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Daylight @daylightadvisors.bsky.social · 13/03/2025

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

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Daylight @daylightadvisors.bsky.social · 31/01/2025

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

chipprofessionals.com

Home - CHIP: Accelerate Your Financial Power

Explore CHIP Professionals, a trusted resource connecting clients with top-rated CERTIFIED FINANCIAL PLANNER® professionals.

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Daylight @daylightadvisors.bsky.social · 11/01/2025

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...

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.

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Daylight @daylightadvisors.bsky.social · 07/01/2025

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...

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Daylight @daylightadvisors.bsky.social · 03/01/2025

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...

daylightadvisors.com

Illuminate Philanthropy Podcast | Daylightadvisors

Learner Login

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Daylight @daylightadvisors.bsky.social · 02/01/2025

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!

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Daylight @daylightadvisors.bsky.social · 18/12/2024

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

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Daylight @daylightadvisors.bsky.social · 11/12/2024

Brian M. Balduzzi, Esq., Tax LL.M., MBA, CFP®, CEPA®, AEP® 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!

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Daylight @daylightadvisors.bsky.social · 10/12/2024

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.

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Daylight @daylightadvisors.bsky.social · 08/12/2024

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

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Daylight @daylightadvisors.bsky.social · 05/12/2024

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

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Reposted by Daylight

Tony Macklin @tonymacklin1.bsky.social · 05/12/2024

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...

cerulli.com

Cerulli | Cerulli Anticipates $124 Trillion in Wealth Will Transfer…

Cerulli projects that wealth transferred through 2048 will total $124 trillion—$105 trillion is expected to flow to heirs, while $18 trillion will go to charity

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Daylight @daylightadvisors.bsky.social · 24/11/2024

"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.

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Daylight @daylightadvisors.bsky.social · 20/11/2024

Dien Yuen @ Schwab Impact! Join the conversation on 'Advisors of Influence & Impact' tomorrow afternoon!

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Daylight @daylightadvisors.bsky.social · 20/11/2024

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!

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Daylight @daylightadvisors.bsky.social · 16/11/2024

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...

daylightadvisors.com

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.

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Daylight @daylightadvisors.bsky.social · 16/11/2024

Team Daylight was at the Advisors in Philanthropy conference in San Jose!

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