“Amidst an historic intergenerational transfer of wealth, rising needs, and interest in philanthropy, now is the time to reinvigorate and elevate the practice of impact advising,” says Dien Yuen, founder of Daylight. “We do that by helping advisors build their competence, confidence, and cultural dexterity.”
Our mission:
- Empower: Practitioners with contemporary, accessible learning opportunities, and launch the first accelerator for BIPOC philanthropic advisor-entrepreneurs.
- Connect: Advisors, and organize and elevate this segment of the profession.
- Understand: The sector better with new research on philanthropic influence.
- Boost: The capacity of social justice organizations, as well as advisors, with specialized expertise and services.
Advisors help activate the social impact of families and institutions – and there’s so much more we can do. Advisors bring the ideas and goals of families and institutions to life. Whether a specialist, wealth manager, accountant, attorney, gift planner, or life coach, advisors are essential for enabling many types of social impact and maximizing its value. Yet amidst the opportunity of today, and imperatives such as systemic racism and climate change, three shortages hold the sector back: we don’t have enough advisors fluent in philanthropy, they are not diverse enough, and we need modern, scalable knowledge and skills to drive sustainable, equitable change.
Become an Impact Philanthropy Advisor (IPA): Our certified Impact Philanthropy Advisor program is designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact. Click here to register for your class: https://www.daylightadvisors.com/impact-philanthropy-advisor.
In the Daylight column (left), you’ll find details about our team, our podcast and video show Illuminate Philanthropy, and some of our impactful research!
Learn more: daylightadvisors.com