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
Connect with Kristen
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.
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Lawrence “Larry” Sprung, CFP® is a husband, father, entrepreneur and mental health advocate.
Larry is the author of the Amazon Bestselling book “Financial Planning Made Personal” and the also host of the Mitlin Money Mindset™ a podcast that reminds you to ask yourself “What did you do today that brought you joy?®”
In 2004 he founded Mitlin Financial, Inc. naming the firm memory of Larry’s wife’s grandfather, Mitchell, and his mother, Linda. During his career, Larry has found that a lot of industry terms and concepts can seem confusing to outsiders. That’s why he works with the families he serves to break down complex financial topics into easy-to-understand concepts.
In recognition of Larry’s significant contributions to his profession, he has received quite a few awards. In 2021, Larry was named to the Investopedia 100 Top Advisors in 2021 and was even more humbled to make their Top Ten list for 2022.
Outside the office, one of Larry’s greatest passions is raising awareness for mental health. He spent over 12 years serving on the National Board of the American Foundation for Suicide Prevention (AFSP) and sits on its financial and investment committees. With his wife, Denise, he has raised more than $1.7 million for the organization through the Keith Milano Memorial Fund. The fund was created in memory of his brother-in-law.
Larry values his family tremendously and his desire to do right by his wife and two sons drives who he is in and out of the office.
