apples_1000

about the eplan group

The Eplan Group is a boutique philanthropic advisory firm, based in Atlanta, GA. Each of our experienced consultants guide our clients through a wide range of issues and decisions that are critical to a focused, effective and aligned philanthropic practice. The Eplan Group strives to meet the needs of each client in a comprehensive and personalized manner.

Tom Asher

Elise and Staci quickly grasped the challenges of The Rich Foundation and helped us think through a sensible strategic process that should help us set a plan in motion for the years ahead.”
Tom Asher
President, The Rich Foundation, Inc.
2016-09-06T18:28:09+00:00
“Elise and Staci quickly grasped the challenges of The Rich Foundation and helped us think through a sensible strategic process that should help us set a plan in motion for the years ahead.”Tom AsherPresident, The Rich Foundation, Inc.

Mike Abreu

We hired The Eplan Group in late 2015 and into 2016 to help us focus our goals and develop a strategic plan for our foundation as the next generation took over the reins. Elise and Margaret were instrumental in the process and with their guidance and support we began 2017 with the goal of being more proactive and connected with our mission.”
Mike Abreu
Executive Director, Francis L. Abreu Charitable Trust

2017-11-06T15:42:39+00:00
“We hired The Eplan Group in late 2015 and into 2016 to help us focus our goals and develop a strategic plan for our foundation as the next generation took over the reins. Elise and Margaret were instrumental in the process and with their guidance and support we began 2017 with the goal of being more proactive and connected with our mission.”Mike AbreuExecutive Director, Francis L. Abreu Charitable Trust

Anne Sterchi

Elise expertly designed and facilitated our first-ever family foundation strategic planning retreat. Through in-depth interviews with each trustee followed by the retreat, Elise helped us assess the foundation’s current profile, articulate our vison and mission, and develop our future direction. I have recommended her to other family foundations and all of them were very satisfied.”
Anne Sterchi
Executive Director, The J. B. Fuqua Foundation
2016-09-06T18:44:45+00:00
“Elise expertly designed and facilitated our first-ever family foundation strategic planning retreat. Through in-depth interviews with each trustee followed by the retreat, Elise helped us assess the foundation’s current profile, articulate our vison and mission, and develop our future direction. I have recommended her to other family foundations and all of them were very satisfied.”Anne SterchiExecutive Director, The J. B. Fuqua Foundation

Maria Kennedy

The Eplan Group was skillful at opening up our conversations, ensuring everyone’s involvement, and uniting our voice into focus for our future.”
Maria Kennedy
Executive Director, The Daniel Foundation of Alabama
2016-09-06T18:36:09+00:00
“The Eplan Group was skillful at opening up our conversations, ensuring everyone’s involvement, and uniting our voice into focus for our future.”Maria KennedyExecutive Director, The Daniel Foundation of Alabama

Jackie and Lin Stradley



Thoughtful and valuable! Elise’s work was crucial as she guided us and the board to refocus our mission and develop an approach for generational transition with next gen and non-family board members. Since then, “well baby checks” for periodic management consulting have been such a unique resource because she knows us so well and because of her wisdom and knowledge of best philanthropic and nonprofit practices."

Jackie and Lin Stradley
Executive Director, The Betty and Davis Fitzgerald Foundation
2018-06-06T10:52:53+00:00
“ Thoughtful and valuable! Elise’s work was crucial as she guided us and the board to refocus our mission and develop an approach for generational transition with next gen and non-family board members. Since then, “well baby checks” for periodic management consulting have been such a unique resource because she knows us so well and because of her wisdom and knowledge of best philanthropic and nonprofit practices." Jackie and Lin Stradley Executive Director, The Betty and Davis Fitzgerald Foundation

Joel Arogeti and Robert Arogeti


For many years, we struggled with how to engage our next generation to care about and be involved with our family foundation. Elise and Staci guided us to success and helped the older generation interact positively with our children and spouses. Their invaluable services as teacher, coach and counselor allowed us to grow stronger as a philanthropic family.”


Joel Arogeti and Robert Arogeti

Trustees, ARGO Family Fund

2017-11-06T15:33:41+00:00
“ For many years, we struggled with how to engage our next generation to care about and be involved with our family foundation. Elise and Staci guided us to success and helped the older generation interact positively with our children and spouses. Their invaluable services as teacher, coach and counselor allowed us to grow stronger as a philanthropic family.” Joel Arogeti and Robert Arogeti Trustees, ARGO Family Fund

Some of the philanthropic endeavors our firm specializes in include:

  • Strategic thinking and facilitation that enables a family or philanthropic organization to articulate their vision, develop a mission and a giving plan.
  • Knowledge of best practices in philanthropy, including options related to structure, purpose, governance and giving practice.
  • Support to foundations at significant generational or financial transitions, such as the disposition of a business, a liquidity event, or the maturation of a future generation of trustees.
  • Thoughtful and creative approaches to engaging the next generation (including preteens and teens) in philanthropy which include methods developed by 21/64.
  • Innovative thinking regarding foundation and corporate grantmaking strategies and impact.
  • Experience and guidance for foundations and other institutions attempting to undertake civic engagement projects.
  • Timely and intentional capacity to realize an organization’s goals when full­time staffing is not an option.

Connectivity:

We value collaboration and partnerships and derive benefits from being part of the local, regional and national philanthropic conversations.

©2016 The Eplan Group. All rights reserved.