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Another Year in Review — My Top 10 Articles of 2023
Kris Putnam-Walkerly -- Global Philanthropy Expert Kris Putnam-Walkerly -- Global Philanthropy Expert
For Immediate Release:
Dateline: Cleveland, OH
Tuesday, January 23, 2024


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I wanted to highlight the standout articles from the past year that resonated the most with readers like yourself. Readers frequently commend the dual nature of my articles—provocative yet practical, offering valuable insights into the specific challenges they encounter in their philanthropic pursuits. I trust these articles will prove beneficial to you as well!

Without further ado, here is this year’s list:

1. “The Need for Speed In Philanthropic Strategy”

Philanthropists move too slowly. While lives and communities hang in the balance, funders drag their feet. Instead of finding the fastest route from A to B, they clutter their path with needless obstacles. Why the sluggishness? Philanthropists make three key mistakes.

2. “Why A Clear Strategy Is Key To Achieving Your Philanthropic Goals”

During times of challenge, a dynamic philanthropic strategy becomes indispensable. It serves as your guiding light, ensuring the intended impact materializes. In reality, many philanthropists either lack a clear strategy or are burdened with outdated ones. Don’t fret; crafting an effective strategy is more straightforward than you might think. Read on to learn five key steps to shape your philanthropic strategy.

3. “Are You Suffering From Strategic Stagnation?”

Navigating strategic planning in philanthropy doesn’t have to be slow and cumbersome. However, a variety of obstacles commonly get in the way. You must be constantly on alert and ready to address them when they find their way into your planning efforts! Learn three of the most common sources of strategic friction no matter what size your organization is—from a solo philanthropist to a global foundation.

4. “11 Elements of a Foundation Executive Transition Plan”

Executive transitions are bound to happen. But they don’t have to be sources of anxiety and disruption. With the right approach, they can be catalysts for growth, strengthening your organization while amplifying its impact. Read on to learn 11 key elements you can incorporate into your executive transition plan.

5. “The Hidden Risks of Neglecting Succession Planning in Foundations”

Solid leadership is a cornerstone for success. However, many foundations — be it private, family, corporate, or community-based — overlook one crucial aspect of leadership: succession planning. Read this blog to learn seven scenarios demonstrating the range of problems that can ensue when foundations neglect this vital process.

6. “The 3 Real Reasons Your Family Foundation Needs A Succession Plan”

Who’s going to make decisions about our philanthropy when you’re no longer around? Have you ever pondered the future of your family foundation? It’s a topic that may initially seem a bit morbid, but I assure you, it’s far from grim. By addressing the three real reasons for a foundation succession plan, you’ll not only secure your legacy but also set your family foundation up for continued success long after you’re gone.

7. “Why Foundation Boards Should Have Term Limits”

Foundation boards, entrusted with trillions in assets and vast grant-making capacities, can unintentionally stagnate without the catalyst of term limits. These limits, often overlooked, hold the potential to drive continuous improvement and responsive governance. Discover the reasons behind why term limits matter. 

8. “Removing The Drag: How To Make Your Philanthropy More Aerodynamic”

In my 25 years of experience advising philanthropic leaders, I’ve noticed a common problem — strategic drag. Many foundations start with the best intentions and ample resources, yet they fail to What exactly causes drag in philanthropy? Read on to learn the most common culprits I’ve observed!

9. “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 and donors can maximize their impact, improve their operations, and navigate the complex landscape of philanthropy with confidence. In this blog, I highlight 20 ways advisors can support and strengthen your organization.

10. “Ringing In The New Year With Focus”

As 2023 ends, embrace the opportunity to finish strong and step into the new year with purpose. This blog post unveils five simple steps to help you make the most of these remaining weeks. Ready to Make Progress? Click here to uncover the secrets to reclaiming your time, streamlining your priorities, and achieving your goals effectively.

Ready to transform your foundation’s impact? Don’t miss out on the final opportunity to join my “Aerodynamic Giving” event for Foundation CEOs & Trustees! This is your last chance to sign up! Don’t miss the chance to create implementation momentum and lead your foundation with clockwork precision. Transform lives with simplicity, speed, and agility. Secure your spot now and soar to new heights in philanthropy — click the button below to RSVP.

About Kris Putnam-Walkerly

For over 20 years, top global philanthropies, UHNW donors, celebrity activists, foundations, wealth advisors, and Fortune 500 companies have sought Kris Putnam-Walkerly’s philanthropic advisory services to dramatically increase the clarity, speed, impact and joy of their giving. As a sought after philanthropy advisor, expert, speaker and award-winning author, she’s helped hundreds of foundations and philanthropists strategically allocate and assess over half a billion dollars in grants and gifts. Kris also contributes expert philanthropic commentary to the WSJ, Forbes, Washington Post, Bloomberg, Alliance Magazine, Variety, Thrive Global, Worth Magazine, NPR's Morning Report, and other media. Awards include being named "Philanthropy Advisor of the Year" in 2020 and 2021, "Most Dedicated Philanthropic Advisor" in 2021, one of “America’s Top 25 Philanthropy Speakers" three years in a row, and most recently was a finalist for the 2022 Family Wealth Report Awards for “Philanthropy Advice.” Kris is the author of Delusional Altruism: Why Philanthropists Fail To Achieve Change and What They Can Do To Transform Giving (Wiley, 2020) and Confident Giving: Sage Advice for Funders.

News Media Interview Contact
Name: Kris Putnam-Walkerly
Title: Global Philanthropy Expert
Group: Putnam Consulting Group, Inc.
Dateline: Westlake, OH United States
Main Phone: 800-598-2102
Cell Phone: 510-388-5231
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