Trusted Advisor

Ensuring that your philanthropy is effective means making wise decisions, but making those decisions in isolation can hamper your results. Putnam offers immediate access to expert advice and philanthropic coaching that give you a guide, a sounding board and a trusted, objective support system for your role as a philanthropic leader.

Want an on-call advisor at the ready? Need a coach to help you work through a specific project, strategy or quandry? Desire an outside, objective perspective to help you understand your work, your challenges and your opportunities more deeply?

Whether you’re a veteran philanthropist or a new leader in the foundation world, we’ll create a tailored plan that suits the way you work and provides the support you need. Together, we can create:

  • One-on-one expert advising consultations
  • Short- or long-term philanthropic advising engagements
  • Small group philanthropic coaching
  • Advising plans for board leaders

Since working with Putnam Consulting Group we have a far more streamlined grantmaking process, and we get all the answers we need to make sound grantmaking decisions. If we ever need to undertake a similar project, Kris will be at the top of our list.
Merle Gordon, Director, Community Benefit
Kaiser Foundation Health Plan of Ohio
Merle Gordon