September 29 2024
Ep3 Illuminate Philanthropy — Trend 3: Evolving Vehicles with Daylight’s Advisor Practice Specialist Rick Peck
September 30, 2024 — Hello friends! We are happy to share Episode 3 of 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 insights into Trend 3 — Evolving Vehicles that includes charitable giving, the private sector, public policy, and peer-based giving
The keys to adapting: Form follows function, and new expertise or a referral list is needed
Don’t miss this podcast!
Click here to learn more about Daylight: daylightadvisors.com
Click here to explore more:
Trend 1: The Changing Client Base with Daylight’s founder Dien Yuen and Daylight’s Director of Advisor Practice Tony Macklin
Trend 2: Evolving Definitions explained by Tony Macklin
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
