October Roundtable Replay and Trends 2025 Report: Insights in Family Philanthropy
Our recent October roundtable explored pivotal topics in philanthropy and social impact, guided by insights from two major reports. The U.S. Philanthropic Advisors 2024 report sets new standards and helps advisors and clients better understand their needs and available resources, and Overcoming Psychological Barriers to Giving examines common challenges donors face and applies behavioral science to offer strategies for deeper engagement.
Key discussion points included:
- New perspectives on the professional growth and development of philanthropy advisors
- The psychological barriers that can shape giving behaviors
- Practical ways advisors can support clients in overcoming these challenges
To access the full replay, accessible to UHNW Institute members, visit our Resource Library here or the event’s dedicated member portal page here.
We appreciate our speakers for sharing their time and expertise:
Betsy Erickson, Managing Director and Head of Family and Individual Services, Arabella Advisors
Tony Macklin, Director, Advisor Practice, Daylight Advisors
In addition, we are pleased to feature the Trends 2025 Report from the National Center for Family Philanthropy, which captures key trends in family philanthropy. This comprehensive report sheds light on asset sizes, payout rates, governance and anticipated future patterns, equipping donors with valuable data for decision-making. For more information on the Trends 2025 Report, including how it supports decision-making for family foundations, learn more and download it here.
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