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Philanthropy Expert Kris Putnam-Walkerly Puts Charitable Assets Front-And-Center in New Socially Conscious Investing Book

By: Oct. 17, 2017
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CLEVELAND, Oct. 17, 2017 /PRNewswire/ Kris Putnam-Walkerly, global philanthropy advisor and President of Putnam Consulting Group, has written a new chapter on "Transformational Giving: Philanthropy as an Investment in Change," in the new business book, "The ImpactAssets Handbook for Investors."

The book is a must-read for investors who want to build portfolios that create a better world and have a positive impact on social and environmental issues as an integral part of their strategies to generate financial returns.

"Many investors incorrectly think of philanthropy as altogether separate from their strategies to build wealth, generate return and make change," said Putnam-Walkerly, who provides philanthropic advising and strategic consulting services to individuals and institutions.

"Donors who fail to recognize the potential power of their philanthropy to amplify return on investment and contribute to an overall investment strategy are missing a key tool in the investor's tool kit. As described in terms of Total Portfolio Management, rather than an afterthought, philanthropy deserves consideration as another asset class that links to and strengthens other investments within a portfolio," she said.

For example:

  • An investor with an interest in the alternative energy industry might provide a philanthropic investment in a green-jobs training program to ensure a competent workforce for that industry.
  • An investor who wants to build an empire of organic grocery stores may recognize the importance of supporting nonprofits that help small farmers employ sustainable agriculture practices.
  • An investor can use more than just financial gifts to support their philanthropic investments. They can leverage their connections in the industry to help find job placements for trainees, business partners for the research university and even scholar- ships for industry workers who want to further their educations.

Putnam-Walkerly's chapter provides clear guidance for investors who wish to incorporate philanthropy as an investment asset, including nearly two dozen ways that investors can identify, maintain and enhance philanthropic investments that will increase overall effectiveness and transform communities, industries and society.

"When done correctly, transformational philanthropic investments can play a key role in an investor's overall portfolio, as well as in achieving greater vision, increased impact, and deeper meaning as part of an investor's total return," she said.

The ImpactAssets Handbook for Investors also includes a wealth of advice from other experts and industry leaders about investment strategies that intertwine social change and economic return.

About the Book

"The ImpactAssets Handbook for Investors: Generating Social and Environmental Value through Capital Investing" was published on Oct. 3, 2017 by Anthem Press. The book has 330 pages and retails for $49. The ISBN number is ISBN-13:978-1783087297.

"The ImpactAssets Handbook for Investors takes a sledgehammer to the fossilized mind-set that financial returns are all that matter."
Seth Goldman, Co-founder and TeaEO Emeritus, Honest Tea

"For investors who are serious about tackling social and environment issues, and considering making impact investments, this book is highly recommended. It is grounded in practical information, pragmatic advice and persuasive examples. Jed challenges traditional thinking, debunks myths and misperceptions about this powerful model of social change and makes impact investing accessible to an ever-widening circle of investors determined to change the world."
Amit Bouri, Chief Executive Officer and Co-founder, Global Impact Investing Network

About Kris Putnam-Walkerly

For over 18 years, top global philanthropies have requested Kris's help to transform their giving and catapult their impact, including designing strategies that achieve results, streamline operations, assess impact, and allocate funds. Her clients include the RoBert Wood Johnson, David and Lucile Packard, Avery Dennison, Annie E. Casey, Charles and Helen Schwab, and Walton Family foundations, among dozens of others. She's helped over 60 foundations and philanthropists strategically allocate and assess over $350 million in grants and gifts.

She is the author of the multiple award-winning book, "Confident Giving: Sage Advice for Funders from One of Philanthropy's Top Advisors," and her blog, Philanthropy411. For information about Kris Putnam-Walkerly, please visit her website http://putnam-consulting.com/

About the Author
Jed Emerson is the chief impact strategist for ImpactAssets, a nonprofit financial services firm and is an internationally recognized author and thought leader within the field of impact investing. He has led, cofounded and served on the board of directors of a variety of impact funds, social enterprises and family office investment committees.

About Anthem Press
Anthem Press is a leading independent publisher of innovative academic research, educational material and reference works in established and emerging fields.

Contact:
Kris Putnam-Walkerly
510-388-5231
180946@email4pr.com



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