Daylight is expanding learning opportunities for the planned giving community through our new partnership with Giving Docs! Giving Docs helps nonprofits amplify their planned giving programs by creating a seamless process for donors to move from intention to documentation using its suite of comprehensive estate planning and giving tools. Our partnership will offer Giving Docs' clients access to Daylight's Certified Impact Philanthropy Advisor (IPA) and certificate programs at a special rate to learn the skills to deepen donor relationships. Daylight learners will also receive a special rate for access to the Giving Docs platform. Daylight + Giving Docs will help you take planned giving to a new level. Learn more: IPA https://lnkd.in/gukNJb3S Giving Docs https://lnkd.in/gEEYjaB7 #philanthropy #philanthropyadvisor #philanthropicadvising #plannedgiving #giftplanning Brantley Boyett Lindsay Newman Tyler Bacon Alison J. Hay Megan Lemieux Bell
关于我们
Daylight helps advisors build their confidence, competency, and cultural dexterity to elevate the practice of philanthropic advising and support their passion for growth, service, and philanthropic outcomes. Check out our flagship program, the Impact Philanthropy Advisor certificate!
- 网站
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https://www.daylightadvisors.com
Daylight的外部链接
- 所属行业
- 商务咨询服务
- 规模
- 2-10 人
- 总部
- Seattle,WA
- 类型
- 上市公司
- 创立
- 2023
地点
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主要
US,WA,Seattle
Daylight员工
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Shelly Kurtz
Author, Award-Winning Marketer and Founder, Serial Entrepreneur, Advisor and Advocate. Paid Speaker, Leadership Coach & Fractional CMO.
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Megan Lemieux Bell
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Dien Yuen JD/LLM,CAP?, AEP?
Philanthropy strategist and educator
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Tony Macklin, CAP?
Philanthropy Advisor, Philanthropist, Philanthropy Geek, former Philanthropoid
动态
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"I pursued the IPA program to strengthen my work in guiding clients to design?philanthropic strategies that drive measurable change." ? Meet Sharmila Rao Thakkar, MPH, MPA, CAP, a learner from our inaugural IPA cohort! Sharmila is an independent philanthropic advisor and founder of SRT Advising & Consulting. She works primarily with individual donors and multigenerational families. With over 25 years of experience in the field, her background includes leadership roles in a family foundation, local nonprofits, and public health communications. She is deeply interested in giving among the South Asian community and centers her practice around helping leaders align their vision and values.
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As conversations ramp up for year-end giving, Daylight's gift planning landscape provides a helpful overview of the why's and how's of planned giving. You can also get a glimpse of the vast expertise in the gift planning marketplace, which lists advisors, service providers, educational resources, and more across the landscape. Access the marketplace and landscape here: https://lnkd.in/e6pJG2sD #philanthropy #philanthropyadvisors #philanthropicadvising
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Dien Yuen JD/LLM,CAP?, AEP?is at Schwab Impact! If you're there, say hello and join her session tomorrow on 'Advisors of Influence and Impact'! #schwabimpact
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We're excited to announce a professional training partnership between?AiP (International Association of Advisors in Philanthropy)?and Daylight! The partnership promotes a new standard of professionalization and training for #philanthropyadvisors. Members of AIP will receive exclusive access to resources and special fees to our #impactphilanthropyadvisor program, certificates, and advisor hub. Together, we will create a more visible and connected philanthropic advising field! Dien Yuen JD/LLM,CAP?, AEP? Crystal Thompkins,CAP?,CSPG (she/her) Richard Peck Megan Lemieux Bell
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We know advisors want to engage in philanthropic conversations with their clients?and are interested in learning how. Professional advisor councils play a pivotal role in engaging their peers with learning and bonding opportunities. Check out Greater Washington Community Foundation's efforts in engaging advisors in their community!
What Drives your Charitable Giving? That was the central question yesterday at the Greater Washington Community Foundation Professional Advisors Council’s Fall Luncheon. Dien Yuen JD/LLM,CAP?, AEP? lead a highly engaging and interactive discussion of over fifty Advisors who advise clients on their estate and philanthropic planning. The objective of the PAC, which I Co-Chair with Karen Wawrzaszek CFP?, CEPA, CTFA, is to educate Advisors on the technical aspects of Philanthropic Planning as well as to advocate for the work of the Community Foundation, which is vast. Ultimately, we help advisors maximize their effectiveness with their clients, which increases the impact on our special community. Thank you to all who joined us for caring enough about your clients and the community to spend time enhancing your skills and knowledge. Tiffanie Purvis, Esq., MPM Tonia Wellons Rebecca Rothey, CFRE, CAP?, AEP? Karen Wawrzaszek CFP?, CEPA, CTFA
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???New Episode Alert: Illuminate Philanthropy Podcast??? In Episode 6 of?Illuminate Philanthropy, we explore the 6th?trend in Philanthropic Advising :?Wealth Planning. Join us for an enlightening discussion with Richard Peck, aka The Philanthropy Guy, as we uncover how wealth planning extends far beyond mere financial management. It requires a comprehensive approach that considers?the flourishing of families and communities, prompting us to contemplate the deeper purpose and possibilities behind our resources. Wealth planning transcends the figures—it's about?establishing a legacy?and generating meaningful impact in every facet of life. ???Listen?Now: https://lnkd.in/gKiCUCwh. #Philanthropy #WealthPlanning #Legacy #IlluminatePhilanthropy #GivingBack #PurposeDriven
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Daylight's Director of Advisory Practice, Tony Macklin, CAP?, is featured in this short clip from The UHNW Institute, sharing our research on philanthropy advisors and what it means to be part of the philanthropic advising field! https://lnkd.in/g_fUTqiN
10 2024 philanthropy trailer
https://vimeo.com/
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Crystal Thompkins,CAP?,CSPG (she/her), and?Dien Yuen JD/LLM,CAP?, AEP? will will present on "Culture, Legacy, and Planning." Join us for a deep dive into cultural dexterity and how it shows up in estate, financial, and philanthropic planning! AiP (International Association of Advisors in Philanthropy) Richard Peck
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There's still time to register to join a post-election discussion with Dien Yuen JD/LLM,CAP?, AEP?, Sara Barba, and Richard Peck. Thursday, November 7 9am PT/12pm ET Reserve your space now: https://lnkd.in/gTey64ny