The value of human philanthropy advisors

The predictions for philanthropy in 2026 are starting to arrive in my inbox. Whilst I have not read them all yet, it will not surprise you to know that amongst the trends (more place-based giving, a greater role for Asia, the growth in community-led movements) AI is guaranteed a mention. There are positive claims for its improving efficiency and coming up with new solutions for the climate crisis. And fears for the impact of its energy demands and the loss of jobs. AI looks set to reshape every aspect of society including how we think and connect with each other.

In philanthropy advising it is becoming a useful tool for gathering information and identifying opportunities. It’s current flaws: making things up and relying on out-of-date research are annoying, but also reassuring as a reminder that there is still a place for knowledgeable humans. As AI tools improve, what they bring into question is the value of humans in systems, decisions, and roles. Every year, I ask myself and my students if human philanthropy advisors are safe. Do we still have a role, do we continue to add value, do I still have a job?

As we go into 2026, I have 3 main reasons why I think human philanthropy advisors are safe for another year –

1.     We are still in demand.

McKinsey’s Affluent and High-Net-Worth Consumer Survey of US investors in 20241 found that clients are increasingly willing to pay a premium for human advice. This was not exclusive to philanthropy, but I do think human advice is what is being sought for deeper conversations about purpose, what wealth is for, how much to leave your children, and how much money is enough.

2.     Because our role involves tricky human skills.

Philanthropy advisors need to be able to listen carefully, guide conversations and facilitate meetings. It is not an easy task to work with multi-generational families, who have different personalities and views, and help them make good decisions. It is harder still to manage conflicts that can arise in philanthropy, as elsewhere. Philanthropy advisors also need qualities such as integrity and bravery in asking difficult questions. Our work requires good judgment when balancing and navigating a whole host of inter-related issues such as values, interests, parenting, faith, fears, and ideas around impact.

3.     We don’t just do what we are asked.

We explain to clients that we will play devil’s advocate, and will bring challenge, questions, alternative viewpoints, and evidence to their thinking. We continue to think deeply about our clients and their problems as we move through the world. Insights strike when we overhear a conversation, go for a walk, or listen to music. What truly sets us apart from AI is that we care.

 

Human philanthropy advisors are not efficient machines and that is our very strength. We are individuals with values, knowledge, and experience that wrestle with the tricky challenge of how best to do good in the world. AI can help us, but so too can our humanity.

 

 

 

 

1 see: https://www.mckinsey.com/industries/financial-services/our-insights/the-looming-advisor-shortage-in-us-wealth-management