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A family planning for their foundation

Why Succession Planning for Family Foundations is So Important

Practical Tips for Philanthropists /

Succession planning in family foundations is crucial in ensuring the longevity and continued success of the foundation. With the shifting of leadership roles, it is important to have a plan in place to transition smoothly and maintain the foundation’s vision, mission, and legacy. This not only protects the foundation’s assets but also sets a clear […]

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Putnam Named Finalist – Family Wealth Report Awards

Practical Tips for Philanthropists /

Putnam Consulting Group Named Finalist in the “Philanthropy Advice” Category at the Family Wealth Report Awards 2022 Program. For Immediate Release CLEVELAND, February 16, 2022 — Putnam Consulting Group, a global consultancy led by philanthropy expert Kris Putnam-Walkerly, was selected as a finalist in the Philanthropy Advice category at the Family Wealth Report Awards 2022 Program. Winners will be announced on

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