Daylight

We're working on our Philanthropic Planning with Women Certificate and look forward to sharing it with you! Here's a teaser from Tony Macklin, CAP®, IPA, from our Adapting to 8 Trends in Philanthropic Advising podcast series. We've been tracking the evolving client base and aim to shed light on philanthropic practices that support your business growth and enhance client retention. https://lnkd.in/gZWMbdVA Check out our YouTube video for more! https://lnkd.in/gMZquKdM

For many donors, starting or scaling up their giving can trigger a cascade of emotions - stress, anxiety, even self-doubt - that can lead to delay or inaction. What begins as a meaningful pursuit or opportunity can start to feel like a daunting task, stripped of joy and purpose. Why does this happen, and how can advisors help clients or donors move forward with clarity and confidence? We explore these questions and introduce concepts you can use in our Behavioral Philanthropy Certificate. Interested in learning more? https://lnkd.in/eneeQAKk

We're so proud of our Team Daylight and faculty members at this industry groundbreaking event! Kudos to you all! Richard Peck Tony Macklin, CAP®, IPA Aquanetta Betts, JD, AEP®, CAP®, CFRE Rebecca Rothey, CFRE, CAP®, AEP®, IPA

We get asked all the time -- "Who are philanthropic advisors?" Our Director of Advisor Practice, Tony Macklin, CAP®, IPA shares how Daylight defines it in this one minute clip. https://lnkd.in/gKBNjpbk #philanthropicadvisors #philanthropicadvising #philanthropyadvisors

We're so excited to be a contributor to this project! Congrats to The American College of Financial Services on launching the Donor-Advised Fund Professional Certificate program!

We're resharing this - just cause we think it's pretty amazing. 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. Our January 2025 cohort is half way through the program. We can't wait to share that beautiful list too!

Team Daylight will be at the NCPGC Annual Conference on April 22nd! Registration is still open. Come join us and if you're attending, be sure to say hello! Register: https://lnkd.in/gM4Z8cNQ Northern California Planned Giving Council Megan Lemieux Bell Dien Yuen JD/LLM, CAP®, AEP®, IPA #giftplanning #plannedgiving

Ten spots left for the spring-to-summer cohort of Daylight's Impact Philanthropy Advisor program! I am leading Group 4 starting on Wednesday, April 16th from 8-9 p.m. ET and will meet every two weeks after that through August 20th. We have fun in class, the material is stellar, the learners are wonderfully seasoned and supportive of each other, and we get to brag about being certified when we are done! Did I mention that Dien Yuen JD/LLM, CAP®, AEP®, IPA, Tony Macklin, CAP®, IPA, Crystal Thompkins,CAP®,CSPG, IPA (she/her). Lydia Oh, CAP®, IPA. Cindy Yang, MSM, Allie Lemieux, Megan Lemieux Bell, Rebecca Darwent, Rebecca Rothey, CFRE, CAP®, AEP®, IPA, Beth Harper Briglia, CPA, CAP, IPA and so many more at Daylight are the dream team? Join the movement! Register here before the door closes soon...scroll to the bottom: https://lnkd.in/epuVzWbV

Join us on April 10, 1 pm PT/ 4 pm ET to learn more about the Certified Impact Philanthropy Advisor program and how it supports your business growth and impact! Hear from IPA faculty member Richard Peck, CFP® CAP® ChFC® on how philanthropy can be part of your business success! Register: https://lnkd.in/gW2wKpmj #cfp #chfc #certifiedfinancialplanner #wealthadvisor #wealthplanner CFP Board

Interested in the Certified Impact Philanthropy Advisor (IPA) program? Sign up now, as there are only a few more spots available. Registration will close on Friday, April 11th. Our April cohort sessions are filling up (Cohort 3 is already closed). Join the 50+ learners who've already committed to the April cohort (and 140 learners from our previous cohorts)! Register here: https://lnkd.in/gukNJb3S #impactphilanthropyadvisor #philanthropicadvising #philanthropyadvisor #wealthadvisor #financialadvisor #philanthropicplanning