It has been an incredible year of growth and learning for Daylight.
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Revealing greater impact

Dear friends,

 

It has been an incredible year of growth and learning for Daylight. Thanks to our learners and supporters like you, we’ve accomplished so much in 2024. Some highlights:

  • We released the first comprehensive study of philanthropic advisors: U.S. Philanthropic Advisors 2024: Professional Development, Practice, and Knowledge Gaps.
  • We celebrated the graduation of two cohorts from our Prismatic Accelerator program.
  • Seventy-six learners enrolled in the inaugural Impact Philanthropy Advisor Certification program.
  • We launched Illuminate Philanthropy, Daylight’s podcast, and explored Adapting to the 8 Trends in Philanthropic Advising.
  • We welcomed seven partners to our community.

We’re excited to work with you in 2025 to reinvigorate and elevate the practice of impact advising. Become an IPA learner, enroll in our certificate programs, attend our gatherings or webinars, or find inspiration from our podcast. There’s something for everyone, and we want you to be a part of the Daylight community.

 

With gratitude,

 

Team Daylight

learn@daylightadvisors.com

Certificates powered by Daylight

We're launching six new certificate programs for busy, on-the-go advisors who require flexible learning options. These programs are the perfect way to meet your targeted learning needs and explore technical or market segment-specific topics.

Wealthmanagement.com Ten to Watch

Daylight founder Dien Yuen JD/LLM,CAP®, AEP® is featured as one of Ten to Watch in 2025 from WealthManagement.com.

Our innovative approach to advisor training focused on confidence, competence, and cultural dexterity is creating a new standard for impact.

Wealthmanagement.com Ten to Watch in 2025

Meet a Learner from our IPA Inaugural Cohort

“I chose to become an Impact Philanthropic Advisor because I believe more advisors should collaborate to assist clients with holistic charitable planning, particularly in creating stronger standards of engagement and service."

Brian M. Balduzzi, Esq., Tax LL.M., MBA, CFP®, CEPA®, AEP® is an estate, business, tax and charitable planning attorney with a deep expertise in intergenerational and comprehensive planning for individuals and families.

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Illuminate Philanthropy Podcast

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In this inaugural series of Illuminate Philanthropy,  we will explore Adapting to the 8 Key Trends in Philanthropic Advising. Each episode will explore a key trend.  Tune in as we shine a light on the power of philanthropy and how advisors can drive impactful change.

  • Episode 1: Changing Client Base
  • Episode 2: Evolving Definitions
  • Episode 3: Evolving Vehicles
  • Episode 4: Questioning Norms
  • Episode 5: Growing Mistrust
  • Episode 6: Wealth Planning
  • Episode 7: AI for Good

A New Partnership with PhilanthPro

We're thrilled to announce that Daylight and PhilanthPro Solutions have launched a new partnership to give wealth and philanthropy advisors access to training and technology to deepen their philanthropic planning services.

Through this new partnership, users of PhilanthPro's software will receive a special, discounted registration rate for the Impact Philanthropy Advisor Certification and gain access to Daylight's Impact Advisor Network. PhilanthPro will offer discounted licenses to any advisor who has enrolled in or completed the IPA program.

PhilanthPro's technology provides data for decision-making. Combined with our training, we can help advisors and clients have more holistic discussions about how much to give and how to maximize impact.
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Daylight is proud to partner with the following organizations to provide learning opportunities to the advisor community:

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Philanthropy Together
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Daylight is a global professional development community for philanthropy and social impact. Together with advisors and families, we support the practices and networks to maximize philanthropy’s potential for transforming lives.

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Daylight Advisors, 1752 NW Market Street, Suite 900, Seattle, WA

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