Daylight and PhilanthPro Launch Partnership to Enhance Philanthropic Advisory Services

In a significant move within the philanthropic advisory landscape, Daylight and PhilanthPro have announced a strategic partnership aimed at empowering wealth and philanthropy advisors with enhanced training and technological resources. This collaboration will enable these advisors to improve their skills and better serve their clients in the realm of philanthropy. Daylight, known for its innovative platform, provides advisors with essential knowledge, motivational ideas, and a vibrant community dedicated to fostering impactful philanthropic activities.

One of their standout offerings is the Impact Philanthropy Advisor certification program. Designed specifically to help advisors grow their practices, this program equips participants with the tools and knowledge necessary to create meaningful philanthropic outcomes. Similarly, PhilanthPro energizes the philanthropic advisory field with its cutting-edge software that integrates financial planning and philanthropy. With this technology, advisors can generate detailed financial and grantmaking scenario reports instantaneously, allowing clients to assess the potential impact of their donations in real-time.

The essence of this partnership lies in its ability to bridge critical gaps in philanthropic advisory services. Advisors utilizing PhilanthPro's software will benefit from a significantly reduced registration fee for the Impact Philanthropy Advisor accreditation course, as well as exclusive access to Daylight’s Impact Advisor Network. Moreover, PhilanthPro will extend its discounted license offerings to advisors who enroll in or complete Daylight’s certification course.

As highlighted by Nick Palahnuk, CEO and Founder of PhilanthPro, the collaboration promises to empower financial and philanthropic advisors significantly, enabling them to guide their clients confidently on philanthropy matters and to refine their philanthropic acumen. The commitment is not only to enhance skills through training but to also provide advisors with robust technological tools.

Dien Yuen, CEO and Founder of Daylight, expressed a similar sentiment, noting that advisors are pivotal within the social impact ecosystem. There exists a pressing need for advisors to enhance their knowledge of philanthropic planning; Daylight aims to rectify this by providing substantial education that bolsters their expertise. Yuen emphasized that until now, advisors struggled with limited technological tools available for data management that would help them make strategic giving decisions.

This partnership comes at a crucial time when philanthropy plays a significant role in societal advancement. According to research conducted by Daylight, 258 philanthropy advisors were instrumental in facilitating over $13 billion in charitable giving in 2023 alone. By merging Daylight’s philanthropic training with PhilanthPro’s technological platform, advisors can work more efficiently and effectively, ultimately accelerating the social impact that affluent families aspire to achieve through their philanthropic efforts.

The collaboration between Daylight and PhilanthPro symbolizes a new era of philanthropic advisory where advisors are fully equipped to cater to the growing needs of their clients. This venture is set to reshape how advisers operate, allowing them to provide more profound strategic support backed by comprehensive training and sophisticated technological solutions. As philanthropy becomes increasingly essential to societal development, partnerships like these will undoubtedly enhance the overall effectiveness and reach of philanthropic endeavors.

Topics Financial Services & Investing)

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