Top Strategic Philanthropy Consultants, Advisors, Services, Companies, & Consulting Firms
Strategic philanthropy is more than just giving; it’s about creating a lasting impact by aligning your charitable efforts with your values and goals.
Whether you're an individual, family, or organization, partnering with expert consultants can help maximize the effectiveness of your philanthropic initiatives.
These professionals guide donors in building sustainable, high-impact giving strategies.
The Role of Strategic Philanthropy Consultants
Strategic philanthropy consultants specialize in helping donors make informed, impactful decisions.
They provide insight into social issues, nonprofit landscapes, and effective giving methods.
By doing so, they help clients focus their resources on causes that align with their mission, increasing the likelihood of meaningful change.
These consultants also bring expertise in evaluating charitable organizations and programs.
This ensures that donations are directed toward initiatives that are well-managed and aligned with long-term goals, leading to measurable outcomes in the areas that matter most to the donor.
How to Choose the Right Strategic Philanthropy Service
When choosing a philanthropy advisor, it’s crucial to assess their experience with causes similar to yours.
A consultant with expertise in your areas of interest will have a better understanding of the challenges and opportunities within that space, providing relevant insights and connections.
Look for professionals who offer a collaborative approach and value your personal or organizational goals.
A good advisor will work closely with you to craft a giving strategy that reflects your values, while also identifying opportunities for long-term, impactful change.
TL;DR Top Strategic Philanthropy Consultants, Advisors, Services, Companies, & Consulting Firms
Fidelity Philanthropic Consulting: Helps individuals, families, and institutions create personalized, tax-efficient philanthropic strategies that align with long-term financial and charitable goals.
Bridge Philanthropic Consulting: Provides fundraising and strategic planning services with a focus on social justice and racial equity, helping nonprofits and philanthropists increase their impact.
The Bridgespan Group: Assists donors in developing data-driven, sustainable philanthropy strategies that address complex social challenges, aiming for long-lasting impact.
Rockefeller Philanthropy Advisors: Offers global advisory services to individuals, foundations, and corporations, focusing on strategic philanthropy, impact investing, and social justice.
The Philanthropic Initiative (TPI): Provides strategic philanthropy consulting with an emphasis on high-impact giving, program development, and long-term change for individuals and organizations.
Fidelity Philanthropic Consulting helps individuals, families, and institutions create meaningful giving strategies. With their team of experienced consultants, Fidelity works closely with donors to develop plans that align with personal values and long-term philanthropic goals.
They assist clients in assessing nonprofit organizations and evaluating the impact of their giving. Whether clients are just starting or refining their approach, Fidelity offers personalized support to amplify the results of charitable efforts.
Fidelity’s consultants help clients maximize the impact of their donations by involving family members, employees, or boards in philanthropic endeavors. They also collaborate with financial professionals to create tax-efficient strategies for charitable giving.
This integration allows donors to seamlessly incorporate philanthropy into their overall financial planning.
Key Services:
Development of personalized philanthropic strategies
Evaluation of nonprofit organizations
Tax-efficient charitable giving
Family and employee engagement in philanthropy
Collaboration with financial advisors to align philanthropy with financial goals
Why work with Fidelity?
Their deep expertise and collaborative approach provide donors with the tools to create impactful, sustainable giving plans, making philanthropy an integrated part of their financial future.
Bridge Philanthropic Consulting (BPC) is a full-service consulting firm dedicated to helping nonprofits, corporations, and philanthropists increase their impact.
BPC is the largest African American-owned fundraising firm in the United States, with a strong focus on social justice and racial equity.
They offer a wide range of services, including campaign management, strategic planning, and board development, supporting organizations in meeting their financial goals while advancing social causes. BPC’s holistic approach helps nonprofits build sustainable donor bases while guiding philanthropists in achieving their social impact goals.
The firm also excels at working with corporations to create philanthropy programs that align with their mission and values. With a proven track record, BPC has helped raise millions of dollars for causes ranging from education to health and human services.
Key Services:
Fundraising campaign management
Strategic planning for nonprofits
Board development and governance
Corporate philanthropy program development
Donor engagement and stewardship strategies
Why work with Bridge Philanthropic Consulting?
Their commitment to advancing social causes, combined with their expertise in fundraising and strategic planning, makes BPC a valuable partner for organizations and individuals looking to drive meaningful change.
The Bridgespan Group offers philanthropy consulting services that help individuals and families maximize their charitable giving and impact. With a deep understanding of complex social challenges, Bridgespan assists donors in crafting giving strategies that are data-driven and sustainable.
The firm works with clients to identify high-impact opportunities, evaluate nonprofit partners, and measure the outcomes of their philanthropy, ensuring that their resources create long-lasting change.
Bridgespan’s philanthropy services go beyond just financial support; they help clients understand the social sector and connect them with organizations that align with their personal values and goals.
Their approach is designed for those who seek to make a significant and measurable difference in areas such as education, health, and poverty alleviation.
Key Services:
Philanthropic strategy development
Nonprofit evaluation and selection
Impact measurement and evaluation
Issue-specific philanthropy consulting (e.g., education, health)
Multi-generational family giving strategies
Why work with The Bridgespan Group?
Bridgespan’s focus on creating measurable social impact through strategic philanthropy makes them a trusted advisor for those looking to transform their giving into meaningful change.
Rockefeller Philanthropy Advisors (RPA) is one of the world's largest and most trusted philanthropic service organizations. They offer a wide range of advisory services, from helping individuals and families create giving strategies to assisting foundations and corporations in achieving their philanthropic goals.
With a focus on strategy, research, and evaluation, RPA guides clients through the complexities of giving, whether it’s managing grant programs or creating social impact initiatives.
RPA emphasizes a collaborative approach, working with clients to craft customized giving plans that reflect their personal or institutional values.
The firm is also deeply engaged in helping clients integrate social justice and environmental considerations into their philanthropic portfolios, making them leaders in sustainable and responsible giving.
Key Services:
Philanthropic advisory for individuals, families, and foundations
Grant management and administration
Impact investing and sustainable philanthropy
Strategic planning for corporate philanthropy
Social justice and environmental giving strategies
Why work with Rockefeller Philanthropy Advisors?
RPA’s global expertise and commitment to innovative, impactful philanthropy make them a leading partner for those seeking to create lasting social and environmental change.
The Philanthropic Initiative (TPI) is a nonprofit consulting firm that works with individuals, foundations, and corporations to increase the impact of their philanthropic efforts. With over 30 years of experience, TPI helps donors develop giving strategies that are both practical and visionary, focusing on creating long-term change.
Their services include strategic planning, program development, and evaluation, helping clients ensure their philanthropy is both meaningful and effective.
TPI works closely with clients to identify opportunities for high-impact giving, whether through local community engagement or global initiatives.
Their approach involves thorough research and data analysis, helping philanthropists target their resources where they can achieve the greatest results.
Key Services:
Strategic philanthropy consulting
Program design and development
Nonprofit evaluation and selection
Community engagement strategies
Multi-generational family giving
Why work with The Philanthropic Initiative?
TPI’s depth of experience, combined with their commitment to innovative, transformative philanthropy, makes them a valuable partner for those looking to create sustainable impact through their charitable efforts.
6. The KAL Firm
The KAL Firm specializes in helping individuals, families, foundations, and corporations develop and implement strategic philanthropic initiatives. With a strong focus on aligning charitable efforts with long-term social impact, The KAL Firm supports clients in creating sustainable philanthropic solutions.
They offer services like program design, needs assessment, and advisory services, all aimed at enhancing the effectiveness of philanthropic investments.
By drawing on deep expertise in the nonprofit and corporate sectors, the firm has helped many philanthropists build meaningful, impactful foundations and programs.
Their approach emphasizes collaboration, building partnerships, and ensuring that philanthropic efforts are well-aligned with personal or organizational values. This hands-on strategy, coupled with thorough evaluation, enables clients to create enduring change in the communities they support.
Key Services:
Strategic program design and evaluation
Needs assessment and impact analysis
Philanthropic advisory services
Collaboration and partnership development
Why work with The KAL Firm?
With a focus on maximizing both philanthropic and organizational impact, The KAL Firm's expertise in strategic philanthropy helps clients create lasting, meaningful change in the communities they serve.
7. Arabella Advisors
Arabella Advisors offers a comprehensive suite of philanthropic consulting services designed to help clients drive social change. With deep expertise in managing complex philanthropic initiatives, they assist families, foundations, and corporations in developing strategies that create measurable impacts.
Arabella Advisors is particularly known for its work in advancing equity and social justice through philanthropy.
Their team helps clients navigate the complexities of the nonprofit sector, manage large-scale grants, and develop collaborative funding initiatives that tackle today’s most pressing issues.
Arabella’s approach is deeply rooted in research and data, ensuring that clients' philanthropic investments are both impactful and sustainable. They also provide ongoing support to adapt strategies as social, economic, and environmental landscapes shift.
Key Services:
Grant management and administration
Collaborative funding strategies
Social justice and equity-focused philanthropy
Program evaluation and impact measurement
Why work with Arabella Advisors?
Their commitment to social equity, combined with a strategic approach to philanthropy, enables clients to make a tangible difference while navigating the complexities of modern philanthropy.
8. National Philanthropic Trust
National Philanthropic Trust (NPT) is one of the largest independent providers of donor-advised funds, helping individuals and families manage their philanthropic giving.
NPT’s philanthropic consulting services are designed to assist donors in crafting giving strategies that align with their personal values while maximizing tax benefits. With a focus on sustainability, NPT guides clients through every step of their charitable journey, from developing a mission statement to selecting nonprofit partners and measuring the impact of their gifts.
NPT’s donor-advised funds offer flexibility and control, allowing donors to recommend grants to their favorite charities over time.
Additionally, they provide resources and education to help donors understand evolving trends in philanthropy and make informed decisions about their charitable giving.
Key Services:
Donor-advised fund management
Philanthropic mission development
Nonprofit evaluation and grantmaking
Educational resources on charitable trends
Why work with National Philanthropic Trust?
NPT’s expertise in donor-advised funds and charitable giving strategies makes them an ideal partner for individuals and families looking to make a lasting impact through philanthropy.
9. Strategic Philanthropy, Ltd.
Strategic Philanthropy, Ltd. specializes in offering personalized philanthropic consulting services to individuals, families, and businesses.
Their focus is on creating customized giving strategies that reflect the values and goals of each client. By providing expert advice on structuring gifts, selecting nonprofits, and measuring outcomes, Strategic Philanthropy, Ltd. helps clients ensure that their charitable efforts are both impactful and sustainable.
The firm has built a reputation for guiding donors through the complexities of philanthropy, with services ranging from mission development to family philanthropy planning.
Their collaborative approach helps clients navigate the challenges of giving while creating long-term social change.
Whether through one-time donations or ongoing philanthropic initiatives, Strategic Philanthropy, Ltd. equips clients with the tools needed to make informed and meaningful contributions.
Key Services:
Philanthropic strategy and planning
Family philanthropy advisory services
Nonprofit selection and evaluation
Outcome measurement and impact analysis
Why work with Strategic Philanthropy, Ltd.?
With a tailored approach that reflects the unique goals and values of each client, Strategic Philanthropy, Ltd. helps philanthropists build meaningful legacies while creating tangible, positive change.
10. Philanthropy Advisors
Philanthropy Advisors is a consulting firm that assists individuals, families, and organizations in achieving their charitable goals through strategic planning and thoughtful philanthropy.
Their services are designed to help clients navigate the complexities of giving, from identifying causes that resonate with their values to designing programs that make a lasting impact. The firm also specializes in helping clients measure the success of their philanthropic efforts and adjust their strategies to maximize effectiveness.
Philanthropy Advisors works with a global network of nonprofits and social impact organizations, providing clients with access to opportunities for high-impact giving.
Whether working with first-time philanthropists or seasoned donors, the firm helps create strategies that address critical global challenges.
Key Services:
Strategic philanthropic planning
Global nonprofit partnership development
Impact measurement and reporting
Program design and evaluation
Why work with Philanthropy Advisors?
Their global perspective and commitment to helping clients address some of the world’s most pressing issues make Philanthropy Advisors a valuable partner for those looking to create lasting social impact.
Key factors to consider when choosing a strategic philanthropy consultant
Expertise in philanthropic strategies: Look for consultants with a deep understanding of charitable giving, foundations, and nonprofit sectors.
Customization of services: Choose a consultant who offers services that align with your philanthropic goals, whether you're focusing on impact investing, donor-advised funds, or legacy giving.
Experience with high-net-worth individuals or organizations: Ensure the consultant has a proven track record of advising clients with similar wealth profiles or organizational needs.
Impact measurement: Consider consultants who can help assess and measure the effectiveness and impact of your charitable efforts.
Network within the nonprofit sector: A strong connection to nonprofits and charitable organizations can help facilitate partnerships and maximize your contributions.
Fee structure: Understand their pricing model, whether it’s a flat fee, hourly rate, or performance-based, and make sure it fits within your budget.
Confidentiality and trust: It’s important that the consultant can handle your financial and philanthropic information with the highest levels of discretion and professionalism.
What strategic philanthropy consultant will you choose?
Choosing the right strategic philanthropy consultant can significantly enhance the impact of your charitable efforts. By evaluating factors like expertise, experience, and network connections, you'll be better positioned to select a consultant who can guide you toward achieving your philanthropic vision.