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Amidst a historic intergenerational transfer of wealth, rising needs, and interest in philanthropy, now is the time to reinvigorate and elevate the practice of impact advising.
Empower
practitioners with contemporary and accessible learning opportunities.
Connect
advisors, and organize and elevate the philanthropic advising profession.
Understand
the sector better with new research on philanthropic influence.
Boost
the capacity organizations, as well as advisors, with specialized expertise and services.
Advisors help activate the social impact of families and institutions – and there’s so much more we can do.
Professional advisors are the key to unlocking the growth of the philanthropic advising market, particularly in product innovation, client education, and industry adoption. They're expected to be competent in three areas: (1) they must understand the complexities of giving behavior, including values, motivations, and intergenerational dynamics; (2) they must meet increasing demands from clients who are philanthropically savvy and expect advanced knowledge and increased levels of support from their advisors and (3) they must have command of the latest gift strategies, tools, regulations, and technologies.
The Impact Philanthropy Advisor certification program is designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact.
Sharmila Rao Thakkar
"My experience with the IPA program has been inspiring and empowering. It’s been an invaluable resource, offering critical insights, practical frameworks, and an incredible network of like-minded professionals dedicated to truly better serving clients committed to maximizing their social impact."
Brian Balduzzi
"IPA has assisted me not only with understanding the tools and strategies for charitable giving but how to assist clients with their other advisors in developing plans for impact. The opportunity to engage with others around the world who are deeply knowledgeable and passionate about being a more thoughtful and impactful planner is an excellent resource for me to strengthen my network and learn from my colleagues."
Zakiya Lord
"My experience with the IPA program has been generative, and grounding. The content has been immediately applicable, as well as affirming. The frameworks have provided context, and the regular interactions with other cohort members, have proved to be a welcomed space to gain insights and perspective from seasoned, dedicated peers."
