The 3 Simple Steps to Creating a High Impact Family Giving Plan
(Without Wasting Time, Feeling Scattered, or Giving Out of Guilt)
In this training you'll discover:
✔ The top 3 mistakes that keep wealthy families stuck in scattered, reactive giving
✔ A simple, step-by-step framework to create a meaningful family giving plan in just 90 days — without overwhelm, time pressure, or guilt
✔ How to stop giving out of obligation and start supporting what truly matters to you
✔ How to engage your family in intentional, meaningful ways — without forcing anyone or creating conflict
✔ The mindset shift that replaces scarcity, fear, and second-guessing with clarity, confidence, and joy
Get Instant Access to the Free Training!Let me help you maximize the impact of your wealth, ensuring your family's charitable contributions create real change and a lasting legacy.
Hi, I’m Kris Putnam-Walkerly.
For more than 25 years, I’ve advised ultra-high-net-worth families, foundations, and family offices — helping them stop second-guessing and design giving plans that feel clear, confident, and impactful.
As an award-winning philanthropy advisor and author of Delusional Altruism, I’ve seen firsthand what works (and what doesn’t) in giving.
What I’ve learned is this: when you follow a simple framework, philanthropy becomes lighter, easier, and far more rewarding. That’s why I created 3 Simple Steps to Create a High-Impact Family Giving Plan — to share the same tools and strategies I use with private clients, now available to you.
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...And stay until the end to receive the exclusive bonus. "Five Questions Every Family Should Ask Before Giving Another Dollar"!
