Kris Putnam-Walkerly

Seamless Succession: How Foundations Can Optimize Executive Transitions

Executive transitions are inevitable in the lifecycle of any organization. However, they need not be a source of anxiety or disruption. With thoughtful planning and the right stakeholders, foundations can craft a streamlined executive transition and succession plan that not only ensures a seamless leadership shift but also strengthens the organization and amplifies its impact. …

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11 Elements of a Foundation Executive Transition Plan

Executive transitions are a natural part of any organization’s lifecycle, but they don’t have to spur panic or derail progress. With some thoughtful preparation and the right people involved, foundations can develop simplified succession plans to ensure smooth leadership changes. Even better, you can leverage foundation executive transition planning to optimize operations, strengthen the organization, …

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The Hidden Risks of Neglecting Succession Planning in Foundations

Delve into seven scenarios that illustrate the potential pitfalls foundations can face without robust succession planning. In the world of philanthropy, solid leadership is a cornerstone for success. However, many foundations — be it private, family, corporate, or community-based — overlook one crucial aspect of leadership: succession planning. Here, I highlight seven scenarios demonstrating the …

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Embracing Boldness and Discomfort: How Foundation Boards Can Support Big Visions

Foundation leaders often have ambitious goals. But achieving them requires the support and engagement of their boards of directors. In a recent conversation, a group of foundation leaders discussed strategies to ensure board engagement while pursuing a bold vision. Here’s what they shared: 1. Set Clear Goals and Communicate Them Be transparent with your board …

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The 3 Real Reasons Your Family Foundation Needs a Succession Plan

I’d like to bring your attention to a topic that’s near and dear to my heart, and one that may seem a bit morbid at first glance. I call it the “Three Real Reasons Your Family Foundation Needs a Succession Plan.” Trust me, it’s not as grim as it sounds. In fact, I’ve thrown in …

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20 Ways a Philanthropy Advisor Can Help Your Foundation

Did you know that philanthropy advisors can play a vital role in your foundation’s success?   By partnering with these advisors, foundations can maximize their impact, improve their operations, and navigate the complex landscape of philanthropy with confidence. In this blog, I have highlighted 20 ways they can support and strengthen your organization. 1. Formulating …

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