
Philanthropic Advising Competency Model
Daylight’s Philanthropic Advising Competency Model is the first of its kind: a field-informed framework that outlines the knowledge, skills, and behaviors advisors need to serve clients and communities today. The thirteen core competencies reflect a dynamic, evolving profession that requires both technical fluency and relational skills. It provides a flexible structure for advisors, employers, and professional networks to assess and strengthen their practice.
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Whether you're a practitioner mapping your growth, a leader working to strengthen the field, or an employer, you can use the model to:​
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Recruit and evaluate talent with greater clarity
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Guide professional development and coaching
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Align teams around shared expectations
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Build trust and transparency in advisory services
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By bringing definition to a once-ambiguous role, this model lays the foundation for a modern, values-driven profession—and invites you to help shape what comes next.
EXECUTIVE SUMMARY
Philanthropic advisors play an increasingly central role in shaping how wealth is directed toward social good. Yet despite the billions of dollars they help guide each year, there is no widely accepted standard for high-quality and effective modern philanthropic advising. The role remains undefined, and expectations vary widely across institutions, clients, and sectors.
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Daylight created the Philanthropic Advising Competency Model to help build a modern profession grounded in excellence, professionalism, and impact. This groundbreaking framework equips employers, advisors, and practitioners with a shared language for recruitment, hiring, performance evaluation, and professional growth. Organized around thirteen core competencies, the model defines the knowledge, skills, and behaviors required to advise clients and donors effectively. It brings definition to a previously ambiguous role, offering a clear path toward the professionalization of philanthropic advising.
DAYLIGHT PHILANTHROPIC ADVISOR ASSESSMENT
​This assessment is designed for you to reflect on where you are today. You will find a summary of the thirteen competencies and the objectives of each competency. We’ve also included the Components of Modern Philanthropic Planning to help you define your work.
VOICE OF THE ADVISOR
Elaine Chu emphasizes the importance of seeking mentors and participating in education and certification programs for those interested in philanthropic advising.


