Episode Details

What separates the best financial advisors from everyone else when it comes to charitable planning? In Part 2 of this conversation on Money to Give, Rick Peck welcomes back Erinn Andrews to explore the rapidly changing relationship between financial advising, donor-advised funds, and philanthropy. Erinn shares insights from new national research focused on how advisors are incorporating charitable planning into client relationships — and why the most successful advisors are making generosity a regular part of values-based financial conversations instead of waiting for clients to bring it up themselves.

Throughout the episode, Erinn and Rick discuss emerging trends shaping the advisor landscape, including consolidation among RIAs, growing demand for philanthropic expertise, the rise of purpose-driven advisory firms, and why donor-advised funds are becoming increasingly central to long-term planning conversations. The discussion also highlights missed opportunities when advisors fail to support charitable goals, as well as the competitive advantage firms gain when they embrace philanthropy as part of a holistic client experience. Whether you are a financial advisor, donor, nonprofit professional, or philanthropic consultant, this episode offers a thoughtful look at where the future of charitable planning is headed — and why the time to adapt is now.



Contact Rick Peck:
Website: https://www.thephilanthropyguy.com
Email: ThePhilanthropyGuy@gmail.com
Book A call: Rick Peck's Calendar
Sign Up For Charitable Giving Newsletter: Charitable Giving Newsletter
LinkedIn: Richard Peck

Contact Erinn Andrews:
Website: GiveTeam
Email: erinn@thegiveteam.com
LinkedIn: Erinn Andrews