November 25 2024
Ep7 Illuminate Philanthropy — Trend 7: AI for Good with Daylight’s founder Dien Yuen
November 25, 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 insights into Trend 7 — AI for Good. “This includes understanding the fundraising/donor profile, grantmaking augmentation, and philanthropic funding areas,” she explains.
The keys to adapting: Being conversant in AI, responsibility and ethics (TAG), and new policies (talent)
Plus: We learn about Dien’s journey into philanthropy, which began as a 5-year-old child who immigrated to the US from Vietnam. “There was magic in a Red Cross boat,” shares the woman who grew up to be an attorney before moving to philanthropy. “Food, medicine, and people who wanted to help us. I knew then I would do the same for others when I grew up.”
Don’t miss this episode!
Click here to learn more about Daylight: daylightadvisors.com
Learn more about the previous trends:
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
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 Daylight’s Director of Strategic Impact Crystal Thompkins
Trend 6: Wealth Planning 3.0 with Daylight’s Advisor Practice Specialist Rick Peck
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
