Episode

Social Impact & Philanthropy - Betsy Erickson

Podcast
The UHNW Institute Podcast
Published
Sep 5, 2024
Duration seconds
1862
Processing state
not_requested
Canonical source
https://www.uhnwinstitute.org/
Audio
https://podcasts.captivate.fm/media/a1f2aec2-b1a2-45f2-99eb-4554c120b353/BetsyEpisode5Draft1.mp3
JSON
/v1/public/podcasts/the-uhnw-institute-podcast-6883548/episodes/social-impact-philanthropy-betsy-erickson
Markdown
/podcast/the-uhnw-institute-podcast-6883548/social-impact-philanthropy-betsy-erickson.md

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Summary

Summary In this episode, Russ Haworth interviews Betsy Erickson, the chair of the philanthropy and social impact domain at the Ultra High Net Worth Institute. They discuss the role of the domain chair, the complexity of philanthropy, and the importance of integration across domains. Betsy also talks about the barriers that families face in philanthropy and the need for experienced advisors to guide them. They highlight the value of cross-domain learning and the work being done by the Institute to educate and inform both families and advisors. Betsy shares upcoming initiatives and resources in the philanthropy domain. Chapters 00:00 Introduction and Background 03:23 Role of the Domain Chair 07:59 Importance of Integration Across Domains 10:45 Complexity and Emerging Challenges in Philanthropy 14:21 Barriers in Philanthropy and Social Impact 17:35 Educating and Informing Families and Advisors 22:20 Cross-Domain Learning and Competencies 26:01 Initiatives in the Philanthropy Domain 30:01 Conclusion