Illuminate Philanthropy

September 2 2024

Ep1 Illuminate Philanthropy Show — Trend 1: The Changing Client Base with Daylight’s founder Dien Yuen and Daylight’s Director of Advisor Practice Tony Macklin

Illuminate Philanthropy
Illuminate Philanthropy
Ep1 Illuminate Philanthropy Show — Trend 1: The Changing Client Base with Daylight’s founder Dien Yuen and Daylight’s Director of Advisor Practice Tony Macklin
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September 2, 2024: A Note from Hope Katz Gibbs, producer, Illuminate Philanthropy show powered by Daylight.

Hello friends! Today, we roll out Trend 1 of our first season, the “Adapting to Eight Trends in Philanthropic Advising” series: The Changing Client Base. Together with advisors and families, Daylight’s mission is to support practices and networks that maximize philanthropy’s potential for transforming lives. Whether you’re in nonprofit development, wealth management, or passionate about social change, Daylight provides you with the skills to navigate the evolving world of wealth and philanthropy.

“Our company provides a platform where advisors can find the knowledge, ideas, and community to support their passion for growth, service, and philanthropic outcomes,” shares Dien Yuen, founder and CEO of Daylight. “Our three areas of work help advisors develop their craft, careers and field — Research, Learning, and Practice.”

Megan Bell, host, Illuminate Philanthropy show

Meet our host for the Illuminate Philanthropy show: Megan Bell, Daylight’s Director of Engagement

In this first episode, we feature Trend 1—The Changing Client Base. This trend includes women, GenX and younger, diverse identities, and immigrant entrepreneurs. We’ll learn about it with Dien and Daylight’s Director of Advisor Practice, Tony Macklin.

The keys to adapting: Cultural Dexterity and Accessible Services

Click here to learn more about Daylight: daylightadvisors.com


Join the revolution: Sign up for Daylight’s IPA Program

“Daylight’s learning platform and network are designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact,” explains Dien.

Your home for lifelong learning, Daylight has something for all advisor skill levels and roles – and becoming an Impact Philanthropy Advisor is where you start. With a mix of expert facilitation and on-demand instruction available online over 20 weeks, the Impact Philanthropy Advisor certificate (IPA) offers the skills and connections to confidently support the needs and expectations of families.

IPA will help you:

  • Deepen client relationships
  • Seize growth opportunities
  • Accelerate and share your skills
  • Spark social impact and family legacies

It’s a transformative era for wealth and philanthropy, requiring new competencies and cultural dexterity to thrive. Amidst a historic $85 trillion intergenerational transfer of wealth, clients are turning to advisors for more than investments and tax planning, and philanthropy’s tools, considerations, and goals have become more complex.

It’s the perfect time to skill up with IPA. Click here to learn about the IPA Experience: daylightadvisors.com/impact-philanthropy-advisor

This podcast and video series is powered by Daylight, an amazing global professional development community for philanthropy and social impact. In each episode, you’ll learn about the practices and networks to maximize philanthropy’s potential for transforming lives. Whether you’re in nonprofit development, wealth management, or passionate about social change, Daylight provides you with the skills to navigate the evolving world of wealth and philanthropy.

In Season 1, live September 2024, we feature Daylight’s current research on, “Adapting to Eight Trends in Philanthropic Advising.”

Hosted by Megan Bell, Daylight’s Director of Engagement, each episode features a member of the Daylight team who share insights into the 8 Trends, including:

Trend 1: The Changing Base with Daylight’s founder Dien Yuen and Daylight’s Director of Advisor Practice Tony Macklin

Trend 2: Evolving Definitions with Tony Macklin

Trend 3: Evolving Vehicles with Daylight’s Advisor Practice Specialist Rick Peck

Trend 4: Questioning Norms with Daylight’s Director of Strategic Impact Crystal Thompkins

Trend 5: Growing Mistrust with Crystal Thompkins

Trend 6: Wealth Planning with Rick Peck

Trend 7: AI for Good with Dien Yuen

Trend 8: Messy Marketplace with Dien Yuen

Don’t miss a single episode! Learn more: daylightadvisors.com

Upcoming Podcasts

Previous Episodes
Monday, September 16th, 2024

Ep2 Illuminate Philanthropy — Trend 2: Evolving Definitions with Daylight’s Director of Advisor Practice Tony Macklin

September 16, 2024 — Hello and welcome to the Illuminate Philanthropy show, powered by Daylight. “Daylight is a platform where advisors can find the knowledge, idea, and community to support their passion for growth, service, and philanthropic outcomes, says Daylight’s founder Dien Yuen. “Our three areas of work help advisors develop their craft, careers and field — Research, Learning, and Practice.” Our host: Megan Bell, Daylight’s Director of Engagement In this episode: You’ll meet Daylight’s Director of Advisor Practice TonyClick here to listen to the podcast!

Monday, September 2nd, 2024

Ep1 Illuminate Philanthropy Show — Trend 1: The Changing Client Base with Daylight’s founder Dien Yuen and Daylight’s Director of Advisor Practice Tony Macklin

September 2, 2024: A Note from Hope Katz Gibbs, producer, Illuminate Philanthropy show powered by Daylight. Hello friends! Today, we roll out Trend 1 of our first season, the “Adapting to Eight Trends in Philanthropic Advising” series: The Changing Client Base. Together with advisors and families, Daylight’s mission is to support practices and networks that maximize philanthropy’s potential for transforming lives. Whether you’re in nonprofit development, wealth management, or passionate about social change, Daylight provides you with the skills toClick here to listen to the podcast!

Thursday, August 29th, 2024

Ep8 Illuminate Philanthropy — Trend 8: Messy Marketplace with Daylight’s founder Dien Yuen

December 2, 2024 — Welcome to the Illuminate Philanthropy show powered by Daylight. “Daylight is a platform where advisors can find the knowledge, idea, and community to support their passion for growth, service, and philanthropic outcomes, says Daylight’s founder Dien Yuen. “Our three areas of work help advisors develop their craft, careers and field — Research, Learning, and Practice.” Our host: Megan Bell, Daylight’s Director of Engagement In this episode: You’ll meet Daylight’s founder and CEO Dien Yuen who shares insightsClick here to listen to the podcast!

Thursday, August 29th, 2024

Ep7 Illuminate Philanthropy — Trend 7: AI for Good with Daylight’s founder Dien Yuen

November 18, 2024 — Welcome to the Illuminate Philanthropy show, powered by Daylight. “Daylight is a platform where advisors can find the knowledge, idea, and community to support their passion for growth, service, and philanthropic outcomes, says Daylight’s founder Dien Yuen. “Our three areas of work help advisors develop their craft, careers and field — Research, Learning, and Practice.” Our host: Megan Bell, Daylight’s Director of Engagement In this episode: You’ll meet Daylight’s founder and CEO Dien Yuen who shares insightsClick here to listen to the podcast!

Thursday, August 29th, 2024

Ep6 Illuminate Philanthropy — Trend 6: Wealth Planning 3.0 with Daylight’s Advisor Practice Specialist Rick Peck

November 11, 2024 — Welcome to the Illuminate Philanthropy show, powered by Daylight. “Daylight is a platform where advisors can find the knowledge, idea, and community to support their passion for growth, service, and philanthropic outcomes, says Daylight’s founder Dien Yuen. “Our three areas of work help advisors develop their craft, careers and field — Research, Learning, and Practice.” Our host: Megan Bell, Daylight’s Director of Engagement In this episode: You’ll meet Daylight’s Advisor Practice Specialist Rick Peck who shares insightsClick here to listen to the podcast!

Thursday, August 29th, 2024

Ep5 Illuminate Philanthropy — Trend 5: Growing Mistrust with Daylight’s Director of Strategic Impact Crystal Thompkins

October 28, 2024 — Welcome to the Illuminate Philanthropy show powered by Daylight. “Daylight is a platform where advisors can find the knowledge, idea, and community to support their passion for growth, service, and philanthropic outcomes, says Daylight’s founder Dien Yuen. “Our three areas of work help advisors develop their craft, careers and field — Research, Learning, and Practice.” Our host: Megan Bell, Daylight’s Director of Engagement In this episode: You’ll meet Daylight’s Director of Strategic Impact Crystal Thompkins who sharesClick here to listen to the podcast!

Thursday, August 29th, 2024

Ep4 Illuminate Philanthropy — Trend 4: Questioning Norms with Daylight’s Director of Strategic Impact Crystal Thompkins

October 14, 2024 — Hello, and welcome to the Illuminate Philanthropy show powered by Daylight. “Daylight is a platform where advisors can find the knowledge, idea, and community to support their passion for growth, service, and philanthropic outcomes, says Daylight’s founder Dien Yuen. “Our three areas of work help advisors develop their craft, careers and field — Research, Learning, and Practice.” Our host: Megan Bell, Daylight’s Director of Engagement In this episode: You’ll meet Daylight’s Director of Strategic Impact Crystal ThompkinsClick here to listen to the podcast!