Grantmaker Resources

Fiduciary Trust Company and Strategic Philanthropy have compiled the resources below to help guide your grantmaking activities. We encourage you to reach out to us if we can be of assistance. Our contact information is at the bottom of the page.

General Resources

Charitable Giving Strategy Framework: Lists the key steps to take within the each of the six areas that are important to developing an effective charitable giving strategy.

Mission Statement Guide: This guide helps you build an effective mission statement when crafting your charitable giving strategy. 

List of Local Grantmaking Associations: Access information on where to contact your local grantmaking association. Their resources often include grant request templates and other valuable material.


Fiduciary Trust Company Insights

Choosing the Best Charitable Giving Approach: Learn about the benefits of six different charitable giving approaches to help maximize your charitable giving, including donor-advised funds, private foundations, charitable remainder trusts, charitable lead trusts, charitable gift annuities, and direct gifting. Also available in a video version.

A Perfect Pair: Private Foundations & Donor-Advised Funds: Private foundation trustees can benefit from understanding the advantages of using donor-advised funds to complement their foundations, or in some cases, converting the foundation to a donor-advised fund.

Other Philanthropy Insights


Strategic Philanthropy, Ltd. Insights

Podcast Series: Access Strategic Philanthropy, Ltd.'s podcast series that highlights a variety of topics on philanthropy and how the changing world has affected philanthropic giving. 

Insights for Donors: Donors can access material that will help them build their charitable giving strategy and learn more about what they need to do to achieve their goals.

Insights for Advisors: Advisors can access this page to learn more about how Strategic Philanthropy could help them, as well as some insights that could be beneficial. 


About Fiduciary Trust Charitable

Fiduciary Trust Charitable is an independent, public charity offering donor-advised funds and related services. We partner with investment advisors who manage assets for each donor, taking into account donor recommendations and our investment policy. This enables a more customized investment management approach and personal service, relative to many other donor-advised fund programs. We also have the expertise, experience and flexibility to help donors use our donor-advised funds to meet their unique needs. Learn More

Contact: Todd Eckler, Executive Director, 617-292-6766,

About Strategic Philanthropy, Ltd.

Strategic Philanthropy, Ltd., was founded in 2000 by Betsy Brill and Susan Winer who believed — and still do — that anyone who cares deeply about tackling the social, environmental and economic challenges in local communities and around the world... in a meaningful and measurable way... should have the tools and partners they need to achieve their goals. 

This firm is donor-centric, working with individuals, families and their closely held family owned businesses, as well as their advisors. Although they've grown over the years, and now function as a multi-family philanthropic office for many clients, their values remain the same, and define and measure what they do. Learn More

Contact: Betsy Brill, President, 773-244-5185,

About Fiduciary Trust Company

Fiduciary Trust is a privately owned wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments. We also provide a range of services to professional financial advisors and single-family offices. Fiduciary's capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services as well as donor-advised fund and lending programs. Learn More

Contact: Rick Tyson, Vice President, 617-292-6799,