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The 3 Real Reasons Your Family Foundation Needs a Succession Plan

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.
Your Foundation Untapped Superpower Real Reasons Your Family Foundation Needs Succession Plan Not Going Live Forever Simplified Succession Plan

Dare to Dream: Your Summer Philanthropy Challenge

How Will Your Summer Redefine the Power of Philanthropy?Summertime has arrived! Yes, it’s time to kick back, relax, and enjoy the sweet languor of the lazy summer vacation. Whether you’re soaking up the sun on a pristine beach, exploring the rugged beauty of the mountains, or simply enjoying the tranquility
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20 Ways a Philanthropy Advisor Can Help Your Foundation

Did you know that philanthropy advisors can play a vital role in your foundation’s success?By partnering with these advisors, foundations can maximize their impact, improve their operations, and navigate the complex landscape of philanthropy with confidence. In this blog, I have highlighted 20 ways they can support and strengthen your
Foundation Sunset Master Plan Sunset Master Charitable Giving Non Profit Non Profit Consulting Non Profit Agencies Orgs

Putnam Consulting Group Shortlisted for Prestigious Family Wealth Report Award in Philanthropy Advice for Second Year Running

Putnam Consulting Group Shortlisted for Prestigious Family Wealth Report Award in Philanthropy Advice for Second Year RunningFor Immediate ReleaseCLEVELAND, May 1, 2023 –– Global philanthropy consultancy Putnam Consulting Group, led by renowned philanthropy expert Kris Putnam-Walkerly, has been named a finalist in the Philanthropy Advice category for the 10th Annual
United States New York Stephen Harris Kris Putnam Walkerly Helen Schwab Foundation Jm Smucker Company

Putnam Consulting Group Shortlisted for Prestigious Family Wealth Report Award in Philanthropy Advice for Second Year Running

I am excited to share some fantastic news with you!Putnam Consulting Group has been named a finalist in the Philanthropy Advice category for the 10th Annual Family Wealth Report Awards 2023. This is the second consecutive year we have been honored with this prestigious recognition, having won the award in
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Clarifying Your Philanthropic Legacy: A Guide for Families and Foundation Leaders

A philanthropic legacy is what is being left behind in the world after a philanthropist or foundation is no longer around.By focusing on the lasting difference you want to make, you can create a more purposeful and enduring philanthropic legacy that will continue to inspire and influence positive change for
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Harnessing Turbulence to Fuel Innovation in Philanthropy

Amid turbulent times, philanthropists must remain resilient and adaptive. The global landscape is continuously shifting, marked by economic downturns, escalating political tensions, an explosion of public access to AI technology, and assaults on democracy.Despite these challenges, philanthropy can seize opportunities to use turbulence to our advantage, propelling us toward a
San Francisco United States Alan Weiss Vodafone Foundation Of America Hazel Health California Health Care Foundation

7 Mistakes New Philanthropic Foundations Make

Many new funders feel daunted by the prospect of launching a new philanthropic foundation or taking on the role of a new foundation leader or trustee. With a multitude of tasks to complete and knowledge to acquire, it is crucial to be aware of potential mistakes and challenges.Drawing from my
Michelle Rees Charitable Giving Non Profit Non Profit Consulting Non Profit Agencies Orgs Not For Profit

6 Steps to Get You Started After Creating a Family Foundation

Starting a family foundation is a major milestone for wealthy families. It allows them to give back to their communities, support causes they care about, and leave a lasting legacy.However, once the foundation is established, many families find themselves unsure of where to begin. This can lead to confusion and
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Why Succession Planning for Family Foundations is So Important

Succession planning in family foundations is crucial in ensuring the longevity and continued success of the foundation. With the shifting of leadership roles, it is important to have a plan in place to transition smoothly and maintain the foundation’s vision, mission, and legacy. This not only protects the foundation’s assets
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