Client Engagements

With offices in Chicago, Strategic Philanthropy, Ltd., works globally with individuals and families as well as closely-held and family owned businesses who want a more thoughtful and measurable approach to their lifetime and legacy giving.

There are many entry points to the philanthropic continuum for families and Individuals whether they are:

  • Just beginning to formalize giving.
  • Looking to be more strategic and effective.
  • Seeking to have more comprehensive administrative and strategic support for their charitable giving.
  • Being more creative with available philanthropic resources.
  • Wondering how to involve the next generation.
  • Wanting to leave a meaningful legacy.

We see our role as a partner to the donor’s advisors, part of the client centered team, working to achieve the donor’s charitable goals and create meaningful outcomes.

Closely-held and Family Owned Businesses are often an extension of the owners and require the same thoughtful approach to philanthropy. There are many reasons companies launch a philanthropic initiative. To:

  • Protect or reconstitute the company’s reputation.
  • Build customer loyalty.
  • Improve employee relations: hiring, retention or morale.
  • Be a good member of the community.

We work closely with the ownership and senior management to help them define the intent-- the purpose-- of the philanthropic activities. A company’s philanthropy is far more effective if it is synergistic with the corporate vision and aligned with its marketing or business strategies. Once we’ve helped develop a philanthropic strategy, we then can support the implementation of effective and responsive charitable giving programs.