In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Tony Macklin (Daylight Advisors) and Marguerite Griffin (Northern Trust) for a conversation about the Philanthropic Advising Competency Model developed by Daylight. Together they look at how philanthropic advising has changed, why a structured competency framework matters, and what it takes to align purpose and finance in work with families.

The discussion breaks down the structure and intent of the model, including how it describes skills, behaviors and mindsets that support trust and effective communication. Russ, Tony, and Marguerite also consider how firms can use the model in hiring, training, and performance development, and what it suggests about the future of philanthropic advising.

Key areas of discussion include:

• How philanthropic advising has developed as more families bring purpose, values, and finance together
• The structure of the Philanthropic Advising Competency Model and the intentions behind it
• What cultural dexterity and behavioral intelligence look like in practice
• Ways firms can use competencies for recruiting, training, and team development
• How clear competencies support trust, better conversations, and a stronger client experience
• The skills and qualities that will matter for the next generation of philanthropic advisors

For more detail, you can download the Philanthropic Advising Competency Model here.

A related resource on barriers to giving from the National Center for Family Philanthropy is available here.

Listen to the full conversation:

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