Giving should be one of the most joyful parts of the year.
Instead, year-end philanthropy can become scattered, stressful, and reactive when clients don’t have a plan, leaving advisors scrambling to finalize giving decisions before December 31.
But the real opportunity isn't simply helping clients get their charitable giving done earlier. It's helping them step back and think more intentionally about what they want their philanthropy to accomplish in the first place.
Join award-winning philanthropy advisor Kris Putnam-Walkerly for this free live masterclass and learn practical ways to help your clients:
- Clarify philanthropic goals
- Make giving decisions sooner
- Turn reactive giving into strategy
You’ll also learn practical questions you can use to open and deepen philanthropic conversations, uncover what matters most to your clients, and recognize when a family would benefit from developing a more thoughtful, longer-term giving strategy.
This masterclass is designed for family office professionals, wealth advisors, estate planning attorneys, and other trusted advisors who work with affluent and ultra-high-net-worth individuals and families.
Help your clients replace year-end giving stress with clarity, confidence, and joy!
October 6th, 2026
Virtual