strategic planning

Why a Clear Strategy Is Key to Reaching Your Philanthropic Goals

Confident Giving Newsletter, foundation, Philanthropy, Strategy / Kris Putnam-Walkerly

To lead effectively during these challenging times, a flexible philanthropic strategy is paramount. Your strategy defines not just what you aim to achieve but also how you intend to accomplish it. It helps you identify and reach your philanthropic goals and prevents you from running in disparate directions chasing proverbial squirrels. However, all too […]

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The Hidden Risks of Neglecting Succession Planning in Foundations

Confident Giving Newsletter / Kris Putnam-Walkerly

Delve into seven scenarios that illustrate the potential pitfalls foundations can face without robust succession planning. In the world of philanthropy, solid leadership is a cornerstone for success. However, many foundations — be it private, family, corporate, or community-based — overlook one crucial aspect of leadership: succession planning. Here, I highlight seven scenarios demonstrating the

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The 3 Real Reasons Your Family Foundation Needs a Succession Plan

Confident Giving Newsletter / Kris Putnam-Walkerly

I’d like to bring your attention to a topic that’s near and dear to my heart, and one that may seem a bit morbid at first glance. I call it the “Three Real Reasons Your Family Foundation Needs a Succession Plan.” Trust me, it’s not as grim as it sounds. In fact, I’ve thrown in

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3 Ways to Prepare for an Unpredictable 2023

Confident Giving Newsletter / Kris Putnam-Walkerly

Here are 3 behaviors philanthropy leaders can embrace that will help you navigate change with confidence and shockproof your philanthropy as you leap into 2023.

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Is Your Strategy Moving in Slow Motion?

Confident Giving Newsletter / Kris Putnam-Walkerly

Is your strategy moving in slow motion? To eliminate any strategic friction slowing you down, remove these seven barriers to increase your strategic momentum.

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Don’t Panic, Just Pivot! 6 Ways to Achieve Your Goals by Year End

Confident Giving Newsletter / Kris Putnam-Walkerly

Here are 6 tips for staying to achieve your goals by year-end. Then you’ll be able to celebrate the new year while taking pride in your accomplishments.

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Why a Clear Strategy Is Key to Reaching Your Philanthropic Goals

The Hidden Risks of Neglecting Succession Planning in Foundations

The 3 Real Reasons Your Family Foundation Needs a Succession Plan

3 Ways to Prepare for an Unpredictable 2023

Is Your Strategy Moving in Slow Motion?

Don’t Panic, Just Pivot! 6 Ways to Achieve Your Goals by Year End

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