public information communicated to us by you, your attorneys, your accountants, and other trusted professionals concerning your assets and distributions,
- [Start the Philanthropic Journey](https://stratphilanthropy.com/start-the-philanthropic-journey/) - Strategic Philanthropy, Ltd. supports the needs of donors who are just beginning their philanthropic journey by providing the tools and resources they need to define and create all the elements necessary for an effective charitable giving program, resulting in a clear roadmap and increased confidence. For many donors just starting, our Philanthropic Roadmap® is the
- [Assess Your Giving](https://stratphilanthropy.com/assess-your-giving/) - Have you found yourself wondering whether your charitable work is making an impact? Do you wonder whether you are giving to the right organizations? Meaningful giving should be continually monitored and evaluated to ensure your gifts have the impact you seek and are still aligned with your mission, vision, and passions. We all know things

## Landing Pages

- [Philanthropic Advisors - Philanthropy Consultants](https://stratphilanthropy.com/philanthropic-advisors-consultants-for-donors/) - Philanthropy Consultants. Philanthropy Advisory Firm. Charitable Advisor.
- [Donor-Advised Funds (DAF) Services](https://stratphilanthropy.com/donor-advised-fund-daf-services/) - 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
- [Foundation Management Services - Philanthropy Consultants](https://stratphilanthropy.com/foundation-management-services-philanthropy-consultants/) - 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

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