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The Business Elevation Show with Chris Cooper - Be More. Achieve More
Are you or your business philanthropic or would you like to be? If yes, how do you overcome the deceptive and illogical thoughts that unnecessarily hinder your impact and disrupt your giving? Kris Putnam-Walkerly is a trusted advisor to the world's leading philanthropists. For over 20 years, ultra-high net worth donors, foundations, Fortune 500 companies, celebrity activists and wealth advisors have sought her advice to transform their giving and catapult their impact. As a philanthropy advisor, speaker, and award-winning author, she's helped hundreds of philanthropists strategically allocate over half a billion dollars in grants and gifts. During this show we will discuss her latest book Delusional Altruism – Why Philanthropists Fail To Achieve Change and What They Can Do To Transform Giving. Join us and transform the impact of your giving.
The Business Elevation Show with Chris Cooper - Be More. Achieve More
Are you or your business philanthropic or would you like to be? If yes, how do you overcome the deceptive and illogical thoughts that unnecessarily hinder your impact and disrupt your giving? Kris Putnam-Walkerly is a trusted advisor to the world's leading philanthropists. For over 20 years, ultra-high net worth donors, foundations, Fortune 500 companies, celebrity activists and wealth advisors have sought her advice to transform their giving and catapult their impact. As a philanthropy advisor, speaker, and award-winning author, she's helped hundreds of philanthropists strategically allocate over half a billion dollars in grants and gifts. During this show we will discuss her latest book Delusional Altruism – Why Philanthropists Fail To Achieve Change and What They Can Do To Transform Giving. Join us and transform the impact of your giving.
Today's guest on the Mitlin Money Mindset™ is Kristen Putnam-Walkerly, President of Putnam Consulting Group. Kristen Putnam-Walkerly is a global philanthropy expert who helps ultra-high net worth donors, foundations, and Fortune 500 companies increase the clarity impact and joy of their charitable giving. She is a trusted advisor to the world's leading philanthropists for over 20 years, ultra-high net worth donors, foundations, Fortune 500 companies, celebrity activists, and wealth advisors have all sought her advice to transform their giving and catapult their impact. Kris has helped over a hundred philanthropists strategically allocate over half a billion dollars in grants and gifts. Her clients include the Robert Wood Johnson Foundation, J.M. Smucker Company, Charles and Helen Schwab Foundation, and many others. Kris was named one of America's Top 25 Philanthropy Speakers and is the author of the award-winning book Confident Giving: Sage Advice for Funders. Listen in for some great takeaways on what philanthropy is, how philanthropists can change the world and the impact that you can make. You will want to hear this episode if you are interested in... Kris' path to being the President of Putnam Consulting Group [3:07] Where does Kris' passion for philanthropy stem from [5:29] Where to start your philanthropic giving journey [8:29] What drives philanthropy? [13:10] How Kris assists families and foundations through the philanthropic process [15:19] 4 ways philanthropists change the world [18:14] What is transformational giving? [23:05] Mistakes philanthropists make during a crisis [26:23] 2 top practices for being an extraordinary philanthropist [30:31] What is Delusional Altruism? [36:09] What did Kristen do today that put her in the right mindset for success? [38:56] Resources & People Mentioned Schedule a call with Kris Delusional Altruism book Connect with Kristen The website On Instagram On Twitter On Linkedin On Facebook On YouTube Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Connect With Mitlin Financial podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts
What is Delusional Altruism? And what does it mean to seal a watertight door behind you? How does a scarcity mindset look on the funder side? What's going to happen with the changes that have occurred in grant making—especially giving more, more flexibly, and for longer periods—once the pandemic ends? All these answers and more in this week's episode with Kris Putnam Walkerly! bio Kris Putnam-Walkerly is a trusted advisor to the world's leading philanthropists. For over 20 years, ultra-high-net-worth donors, foundations, Fortune 500 companies, celebrity activists, and wealth advisors have sought and benefited from her advice to transform their giving and catapult their impact. Her clients include the J.M. Smucker Company, Cleveland Foundation, Sisters of Charity Foundation of Cleveland, Char and Chuck Fowler Family Foundation, Ohio State Bar Foundation, Robert Wood Johnson Foundation, David and Lucile Packard Foundation, Charles and Helen Schwab Foundation, and the Walton Family Foundation. Kris was named Philanthropy Advisor of the Year in 2020 by LUXlife Magazine and one of America's Top 25 Philanthropy Speakers for the past three years. She is a Forbes.com contributor on philanthropy and has provided expert commentary about philanthropy to the Wall Street Journal, Bloomberg Wealth, Entrepreneur, NPR's Marketplace Morning Report, The Chronicle of Philanthropy, Financial Advisor Magazine, Wealth Management, CEOWORLD, and Arianna Huffington's Thrive Global, and more. And if that's not enough, she is the award-winning author of Delusional Altruism: Why Philanthropists Fail To Achieve Change And What They Can Do To Transform Giving. kris's resources Visit Kris's website Get Kris's book, Delusional Altruism Get Kris's free guide, 8 Things Every Philanthropist Can Do to Change the World Full Cost Project: https://www.philanthropyca.org/full-cost-project simply: health coaching links Simply: Health Coaching Annual Membership Visit the Simply: Health Coaching website Sign up for a free YOURstory consultation with Liza Baker related episodes Nell Edgington Kathy Reich --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/liza-baker/message Support this podcast: https://anchor.fm/liza-baker/support
Want your charitable giving to make the greatest difference in the world? Today, we're talking with Kris Putnam-Walkerly, author of Delusional Altruism, who advises philanthropists who want to achieve greater clarity, impact, and joy with their giving. https://www.youtube.com/watch?v=cWVQF5___XQ&t=11s We'll discuss why how you give matters, the 7 delusions of altruism, and how to create lasting change. If you're a philanthropist, donor, or an everyday person who donates time, money, and experience to help create a better world… tune in now! Table of contentsDelusional Altruism: What Makes Philanthropy Effective or Not?Invest Like It's Your BusinessHow Do Philanthropists Get in Their Own Way?How to Ask the Right QuestionsHow Can You Be Transformational in Your Giving?Links Mentioned: About Kris Putnam-WalkerlyBook A Strategy Call Philanthropy Coaching [7:08] “I also provide a lot of coaching and advising. So most of my clients now retain me as a private coach to help them navigate their philanthropic journey and help them get clarity on what they're trying to accomplish. And help hold them accountable to accomplishing it. And really being a sounding board to them, because it can be a very lonely place to be. Either you're the executive director, perhaps, of a foundation...but also for, perhaps, an ultra-high-net-worth donor...it can feel lonely because you can feel a lot of guilt with having all that wealth.” The reason it's lonely, as Kris mentions, is that there aren't many people you can have a conversation with about your finances. Either people are asking for that money, or they don't validate your struggles because you have money. Delusional Altruism: What Makes Philanthropy Effective or Not? [9:35] “Delusional Altruism is really about how donors of all sizes and types are generally genuine in their altruism. They really want to make a difference, change the world, want to help others; but are getting in their own way and are preventing themselves from having the impact that they seek….So part of the challenge with effectiveness is, it's hard to be effective when you're getting in your own way.” [10:05] “One of the challenges is a scarcity mindset, and this is when donors believe that maintaining a spartan operation for themselves or their grantees...somehow equates to delivering greater value in the community.” [11:00] “If you want a non-profit to be successful, just like a business, it requires investment in your growth and in your success.” [11:55] “I think a lot of people of wealth feel guilty. They feel guilty because maybe they inherited the wealth and didn't earn it, and therefore don't deserve it. Or maybe they made more money than they ever thought they'd make in their lifetime, sold a business, and suddenly have wealth... But the problem with that is it really holds funders back, from a mindset perspective. It often causes people to shrink, to kind of mask their talent and mask their ability to make a difference in the lives of others.” [13:04] Rachel: “The business in the first place is service to mankind and to the world. And you are not taking money from society; you are giving something that's more valuable, and the exchange of that is that you are profitable.” Invest Like It's Your Business [18:50] Kris: “Is that how you invest in your business? Do you only allow one cent of every dollar to go to pay your staff salaries? [Or] to go to pay for your own business development? So why are we asking a non-profit, who's trying to save people's lives, why are you asking them to do [that]?” How Do Philanthropists Get in Their Own Way? [20:20] “I think fear really is the primary cause of the scarcity mindset. And there are lots of different ways funders feel fearful; which might surprise you because you assume that the donor is wealthy, and with wealth should come confidence.” [25:30] “Sometimes we...sort of stumble through our giving based on what...
Delusional Altruism author and philanthropy consultant, Kris Putnam-Walkerly, joins us again on the Wealth Preservation Podcast and dives deeper into the topics of her book and the errors and education she gives to other philanthropists. Whether it is a family foundation, charitable organization, or just a stand-alone philanthropist, Kris has amazing insight on how to make a bigger impact and minimize waste. But, there is a HUGE market that is likely unknowing of their need for someone like Kris: the estate, tax, and financial sectors! Kris shares that those, at the core of a client's wealth and legal counsel, are in a unique position to bring creative solutions to the table. This can help leave a legacy behind, improve the world around us, and turn into generational clients. That is a WIN-WIN-WIN! So why don't more people do this? Simple: they haven't met someone like Kris to open their eyes! If you enjoyed Kris' episode and want to hear from more entrepreneurs and strategists, please check out and subscribe to one of our many channels and visit our website. Website: www.wealthpreservationpodcast.com Apple Podcast: https://podcasts.apple.com/us/podcast/wealth-preservation-podcast/id1493231689 Stitcher: https://www.stitcher.com/podcast/wealth-preservation-podcast Spotify: https://open.spotify.com/show/6rrd3dJmti8drpc0EpySRt Check out Kris' website or YouTube for more videos or go buy her book on Amazon. (We do not receive compensation for book referrals…we just LOVE good content from amazing entrepreneurs!) Website:https://putnam-consulting.com/Delusional Altruism: https://putnam-consulting.com/delusional-altruism/Book a meeting: https://putnam-consulting.com/schedulecallwithkris/LinkedIn: https://www.linkedin.com/in/krisputnam/Amazon: https://www.amazon.com/Delusional-Altruism-Philanthropists-Achieve-Transform/dp/1119606063/ref=sr_1_1?crid=2QX911NCX1XKB&dchild=1&keywords=delusional+altruism&qid=1632880601&sprefix=delusional+al%2Caps%2C162&sr=8-1 I dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. http://dig.ccmixter.org/files/grapes/16626 Ft: J Lang, Morusque
Here on the Wealth Preservation Podcast, we LOVE when people share their stories about giving back to the community and having a heart for serving a need. So naturally, we were OVERJOYED to have a combination of two awesome topics: philanthropy and entrepreneurship. Our guest, Kris Putnam-Walkerly, is the combination of those 2 things in human form! She admits, early on, that the thought of being a charitable giving consultant scared the daylights out of her, but the more time she spent working with foundations and philanthropists, the more she realized she needed to step into her calling. Kris began a consulting firm giving philanthropy advice and guidance to others, who were either looking to make an impact or unknowingly wasting their philanthropic efforts. Over the years, she realized that she could make an even bigger impact by writing Delusional Altruism, which allows others to learn from Kris more easily without booking an appointment. In this episode, we dive more into her upbringing, early career, and why she chose to go into business for herself rather than continue in the nonprofit world. We had an absolute blast, and we hope this episode is able to help our listeners create the biggest impact in their giving. If you enjoyed Kris' episode and want to hear from more entrepreneurs and strategists, please check out and subscribe to one of our many channels and visit our website. Website: www.wealthpreservationpodcast.com Apple Podcast: https://podcasts.apple.com/us/podcast/wealth-preservation-podcast/id1493231689 Stitcher: https://www.stitcher.com/podcast/wealth-preservation-podcast Spotify: https://open.spotify.com/show/6rrd3dJmti8drpc0EpySRt Check out Kris' website or YouTube for more videos or go buy her book on Amazon. (We do not receive compensation for book referrals…we just LOVE good content from amazing entrepreneurs!) Website:https://putnam-consulting.com/Delusional Altruism: https://putnam-consulting.com/delusional-altruism/Book a meeting: https://putnam-consulting.com/schedulecallwithkris/LinkedIn: https://www.linkedin.com/in/krisputnam/Amazon: https://www.amazon.com/Delusional-Altruism-Philanthropists-Achieve-Transform/dp/1119606063/ref=sr_1_1?crid=2QX911NCX1XKB&dchild=1&keywords=delusional+altruism&qid=1632880601&sprefix=delusional+al%2Caps%2C162&sr=8-1 I dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. http://dig.ccmixter.org/files/grapes/16626 Ft: J Lang, Morusque
Meet Kris Putnam-Walkerly, the author of Delusional Altruism For over 20 years, she has advised top global philanthropists to transform their giving and catapult their impact. As a sought-after philanthropy advisor, expert, and award-winning author, she has helped hundreds of wealthy families, foundation and Fortune 500 companies, and wealth advisors strategically influence and allocate over half a billion dollars in grants and gifts. On the podcast, we talk about how you give matters and transforming your giving. We also discussed things that reduce speed the speed of philanthropy, such as: - Bottlenecks - Fear - Overthinking strategic planning - Scarcity Mindset Finally, we also examined how COVID changed how funders gave by eliminating restrictions and more. If you want to know more about how to be an altruistic giver, check out the podcast. Find out more about Delusional Altruism at https://putnam-consulting.com/
Kris Putnam-Walkerly returns to further the discussion of her book Delusional Altruism examining why philanthropists fail to achieve change, and some concrete things they can do to transform giving. Among the topics we discuss: Starting with the right questions. Acting with abundance Staying nimble--unstoppable Maintaining motivation Transformational giving and changing the world. We welcome support of the Nonprofit SnapCast via Patreon. We welcome your questions and feedback via The Nonprofit Snapshot website.
Kris Putnam-Walkerly is a trusted advisor to the world's leading philanthropists. For over 20 years, ultra-high net worth donors, foundations, Fortune 500 companies, celebrity activists, and wealth advisors have sought her advice to transform their giving and catapult their impact. As a philanthropy advisor, speaker, and award-winning author, she's helped hundreds of philanthropists strategically allocate over half a billion dollars in grants and gifts. Kris's clients include the Robert Wood Johnson Foundation, J.M. Smucker Company, Charles and Helen Schwab Foundation, Heising-Simons Foundation, Annie E. Casey Foundation, David and Lucile Packard Foundation, Walton Family Foundations, Fujitsu, Blue Shield of California, and Avery Dennison Foundation, among many others. Highlights There are two sides of the coin when it comes to giving - 1:15 Having a scarcity mindset - 5:05 Being more strategic in the way to give - 6:10 Being efficient with your resources - 9:34 Having resources - 12:23 It's not a sales process, it's a service - 15:13 What are you trying to accomplish with your philanthropy? - 16:06 Look at the way that you give - 23:12 Episode Resources Connect with Raul Hernandez Ochoa https://www.linkedin.com/in/dogoodwork https://dogoodwork.io/work-with-raul https://dogoodwork.io/podcast Connect with Kris Putnam-Walkerly https://putnam-consulting.com/contact/ https://putnam-consulting.com/delusional-altruism/ https://putnam-consulting.com/8-things-every-philanthropist-can-do-to-change-the-world-landing-page/
An extended cut of our episode with Kris Putnam-Walkerly. Kris Putnam-Walkerly is a trusted advisor to the world’s leading philanthropists. For more than 20 years, wealthy families, ultra-high net worth donors, foundations, Fortune 500 companies, and celebrity activists have sought and benefited from her advice to transform their giving and catapult their impact. As President of the Putnam Consulting Group, a philanthropy advisor, speaker, and award-winning author, she’s helped over 100 philanthropists strategically allocate over half a billion dollars in grants and gifts. Additionally, Kris works closely with estate planning attorneys, financial and wealth advisors, and family offices to serve wealthy families who wish to deepen their philanthropic commitments. Kris has been named one of America’s Top 25 Philanthropy Speakers for the past three years running. She is the author of the book, 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, and is a Forbes.com contributor on philanthropy. Kris’s clients include the J.M. Smucker Company, Robert Wood Johnson Foundation, David and Lucile Packard Foundation, Charles and Helen Schwab Foundation, Annie E. Casey Foundation, National Center for Family Philanthropy, Blue Shield of California, and the Cleveland Foundation.
Global philanthropy consultant Kris Putnam-Walkerly has advised top philanthropists for over 20 years, transforming their giving and catapulting their impact. As a sought after philanthropy advisor, expert and award-winning author, she's helped hundreds of wealthy families, foundations, Fortune 500 companies, Giving Pledge signatories, and wealth advisors strategically influence and allocate over half a billion dollars in grants and gifts. She is the author of Delusional Altruism, Confident Giving, and The ImpactAssets Handbook for Investors.
Kris Putnam-Walkerly is a trusted advisor to the world’s leading philanthropists. For more than 20 years, wealthy families, ultra-high net worth donors, foundations, Fortune 500 companies, and celebrity activists have sought and benefited from her advice to transform their giving and catapult their impact. As President of the Putnam Consulting Group, a philanthropy advisor, speaker, and award-winning author, she’s helped over 100 philanthropists strategically allocate over half a billion dollars in grants and gifts. Additionally, Kris works closely with estate planning attorneys, financial and wealth advisors, and family offices to serve wealthy families who wish to deepen their philanthropic commitments. Kris has been named one of America’s Top 25 Philanthropy Speakers for the past three years running. She is the author of the book, 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, and is a Forbes.com contributor on philanthropy. Kris’s clients include the J.M. Smucker Company, Robert Wood Johnson Foundation, David and Lucile Packard Foundation, Charles and Helen Schwab Foundation, Annie E. Casey Foundation, National Center for Family Philanthropy, Blue Shield of California, and the Cleveland Foundation.
No matter how much money you have, you won't be able to make the change you want in the world if you're unable to tap into the right communities that get impacted by the problem you wish to solve. Douglas Nelson's guest today is Kris Putnam-Walkerly, founder of Putnam Consulting Group. In this episode, Kris shares the experiences that led her to write her book Delusional Altruism, which explores the common errors many philanthropists make. She explains how many entrepreneurs apply their innovative and money-generating skills to social change yet still forget the value of engaging diverse coalitions of people in solving systems change issues. Join this conversation to discover other ways donors get things wrong and how they can make things right.
In this episode, I'm thrilled to have Kris Putnam-Walkerly join me for a conversation around how to incorporate a give back element into your small business. Kris is a giving expert and the author of Delusional Altruism.In this episode, we talked about the role of intention in giving, why “how” you give is just as important as “what” you give, how to choose a cause to give back to, how to make an impact even if you have limited resources, how to magnify the impact of your giving, and much more.I encourage every listener to incorporate some element of giving, no matter how small, into their business. This episode will show you how.SHOW NOTES: https://makinggoodpodcast.com/58INSTAGRAM: https://instagram.com/laurentilden
What can you do to make a significant impact?Kris Putnam-Walkerly is a trusted advisor to the world's leading philanthropists and the president of Putnam Consulting. As a philanthropy advisor, speaker, and award-winning author, she's helped hundreds of philanthropists strategically allocate over half a billion dollars in grants and gifts. She is the author of Delusional Altruism and Confident Giving: Sage Advice for Funders. Kris is also a Forbes.com contributor on philanthropy, a global philanthropy content partner to Alliance Magazine, and the U.S. philanthropy expert to the leading Dutch philanthropy media outlet De Dikke Blauwe. Kris believes that everyone can be a philanthropist (if they aren't already!) because philanthropy is about actively promoting human welfare. Today we talk about the importance of investing in ourselves, the ways that a scarcity mindset can sabotage your best intentions, and how being a well-informed donor will allow you to have a greater impact in the causes you support.Thank you for listening!Please like and subscribe here and on your podcast app of choice. Also, share freely!
If you haven't read the book Delusional Altruism you should but first, listen to the author Kris Putnam-Walkerly tell me about some of the delusions or blind spots in philanthropy and how nonprofits should approach grant makers who suffer with any of them. We pull out some gold dust about asking the wrong questions that applies to all of us when it comes to planning and executing. Here we go. Find out more athttps://kevkhayat.com/ ( kevkhayat.com) and discover other episodes or register for the live Q&A calls athttps://nonprofitproblemsolver.com/ ( NonprofitProblemSolver.com). Expertly produced by Glen Munoz at PodProAudio,https://podproaudio.com/ ( https://podproaudio.com/)
Global philanthropy consultant Kris Putnam-Walkerly has advised top philanthropists for over 20 years, transforming their giving and catapulting their impact. As a sought after philanthropy advisor, expert and award-winning author, she's helped hundreds of wealthy families, foundations, Fortune 500 companies, Giving Pledge signatories, and wealth advisors strategically influence and allocate over half a billion dollars in grants and gifts. She is the author of Delusional Altruism, Confident Giving, and The ImpactAssets Handbook for Investors.
Kris Putnam-Walkerly is a trusted adviser to the world's leading philanthropists. For more than 20 years, wealthy families, ultra-high net worth donors, foundations, Fortune 500 companies, and celebrity activists have sought and benefited from her advice to transform their giving and catapult their impact. As President of the Putnam Consulting Group, philanthropic advisor, speaker, and award-winning author, Kris has helped over 100 philanthropists strategically allocate over half a billion dollars in grants and gifts. Kris's clients include the J.M. Smucker Company, Charles and Helen Schwab Foundation, and the National Center for Family Philanthropy. She has been named one of America's top 25 speakers for the past three years and is the author of the book, Delusional Altruism: Why Philanthropists Fail To Achieve Change and What They Can Do To Transform Giving. In this episode… Philanthropists, donors, and funders genuinely want to make a difference, positively impact their community, and change the world—but they're getting in their way. Why? A lot of the time, they're clinging on to misguided beliefs and practices, and they're not alone; philanthropy professionals are guilty of this, as well. Kris Putnam-Walkerly, President of the Putnam Consulting Group, describes this situation as delusional altruism in her book. She says she wrote the book to help funders and philanthropy professionals recognize how they get in their way and what they can do differently to drive a more impactful giving. In this episode of the Philanthropy212 Podcast, host Penny Cowden sits down with Kris Putnam-Walkerly, President of the Putnam Consulting Group. They talk about the timeliness and relevance of Kris's book, Delusional Altruism: Why Philanthropists Fail To Achieve Change and What They Can Do To Transform Giving. Highlights of their conversation include how families, foundations, and corporations can have more impactful philanthropy, how donors get in their own way when making a positive impact, and more.
In Episode 9, we explore the scarcity mind-set inside organized philanthropy itself as a major source of the deficit of investment in the nonprofit workforce. We sit down with Kris Putnam-Walkerly, a long-standing consultant to the funding community (and a past consultant to Fund the People), Kris's new book, Delusional Altruism, forcefully articulates a litany of self-defeating funder behaviors and attitudes. Our conversation with Kris focuses on a major premise of the book: that funders try to “save money on all the wrong things,” including supporting their own staff, and the staff of grantee organizations. As Kris writes in the book, directly addressing funders: “As you know, your grantees are comprised of people. Don't you want the most talented people doing their best work to help you fulfill your mission? Of course you do. Yet time and gain, funders withhold investment in grantee talent and infrastructure. You have a scarcity mindset, and it's undermining your effectiveness.” Listen in to the episode to hear more: Kris shares about her journey in philanthropy and the nonprofit sector Why Kris wrote her book “Delusional Altruism” and an overview of the main themes The biggest self-created challenge facing philanthropists Funders not investing in their own learning and development, undermining their own staff 8 things every philanthropist can do to change the world in uncertain times
Kris Putnam-Walkerly shares on Philanthropy and Delusional Altruism. About: Kris Putnam-Walkerly is a trusted advisor to the world's leading philanthropists. For more than 20 years, wealthy families, ultra-high net worth donors, foundations, Fortune 500 companies, and celebrity activists have sought and benefited from her advice to transform their giving and catapult their impact. As President of the Putnam Consulting Group, a philanthropy advisor, speaker, and award-winning author, she's helped over 100 philanthropists strategically allocate over half a billion dollars in grants and gifts. Additionally, Kris works closely with estate planning attorneys, financial and wealth advisors, and family offices to serve wealthy families who wish to deepen their philanthropic commitments. Kris has been named one of America's Top 25 Philanthropy Speakers for the past three years running. She is the author of the book, 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, and is a Forbes.com contributor on philanthropy. Kris's clients include the J.M. Smucker Company, Robert Wood Johnson Foundation, David and Lucile Packard Foundation, Charles and Helen Schwab Foundation, Annie E. Casey Foundation, National Center for Family Philanthropy,
We've been talking a lot lately about a variety of different ways that you can raise funds and today, I wanted to bring a special guest on to talk specifically about working with philanthropists. Kris Putnam-Walkerly is a Global Philanthropy Advisor and she has more than 20 years of experience working with philanthropists. Kris has an award-winning book called Delusional Altruism and she has helped hundreds of wealthy family foundations, fortune 500 companies, giving pledge signatories and wealth advisors strategically influence and allocate over a half a billion dollars in grants and gifts. Fill in the gaps in your story and tell us how you work with people in the charitable sector. I have been advising and consulting with philanthropists for the past 20 years. I began my career actually working at Stanford University where I was evaluating youth and gang violence prevention programs. And that was funded by a large foundation, the California Wellness Foundation. It piqued my interest because I realized funders, if they have anything, they have money and they have access to wealth. If you start with that, bring in the right experts, and you're really thoughtful and you do your research, you can tackle a problem at its root and try to create lasting change. Philanthropy can really make a difference and help change and solve a lot of the problems that we're dealing with. I went to work at the David and Lucille Packard Foundation, which at the time was the largest in the country. And I began consulting with other funders, the Charles and Helen Schwab Foundation, and many others and realized I not only loved philanthropy, but I loved consulting too and that really began my career. Now I work in a few ways. I help funders of all kinds and sizes. I work with ultra-high net worth donors, leaders of foundations, corporate giving programs, national, local, family foundation, corporate community, and private. I help them to clarify their strategy, and then implement their strategy. And I often am brought on as a trusted advisor. They'll retain me to help them and be kind of strategic sounding board to navigate all aspects of their philanthropic journey. How do you define philanthropy to the world? Well, we're all philanthropists because all of us have a lot of love for humanity. And we all have the ability to give of ourselves, our time, talent, treasure, and I like to add ties, which our ties to the community and the ways that we can open doors and help other people by introductions and who we know. And so, I think it's important to recognize that, you know, we can all find ways to give. What is Delusional Altruism? Delusional Altruism is based on my experience and I believe donors want to make a difference and change the world and be altruistic and deeply care about the issues and communities that they're supporting. And they're also getting in their own way. They often don't even realize this is happening. I wrote the book to help donors recognize the ways that they have their own blind spots, and they often are preventing themselves from achieving the impact that they seek and how to recognize that and then what they can do differently to have a more transformational impact on whatever cause they care about. What do you see nonprofits doing really well to engage with philanthropists, and not necessarily just during this time, but throughout the year? I really think you can't over-communicate, especially now. And I know that a lot of nonprofit organizations when this crisis first hit were very worried about how to fundraise. To me, I think you really need to switch your mindset as a nonprofit leader and embrace what I call an abundance mindset. And that could mean many things. But I think for a nonprofit leader, it needs to mean recognizing your value, the value that you provide to the people that you're serving, and the value that you're providing to the donor. What are you seeing that people are doing well, and maybe not so well in as they engage philanthropists? It's about communication, but it's about your own positioning and how clear you are. How you communicate the value that you bring, why you're the right organization to be doing this work, your accomplishments, whatever it might be, just really having clear communication, if it's a PowerPoint deck, or it's a two-page overview, or it's your website. You don't want anybody guessing as to what you do or be too vague in the description. Or be too shy about sharing your accomplishments. I think all of those things are really important. And I think secondly, and this might surprise your listeners, is you're not asking for enough money. I remember years ago when I was consulting with Charles Schwab Family Foundation, and I would be reviewing proposals coming in. It would be for a really important domestic violence shelter in the community. And it asked for $5,000. To be honest, I would think to myself, this program costs $100,000 a year to run, ask for $50,000 because we'd probably give it to you. It costs money to hire talented people and run organizations and have bookkeeping services and do professional development, develop your board, invest in technology, all of these things. These are real costs. Pretending they don't exist doesn't really do anything for the service and it turns into this sort of cycle of the scarcity mindset. So I would be honest about what it really takes to run your organization and ask for what you deserve. I hear statements like, donors only want to give to our projects into our program. They don't want to give to operational expenses. Is that true? Or is that both? Both. There are a lot of funders who will support core operating support. However, I think this pandemic has made it abundantly obvious that you can't tightly restrict nonprofit organizations to do only X, Y or Z, when the rug gets pulled out from underneath them, and only A, B and C make sense or they have to reinvent the alphabet in order to proceed. I think the case will be easier to make going forward, that we need our resources to be able to navigate the work. But that said, there's actually a lot of fear in philanthropy. That might be surprising to some people because people equate money with power. One aspect of fear from the perspective of the funder is the fear of losing control, losing control of their money once they give it away. That's why you see so many hoops and hurdles that nonprofits have to jump through to get the funding. What does fundraising freedom mean to you? To me, it means taking the opportunity to explore the variety of fundraising tools that you have at your disposal and giving yourself the freedom to learn. One thing I hope everyone is doing during this pandemic is recognizing and seizing this opportunity to improve and change themselves. I've engaged in professional development, I've read books I was planning on reading that I hadn't read before. I've participated in webinars, I've forced myself to try new technology and take risks, doing things I wasn't comfortable doing before, intentionally to make sure that I emerge from this crisis, a stronger, better philanthropy advisor. That's a very freeing feeling because it's under my control, I can do it, I can do all of this for almost free. I really encourage fundraisers and, quite frankly, funders to do the same thing so that you can learn and add another tool to your toolbox. Resources mentioned: Delusionalaltruism.com Six Mistakes Philanthropists Make During A Crisis Connect with Kris: Putnam-consulting.com Connect with Mary: Mary Valloni Fundraising Freedom Academy Fully Funded Academy Facebook LinkedIn
Kris Putnam-Walkerly is Founder of Putnam Consulting Group, and author of Confident Giving and The ImpactAssets Handbook for Investors. Kris has spent her career as an advisor to high net worth individuals, family offices, corporate philanthropy programs and foundations. She's also the author of the newly released book, Delusional Altruism. We sat down with Kris recently to talk about her new book, covering topics like: How well-meaning philanthropists get in their own way and prevent themselves from achieving the philanthropic impact they hope for.Debunking some of the deeply held, incorrect beliefs that often drive delusional altruism.Understanding how high net worth donors, foundations, and corporate philanthropies are changing their approach to giving during the COVID crisis.Asking better questions, and positioning them differently, to help unleash greater impact through high net worth donors.Understanding how nonprofits and fundraisers can better engage wealth managers, advisors, and philanthropists to unleash greater philanthropic impact. Kris is a highly skilled philanthropy advisor, and shared many of her insightful observations with us in this conversation. I hope you enjoy the discussion!A Special Offer From Our Episode Sponsor, Velocity Strategy Solutions. You have people working in ways they've never worked, with people they don't know, and for managers and leaders they've never met around projects they may not understand.The reality is the only thing your competitor doesn't have is your team. But if you don't utilize them well and position them for success, you'll send them looking for
Kris Putnam-Walkerly is Founder of Putnam Consulting Group, and author of Confident Giving and The ImpactAssets Handbook for Investors. Kris has spent her career as an advisor to high net worth individuals, family offices, corporate philanthropy programs and foundations. She's also the author of the newly released book, Delusional Altruism. We sat down with Kris recently to talk about her new book, covering topics like: How well-meaning philanthropists get in their own way and prevent themselves from achieving the philanthropic impact they hope for.Debunking some of the deeply held, incorrect beliefs that often drive delusional altruism.Understanding how high net worth donors, foundations, and corporate philanthropies are changing their approach to giving during the COVID crisis.Asking better questions, and positioning them differently, to help unleash greater impact through high net worth donors.Understanding how nonprofits and fundraisers can better engage wealth managers, advisors, and philanthropists to unleash greater philanthropic impact. Kris is a highly skilled philanthropy advisor, and shared many of her insightful observations with us in this conversation. I hope you enjoy the discussion!A Special Offer From Our Episode Sponsor, Velocity Strategy Solutions. You have people working in ways they’ve never worked, with people they don’t know, and for managers and leaders they’ve never met around projects they may not understand.The reality is the only thing your competitor doesn’t have is your team. But if you don’t utilize them well and position them for success, you’ll send them looking for
For over 20 years, top global philanthropies, ultra-high net worth 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. Kris is a Global Philanthropy Advisor, and President of Putnam Consulting Group. She is the author of the award winning book, Confident Giving: Sage Advice for Funders, and The New Book, Delusional Altruism. She's also a Forbes.com contributor on the topic of Philanthropic Giving.
In her book Delusional Altruism, author and consultant Kris Putnam-Walkerly provides real-world advice and practical guidance to help philanthropists avoid common delusional thoughts and practices that prevent them from achieving transformational social change. Kris believes that how one gives is just as important as how much one gives, and uses that knowledge to help philanthropists increase the clarity, speed, impact and joy of their giving and ensure their contributions create impactful, sustainable change. In this episode, I speak with Kris Putnam-Walkerly about her mission and the impact Delusional Altruism is making in the world. Let's dive in! https://putnam-consulting.com/
In her book Delusional Altruism, author and consultant Kris Putnam-Walkerly provides real-world advice and practical guidance to help philanthropists avoid common delusional thoughts and practices that prevent them from achieving transformational social change. Kris believes that how one gives is just as important as how much one gives, and uses that knowledge to help philanthropists increase the clarity, speed, impact and joy of their giving and ensure their contributions create impactful, sustainable change. In this episode, I speak with Kris Putnam-Walkerly about her mission and the impact Delusional Altruism is making in the world. Let's dive in! https://putnam-consulting.com/
Kris Putnam-Walkerly is a trusted advisor to some of the world's leading philanthropists. For over 20 years, ultra-high net worth donors, foundations, Fortune 500 companies, celebrity activists and wealth advisors have sought her advice to transform their giving and increase their impact. But Kris' expertise isn't just relevant for "big" philanthropists. It's super relevant to anyone who wants to make an impact for charity Like all of us. In this interview, we discuss Kris' most recent book, Delusional Altruism, to uncover principles that can help all of us make a much bigger impact for all the charities we care about. This conversation is super important now, as many of our favorite charities are struggling in the shadow of COVID-19. They need our help NOW. Kris' advice can help us all rise to the occassion. For more on Kris' latest book, click here: https://delusionalaltruism.com. Big thanks to Kris for sharing so much with us. #EveryMileMatters!