Share Transformational Giving
with a Colleague
Kris Putnam-Walkerly Referral Program
Referrals are the lifeblood of my business. As you know, busy philanthropists and foundation leaders receive a lot of solicitation. Through trusted introductions, I’m able to support them and impact their organizations. Read about my referral program below and how to make an introduction, should you find I can be of service to one of your colleagues, friends, or acquaintances.
Expand Your Impact, Amplify Your Benefits
How it works
Step 1: Send an introduction to a qualified referral via email. (See “How to Refer” below)
Qualifications: Kris Putnam-Walkerly’s ideal clients are ultra-high net-worth donors and CEOs of grantmaking foundations, corporate giving programs, and philanthropic family offices. They want to increase the clarity, impact, and joy of their philanthropy, and recognize they could benefit from expert help and guidance.
Step 2: Receive a referral incentive
Should the person become a paying client, Kris will issue a referral incentive in one of the following forms, according to your preference.
- Option A: A cash bonus, paid to you personally via check, Paypal, or Venmo
- Option B: A donation paid directly to your non-profit of choice
- Option C: A 2-Hour Complimentary Consulting Intensive with Kris
Bonus and donation amounts will be equal to 5% of the contracted consulting fee up to $10,000, paid within 90 days of receipt.
All referral incentives are optional, as some prefer not to receive incentives.
Step 3: Receive + Enjoy!
If you choose to receive any of the options above, Kris will reach out to confirm your choice and notify you when the chosen incentive has been distributed. If you choose a complimentary consulting intensive, arrangements will be made to schedule the appointment.
How to refer
Send an email between Kris, yourself, and your referral with a note such as:
“Meet Kris Putnam-Walkerly. It’s a pleasure to introduce you. Kris’s work is outstanding, and I thought you two might be interested in connecting. [Add a personalized sentence about how you know Kris and/or how she’s impacted your organization.] There’s a bit about her below (copied from her website). Happy connecting you two!”
Named America’s Top Philanthropy Advisor, Kris Putnam-Walkerly focuses on smart, practical solutions for modern philanthropists to achieve truly Transformational Giving. She’s guided hundreds of wealthy families, foundations, Fortune 500 companies, Giving Pledge signatories, and wealth advisors to successfully allocate over $1B in grants and gifts. Her areas of expertise include:
- Advising and coaching executives and donors
- Creating and refreshing strategic plans
- Helping funders implement their strategies
- Identifying top priorities
- Eliminating strategic friction that slows funders down
- Creating new foundations and donor-advised funds
- Sunsetting existing foundations
- Planning executive and board succession
- Unifying the foundation’s leadership team
- Strengthening and aligning boards
For your convenience, here is Kris’s email: firstname.lastname@example.org