Role of Advisors

Advisors may need to modify their approaches with Gen Xers and Millennials away from a gatekeeping orientation toward one focused on the “curation” of a broader set of resources for their clients: "The idea that I’m going to have one trusted advisor or a limited set of trusted advisors, I totally don’t feel at all. I mean, I want everyone to help me and some things are going to make more sense than others.”

Takeaways are critical, bite-sized resources either excerpted from our guides or written by Candid Learning for Funders using the guide's research data or themes post-publication. Attribution is given if the takeaway is a quotation.

This takeaway was derived from Next Gen Donors.