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what we do

The Eplan Group helps individuals, families and corporations turn philanthropic ideas and aspirations into strategic action. Our team draws on our individual and collective expertise in philanthropic and nonprofit management to customize each client’s experience. We are focused on our clients’ goals and invest in the process alongside them.

We employ a candid approach and provide direct feedback including tangible next steps for our clients.

Below are descriptions of several of The Eplan Group’s current and recent projects:

Working with the second generation to fulfill a deceased family member’s long-term, philanthropic strategy. Work has included facilitating the creation of a mission for the foundation, scope and areas of interest as well as desired outcomes for grantmaking. Having established a rapport with the donor’s children during the establishment of the Foundation, The Eplan Group is now assisting with the grantmaking process which includes interacting with grant seekers, conducting due diligence and supporting the trustees’ decision making process.

Providing guidance to a prominent Atlanta business leader as he and his wife establish their family foundation. In addition, we are providing guidance to his family business as he and his company executives create processes for their company-giving program.

Facilitating a deep dive into Atlanta education reform for a collaborative comprised of 15 funders. Planning and staffing ongoing efforts, which include advocacy and policy change as well as opportunities for collective grant making.

Working with the third-generation of foundation trustees on succession plans, which include administrative and governance leadership. Specific issues include the desire/need to expand the Board with non-family trustees, determining the need for administrative staff, and the desire to add structure to the grantmaking process to measure the impact and long-term effect of the foundation’s work.

Working in partnership with a family office and long-term wealth advisor to assist a family foundation (with a living donor) to support their global grantmaking strategy.

Examples of our recently completed engagements:

Led a deeply-rooted, Atlanta based, family foundation through the successful integration of the next generation into the foundation’s governance structure. Work included refining the foundation’s longstanding mission and funding approach in favor of a more strategic approach which reflected the current and future trustees’ values. Our guidance also helped give definition to the role of staff vs. trustees.

Worked with an Alabama based family foundation to facilitate and implement a strategic planning process that resulted in a more outcomes based approach to grantmaking. Process included new mission, vision and values statements as well as a redefined geographic scope.

Designed and facilitated a comprehensive strategic analysis of a historically significant foundation to prepare longstanding trustees for impending leadership transitions. The process ensured a sustainable governance model, as well as a timetable and criteria for onboarding new trustees.

Engaged leaders of an Atlanta-based family foundation (all staff and board) to develop a process and the requirements for new trustees to join the foundation board.

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