consulting

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 …

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From Well Done to What’s Next

As some of you may have noticed, I recently was inducted into the Million Dollar Consultant® Hall of Fame by my own mentor and advisor, Alan Weiss, Ph.D. This honor was especially gratifying – not because of the fanfare but because, just like most people, I like to know that the work I’ve put into …

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Ten Ways Putnam Consulting Got It Right in 2016

Producing the Confident Giving newsletter is one my favorite things to do – in no small part because of readers like you who open, peruse, consider, and sometimes comment and share your thoughts with me. Thank you! As a weekly publication, Confident Giving covers a lot of ground in a single year. In January it’s …

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Don’t Believe the “Complexifiers”

In my first attempt to hire my own financial advisor in my late 20s, I turned to Morgan Stanley in San Francisco. I interviewed two people.  One had a slide show presentation and overflowing binders of charts and graphs showing me how they informed his decisions, his track record, how this and that outperformed that …

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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 …

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6 Mistakes Philanthropists Make During a Crisis (And What They Can Do Instead)

Don’t let delusional altruism hinder your impact! Learn valuable tips to improve your giving during tumultuous times.