Interprofessional Teamwork: Core Competencies for Planned Giving

Posted by National Association of Charitable Gift Planners on May 20, 2016 10:55:43 AM

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Improve Your IQ (Interprofessional Quotient)—Be A Team Planner

In a series of posts, we’re considering “Core Competencies for Collaborative Interprofessional Practice” for philanthropic planning. The interprofessional competencies we suggest originated in the healthcare field, as an attempt to transform education and prepare students in all the healthcare specialties for “deliberatively working together with the common goal of building a safer and better patient-centered and community/population oriented U.S. health care system.” As noted in the first post of this series, a paradigm shift toward interprofessionality also sounds like a good move for philanthropic planning. The fourth of four core competencies for interprofessional practice deals with teamwork.


The National Association of Estate Planners and Councils recently issued a white paper on “High  Performance Teaming & Professional Collaboration.” It serves as a call to action to encourage the estate planning community to incorporate collaboration more deliberately into their everyday practice. The white paper affirms many of the following core competencies, and provides a great place to start experiments with interprofessional teaming.

Specific Team and Teamwork Competencies:

  • Develop consensus on the ethical principles to guide all aspects of donor/client service and team work.
  • Engage other professionals—appropriate to the specific situation—in shared donor/client-centered problem-solving.
  • Integrate the knowledge and experience of other professions—appropriate to the specific situation—to inform planning decisions, while respecting the values and priorities/ preferences for of the donor/client and other professionals on the team.
  • Apply leadership practices that support collaborative practice and team effectiveness.
  • Engage self and others to constructively manage disagreements about values, roles, goals, and actions that arise among advisors and with donor/clients and families.
  • Share accountability with other professions for planning outcomes.
  • Reflect on individual and team performance for individual, as well as team, performance improvement.
  • Use process improvement strategies to increase the effectiveness of interprofessional teamwork and team-based planning.
  • Use available evidence to inform effective teamwork and team-based practices.
  • Perform effectively on teams and in different team roles in a variety of settings.

Other resources on interprofessional teamwork:

Inspired Planning for Optimal Outcomes: The Fitzsimmons Case,” Phil Cubeta and Tracy Gary (National Conference on Philanthropic Planning 2009)

Case Study: Three Generations of Hurleys,” Phil Cubeta (National Conference on Philanthropic Planning 2014)

Looking for even more resources?

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Topics: philanthropy, planned giving, Advocacy, General, Leadership, Teamwork