Individuals & Families

As an individual or family donor, you want to make a difference in the world.
You’ve worked so hard for your accomplishments, and you want to instill lasting values in the generations to come while seeing real impact in the causes you care about. Yet while there are so many rewarding ways to give back —all of the options can be overwhelming!

If you find yourself asking any of these questions, it may be time to reach out to a professional to help you navigate your philanthropy journey.

An Experienced Philanthropy Advisor You Can Trust

Kris Putnam-Walkerly is a leading global philanthropic advisor with more than 20 years of experience working with donors big and small. With the expert clarity she provides, you will be able to significantly accelerate the speed and quality of decision-making on all philanthropic issues—and involve the whole family in the process.

Donors who have worked with Kris report dramatic improvement in understanding their philanthropic goals, determining the right giving strategies, engaging family members, and philanthropic impact.

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

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. You’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 rapidly 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 family foundation or leading an established. She provides confidential strategic assessment, advising and philanthropy consulting that is tailored specifically to meet your needs.

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