At Daylight, we monitor trends in philanthropic advising and listen closely to advisors and gift planners working with clients and donors on the frontlines. One way we do this is by connecting some of the dots we see and asking advisors how it might apply in their day-to-day work and what's on their minds.

In April, we asked attendees at the Northern California Planned Giving Council, "What trends in philanthropy or gift planning are on your minds?"

We received over 60 responses written on notecards. They can be grouped into six general themes: giving styles and trends, gift planning, DAFs, demographics, AI/Tech, and concerns over the current political climate. Below are examples of what the participants shared. Do they resonate with you?

We've shared our "Adapting to 8 Trends in Philanthropic Advising" presentation to over 600 non-profit and for-profit advisors in many small gatherings. The responses vary based on geography, advisor mix, client or donor sophistication level, etc. One consistent theme is that advisors are looking to broaden their definition of philanthropic planning.

Adapting to 8 Trends in Philanthropic Advising

Episode 1: Changing Client Base  

Episode 2: Evolving Definitions  

Episode 3: Evolving Vehicles  

Episode 4: Questioning Norms  

Episode 5: Growing Mistrust  

Episode 6: Wealth Planning  

Episode 7: AI for Good 

Episode 8: The Messy Marketplace