『What Financial Advisors Are (Still) Missing About Giving: Part Two with Erinn Andrews』のカバーアート

What Financial Advisors Are (Still) Missing About Giving: Part Two with Erinn Andrews

What Financial Advisors Are (Still) Missing About Giving: Part Two with Erinn Andrews

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 Episode Summary: In this compelling follow-up episode of Money to Give, host Rick Peck welcomes back Erinn Andrews, founder of Give Team and president of the International Association of Advisors in Philanthropy, for a deeper look into the evolving role of financial advisors in charitable planning. Erinn shares new insights from her work with the Donor Advised Fund Research Collaborative, exploring how some advisors are leading with generosity and values, while many others remain reactive, or worse, resistant, to their clients’ giving goals. Together, Rick and Erinn unpack trends reshaping the advising landscape: from the rise of the “Net Positive” movement, to the consolidation of RIAs, to missed opportunities in philanthropic advising. This conversation is a must-listen for advisors who want to stay relevant, donors who want better support, and nonprofits seeking to bridge the gap. Key Takeaways: Top advisors bring up charitable giving early—and often—with clients, linking money to values. Many advisors still lack the confidence or tools to lead conversations about donor-advised funds (DAFs). Donors are increasingly willing to switch advisors or DAF sponsors to find aligned philanthropic support. The emerging Net Positive Consortium is a sign of momentum: advisors building businesses that leave more good in the world than they take. Resources & Links: Give Team Website Donor Advised Fund Research Collaborative International Association of Advisors in Philanthropy Connect with Erinn
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