Daylight Advisors

There is a global demand for philanthropic advising training. Last week, Dien Yuen JD/LLM,CAP®, AEP® was in Singapore, training 60 advisors and development professionals interested in the topic. Daylight Advisors is developing philanthropic planning curriculum and content for our programs and supporting other industry leaders like Wealth Management Institute (WMI) to train more advisors. We are so excited to be a part of this movement to build the capacity and professionalism of a thriving philanthropic advising field.

🎙️ New Episode Alert: Growing Mistrust 🎙️ In today’s world, mistrust is rising across nonprofits, corporations, and big philanthropy, impacting our communities and the work we do. Crystal Thompkins,CAP®,CSPG (she/her) returns for Episode 5 of Illuminate Philanthropy, to explore the roots of this growing skepticism and emphasizes the importance of adaptation through open dialogue. Discover how uncovering the “why” can foster deeper understanding and connection. 🔗 Listen Now: https://lnkd.in/gKiCUCwh. #PhilanthropicPlanning #PhilanthropicAdvising #Philanthropy #PhilanthropicConversations #Podcast #Nonprofits #Philanthropy #CorporateResponsibility #Trust #CommunityEngagement #Transparency

Estate planning and philanthropic planning are connected. As an advisor, are you prepared to help your clients make that connection? Are you helping your clients simply check the box on having an estate plan, or are you guiding them toward greater generational and community impact? Before this #NationalEstatePlanningAwarenessWeek ends, consider becoming an Impact Philanthropy Advisor to bring competence, confidence, and cultural dexterity to your planning conversations. Learn more about #IPA: https://lnkd.in/gukNJb3S January 2025 registration now open. #impactphilanthropyadvisor #philanthropyadvisors #philanthropicplanning

The election is less than 2 weeks away. How will the results impact the philanthropic landscape? Join Daylight for 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

Daylight is pleased to be a finalist in the ThinkAdvisor Luminaries Awards' Thought Leadership and Education category! Our research is the world’s most comprehensive study of philanthropic advisors. We attempted to better understand who philanthropic advisors are, how they work, and how they are compensated. Read the research here: https://lnkd.in/gzUpwRy2 #impactphilanthropyadvisor #philanthropyadvisors #philanthropicplanning

Early registration is still open for the WOC 2024 Summit on November 13 hosted by our partner, Women of Color in Fundraising and Philanthropy (WOC)® . Don't miss the opportunity to hear insights from dynamic women in philanthropy, including Daylight's Crystal Thompkins,CAP®,CSPG (she/her). Register here: https://lnkd.in/eJCznpBy

Daylight congratulates our #impactphilanthropyadvisor learners Rebecca Stibbe, MA, CAP® of Myriad USA and Jaimi Cortes, MBA, on receiving these prestigious awards at the DAF Giving Summit!

Daylight's Adapting to 8 Trends in Philanthropic Advising Tour is going to SE Asia! Join Daylight and Real Impact Advisors as we explore the similarities and differences between the 8 Trends in the US and SE Asia! Tuesday, Oct 29 at 9 am Singapore Monday, Oct 28 at 6 pm PT Register here: https://lnkd.in/gEvhNQcz Stacey Choe Natalie Hayden Kennedy Sumitra Pasupathy Grace Seow Jen Goh Marcus Tang Ruyi Lu 陆艺 Marie Wang Hing Yew Woo Denyse Leong Vignesh Louis Naidu Alicia Altorfer-Ong, Ph.D. Wenmin Ang Jimmy ONG (王铭挥), MSc.MTSC, CCMP Joh Kersey Stapleton Samuel K. Huen Steve Loh Emily Weaver Wen Yi Tan Stanley L. Gee Len Cham Carol Liew Ly Tran Michael Wei (ChFC®, STEP Affiliate, CIPP) Yoosuf Moiz Teri N. @eng Carol Lee Anil Kiran Nair Robert Liow Dana R.H. Doan Jennifer Sullivan Liza Green

🌟 Challenging the Status Quo in Philanthropy! 🌟 We are excited to share the latest episode of the Illuminate Philanthropy Podcast featuring Crystal Thompkins,CAP®,CSPG (she/her), Daylight’s Director of Strategic Impact. This episode explores the norms that often dictate how philanthropy operates. Why do we accept certain practices as standard? What if we took the time to question and examine them? One thing is crystal clear: it’s time to rethink the status quo of philanthropy. Tune in for a lively discussion that will spark new ideas and approaches for creating lasting impact! https://lnkd.in/gKiCUCwh. #philanthropicplanning #philanthropicadvising #philanthropy #podcast

Daylight's CEO Dien Yuen JD/LLM,CAP®, AEP® and Padric Scott featured in the WealthManagement.com, "Daylight CEO Underscores The Need For Philanthropic Planning Know-How." "... ambitions for Daylight include training approximately 10,000 advisors in the next three years on the ins and outs of philanthropic planning through a number of certification and education programs, including the newly launched Impact Philanthropy Advisor certification program for wealth and philanthropic advisors." “The idea was, could we do something that looks at the modern blended global family and not just teach the advisors how to work with them from a financial and estate planning perspective, but also from the philanthropic planning perspective?” she said." Padric Scott, a former NFL player and the CEO of the Tallahassee, Fla.-based firm Crossroads Capital Partners "was dismayed by the industry’s approach to learning these necessary skills. He compared it to his pro-athlete peers and said advisors were not “reinvesting in their craft” as athletes constantly do." “Professional athletes, they don’t just show up and play football or basketball. They’re practicing 24/7 to get better for that one moment,” he said. “So that when it happens, they’re ready for it.” Read more: https://lnkd.in/gGB-vcEb