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The Simplified Succession Plan
Your Foundation’s Untapped Superpower

A Free 90-Minute Guided Workshop for Foundation CEOs and Trustees

With Kris Putnam-Walkerly
25+ Years | 100+ Global Philanthropies | $1B+ Grants & Gifts Allocated

Dates: July 24 or August 28

All virtual sessions begin at 9am PT | 12pm ET | 5pm GMT

Cost: Complimentary

“I highly recommend Kris Putnam-Walkerly to help your foundation navigate a smooth executive transition. With her expert guidance, we were able to create a comprehensive succession plan, strengthen our foundation, avoid drama, and position ourselves for our next phase. Our board and I believe her services were the highest and best use of our resources, and we strongly recommend her to any organization facing a similar challenge."

Meet Kris Putnam-Walkerly

Trusted advisor to the world’s leading philanthropists

I believe philanthropists can change the world. I also know they can get in their own way. Over the past 25 years, I’ve guided hundreds of wealthy families, foundations, Fortune 500 companies, Giving Pledge signatories, and wealth advisors to allocate over $1B in grants and gifts, and I’m bringing the best of those insights to you. I look forward to meeting you!

Simplified Succession Plan - Your Foundation’s Untapped Superpower


Award-Winning Global Philanthropy Advisor
President of Putnam Consulting Group
Author of Delusional Altruism

Exclusively for Foundation CEOs and Trustees

This exclusive event is designed for individuals holding positions as Executive Directors, CEOs, and Trustees of grantmaking foundations. We maintain strict oversight over registrations to ensure that all participants meet these criteria. To prioritize the privacy of our esteemed guests, replays of this virtual event will not be made available.

We invite you to join a select group of like-minded professionals for an intimate discussion to maximize the impact of your philanthropy!

"Thank you for hosting The Simplified Succession Plan workshop and the follow-up strategy call. Integrating my needs and desires into succession planning and discussing how my guilt is holding me back was very powerful. Guidance on how to prepare myself and have the necessary conversations with the board left me feeling a lot lighter. I now feel ready to move forward."

Act now, don't delay.

Seize the moment to amplify your philanthropy.

Want to learn more or have a question about this event? ​

"I cannot thank you enough for once again sharing your time, wisdom, and insight with me. I always learn so much from you each time I attend one of your events. Your willingness to talk to me one-on-one afterwards is such a generous gift since it really helps me to internalize the learnings and determine my next steps."

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