Philanthropic Services for Wealth Advisors and Family Offices

Do you want to position yourself or your firm as a go-to expert on charitable planning and philanthropic giving? Do you want to deepen client relationships across multi-generational families?

Advising Engagements

You’re already helping your clients manage their wealth, why not focus on philanthropy as well? By discussing charitable giving with your clients and offering a wide range of philanthropic services, you can:

How Kris Can Help

For over 20 years, top global philanthropies have requested Kris Putnam-Walkerly’s help to transform their giving and catapult their impact. As a widely considered, globally recognized philanthropy advisor and award-winning author, she’s helped over 90 philanthropists and foundations strategically allocate and influence over half a billion dollars in grants and gifts.

As a consultant to Family Offices and Wealth Advisors, Kris can assist you in helping your clients achieve their philanthropic goals and dramatically increase their impact.

Kris Putnam-Walkerly can help:

"Kris is great at making the complex easy to understand, and helps philanthropists shift their thinking to embrace new possibilities and opportunities."
LaTida Smith
CEO, Moses Taylor Foundation

Kris Putnam-Walkerly can help your clients through all stages of their philanthropic journey:

Due to the sensitive nature of client relationships, this work can be done in whatever capacity best suits your needs, and the needs of each individual family or client – from advising you behind-the-scenes, to working as a white-label to your firm, to working directly with clients as a trusted partner. You set the tone for engagement with your clients, and their assets will always remain under your management.

Why Choose Kris?

A globally recognized thought leader in philanthropy, Kris was named one of America’s Top 25 Philanthropy Speakers for the past three years. She is the author of the award-winning book Confident Giving: Sage Advice for Funders; a regular contributor on philanthropy, and authored a chapter on “Transformational Giving: Philanthropy as an Investment in Change” in a new book on impact investing, The ImpactAssets Handbook for Investors. In 2017, Kris was inducted into the Million Dollar Consulting® Hall of Fame, one of only 75 consultants chosen worldwide. Kris is also a global content partner to Alliance Magazine, the premier magazine for global giving, and the US philanthropy expert to the leading Dutch philanthropy media outlet De Dikke Blauwe.

Utilizing Kris as a consultant for your family office or wealthy advisory business will allow you to give your clients custom-tailored philanthropic mentoring that will substantially increase their impact.

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