A Free 90-Minute Guided Workshop for Foundation CEOs and Trustees and Family Office Leaders
- 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.
With Kris Putnam-Walkerly
25+ Years | 100+ Global Philanthropies | $1B+ Grants & Gifts Allocated
“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
Exclusively for Philanthropy Leaders
This exclusive event is designed for individuals holding positions as Executive Directors, CEOs, and Trustees of grantmaking foundations, leaders of philanthropic family offices, and 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 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!
Want to learn more or have a question about this event?
Email Kris at kris@putnam-consulting.com
