​Many clients and donors want to help solve the complex challenges they see in their communities and worldwide, including climate change effects and disparities in housing, economic mobility, health, and education.  

 

The inheritors–women and younger generations–want to use a bigger social impact toolkit to solve those challenges. In addition to charitable giving, they’ll be more likely to use their investments and voices as activists and shoppers. They’ll be more likely to start purpose-led businesses. And, they’ll create or inherit access to vehicles such as donor-advised funds and family foundations. 

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Older generations want advisors who can take them from “success to significance” in their lives and their philanthropy. Inheritors will need advisors who can think holistically about social impact. Their advisors are second only to a spouse or partner as the most valuable source of information about philanthropy.

 

As an advisor and fundraising professional, you are uniquely positioned to help clients purposefully and effectively deploy their financial, human, social, intellectual, and moral or spiritual capitals. But how will you navigate this dynamic social impact landscape and the changing expectations of a more diverse client base?

Answering the evolving market demand requires a more contemporary approach to philanthropic advising.