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.
For High Net-Worth Individuals, Families, Businesses, and Foundations
Philanthropic advisors
with unmatched experience in helping funders make meaningful change.
Talk to one of our advisors.
- Our clients include UHNW individuals, foundations with assets of more than $10M, and private or closely-held businesses.
- All services are tailored to each donor’s unique philanthropy journey.
- To date, we’ve facilitated more than $12 billion in charitable gifts.
- Our staff is dedicated to creating a meaningful and fulfilling experience for every client.
A sample of our services
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.
Deploying Donor Advised Funds
Create a strategy to start your charitable giving with confidence.
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.
Legacy Planning
Ensure the legacy portion of your estate plan aligns with your interests and if involved, that of your family.
Corporate Philanthropy
Grow your business by attracting and retaining purpose-driven employees and building stronger community relationships
Significant One-Time Gifts
Simplify what can be a complex process to satisfy your intent and ensure sustained impact.
Rising Gen Engagement and Training
Provide the rising generations meaningful roles within a 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 assessing the many opportunities and identifying an action plan that helps build a legacy of creating meaningful change.
The value of our philanthropy advisory services:
- Find more focus and impact for your charitable investments.
- Reduce risk of ineffective, non-compliant, or frustrating giving.
- Build stronger bonds between family members through giving activities.
- Become a more knowledgeable, engaged, and confident funder.
A sample of our clients
Let us know how we can help.
You’ll get a prompt response from one of our philanthropic advisors.
Client Testimonials
