Foundations

You want to set a clear strategy, clarify your goals, and align your people and operations to implement your strategy successfully.

As the leader of a foundation—small or large, new or with a storied past—your philanthropic goals are focused on the same thing: You want to set a clear strategy, clarify your goals, and align your people and operations to implement your strategy successfully.

But how do you go beyond the role of grantmaking? How do you overcome the challenges of running a foundation, while making a clear and lasting impact that changes lives? How do you stay agile and adapt in a rapidly changing world?

If you find yourself struggling or moving too slowly, facing stagnant funding or a stalled strategic plan,, or you just generally feel stuck—you may need the help of a philanthropy consultant and advisor to help you get back on track to maximize the impact of your Foundation’s mission.

An Experienced Philanthropy Advisor You Can Trust

Kris Putnam-Walkerly has advised more than 100 foundations in her 20-year career, including the Robert Wood Johnson Foundation, David and Lucile Packard Foundation, J.M. Smucker Company, Winthrop Rockefeller Foundation, Heising Simons-Foundation, Annie E. Casey Foundation, Community Foundation Sonoma County, and Charles and Helen Schwab Foundation. She has the knowledge and experience to help you navigate growth, set up a new foundation correctly, and innovatively achieve your philanthropic goals. And she understands the common challenges associated with leading a foundation.

Kris offers a variety of services designed to catapult your giving, narrow your focus and increase your impact as a foundation:

Trusted Advisor:
As a trusted advisor, Kris is able to provide you with a unique and individualized advising engagement to determine your needs, set your goals, and discuss all your questions.ou’ll have unlimited access to Kris as your strategic sounding board during regular business hours by phone, Skype, Zoom, email and, when desired, face to face. Conversations with Kris are candid, confidential, and responsive to your immediate needs.

Strategy Development:
Whether you are creating your first strategic plan, making a dramatic shift in strategy, seeking to implement your new strategic plan for your foundation, or are designing your next funding initiative—Kris can work with you and your board to help formulate your strategy and implement it successfully.

CEO Springboard:
As a new CEO, trust Kris to help you navigate all aspects of starting a new foundation or leading an established. She provides confidential strategic assessment, advising and philanthropy consulting that is tailored specifically to meet your needs.