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Daylight

@daylightadvisors.bsky.social

Daylight helps advisors build their confidence, competency, and cultural dexterity to elevate the practice of philanthropic advising and support their passion for growth, service, and philanthropic outcomes.

73 Followers  |  63 Following  |  18 Posts  |  Joined: 07.02.2024  |  1.5081

Latest posts by daylightadvisors.bsky.social on Bluesky

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Congratulations to the inaugural cohort of Certified Impact Philanthropy Advisors!
www.daylightadvisors.com/ipa-graduate...

13.03.2025 07:47 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
Headshots of various people

Headshots of various people

Headshots of various people

Headshots of various people

Headshots of various people

Headshots of various people

Congratulations to the inaugural cohort of Certified Impact Philanthropy Advisors!
www.daylightadvisors.com/ipa-graduate...

13.03.2025 07:47 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0
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Home - CHIP: Accelerate Your Financial Power Explore CHIP Professionals, a trusted resource connecting clients with top-rated CERTIFIED FINANCIAL PLANNERยฎ professionals.

Weโ€™re thrilled to announce Daylightโ€™s partnership with CHIP www.chipprofessionals.com a platform dedicated to connecting individuals with financial professionals of color. Weโ€™re working together to expand access to philanthropic, wealth, and estate planning education for financial advisors.

31.01.2025 23:41 โ€” ๐Ÿ‘ 2    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
Black text on white background, Behavioral Philanthropy Certificate. Registration now open.

Two blue half circles in the top right and bottom left corners. Top right text inside circle: ideas 42 in white text with the numbers inside a green circle. Bottom left text inside circle: Daylight in white text with a yellow circle dotting the i.

Black text on white background, Behavioral Philanthropy Certificate. Registration now open. Two blue half circles in the top right and bottom left corners. Top right text inside circle: ideas 42 in white text with the numbers inside a green circle. Bottom left text inside circle: Daylight in white text with a yellow circle dotting the i.

Registration is now open for Daylight's first certificate program, the Behavioral Philanthropy Certificate!

Developed in partnership with ideas42, the certifcate dives into the psychological factors influencing donor behavior.

Learn more: www.daylightadvisors.com/certificates...

11.01.2025 17:07 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Start the new year off as a Certified Impact Philanthropy Advisor! Register now to take advantage of our special pricing! Only 4 days left!
www.daylightadvisors.com/impact-phila...

07.01.2025 15:28 โ€” ๐Ÿ‘ 0    ๐Ÿ” 1    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Illuminate Philanthropy Podcast | Daylightadvisors Learner Login

This episode of the Illuminate Philanthropy podcast features Dien discussing Trend 8, the Messy Marketplace, and how Daylight helps advisors navigate this landscape.

Tune in to learn more about the last trend in the series: www.daylightadvisors.com/illuminate-p...

03.01.2025 16:02 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
Logo Impact Philanthropy Advisor Powered by Daylight, a new standard for impact

Quote from Zakiya Lord: my experience with the IPA programs far has been generative, and grounding. The content has been immediately applicable as well as affirming. The frameworks have provided context, and the regular interactions with other cohort members have proved to be a welcomed space to gain insights and perspective from seasoned, dedicated peers.

Picture of a Black woman with curly hair and glasses in all black.

Logo Impact Philanthropy Advisor Powered by Daylight, a new standard for impact Quote from Zakiya Lord: my experience with the IPA programs far has been generative, and grounding. The content has been immediately applicable as well as affirming. The frameworks have provided context, and the regular interactions with other cohort members have proved to be a welcomed space to gain insights and perspective from seasoned, dedicated peers. Picture of a Black woman with curly hair and glasses in all black.

Meet Zakiya Johnson Lord, a learner in the inaugural IPA cohort and Regional Philanthropic Director at the Movement Voter Project. Her background includes work within the LGBTQ philanthropic space and builds on her years as a clinical therapist.

IPA registration is open for January and April!

02.01.2025 19:55 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
Post image 31.12.2024 22:02 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
Header: Partnership Release with PhilanthPro logo


Picture of a white male smiling in a black suit, white shirt and dark tie next to a quote "Daylight Advisors has developed a phenomenal course that empowers financial advisors to guide their clients on philanthropic matters with confidence and helps philanthropic advisors deepen their skills" Nick Palahnuk, CEO & Founder, PhilanthPro

Picture of a smiling Asian woman with long dark hair next to the logo, Daylight with a yellow sun as the dot for the 'i' above a quote: "PhilanthPro provides a simple and effective way to run the data and share it in a digestible way" Dien Yuen, CEO & Founder, Daylight

Header: Partnership Release with PhilanthPro logo Picture of a white male smiling in a black suit, white shirt and dark tie next to a quote "Daylight Advisors has developed a phenomenal course that empowers financial advisors to guide their clients on philanthropic matters with confidence and helps philanthropic advisors deepen their skills" Nick Palahnuk, CEO & Founder, PhilanthPro Picture of a smiling Asian woman with long dark hair next to the logo, Daylight with a yellow sun as the dot for the 'i' above a quote: "PhilanthPro provides a simple and effective way to run the data and share it in a digestible way" Dien Yuen, CEO & Founder, Daylight

Daylight announces a new partnership with PhilanthPro.
Read the press release here: lnkd.in/gTAtEt6V

18.12.2024 13:55 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Brian M. Balduzzi, Esq., Tax LL.M., MBA, CFPยฎ, CEPAยฎ, AEPยฎ is a learner in our inaugural IPA cohort. Brian is an estate, business, tax and charitable planning attorney with a deep expertise in intergenerational and comprehensive planning for individuals and families. Join the January IPA cohort!

11.12.2024 21:31 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Cerulli Associates has revised its estimates for the "Great Wealth Transfer" in the U.S. It is almost $40 trillion more than their estimate in 2021. An estimated $18 trillion (14.5%) will go to #charities unless laws change or philanthropic and gift planners are far more successful.

10.12.2024 13:02 โ€” ๐Ÿ‘ 0    ๐Ÿ” 1    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Amidst a historic $124T intergenerational transfer of wealth, it's a transformative era for philanthropy, requiring new competencies and cultural dexterity to thrive. We have 6 new certificates for busy, on-the-go advisors who require flexible learning options. www.daylightadvisors.com/certificates

08.12.2024 18:28 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Daylight shared the most comprehensive study of philanthropy advisors. The graph below highlights some of the services that philanthropy advisors provide. How do your services compare? Which services do you need to grow? www.daylightadvisors.com/research-phi... #philanthropyadvisors

05.12.2024 14:58 โ€” ๐Ÿ‘ 1    ๐Ÿ” 1    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Daylight Advisors | impact philanthropy advisor The Impact Philanthropy Advisor certificate is a state-of-the-art learning program crafted with decades of experience in philanthropic advising, wealth management, and philanthropic education.

I'm participating in the inaugural @daylightadvisors.bsky.social Impact Philanthropy Advisor Certificate program and I've learned a ton thus far. If this is your field, I suggest checking it out for their next cohort. www.daylightadvisors.com/impact-phila...

04.12.2024 19:38 โ€” ๐Ÿ‘ 2    ๐Ÿ” 1    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
Cerulli | Cerulli Anticipates $124 Trillion in Wealth Will Transferโ€ฆ Cerulli projects that wealth transferred through 2048 will total $124 trillionโ€”$105 trillion is expected to flow to heirs, while $18 trillion will go to charity

Cerulli updates its research, estimating a $124 Trillion generational transfer of #wealth in the U.S. through 2048 (up from $84T in their last research). $18 Trillion will go to #charity www.cerulli.com/press-releas...

05.12.2024 14:20 โ€” ๐Ÿ‘ 3    ๐Ÿ” 2    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0
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"I pursued the IPA program to strengthen my work in guiding clients to design philanthropic strategies that drive measurable change."

Meet Sharmila Rao Thakkar, MPH, MPA, CAP, an independent philanthropic advisor and founder of SRT Advising & Consulting.

24.11.2024 14:26 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Dien Yuen @ Schwab Impact! Join the conversation on 'Advisors of Influence & Impact' tomorrow afternoon!

20.11.2024 22:01 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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We're excited to announce a professional training partnership with AIP! The partnership promotes a new standard of professionalization and training for #philanthropyadvisors. Members of AIP will receive access to resources and special fees to our #impactphilanthropyadvisor program!

20.11.2024 00:23 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Daylight Advisors | impact philanthropy advisor The Impact Philanthropy Advisor certificate is a state-of-the-art learning program crafted with decades of experience in philanthropic advising, wealth management, and philanthropic education.

Level up your philanthropic advising skills by joining our January Impact Philanthropy Advisor cohort! Show your added value to your clients with the IPA certification! www.daylightadvisors.com/impact-phila...

16.11.2024 21:56 โ€” ๐Ÿ‘ 3    ๐Ÿ” 1    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Team Daylight was at the Advisors in Philanthropy conference in San Jose!

16.11.2024 21:48 โ€” ๐Ÿ‘ 4    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

@daylightadvisors is following 20 prominent accounts