October Roundtable: Research from the Philanthropy and Social Impact domain to support practice, education, and training
This month, we invite you to join the Institute’s experts on October 24th at 4 p.m. ET for an insightful discussion with leaders from the Philanthropy and Social Impact domain. As Wealth 3.0 calls for deeper research and rigor in the evolving wealth management landscape, this session will explore key findings from two groundbreaking reports, offering rich analysis on the current state of the philanthropic advising sector and the barriers donors face in their giving journeys.
First, our expert panel will delve into the U.S. Philanthropic Advisors 2024: Professional Development, Practice, and Knowledge Gaps report by Daylight Advisors. This report is the world’s most comprehensive study of philanthropy advisors, setting the foundation to further professionalize the field, and enabling advisors and clients to better understand their needs and the resources available to them.
The panel will also discuss findings from a new report, Overcoming Psychological Barriers to Giving – NCEP, produced by Arabella Advisors, the National Center for Family Philanthropy, the Bill & Melinda Gates Foundation, and Ideas42. This three-year study, based on interviews with over 75 UHNW families, identifies ten common barriers to giving and applies behavioral science research to offer strategies for overcoming them. The relevance of these barriers, and their overwhelming prevalence among UHNW families, extends beyond philanthropy into other domains of wealth management.
Key Takeaways:
Attendees will gain valuable insights, including:
- A deeper understanding of the philanthropy and social impact landscape, including the evolving role of advisors and the essential skills needed in this space.
- Key psychological barriers that donors encounter as they seek to increase their charitable contributions.
- Practical applications of behavioral science concepts to improve client engagement and advisory practices.
- And more!
Institute members may register for the event and access related resources by visiting the event page here.
For more information or to inquire about membership with The UHNW Institute, please feel free to contact us.
Meet the moderator and speakers:
Betsy Erickson
Managing Director and Head of Family and Individual Services
Arabella Advisors
Tony Macklin
Director, Advisor Practice
Daylight Advisors
