Aligning Values.
Advancing Legacy.
Creating Impact That Lasts.
We help philanthropists and families to transform generosity into lasting impact. From clarifying purpose and designing giving strategies to building governance and measuring outcomes, we help donors create meaningful change that endures across generations.
The Role of Individual Philanthropy
Individual giving continues to shape the foundation of social progress. Today’s philanthropists are redefining what it means to give, moving beyond one-time contributions to embrace approaches that balance purpose, performance, and partnership.
Families and individual donors are seeking to align their wealth with their values, collaborate effectively across generations, and ensure their giving drives sustainable outcomes. Yet with growing complexity comes the need for clarity: balancing intention with structure, translating generosity into measurable progress, and navigating an evolving philanthropic landscape.
The Planneris Group helps donors and families bridge vision with action. We design giving strategies grounded in clarity, equity, and accountability, ensuring that every contribution not only advances a cause but also strengthens the systems that sustain it.
Who We Serve
We work with donors and families who want to make their giving more strategic, aligned, and impactful. Whether you are building a philanthropic portfolio, structuring a family foundation, or planning a legacy for future generations, we help turn generosity into measurable progress.
High-Net-Worth Individuals and Families
Developing clear strategies that align giving with values and long-term vision.
Family Offices and Multi-Generational Trusts
Designing governance structures and processes for shared decision-making and accountability.
Donor-Advised Fund Holders
Helping donors plan, assess, and manage giving priorities with clarity and purpose.
Emerging Philanthropists
Supporting early-stage donors in defining focus areas, building frameworks, and establishing giving infrastructure.
Private Foundations and Giving Entities
Providing operational and strategic support for efficient, values-driven execution.
Core Capabilities & Services
We help philanthropists and families move from intention to execution. Our work blends thoughtful strategy with practical implementation, ensuring generosity is not only expressed but sustained through clear structures, processes, and measurable outcomes.
Philanthropic Strategy and Portfolio Management
We help donors clarify purpose, define focus areas, and design portfolios that align with their values and desired outcomes.
Services Offered:
1. Purpose and Values Alignment – Facilitate conversations to define giving priorities and social impact objectives.
2. Strategic Portfolio Design – Build balanced philanthropic portfolios that integrate grants, partnerships, and impact investments.
3. Mission Statement and Giving Frameworks – Translate family or individual vision into structured guiding principles.
4. Resource Allocation and Planning – Develop giving plans and multi-year budgets that align with impact goals.
5. Impact-Focused Portfolio Assessment – Review existing giving strategies and recommend adjustments for greater effectiveness.
Impact Planning and Evaluation
We help donors measure progress and understand the difference their giving makes.
Services Offered:
1. Impact Framework Development – Define success metrics and key performance indicators that reflect donor values.
2. Measurement and Learning Systems – Create simple, actionable tools for tracking and reflecting on progress.
3. Impact Reporting Support – Design templates and processes for sharing outcomes with family members, partners, and communities.
4. Data and Story Integration – Combine qualitative storytelling and quantitative data to communicate impact effectively.
5. Evaluation Partner Coordination – Manage collaboration with third-party evaluators to ensure alignment and rigor.
Next-Generation and Multi-Generational Engagement
We help families build shared purpose across generations and sustain a culture of intentional giving.
Services Offered:
1. Family Governance Design – Create decision-making processes that balance transparency, inclusion, and accountability.
2. Philanthropy Education and Learning Journeys – Facilitate sessions that build understanding of the social and operational dimensions of giving.
3. Next-Generation Inclusion – Develop pathways for younger family members to engage in leadership and stewardship roles.
4. Legacy Planning and Succession Support – Guide transitions to preserve values, continuity, and institutional knowledge.
5. Facilitation and Family Retreats – Lead structured dialogues to align perspectives and strengthen shared vision.
Donor Collaboration and Collective Giving Design
We support individual donors in building partnerships and engaging in collective initiatives that amplify impact.
Services Offered:
1. Giving Circle and Collaborative Fund Design – Structure and facilitate joint giving initiatives for shared learning and investment.
2. Partnership Identification and Vetting – Identify aligned organizations, peer funders, and cross-sector collaborators.
3. Co-Funding Strategy Development – Develop frameworks for coordinated action and resource pooling.
4. Shared Learning and Knowledge Platforms – Create tools for collective reflection and progress tracking.
5. Community Engagement Strategy – Design approaches that center community voices and priorities in funding decisions.
Advisory and Governance Structures
We help philanthropists establish the right structures and systems to guide their giving with integrity and clarity.
Services Offered:
1. Entity Formation and Legal Structuring – Support creation of foundations, donor-advised funds, and philanthropic entities.
2. Governance Model Design – Build structures that define authority, accountability, and transparency.
3. Advisory Board Development – Identify and onboard experts to guide giving priorities and strategy.
4. Operational Readiness and Systems Setup – Establish administrative systems and workflows that enable efficient execution.
5. Compliance and Policy Development – Ensure giving structures meet legal requirements and reflect best practices.
Every act of giving has the potential to create lasting change.
At The Planneris Group, we help philanthropists and families align purpose with structure, ensuring that generosity becomes a sustained force for progress. Whether you are defining your philanthropic vision, building governance frameworks, or creating a legacy for the next generation, we are here to help you turn values into measurable impact.
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