AERIS Approach

Predictive Philanthropy Framework by Aeris Consulting

The AERIS Approach is Aeris Consulting’s proprietary methodology for delivering predictive philanthropy advisory services to nonprofit senior living foundations. It integrates forecasting, simulation, and adaptive policy modeling to help boards strengthen benevolence sustainability, donor stewardship, and long term mission alignment. Through the AERIS Approach, Aeris Consulting translates complex demographic, financial, and philanthropic data into clear, decision ready insight aligned with mission, governance, and fiduciary responsibility.

What the AERIS Approach Delivers

The AERIS Approach supports foundation leadership through a structured advisory process that includes:

• Forecasting future benevolence needs by care level and demographic cohort

• Simulating fund sustainability under multiple market and fundraising scenarios

• Evaluating reserve resilience and long term depletion risk

• Designing adaptive allocation strategies aligned with mission commitments

• Translating analytics into board ready reports, dashboards, and recommendations

Each engagement applies the AERIS Approach within the specific context of the foundation’s mission, policies, and risk tolerance.

How Foundations Engage

Foundations engage Aeris Consulting through the AERIS Approach as part of a comprehensive advisory relationship. Engagements are tailored to the foundation’s size, structure, and strategic objectives and typically include:

• Predictive modeling and scenario analysis

• Strategic interpretation and governance guidance

• Board level reporting and presentation support

To learn more about how Aeris Consulting applies the AERIS Approach in advisory engagements, please contact us at info@aerisconsulting.org.