Share Transformational Giving

with a Colleague

Kris Putnam-Walkerly Referral Program

For the past 25 years, the majority of my business has come from referrals. As you know, busy philanthropists and foundation leaders receive a lot of solicitation. Through trusted introductions, I’m able to support them and positively impact their organizations. Through referrals of a trusted philanthropy advisor to your colleagues, you can help advance their work, reduce their stress, and strengthen the sector! 

To make this easy I’ve created a new referral program. Read about it below and how to make an introduction, should you find I might be of service to one of your colleagues, friends, or acquaintances.

Kris

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, CEOs of grantmaking foundations, and leaders of 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 advisement. 

Step 2: Receive a referral incentive

Should the person become a paying client, Kris will provide you with an optional referral incentive in one of the following forms, according to your preference.

  • Option A: A donation in your name, paid directly to your non-profit of choice 
  • Option B: A cash bonus, paid to you personally via check, Paypal, or Venmo
  • Option C: A 2-Hour Complimentary Consulting Intensive with Kris
  • Option D: Another incentive we co-create that suits your needs

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

Simply send an email between Kris, yourself, and your colleague. You know your colleagues and the message you’d like to share, but here is a sample email you can use or modify, in case that makes it easier for you:

Subject: Introductions

[Colleague] and Kris, it’s a pleasure to introduce you. 

Kris, [Colleague] is a [describe them]

[Colleague], Kris is an experienced philanthropy strategist and leadership coach. Her 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 philanthropy leaders 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: kris@putnam-consulting.com

Kris is an exceptional philanthropy leader, partner, and innovator. Her collaborative approach enables both ambitious visioning and practical planning. We have embarked on a significant initiative to address historic inequality and disparity, and we are fortunate and grateful to have Kris as trail guide, thought partner, and advisor. I highly recommend her!​
Kevin Ryan
Director, Delta Dental Community Care Foundation

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