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

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

Are you feeling busy and overwhelmed, with your giving efforts scattered and reactive? Do you need help clarifying your giving goals and creating a plan?

Join us for an exclusive, complimentary virtual workshop designed to help ultra-high-net-worth donors and leaders of family foundations and family offices take control of their philanthropy. Whether you’re just getting started or a seasoned grantmaker, this intimate 90-minute event offers a unique opportunity to connect with peers and gain invaluable insights.

This session could be the catalyst you need to create or refresh your family giving plan. No replays will be shared, ensuring the privacy of participants and allowing for candid discussions. Seize this opportunity to gain clarity, focus, and direction for your family’s philanthropic journey. RSVP now to secure your spot in this exclusive, transformative event.

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

Dates: May 1, May 22, or June 19
Time: 9-10:30am PT / 12-1:30pm ET / 5-6:30pm BST
Cost: Complimentary

“Kris’s virtual workshops are 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."

Meet Kris Putnam-Walkerly

Trusted advisor to the world’s leading philanthropists

Kris brings over 25 years of unparalleled expertise in guiding a diverse range of clients—including private families, prominent foundations, Fortune 500 companies, and Giving Pledge signatories — towards impactful philanthropy, advising the strategic allocation of more than $1 billion in grants and gifts. Recognized as a leading figure in philanthropy, Kris has recently been honored with titles such as “Philanthropy Advisor of the Year,” “Business Excellence in Philanthropy,” and “Most Influential Philanthropy Advisor,” and has consistently ranked among America’s Top 25 Philanthropy Speakers. Her accomplishments have earned her the “Philanthropy Advice” award from the Family Wealth Report Awards, highlighting her exceptional contribution to family philanthropy and wealth management.

As an award-winning author of two books, Delusional Altruism and Confident Giving, and a Forbes.com contributor on philanthropy, Kris’s work is a testament to her deep understanding of and commitment to effective giving. Her clients include the Charles and Helen Schwab Foundation, Robert Wood Johnson Foundation, David and Lucile Packard Foundation, Walton Family Foundation, Winthrop Rockefeller Foundation, Heising-Simons Foundation, J.M. Smucker Company, Annie E. Casey Foundation, Zilber Family Foundation, Levitt Foundation, Fowler Family Foundation, and hundreds of others including many families who wish to remain anonymous.

Simplified Succession Plan - Your Foundation’s Untapped Superpower


KRIS PUTNAM-WALKERLY, MSW

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

Exclusively for UHNW Donors and Leaders of Family Foundations and Family Offices

The registrations for this virtual event are closely monitored to ensure all participants are ultra-high-net-worth (UHNW) donors and family members, or professional leaders or trustees of grantmaking family foundations or family offices. The replays of this workshop will not be shared for the privacy of participants.

"Working with Kris Putnam-Walkerly was a great experience for our family foundation board and staff alike. Some were skeptical about the value of a retreat, but Kris’s expertise in philanthropy and skill as a facilitator created an environment for thoughtful and focused deliberation, resulting in the development of a sharper strategy for accomplishing our mission, along with actionable implementation tactics for all involved. Her style is clear, direct and practical, and I would recommend Kris to any foundation that is committed to becoming a more effective grantmaker and enhancing its impact."

Act now, don't delay.

Seize the moment to clarify your family philanthropy plan.

If you have any questions or need additional
information, please email Kris Putnam-Walkerly at
kris@putnam-consulting.com

"Kris Putnam-Walkerly is one of the world’s foremost advisors to leading philanthropists. I highly recommend her if you want a trusted guide and confidential sounding board to navigate your philanthropic journey!"

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