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Upcoming events

Wealth for Good: Strategic Philanthropy Planning for Ultra-High-Net-Worth Families

An Exclusive, Virtual Workshop for UHNW Donors and Family Philanthropy Leaders

  • Develop Your Philanthropic Strategy. From vision to execution, learn how to quickly develop and implement a strategic plan that addresses your top priorities.
  • Clarify Your Cause. Demystify the process of choosing what to fund and how, with insights into the benefits of in-house versus outsourced research.
  • Navigate Family Dynamics in Philanthropy. Explore how to involve diverse family members in ways that resonate with them, aligning with both individual interests and your overarching vision.

upcoming dates:

  • Dates: June 18
  • Time: 9:00 – 10:30am PT / 12:00 – 1:30pm ET / 5:00 – 6:30pm BST
  • Cost: Complimentary

The Simplified Succession Plan:
Your Foundation’s Untapped Superpower

  • Discover how to go from “Overwhelmed” to “Oh, I got this!” when tackling succession planning & avoid the costly mistakes of procrastination.
  • Make sure nobody is “left holding the bag” in the event of unexpected departures or ineffective performance.
  • Learn simple yet powerful tools to solve larger organizational challenges and maximize your philanthropic impact.

upcoming dates:

  • Dates: July 24 or August 28
  • All virtual sessions begin at 9am PT | 12pm ET | 5pm BST
  • Cost: Complimentary

Aerodynamic Giving: Minimize Strategic Friction & Find Your Fastest Path to Impact

  • Chart the most direct flight path. Learn how to choose your North Star destination and sharpen your strategy for getting there
  • Deliver the funds faster. Discover the most common causes of friction that slow down grantmaking and operations
  • Create implementation momentum. Gain tips for leading a foundation that fulfills its plans like clockwork and transforms lives with simplicity, speed, and agility

upcoming dates:

  • Dates: November 21 or December 4
  • All virtual sessions begin at 9am PT | 12pm ET | 5pm GMT
  • Cost: Complimentary

Kris Putnam-Walkerly
25+ Years | 150+ Global Philanthropies | $1B+ Grants & Gifts Allocated

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Don't Just Take My Word For It...

“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."​
Mary Anthony
Executive Director, 1772 Foundation
"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."
Foundation CEO & Workshop Participant
"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."
Megan Barber Allende
President and CEO, Community Foundation of Mendocino County
“Kris’s Aerodynamic Giving session was amazingly comprehensive. Her masterful way of facilitating and making it feel comfortable and informative ensured all participants were engaged. I give it a 10 out of 10 and highly recommend it to other foundation CEOs.”
Foundation CEO & Workshop Participant

Exclusively for Philanthropy Leaders and Ultra-High-Net-Worth Donors

These exclusive events are designed for individuals holding positions as Executive Directors, CEOs, and Trustees of grantmaking foundations, corporate giving programs, and philanthropic family offices, as well as ultra-high-net-worth donors. We maintain strict oversight over registrations to ensure that all participants meet these criteria. To prioritize the privacy of our esteemed guests, replays of these virtual events will not be made available.

Wealth for Good: Strategic Philanthropy Planning for UHNW Families

The Simplified Succession Plan: Your Foundation’s Untapped Superpower

Aerodynamic Giving: Minimize Strategic Friction & Find Your Fastest Path to Impact

Secure your spot now for one of these exclusive FREE virtual workshops

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

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