# Philanthropic Advising Competency Model

Page: https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548/philanthropic-advising-competency-model
Text version: https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548/philanthropic-advising-competency-model.md
Podcast: [The UHNW Institute Podcast](https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548)
Published: 2025-12-08T06:00:00+00:00
Episode link: https://www.uhnwinstitute.org/
Audio file: https://episodes.captivate.fm/episode/99e53421-9c43-4779-9d7e-34fb7f4a06db.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-uhnw-institute-podcast-6883548/episodes/philanthropic-advising-competency-model
Duration seconds: 2356

## Resource

Summary This episode of the Ultra High Net Worth Institute podcast explores the Philanthropic Advising Competency Model developed by Daylight Today. Hosts Russ Haworth, Tony Macklin, and Marguerite Griffin discuss the evolving role of philanthropic advisors, the need for a structured competency model, and the importance of cultural dexterity and behavioral intelligence in fostering trust and effective communication with clients. The conversation highlights the future of philanthropic advising, emphasizing the integration of purpose and finance, and the skills necessary for the next generation of advisors. Chapters 00:00 Introduction to Philanthropic Advising Competency Model 04:04 The Evolution of Philanthropic Advising 08:25 Understanding the Competency Model Structure 12:25 The Intentions Behind the Competency Model 15:16 Cultural Dexterity and Behavioral Intelligence 22:31 Hiring and Training with the Competency Model 25:29 Building Trust Through Competency 28:11 Future of Philanthropic Advising 34:16 Skills for the Next Generation of Advisors 37:25 Key Takeaways Links Philanthropic Advising Competency Model - https://www.daylightadvisors.com/research-philanthropic-advising-competency Barriers to giving - https://www.ncfp.org/knowledge/overcoming-psychological-barriers-to-giving/ .

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## Transcript

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