Kris Putnam-Walkerly

Why a Clear Strategy Is Key to Reaching Your Philanthropic Goals

To lead effectively during these challenging times, a flexible philanthropic strategy is paramount.   Your strategy defines not just what you aim to achieve but also how you intend to accomplish it. It helps you identify and reach your philanthropic goals and prevents you from running in disparate directions chasing proverbial squirrels. However, all too

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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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