Putnam Consulting Group, Inc.

If I were to ask you about your current strategic plan for your philanthropy, could you confidently say it’s helpful with everyday decisions, straightforward with a focused goal, and adaptable if things change tomorrow? If not, it might be time to rethink how you view strategic planning. By investing in a well-thought-out plan now, you’ll be able to pivot, adjust, and improve as needed, no matter what challenges come your way. Let’s get yours in place so that when the unexpected inevitably strikes, you’re ready. I have a free resource to turn your strategic plan into a transformational giving strategy. It’s called the North Star Navigator Guide and workbook, and it will help you define your goals and align your resources to start 2025 with maximum efficiency in reaching your next milestone. Set your philanthropy up for success in 2025: https://lnkd.in/gsH3ft5n #NorthStarNavigator #PhilanthropyStrategy #PhilanthropyLeaders 

Behind every remarkable philanthropic journey, there's often a trusted advisor working diligently behind the scenes. This partnership can be a game-changer in navigating the complex world of charitable giving, amplifying your influence, and ensuring your efforts align seamlessly with your vision. Curious to explore the potential of such a partnership for your philanthropic endeavors? It's not about sales pitches or having all the answers at the ready. It's about a collaborative journey towards greater impact. Let's have a conversation – a chance for you to gain insights, ask questions, and envision the possibilities. Schedule a time to talk in the comments. #Philanthropist #PhilanthropyAdvisor #TrustedAdvisor

If you’re experiencing some turbulence in your giving strategy, I’m here to guide you on how to streamline your strategy for a smooth flight ✈️ from takeoff to landing. I’m excited to invite you to a virtual workshop exclusively for philanthropy leaders and UHNW donors. In the workshop, I will use my 25 years of experience to help you craft a new strategy that channels funds with unmatched speed, elegance, and effectiveness. I’ll pinpoint the usual problem areas that create “drag” in your operations, and finally, offer leadership tips for piloting a philanthropic institution where every plan lands safely. ✨ Does this sound like your boarding pass to a refreshed strategy? 🛫 Reserve your seat through the link in the comments. #AerodynamicGiving #TransformationalGiving #PhilanthropyAdvisor #PhilanthropyLeaders

🎃 In the spirit of Halloween, I thought I’d put together a list of all the spooky and slightly scary things funders do that give nonprofits the heebie-jeebies. This Halloween, let’s ensure your philanthropy is a 🍬 treat, not a 👻 trick. By creating transparent, flexible, and supportive funding relationships, you’ll empower nonprofits to deliver their best work. Read all 2️⃣5️⃣ unfortunate practices and how to avoid them here: https://lnkd.in/gVXiRnAc #PhilanthropyBestPractices #FundingWithImpact #SmartPhilanthropy

Do you ever feel like your schedule is always packed, but you don’t feel like you’re making any real progress towards the impact you desire to make with your philanthropy? In my experience as a philanthropy advisor for the past 25 years, I’ve noticed the more “busy” a foundation leader is, the longer it takes for them to implement and see real results from their strategic plan. To minimize this disconnect, look at your calendar and ruthlessly determine if your commitments align with your strategic priorities. From here, you’ll see progress in no time. Together,  you and your foundation will experience more joy and momentum in your work.  If you need advice on how to maximize your impact, head to the comments to ask questions or even book a complimentary call with me. #PhilanthropyAdvisor #StrategicPlanning #FocusOnWhatMatters 

Let's debunk one of the most common myths about foundation work:  Giving money away is a piece of cake. 🍰 Sure, if your plan is to cruise down the street handing out twenty-dollar bills to everyone, that would be enjoyable! However, when foundations distribute funds, there's a lot more involved than merely holding a stack of twenties. To be responsible stewards of your foundation's resources, you must ensure you employ the most effective strategies, meet genuine needs, assess your impact, and communicate success. #InvestInYourself #EffectivePhilanthropy #PhilanthropyAdvisor

Donating to a local cause as a business creates a meaningful connection among your employees and deepens your connection to your community. ✨ Here are a few points to keep in mind when you do begin to give to charity: 1. Connect your cause to your company.  2. Ask employees for causes to support so they will feel more connected to the effort.  3. Support causes you care about in your backyard because employees and local customers will appreciate you giving back to the community they live in. 4. Build morale and corporate culture by offering volunteer opportunities, not just writing a check. Charitable giving is about coming together, so don’t forget to ask your employees and community which causes are most important to them. By asking and listening to their opinion, you’re building a greater network of support. #CharitableGiving #SocialChange #PhilanthropicEfforts

I'm excited to invite you to my next Aerodynamic Giving workshop coming up next month on November 21!  My goal with this free virtual event is to share some of the lessons and hard-won insights from advising hundreds of philanthropies for over 25 years. I'll be diving into: 🔹 Crafting a North Star strategy that channels funds with unmatched speed, elegance, and effectiveness. 🔹 Pinpointing the usual culprits that slow down grantmaking and operations, creating "drag" in your noble intentions. 🔹 Leadership tips for piloting a philanthropic institution where every plan lands safely, supported by a board and crew aligned on strategic objectives. This workshop is an excellent step to giving your strategic plan a tune-up. It is open to CEOs and trustees of grantmaking foundations, leaders of corporate giving programs and family offices, and ultra-high-net-worth donors. If you’re eligible, please RSVP to save your spot, and be sure to share this post with a colleague you feel could also benefit from attending. 🛩️ Get ready for take-off as you soar to new heights in your philanthropy! RSVP here: https://lnkd.in/g9QgGmrr #AerodynamicGiving #StrategicPlan #PhilanthropyLeaders 

“I can do that?” is a phrase I love to hear when I’m coaching a client one-on-one.  My name is Kris Putnam-Walkerly and I work exclusively with CEOs, trustees, and ultra-high-net-worth donors. My job is to help you excel at achieving your philanthropic goals. I was working with one client, the CEO of a foundation, and she was telling me how she was worried her staff was feeling burnt out. They had just written and begun implementing a succession plan, and that took a lot of effort. Plus, it was toward the end of the year, and she was worried they wouldn’t have enough energy for a big push they were planning at the beginning of January. I was looking at the calendar with her, and I said, “Why don’t you give your staff these four days off. Combined with Christmas and New Year’s break, that will give them ten continuous days off.” She looked at me, and she said, “I can do that?” When I told her yes, she laughed and said, “Okay, I’ll do it.” By bringing her concerns to someone with an outside perspective, she was able to find a solution and give her staff the rest they needed so they could come back and work at their best. It’s moments like these where I see the immediate relief or “aha” moment for my client when I appreciate them letting me share my perspective and help them find the best path forward for themselves and their teams. If you got some insight or inspiration from this story, then be sure to put a ✨ in the comments to let me know! #PhilanthropyConsultant #SocialChange #CommunityFoundation

Never settle for a lengthy, complicated, or vague strategic plan. ❌ You want your plan to be focused, straightforward, and the outline for all the guidance you need when making your next decision on your philanthropic journey. ✅ I’m proud to offer you my expert guidance for rewriting your strategic plan in 10 minutes or less with my free downloadable resource, the North Star Navigator. ⭐ 🧭 Identify your North Star, narrow down the details on how to get there, and start transforming your giving. Download your own copy of the North Star Navigator: https://ow.ly/5XrP50TIjx7 #NorthStarNavigator #StrategicPlanning #Philanthropy