PNI Foundation Case Study

PNI Foundation, recently rebranded in 2024 from the Pinnacle Charitable Foundation, supports various philanthropic initiatives across multiple focus areas, including mental health and wellbeing. With a complex structure around affiliated fund managers and funding allocations, the Foundation sought to transition from manual spreadsheet based management to a centralised system to improve efficiency and reporting capabilities.

The Challenge

Managing multi-layers of giving and partnerships proved challenging using traditional methods. The Foundation required a system that could:

Support partnership-based funding rather than open grant rounds
Centralise historical and current records in one secure platform
Provide advanced reporting to provide accurate insights for internal use, board oversight and strategic planning
Offer responsive and friendly local support for a smooth implementation and ongoing functionality.

The Solution

After reviewing 13 domestic and international platforms, PNI Foundation chose Grant Toolbox for its flexibility and focus on core functionalities which were priorities, such as managing long-term and multifaceted partnerships, reporting and strong client support. Grant Toolbox focused on what mattered most: partnership management, custom reporting, and operational efficiency.

Why Grant Toolbox?

Tailored functionality – no unnecessary tools
Local, hands-on support during and after implementation
Ability to handle complex Affiliate and funding structures
Comprehensive, real-time reporting aligned to UN SDGs and strategic goals

“The flexibility and support we’ve received have exceeded our expectations.”
– PNI Foundation

17

Long term not-for-profit partnerships

70+

Not-for-profits supported

~$1.4M

PNI Group aggregate annual giving

The Results

Streamlined Operations

Centralised all data from 2017 to present – capturing NFP partnerships, discretionary donations and sponsorship activities
Simplified internal processes and reduced manual record-keeping
Enabled tracking of donations, branding partnerships, event sponsorships, and discretionary giving

Powerful Reporting

Supports annual reporting, board papers, and AGMs
Delivers insights across Affiliates, focus areas, individual NFP partners and timeframes
Offers credible and transparent data to support decision-making
Allows for “splicing and dicing” according to specific reporting priorities

Strategic Visibility

Enhanced ability to analyse giving patterns and strategic alignment
Offers a full picture of funding allocation for better planning and impact assessment

Flexible, Evolving Platform

Platform adapts to meet changing needs

Grant Toolbox has enabled PNI Foundation to move from fragmented spreadsheets to a future-ready system built for meaningful, data-driven philanthropy.