Keynote Speaking

5 Charitable Giving Mistakes That Cost Advisors Money 

Ultra-high-net-worth families don’t just want to grow their wealth, they want to use their resources to make a positive impact in the world. And the best way for advisors to retain management of your clients’ wealth and estate planning, and attract more clients in the future, is to support their philanthropic goals. But if you’re like many advisors, you may not be offering robust charitable giving planning. In this keynote Kris Putnam-Walkerly, global philanthropy advisor and author of Delusional Altruism: Why Philanthropists Fail To Achieve Change And What They Can Do To Transform Giving (Wiley), will help you expand your philanthropic service offerings with confidence: 

• Learn the critical question many advisors neglect to ask their clients. 
• Discover the one word that may be preventing your clients from reaching their philanthropic goals. 

• Identify the key stakeholders whom you should involve right now. 
• Uncover the primary reason advisors avoid conversations about philanthropy. 
• Discover the secret weapon for becoming a go-to philanthropic expert. 

Delusional Altruism: How Philanthropists Get In Their Own Way and What Advisors Can Do To Help Them 

Did you know that most ultra-high-net donors want to change the world, but they get in their own way? Kris Putnam-Walkerly, global philanthropy advisor and author of Delusional Altruism: Why Philanthropists Fail To Achieve Change And What They Can Do To Transform Giving (Wiley), will share common delusional thoughts and practices that drastically hinder generous families from achieving their charitable goals. She will also explain how wealth advisors, estate planning attorneys, and family office leaders can inadvertently contribute to this delusional thinking, and what they can do to help their clients transform their giving.  

6 Philanthropy Mistakes Your Clients Make (And How You Can Help Them) 

As an advisor, you want to attract, grow, and retain your clients — or risk losing them when wealth transfers to the next generation. You know that supporting your clients’ philanthropic goals is a great way to build and deepen relationships across generations. But you don’t always know how to have conversations about charitable giving. You worry you might not have all the answers and often feel “out of your element.” What’s even worse, your clients suffer from “delusional altruism.” They hold onto deceptive and illogical thoughts that prevent them from achieving their philanthropic goals.  

In this webinar, you will learn: 

• What “delusional altruism” is 
• The top philanthropy mistakes your clients make 
• How you might be inadvertently contributing to these mistakes.  
• Practical steps you can take to grow your business across generations by increasing the clarity, impact, and joy your clients experience with their charitable giving. 

Are Your Donors Delusional Or Transformational? 

Philanthropists want to create dramatic impact with their giving. But too often they suffer from “Delusional Altruism.” They cling onto deceptive beliefs and misguided practices that prevent them from achieving the impact they seek.  What does this mean for nonprofits seeking funding? How do you know if your donors are “delusional” or transformational, and what can you do about it? In this keynote, Kris Putnam-Walkerly, award-winning author of Delusional Altruism, offers nonprofits an insider’s guide to how donors get in their own way. She shares real-world, practical guidance for avoiding mistakes that hamstring impact, building meaningful relationships with your funders, and creating transformational change.  

How to Increase Your Nonprofit Leadership and Effectiveness During A Crisis 

If 2020 taught us anything, it’s that disruption and volatility are the status quo. The future is always uncertain, and we never know when the next crisis will hit. Are you continuously preparing for the next one? Will you respond by rapidly adapting, transforming, and innovating? Or by scrambling, hunkering down, and feeling paralyzed?  Recognize your blind spots and replace them with effective alternatives, so you can not only stay the course during crises but seize them as opportunities to strengthen and transform your nonprofit.