DiscoverMoney Meets MissionAdvising Impact: Building the Ecosystem Behind the Future of Giving
Advising Impact: Building the Ecosystem Behind the Future of Giving

Advising Impact: Building the Ecosystem Behind the Future of Giving

Update: 2025-09-05
Share

Description

How can the future of giving be guided in ways that truly drive lasting impact? 

A historic wealth transfer, estimated at over $5 trillion in the next two decades, is reshaping philanthropic giving today. A new generation of donors is eager to align wealth with values and measurable outcomes. Yet the ecosystem of advisors crucial to translate this ambition into impact is still evolving, somewhat fragmented even and facing important questions of scale and structure.

In this episode, AVPN Academy speaks with Kasey Oliver (Managing Director, Geneva Global) and Dien Yuen (Founder & CEO, Daylight) to explore who philanthropy advisors are, the role they play, and why their work is becoming increasingly critical. They reflect on emerging signals: the growing demand for skilled advisors, the frameworks that define professional practice, and the pivotal role Asia may play in shaping how philanthropic capital flows.

Together, the conversation surfaces both the opportunities and the gaps in this field, and why building a stronger advisory ecosystem will matter for the future of giving across generations and geographies.

Learn more about the resources featured in this episode:

Comments 
In Channel
Impact Investing

Impact Investing

2021-11-0233:23

Climate Finance

Climate Finance

2021-08-3141:04

loading
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Advising Impact: Building the Ecosystem Behind the Future of Giving

Advising Impact: Building the Ecosystem Behind the Future of Giving

AVPN