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Fox Philanthropic Advisors

Fox Philanthropic Advisors

Effective and meaningful philanthropy, one donor at a time

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Let’s change
our world
together.

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Welcome to

Fox Philanthropic Advisors

At Fox Philanthropic Advisors, we help individuals and families become intentional philanthropists so they can effect meaningful change with the same planning and strategic thought they devote to their other investments.  We work alongside our clients’ financial, tax, and legal advisors to help them clarify their philanthropic goals and implement plans and structures to achieve them.

There is so much potential for each of us to impact positive change in the world. But doing so successfully requires time and attention to the following. 

  • Identifying where you want to invest for change and defining what that success looks like to you. 
  • Maximizing what you can do now, as well as later.
  • Deciding when and how you involve others.
  • Determining which tools and techniques will work best for you in light of your entire personal and financial plans.
  • Evaluating success and learning along the way. 

You probably utilize advisors’ expertise in financial, tax, and estate planning to help define and meet goals for yourself and your family.  Why wouldn’t you do the same to effect the change you’d like to see in the world?

Let us help.


philanthropy [fi-LAN-thruh-pee]: love of humanity


Our
Mission

We help people have meaningful impact on the world through thoughtful, effective philanthropy.

Effective
Philanthropy

Every donor has different goals. We work with individuals and their advisors to develop and implement plans that are meaningful, smart, and effective for them.

One Donor
at a Time

We give every person the same time and attention, whether you are a seasoned philanthropist or just getting started.

Why work with us?

If you find yourself asking these questions below, consider scheduling a free introductory phone call.

Schedule Free Introductory Call

I think there may be smarter ways for me to make charitable gifts than just using my checkbook and credit card, but I don’t know what those are for me.

I am ready to set aside some money to use for charity over the long-term. How do I do that so that it is financially wise AND makes a real difference?

I’m revising my estate plan and considering including charity, but I don’t know how to do that well.

I am making my first major gift and don’t know what I don’t know. What should I be asking the charity? How do I know my gift will accomplish what I want?

How do I use my donor advised fund or private foundation more strategically?

How do I know whether my gifts are making a difference?

Hear from our clients

We have worked with Shari Fox for years in critical areas of our philanthropic giving. She is extraordinary – broadly knowledgeable, smart, experienced, strategic and importantly, caring. She works with us as a partner – listening, brainstorming, advising. You know you are working with a pro.
William H. Donaldson (deceased)
Former Chairman and CEO, Securities and Exchange Commission
Founding Dean, Yale School of Management

Jane Phillips Donaldson
Founder, Phillips Oppenheim
Former Chair, University of Illinois Foundation
When our local nonprofit partners expressed a need to bolster their fundraising skills last year, we knew Shari Fox would be the right person to deliver this content. Through our Center for Nonprofit Excellence, Shari presented three informative workshops on building endowments and understanding how to allocate limited resources to enhance fundraising programs. Her educational sessions are fun, smart, and engaging. Shari is a skilled presenter and brings a wealth of knowledge and practical examples that have enabled our local nonprofit leaders to build their capacity as effective fundraisers.
Genevieve Kirk
Interim Director, Community Foundation of East Central Illinois
I have worked with Shari for many years. She is a skilled professional, has great ideas, and boundless energy. She works hard and effectively to understand her clients’ desires and to help them achieve their goals. Five stars.
Stanley Stroup
Retired Counsel, Wells Fargo & Company
I appreciated the opportunity to work with Shari Fox on a major gift project for our organization. Shari asked insightful questions during the needs assessment phase which led to my better understanding of both our funding history and the building blocks of a major gift program. In addition to providing professional, well-written project deliverables, Shari also directed me to professional development resources to help me be better prepared to implement the project.
Leslie Alter
Donor Relations Director, College Bound Opportunities

Read Shari’s guest post with Bluestem Financial Advisors

Read Post

Listen to Shari’s guest appearance on Paul Ruedi’s
“On the Money” Radio Show

Listen Here

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This website is for informational purposes only and does not constitute a complete description of our services. No information on this website constitutes tax, legal, investment, or financial planning advice. Information throughout this site is either developed by Fox Philanthropic Advisors LLC or is obtained from sources we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.