#estateplanner
Know a #CPA #financialplanner #wealthadvisor #trustofficer #estateplanner or similar professional that's newer to #philanthropy and #charitableplanning?

@daylightadvisors.bsky.social just launched the *free* "Introduction to Philanthropic Planning Certificate" program.
February 19, 2026 at 4:14 PM
October 3, 2025 at 1:06 PM