Powering Purpose.
Strengthening Systems.
Advancing change that lasts.
We partner with funders, changemakers, and mission-driven organizations to design smarter strategies, strengthen operations, and create lasting impact from the inside out.
The Evolving Landscape
of Social Impact
Philanthropy is evolving. Funders and organizations are moving beyond transactions toward deeper, systemic impact, seeking approaches that combine purpose with precision. Across the sector, collaboration is expanding, partnerships are becoming more cross-sector, and accountability is measured not only by outcomes but by how sustainably they are achieved.
Yet as missions grow in complexity, so do the structures that support them. Foundations, nonprofits, and corporate giving programs are navigating new expectations for transparency, equity, and meaningful progress.
The Planneris Group partners with mission-driven institutions to meet this moment. We help leaders bring structure to ambition, align people and processes around shared goals, and translate vision into results that last.
The Planneris
Group Approach
At The Planneris Group, we believe lasting change happens when strategy and execution move in sync. We bring the precision of consulting discipline and the empathy of lived experience to help social impact organizations build clarity, strengthen systems, and sustain progress.
Our approach is collaborative and pragmatic. We listen first, diagnose with care, and co-design solutions that align vision, structure, and action. Whether guiding a foundation through portfolio design or helping a nonprofit refine its operating model, we focus on creating frameworks that work in practice, not just on paper.
Every engagement is grounded in partnership, transparency, and accountability. We meet organizations where they are and help them move forward with confidence and clarity.
Who We Serve &
What We Offer
At The Planneris Group, we support the full social impact ecosystem, from institutions shaping philanthropic strategy to organizations driving community-level outcomes. Our work spans foundations, individuals, nonprofits, and companies, united by a shared goal: advancing impact through clarity, structure, and sustainable systems. Moreover, we recognize that every actor in the social impact ecosystem plays a distinct role in advancing change. Our capabilities are tailored to meet the strategic, operational, and structural needs of each, from funders shaping vision to organizations delivering results on the ground.
Foundations
We partner with private, family, and community foundations, as well as intermediaries, giving circles, and venture philanthropy funds. Our work helps funders align mission with measurable impact, design equitable grantmaking systems, and collaborate more effectively with grantees and peers.
Core Capabilities:
- Strategic Planning and Portfolio Design
- Grantmaking Systems and Funder Alignment
- Impact Measurement and Learning
- Capacity-Building and Technical Assistance Design
- Ecosystem Mapping and Partnership Strategy
- Governance and Decision-Making Support
Individuals & Families
We advise philanthropists and families seeking to align purpose with measurable impact and build multi-generational legacies of giving. Our guidance helps donors clarify their values, define their impact priorities, and engage meaningfully across generations and communities.
Core Capabilities:
- Philanthropic Strategy and Portfolio Management
- Impact Planning and Evaluation
- Next-Generation and Multi-Generational Engagement
- Donor Collaboration and Collective Giving Design
- Advisory and Governance Structures
Nonprofits & Social Enterprises
We help nonprofits, NGOs, and mission-aligned enterprises strengthen strategy, operations, and systems to sustain growth and deepen impact. Our consulting support builds clarity, internal capability, and infrastructure that allow organizations to scale programs and deliver results with confidence.
Core Capabilities:
- Strategic Planning and Program Design
- Organizational Capacity Building and Infrastructure Development
- Monitoring, Evaluation, and Learning Systems
- Fund Development and Grant Readiness
- Change Management and Growth Planning
- Stakeholder Engagement and Communication
Corporations & Companies
We work with companies integrating social responsibility into their business models and designing initiatives that create shared value. Our approach combines business strategy with social impact design, helping leaders align purpose, performance, and partnership for lasting results.
Core Capabilities:
- Corporate Philanthropy and CSR Strategy Design
- Social Innovation and Partnership Development
- Impact Measurement and Reporting
- Employee Engagement and Volunteer Programs
- Equity-Centered Leadership and Governance
- Communication and Brand Alignment
Every mission deserves the clarity and structure to thrive.
At The Planneris Group, we partner with funders, nonprofits, and mission-driven organizations to translate purpose into performance and build systems that sustain real progress. Let’s build something meaningful together.
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