This episode of the Ultra High Net Worth Institute podcast explores the Philanthropic Advising Competency Model developed by Daylight Today. Hosts Russ Haworth, Tony Macklin, and Marguerite Griffin discuss the evolving role of philanthropic advisors, the need for a structured competency model, and the importance of cultural dexterity and behavioral intelligence in fostering trust and effective communication with clients. The conversation highlights the future of philanthropic advising, emphasizing the integration of purpose and finance, and the skills necessary for the next generation of advisors.

00:00 Introduction to Philanthropic Advising Competency Model

04:04 The Evolution of Philanthropic Advising

08:25 Understanding the Competency Model Structure

12:25 The Intentions Behind the Competency Model

15:16 Cultural Dexterity and Behavioral Intelligence

22:31 Hiring and Training with the Competency Model

25:29 Building Trust Through Competency

28:11 Future of Philanthropic Advising

34:16 Skills for the Next Generation of Advisors

37:25 Key Takeaways

Links

Philanthropic Advising Competency Model - https://www.daylightadvisors.com/research-philanthropic-advising-competency

Barriers to giving - https://www.ncfp.org/knowledge/overcoming-psychological-barriers-to-giving/.