PODCAST · education
Illuminate Philanthropy
by Daylight
Welcome to Illuminate Philanthropy, the podcast by and for advisors dedicated to exploring the latest news and events in the world of philanthropy and social impact. Each episode dives into current topics, innovative trends, and the inspiring stories of the people shaping the philanthropic landscape. Tune in as we shine a light on the power of philanthropy and how advisors can drive impactful change.
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Episode 17: Closing the Wealth Gap: Advising Women and Small Business Owners with Denise Sarkor
Tune in for an a powerful discussion with Denise Sarkor, Private Wealth Advisor and Founding Principal of Sarkor Financial Advisors, about what it truly means to close the wealth gap through intentional, values-based financial planning. Disclaimer: No direct financial advice is provided in this episode. Sarkor Financial Advisors LLC (“Sarkor Financial”) is a registered investment advisor offering advisory services in the State of Georgia, the State of New Jersey, and other jurisdictions where exempt nationwide. Registration does not imply a certain level of skill or training.
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Episode 16: Multigenerational Philanthropy & Shared Leadership with Sharmila Rao Thakkar
Tune in for an engaging conversation with Sharmila Rao Thakkar, a nonprofit and philanthropy leader with over 25 years of experience driving social impact. She shares how her personal journey shapes her advisory work, her approach to engaging multigenerational philanthropy, and her insights on leveraging board leadership—often an overlooked engine of change.
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Episode 15: Meaning Over Money with Bree Rose, IPA
Tune in for an inspiring conversation with Bree Rose, IPA, as she shares her career transition and the powerful shift from money over meaning to meaning over money. With the support of the Daylight Community and the Impact Philanthropy Advisor Program, Bree reveals how leveling up her skills and investing in her network helped her uncover a deeper sense of purpose—and a new kind of “net worth” that has nothing to do with money.
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Episode 14: Pulling the Future Forward: Higher Education & Philanthropy with Tiffany Polite, PhD
Tune in for an engaging conversation with Tiffany Polite, Ph.D., a leader at the intersection of equity, social impact, and future-forward thinking. Tiffany helps organizations and communities build the capacity for lasting, equitable outcomes through strategic foresight. Together, we explore how strategic foresight can be applied in higher education and the vital role philanthropy plays in supporting institutions and shaping what’s ahead.
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Episode 13: Estate Planning: Not Just For The Rich—Defining ‘Enough’ with Brian Balduzzi
Tune in for a thoughtful conversation on the intersection of estate planning and philanthropy. Host Megan Bell, is joined by attorney and inaugural Certified IPA cohort graduate Brain Balduzzi. Brian shares insights from his co-authored article, Estate Planning Lessons from the Oracle of Omaha, and his take on estate planning as a meaningful tool for charitable giving, emphasizing that it is not reserved for the wealthy.
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Episode 12: Philanthropic Advising: A "Proper" Job with Emma Beeston
Tune in to our conversation with Emma Beeston, an independent philanthropic advisor based in the UK and co-author of Advising Philanthropists: Principles and Practice, as she shares her mission to build the philanthropic advising profession and reclaim philanthropy.
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Episode 11: Lasting Impact: Relationship Capital, Legacy, & Inclusivity with Christopher Beck
Tune in to our conversation with Christopher Beck, Certified Impact Philanthropy Advisor with over 20 years of experience in designing and leading diverse philanthropic initiatives, as he shares his insights on the significance of relationship capital and playing your role in creating lasting impact.
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Episode 10: Building Practice, Portfolios, & Collaborative Funds with Jaimi Cortes
Tune in to our conversation with Jaimi Cortes, Certified Impact Philanthropy Advisor and the founder of COR Philanthropic Strategies, as she shares her transformative journey in philanthropy. With over 20 years of expertise, Jaimi empowers clients to enhance social impact through innovative giving.
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Episode 9: The Power of Storytelling with Seth Klukoff
Tune in to our conversation with Seth Klukoff, Certified Impact Philanthropy Advisor and Principal of Eoan Strategies, with over 30 years of experience in strategic communications, as he shares how storytelling has become a transformative tool in philanthropy, motivating action, fostering empathy, and creating lasting impact.
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Episode 8: Messy Marketplace
Trend 8: With Dien Yuen, founder of Daylight returns to discuss the Messy Marketplace.
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Episode 7: AI for Good
Trend 7: With Dien Yuen, founder of Daylight returns to explore AI for Good.
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Episode 6: Wealth Planning
Trend 6: With Rick Peck, Daylight’s Advisor Practice Specialist.
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Episode 5: Growing Mistrust
Trend 5: With Crystal Thompkins, Daylight's Director of Strategic Impact.
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Episode 4: Questioning Norms
Trend 4: With Crystal Thompkins, Daylight’s Director of Strategic Impact.
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Episode 3: Evolving Vehicles
Trend 3: With Rick Peck, Daylight’s Advisor Practice Specialist.
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Episode 2: Evolving Definitions
Trend 2: With Tony Macklin, Daylight’s Director of Advisor Practice.
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Episode 1: Changing Client Base
Trend 1: Insights from Daylight’s Founder Dien Yuen and Director of Advisor Practice Tony Macklin.
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ABOUT THIS SHOW
Welcome to Illuminate Philanthropy, the podcast by and for advisors dedicated to exploring the latest news and events in the world of philanthropy and social impact. Each episode dives into current topics, innovative trends, and the inspiring stories of the people shaping the philanthropic landscape. Tune in as we shine a light on the power of philanthropy and how advisors can drive impactful change.
HOSTED BY
Daylight
CATEGORIES
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