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11/17/2020
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When:
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Tuesday, November 17, 2020
12 noon Pacific | 1 pm Mountain | 2 pm Central | 3 pm Eastern
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Where:
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United States
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Online registration is closed.
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About the webinar...
5 Philanthropy Mistakes Your Clients Make (And How You Can Help Them) As an advisor, you want to attract, grow, and retain your clients -- or risk losing them when wealth transfers to the next generation. You know that supporting your clients’ philanthropic goals is a great way to build and deepen relationships across generations. But you don’t always know how to have conversations about charitable giving. You worry you might not have all the answers and often feel “out of your element.” What’s even worse, your clients suffer from “delusional altruism.” They hold onto deceptive and illogical thoughts that prevent them from achieving their philanthropic goals. In this webinar you will learn what “delusional altruism” is, the top five philanthropy mistakes your clients make, and how you might be inadvertently contributing to them. You’ll also learn practical steps you can take to grow your business across generations by increasing the clarity, impact, and joy your clients experience with their charitable giving.
About the presenter...
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Kris Putnam-Walkerly 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, wealth advisors, and family offices have sought and benefited from her advice to increase their effectiveness and impact. Kris is the award-winning 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.
Kris has helped her clients allocate over half a billion dollars in grants, including the J.M. Smucker Company, Robert Wood Johnson Foundation, David and Lucile Packard Foundation, Charles and Helen Schwab Foundation, Walton Family Foundation, Winthrop Rockefeller Foundation, and Kate B. Reynolds Charitable Trust. She’s been named one of “America’s Top 25 Philanthropy Speakers” for the past three years, and provides expert commentary about philanthropy in WSJ, Bloomberg Wealth, ThinkAdvisor, WealthManagement, Worth, CEOWORLD Magazine, Forbes.com, NPR’s Marketplace Morning Report, and publications for the National Center for Family Philanthropy and Exponent Philanthropy. You can learn more at https://putnam-consulting.com/
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