Visionary Voices

As $84 trillion transfers from Baby Boomers to younger generations, financial advisors risk losing both clients and assets to charitable giving—unless they act strategically. When donors establish charitable vehicles without advisor involvement, that wealth often moves permanently outside the advisor’s purview to competitors like Fidelity Charitable or nonprofit-referred planners. The solution? Build intentional relationships with nonprofits before clients do. This triangular alliance—advisor + donor + nonprofit—creates stronger outcomes for everyone while protecting assets under management and positioning advisors as indispensable partners in legacy planning conversations that matter most.

Who is our enemy? The current administration or us? This explosive essay argues nonprofits are committing suicide through moral performance theater. While organizations obsess over donor ‘purity tests’ and Twitter tantrums, missions collapse and staff get laid off. The brutal truth: accepting ‘tainted’ money isn’t unethical—letting your cause die because you’re afraid of headlines is. Universities and government take questionable money daily. Stop letting reputation managers kill your mission. Take the controversial donation, keep the lights on, and help people instead of virtue signaling your way to bankruptcy

Today’s 10-year-olds will inherit and create more wealth than any generation before them—yet we wait until age 40 to talk to them about philanthropy. That’s a strategic mistake. Habits form early, and if we want generosity to be part of their identity, we must start now. Philanthropy isn’t a transaction—it’s a belief system. Waiting means forfeiting influence over the values of those who will soon control trillions. The future of giving starts younger than you think.

We’re thrilled to share that Patrick O’Donnell will be taking the helm of GIVING magazine as executive editor, and will also serve as editorial director for GIVING’s sister site, Philanthropy.org. Patrick is a writer, editor and author who brings more than 30 years of experience to the table. He’s been working with the PlannedGiving.com brand for almost a decade, specializing in storytelling, attention-grabbing appeal letters, and planned giving content.