Daylight is excited to announce the facilitators for the upcoming IPA April 2025 cohort! Welcome our new faculty members: Jaimi Cortes, MBA, Rebecca Darwent, and Zakiya J. Lord, CAP?. We're also welcoming back Beth Harper Briglia, CPA, CAP, IPA, Richard Peck, and Dorothy Stuehmke, MPA, CAP?, IPA. Daylight facilitators are practitioners with unique and varied expertise who enrich the IPA learning experience in the bi-weekly group discussions. Sign up now to join the April cohort to learn from some of the best in our field. https://lnkd.in/gukNJb3S
关于我们
Daylight is a modern professional development firm for wealth and philanthropic advisors pursuing growth, service, and social impact. Your home for lifelong learning, Daylight has something for all advisor skill levels and roles. Our Impact Philanthropy Advisor (IPA) certification and specialized market-focused certificates set a new standard for excellence in philanthropic planning education.
- 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
- 领域
- philanthropy、philanthropic advising、philanthropic planning、wealth management、financial services、financial planning、social impact、planned giving、impact advising、professional development、philanthropy education和philanthropic training
地点
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主要
获取路线
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?, IPA
Philanthropy strategist and educator
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Tony Macklin, CAP?, IPA
Philanthropy Advisor, Philanthropist, Philanthropy Geek, former Philanthropoid
动态
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Daylight's 76 inaugural IPAs graduated last month - from 14 states and four countries. We knew many were in transition or would like to upskill but what we didn't expect was how senior many of them were. 1/3 of our grads had more than 20+ years of experience. The Certified Impact Philanthropy Advisor has something for everyone. If you're interested in learning more, join one of our 30 minute info sessions this week. https://lnkd.in/gTM7-VNk Tue 3/25 10 am PT | 1pm ET https://lnkd.in/e4UVPeAx Wed 3/26 1 pm PT | 4pm ET https://lnkd.in/eYrYmQaQ Thur 3/27 9 am PT | 12pm ET https://lnkd.in/e5u5Tq_X
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Daylight转发了
We know you have lots of questions about the IPA program – how does it support your work? How is it different from other programs? What should I expect as a learner? To help you navigate your professional development journey, Crystal Thompkins,CAP?,CSPG, IPA (she/her) and Dien Yuen JD/LLM, CAP?, AEP?, IPA, will be hosting info sessions on March 25, 26, and 27th to answer all your questions and more. We’ll even play several rounds of philanthropy trivia! Be sure to sign up now for one of the three sessions! Tue 3/25 10 am PT | 1pm ET https://lnkd.in/e4UVPeAx Wed 3/26 1 pm PT | 4pm ET https://lnkd.in/eYrYmQaQ Thur 3/27 9 am PT | 12pm ET https://lnkd.in/e5u5Tq_X Activate to view larger image, https://lnkd.in/gTM7-VNk
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We know you have lots of questions about the IPA program – how does it support your work? How is it different from other programs? What should I expect as a learner? To help you navigate your professional development journey, Crystal Thompkins,CAP?,CSPG, IPA (she/her) and Dien Yuen JD/LLM, CAP?, AEP?, IPA, will be hosting info sessions on March 25, 26, and 27th to answer all your questions and more. We’ll even play several rounds of philanthropy trivia! Be sure to sign up now for one of the three sessions! Tue 3/25 10 am PT | 1pm ET https://lnkd.in/e4UVPeAx Wed 3/26 1 pm PT | 4pm ET https://lnkd.in/eYrYmQaQ Thur 3/27 9 am PT | 12pm ET https://lnkd.in/e5u5Tq_X Activate to view larger image, https://lnkd.in/gTM7-VNk
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??New Episode Alert!?? Creating Lasting Impact: Relationship Capital, Legacy, and Inclusivity with Christopher Beck. Join us for an inspiring conversation with?Christopher Beck, CAP?,IPA with over?20 years of experience?in the philanthropic world,?Christopher?dives into the power of?relationship capital?and the importance of?playing your role?in creating lasting impact. His mission? To drive?inclusivity in philanthropy?by bringing others along for the journey. Tune in as Christopher shares his personal philanthropic journey, his efforts to?diversify and elevate philanthropy, and how we can all make a meaningful contribution to greater change. ?? Don’t miss out on this inspiring conversation—listen now! https://lnkd.in/g-9uvYvW
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How is Daylight different? We take a broader, modern, and global approach to our work. For example, learning from and connecting with philanthropic advisors and social entrepreneurs from Brazil allows us to bring fresh perspective and voices when we're creating new programs. Our CEO, Dien Yuen JD/LLM, CAP?, AEP?, IPA spent some time with the learning group sharing trends and how we're shaping the philanthropic advising field here in the U.S.
Corporate Social Responsibility at BTG Pactual | Philanthropy Planning | Strategic Philanthropy | Social Impact
O que vi na Learning Journey e no Global Philanthropy Forum?em San Francisco: Na semana passada, estive imersa em uma Learning Journey sobre Filantropia, com uma agenda intensa de reuni?es com grandes funda??es, family offices, filantropos e especialistas em filantropia. Foram 15 reuni?es em três dias, com institui??es como Skoll Foundation, Jasper Ridge Partners, L.P. , Stanford Center on Philanthropy and Civil Society (Stanford PACS), Gordon and Betty Moore Foundation e muito mais. Depois, participamos do Global Philanthropy Forum, um evento que reúne líderes do setor para discutir as tendências da filantropia global, liderado pela Sarah Howard e Philip Yun. Muitos insights ficaram comigo ao longo dessa jornada, mas alguns pontos me chamaram bastante aten??o: ? A tecnologia como ferramenta essencial para escalar solu??es e a importancia da inteligência artificial para potencializar o setor. ? O poder das narrativas – como estamos contando nossa história? O uso de dados, criatividade e vis?o de longo prazo s?o fundamentais para potencializarmos o nosso discurso. ? O engajamento de membros familiares diretamente na funda??o e/ou iniciativa familiar – ver famílias t?o ativamente envolvidas e liderando grandes iniciativas, é sempre inspirador.? ? O papel dos family offices e philanthropy advisors na maximiza??o de impacto – a responsabilidade desses dois atores e o tamanho potencial que existe quando eles trabalham juntos. Conversas muito boas aqui com a Dien Yuen JD/LLM, CAP?, AEP?, IPA e Jessica Robinson Love ? A Filantropia sozinha n?o irá resolver todos os problemas, assim como, permanecer o que estamos fazendo há 140 anos igual, n?o veremos mudan?as. Precisamos ser criativos para esse novo ciclo de filantropia. ? Muito presente a vis?o de n?o apenas assinar cheques, mas sim, pensar em como ajudar os empreendedores a se potencializarem com contatos e conhecimento. Um conceito bem Venture Philanthropy e, o que aqui no BTG Pactual temos com o BTG Soma. ? A for?a da filantropia entre as mulheres – um movimento crescente e poderoso.?A maior transi??o de patrim?nio irá acontecer nos próximos anos e as mulheres ser?o as maiores beneficiadas. Mas também há grandes desafios que o setor enfrenta nos USA que ficaram muito evidentes: ?? Um momento de incerteza que deixa muitos apreensivos sobre repasses e incentivos fiscais ?? O uso dos Donor-Advised Funds (DAFs) – ?hoje, existem US$ 250 bilh?es parados em fundos DAFs, pois ainda há uma tendência de maximizar rendimentos sem necessariamente converter esse capital em impacto real. ?? Necessidade em mobilizar novos investidores para investimento de impacto - impact first– acredito que um dos caminhos passa pela educa??o e engajamento dos Bankers. Agradecimento especial a Daniela Nascimento Fainberg pela organiza??o da Learning Journey e a Paula Jancso Fabiani, PhD pela lideran?a na comitiva Brasil ao Fórum.
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Have questions about the Certified Impact Philanthropy Advisor (IPA) program? Join an upcoming live IPA information session hosted by Dien Yuen JD/LLM, CAP?, AEP?, IPA and Crystal Thompkins,CAP?,CSPG, IPA (she/her) to learn how IPA can take your philanthropic planning expertise to the next level! We will provide additional details about IPA, the learner experience, and how it can help accelerate your technical, relational, and practical skills to support philanthropic clients and grow your practice. Whether you're a client-facing advisor, a development professional, or a seasoned practitioner, learn how IPA differs from other professional development programs in philanthropic planning. Register now for one of three available 30-minute sessions next week: Tue 3/25 10 am PT | 1pm ET https://lnkd.in/e4UVPeAx Wed 3/26 1 pm PT | 4pm ET https://lnkd.in/eYrYmQaQ Thur 3/27 9 am PT | 12pm ET https://lnkd.in/e5u5Tq_X
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Not only does the Certified Impact Philanthropy Advisor program provide the skills needed to help you confidently support your philanthropic clients, but you can also earn continuing education credits. Daylight is a continuing education (CE) provider for leading industry certifications and designations: ? CFP Board | Certified Financial Planner?? Investments and Wealth Institute | Certified Private Wealth Advisor?, Certified Investment Management Analyst?, Retirement Management Advisor??? The American College of Financial Services | Chartered Advisor in Philanthropy?? The American Institute for Philanthropic Studies, California State University Long Beach | Certified Planned Giving Specialist Certified Fund Raising Executive International | CFRE?? Earn up to 16 eligible hours of CEs upon completing the IPA program. Get a head start on fulfilling your CE requirements by joining an upcoming IPA cohort. Registration is open for the April and July cohorts: https://lnkd.in/gukNJb3S
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Uplifting and sharing how firms grow, their business models, and challenges and opportunities, are part of our philanthropic advising field building work. This week, our CEO, Dien Yuen JD/LLM, CAP?, AEP?, IPA sat down with several leaders in the field, including Yvonne Moore, founder of Moore Philanthropy and Moore Impact, to understand their journey into philanthropic advising. Be sure to check back as we release a new series of features that will help you incorporate new ideas and execution strategies to grow your business and impact!
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Congratulations to the inaugural class of Daylight's Certified Impact Philanthropy Advisor Program! Earning the IPA certification signifies the successful completion of a rigorous 12-module program designed to cultivate the relational, technical, and practical skills essential for effective philanthropic planning. Through independent study and collaborative discussions, the program empowers advisors to confidently support the evolving needs and expectations of families, organizations, and communities. Please join us in congratulating these 76 advisors from 14 states and four countries! Interested in becoming an IPA? Join our April and July cohorts! https://lnkd.in/eMbPkqV4 https://lnkd.in/gNh4Fd6c