Tag Archives: philanthropy consultant

How To Choose The Right Philanthropic Advisor

There are many people in the world who offer advice and guidance to people with means, especially when it comes to how one can best make more money. A wide range of specialized experts and advisors will gladly share their insights to make your decision-making process easier. Business consultants may help you set up a family office or expand your personal empire. Wealth advisors and financial planners help you enhance your earnings. Tax advisors help you protect your assets. These people can all be valuable resources and allies for growing your wealth, but what happens when you’re ready to give money away? Distributing wealth is a very different practice from earning it. The core practices and the nuances of philanthropic … Continue reading How To Choose The Right Philanthropic Advisor

read more >

Collected Wisdom for Grantmakers

This week, instead of sharing one point of wisdom, I’d like to share many – 46 of them, in fact. That’s how many entries you’ll find in my newly published book, Confident Giving: Sage Advice for Funders. Why write a book? While a blog is great for sharing advice and helpful content in small, quick bursts of content, it also helps to have wisdom collected all in one place. This is true for just about any topic. As a parent, I value little pearls of wisdom I’ve picked up here and there from friends and relatives, but there’s a reason why Dr. Spock’s Baby and Child Care is one of the top-selling books of all time. As a consultant, I use … Continue reading Collected Wisdom for Grantmakers

read more >

Kris Putnam-Walkerly Named “Top 25 Philanthropy Speaker”

This week, I’m taking a quick time-out from my regular blog posts to share some exciting news. I am honored to have been named one of America’s Top 25 Philanthropy Speakers by Philanthropy Media! I was chosen from a survey of more than 25,000 philanthropy experts who submitted more than 1,000 names. To say I was surprised is an understatement. I’m both thrilled and humbled to share this news with you. What’s best about this news is that I truly love speaking about philanthropy and helping philanthropic audiences understand how to do the work of grantmaking more efficiently and effectively. In fact, I’m eager to do more of it! If you’re looking for a speaker for your board, conference, or … Continue reading Kris Putnam-Walkerly Named “Top 25 Philanthropy Speaker”

read more >

What Being Pregnant with Twins Taught Me About Philanthropy

Almost every aspiring mom (and dad) has big plans and preconceived ideas about what pregnancy will be like. You picture the way your life might change, you plan out a nursery, order a crib – it’s pretty straightforward stuff. Straightforward, that is, until you discover you’re having twins. Suddenly, all those plans and preconceptions go out the window, and you have to rethink everything. The basic premise is still the same – you’re bringing new life into the world and want to raise it well – but now the reality in which you’ll operate is vastly different than expected. The realities in which foundations operate bring similar shifts and challenges on a regular basis. We start out our careers or our … Continue reading What Being Pregnant with Twins Taught Me About Philanthropy

read more >

5 Grantmaking Mistakes to Avoid

  If your “to-do” list includes “increase the impact of our giving” read on! Below are five grantmaking mistakes you should avoid. 1) Jumping on the latest philanthropy craze. Every year a new set of tools and ideas emerge that become the hot trends (think infographics, collective impact, Ice Bucket Challenge, crowd funding, social media) and grantmakers feel compelled to try them out.  I had a grantmaker recently tell me that her foundation decided they “need to do crowd funding” and therefore the new initiative she wanted me to help her design “must include crowd funding” but she wasn’t even sure what that meant. Crowd funding can be a great tool, depending upon what you are trying to accomplish. But this foundation … Continue reading 5 Grantmaking Mistakes to Avoid

read more >

What I Learned About Customer Service from Marriott

Last week I stayed at the Marriott Marquis in downtown San Francisco, and I was blown away by the nonstop, excellent level of customer service I experienced. What I learned is applicable to foundations and consultants, and I want to share six lessons learned with you. 1. Treat everyone like they are important (even when you are busy). This convention hotel must have been booked solid, with a Salesforce convention happening one block down the street. Yet my colleague and I felt like we were the only guests at the hotel. Front desk staff were attentive, friendly, and willing to take extra time to accommodate my colleague, who was on crutches and needed certain room accommodations. All staff were prompt, cheerful, and … Continue reading What I Learned About Customer Service from Marriott

read more >

Increase Transparency by Broadening Your Perspective

This blog was originally written as a guest post for GlassPockets, a blog of the Foundation Center. When funders want to know about a particular issue or have questions about process, they often look first to peers and industry associations for answers. That makes perfect sense—the people who do the same job you do are likely to understand where you’re coming from and have experienced something similar. But if funders stop there, they could be selling themselves short. There are also many people who have expertise on the very issue, process, challenge or innovation that a grantmaker is pondering, but are not employed by a foundation or an industry association. These “knowledgeable outsiders” can have a great deal of valuable … Continue reading Increase Transparency by Broadening Your Perspective

read more >

3 Ways to Reduce Labor Intensity

Grantmakers, and their consultants, tend to overcomplicate things. Let me give you two simple examples of how this wastes time and prevents success. First: biweekly meetings. I’ve worked for funders who wanted me to stage biweekly meetings, for groups both large and small. In all cases, the process came before the goal: Each funder decided to have biweekly meetings before thinking about what they really wanted to accomplish. How effective the meetings were in reaching the goal was not a consideration. Second example: one-year grants. Offering a year of funding sounds fiscally responsible, since you’re checking for success before funding another year. But if you’re really likely to keep funding this organization, aren’t you being fiscally irresponsible? Think about the … Continue reading 3 Ways to Reduce Labor Intensity

read more >