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 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