Kris Putnam-Walkerly

Navigating the Philanthropic Boom

Navigating the Philanthropic Boom: A Guide for Foundations Anticipating Asset Windfalls

We are in the midst of the largest generational transfer of wealth in history, with $84 Trillion expected to transfer over the next several decades in the United States alone. Whether the result of inheritance, business merger or sale, or other large liquidity event, many foundations will find themselves doubling, tripling, or quadrupling in size.

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Foundation Succession Planning: A Simple Blueprint For Smooth Transitions

Foundation Succession Planning: A Simple Blueprint for Smooth Transitions

In philanthropy, just as in business, the strategic foresight to plan for leadership succession is not just wise; it’s imperative. Ensuring that a foundation or philanthropic organization can continue to function effectively and pursue its mission amidst leadership changes requires a proactive approach to foundation succession planning. By embedding thoughtful planning into the fabric of

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9 Tips For Engaging Family Members In Philanthropy

9 Tips for Engaging Family Members in Philanthropy

A key challenge in family philanthropy is engaging diverse family members in a meaningful and resonant way. Each individual brings their unique perspective, values, and interests, which can make it challenging to create a unified approach to family philanthropy. However, by embracing these differences and employing various strategies, you can foster a more inclusive and

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Conquering Fear to Unleash Generosity in Philanthropy

Philanthropy is as much about courage as it is about compassion. Many well-intentioned philanthropists and foundations are hampered not by a lack of resources but by a prevalence of fear. But how do you overcome those fears in philanthropy? In the world of giving, where the potential to enact meaningful change is vast, fear can

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Philanthropy meeting

Transforming Philanthropy: Moving Beyond Misguided Frugality To Achieve Real Change

In the world of philanthropy, the paradox of thrift often stymies even the most well-intentioned efforts to drive change.   Many philanthropists, in their earnest attempt to maximize the impact of every dollar, fall into the trap of what I term “Delusional Altruism.” This occurs when donors are so focused on minimizing overhead and operational

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Adapting To Disruption: A Guide For Modern Philanthropists

In an era marked by rapid change, division, and uncertainty, many philanthropists and leaders of grantmaking foundations are grappling with how to adapt their plans to remain relevant and impactful.   Traditional long-term philanthropic planning models are being upended, necessitating a shift towards more agile and responsive approaches. Whether you are conducting strategic planning or

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