
Certificates
Philanthropic Planning with Women Certificate
Today, women control over $10 trillion, a third of US household financial assets. By 2030, they will control $34 trillion in financial assets as part of the Great Wealth Transfer. As women become more active in financial decision-making, understanding their goals and investment preferences is a business imperative. As clients, women are more likely to donate to charities, want to involve their families in philanthropy, and invest in social and environmental impact goals.
In this certificate, you’ll gain insights into the differentiated needs, preferences, and behaviors of women in managing their finances and how those decisions are reflected in their philanthropy and social impact goals.
53% of female-controlled assets are unmanaged, compared to 45% for men. This represents a
$10 trillion opportunity for firms recognizing female investors' unique goals and preferences.
The new face of wealth: The rise of the female investor, McKinsey, 2025
With women set to control over $34 trillion in assets by 2030, understanding how they give, invest, and build a legacy is no longer optional—it's essential. Women are leading with purpose, seeking advisors who respect their priorities and support their desire to use wealth as a tool for impact. This course offers the knowledge and practical tools to engage women with clarity, confidence, and integrity.
—Erin Hulme Oceguera
LEARNING OBJECTIVES
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Understand the life events and motivations that influence women's philanthropic journeys, and how advisors need to adjust their approach and practices accordingly.
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Evaluate the strategy, tools, and funding options to support women as clients in maximizing their impact.
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Develop culturally competent approaches to advising women across diverse backgrounds.
FACULTY

Bleu Blakslee
Bleu Blakslee is a nationally and internationally noted philanthropic strategist with over 35 years of nonprofit leadership experience, specializing in complex giving, planned giving, social impact strategy, and NextGen engagement. Bleu is a recognized leader in sector innovation—pioneering philanthropic applications of Web3, crypto, and non-cash asset giving—and has worked with family offices, professional advisors, and multi-generational donors to align values with impact.

Darley Tom
Darley Tom is a connector and changemaker, passionate about community and impact. As Managing Partner and Experience Architect for Maverick Collective, she leverages nearly 20 years of cross-sector experience to drive bold, purpose-driven initiatives. With a background in journalism, global programs, and luxury marketing, she blends creativity with business strategy to foster innovation. Darley’s ability to connect ideas, people, and purpose continues to create lasting impact across communities and philanthropic efforts. Beyond work, she enjoys gardening, hands-on creative projects, and archery.

Denise Sarkor
With over 18 years of experience at the intersection of financial services, business strategy, and human development, Denise Sarkor is Principal & Private Wealth Advisor at Sarkor Financial Advisors—a fee-only financial planning and investment management firm. In this capacity, she advises trailblazing—yet underestimated—community leaders, career executives, and small business owners on their personal financial plans, portfolios, trusts, estates, and philanthropic vehicles.

Dien Yuen
Dien is the Founder and CEO of Daylight, a learning partner equipping wealth and philanthropic advisors with the confidence, competence, and cultural dexterity to grow their practices, strengthen client relationships, and lead with impact. She was named in Wealthmanagement.com’s 2025 Ten to Watch: Innovators and Influencers Set to Change the Industry. Dien was inducted into the 2023 National Association of Charitable Gift Planners (CGP) Hall of Fame and recognized for her academic leadership with the Distinguished Faculty Award from Wealth Management Institute in Singapore, where she serves as lead faculty for philanthropy. Dien’s early career included senior roles in wealth management and global development organizations.

Ellen Remmer
Ellen Remmer is Co-Founder of Invest for Better and a champion for impact investing, philanthropy and social change. She launched Invest for Better with Co-Founder Janine Firpo in 2021, after incubating it at The Philanthropic Initiative, where she is a Senior Partner and served as President & CEO from 2006-2011. Ellen is also the President of the Remmer Family Foundation, on the Board of Prosperity Catalyst and the Maine Chapter of The Nature Conservancy, and a member of the Oxfam Leadership Council.

Erin Hulme Oceguera
Erin is an independent philanthropy advisor with over 20 years of experience guiding philanthropists and nonprofit organizations in strategy development, resource mobilization, and the creation of high-impact partnerships. Her background includes leading the philanthropy team at the WHO Foundation and advancing gender-lens giving, collaborative philanthropy, and cross-border funding initiatives as part of the Philanthropic Partnerships team at the Bill & Melinda Gates Foundation. ​Erin launched her career at the United Nations Foundation and the International Business Leaders Forum, partnering with Fortune 500 companies to drive sustainability and global development.

Jaimi Cortes
Jaimi ​Cortes is a philanthropic advisor and founded COR Philanthropic Strategies. She brings over 20 years of dedicated experience in the nonprofit and philanthropic sectors, cultivating a deep expertise in nonprofit development, grantmaking, organizational leadership, and board governance. As a lifelong learner and innovator, she has crafted innovative equity frameworks, collaborative funding models, and donor engagement strategies that position philanthropy as a powerful tool for transformative change.​ Throughout her career, Jaimi has facilitated the distribution of over $200M in charitable gifts through donor-advised funds and foundations, employing strategic planning, project management, and best practices.​

Rena Greifinger
Rena Greifinger is an award-winning social entrepreneur, philanthropy leader, and advocate for gender equality. As Managing Partner of Maverick Collective, she works to unlock the power and potential of women and their capital to advance health and equity across the world. From founding and scaling a national leadership and mentoring program for young people living with HIV, to working in over 20 countries to bring better quality sexual and reproductive health services and access to adolescent girls, to launching a community of bold women investors as they catalyze impact for gender equality, she leads with purpose, authenticity, and joy.

Yolanda F. Johnson
A trusted leader in fundraising, philanthropy and Inclusive Philanthropy, Yolanda F. Johnson is the founder of Women of Color in Fundraising and Philanthropy (WOC) and a sought-after keynote speaker, instructor, panelist, and moderator for various presenting organizations and academic institutions nationwide and internationally. Yolanda is a founding member of the Women’s Philanthropy Alliance, a core group of industry experts and thought leaders on Women's Philanthropy. Yolanda is a member of the Women’s Philanthropy Institute National Council as well as the Leadership Network for the Amplify Her Charitable Foundation. She is a member of the Impact-Driven Philanthropy Collaborative and serves on the Marketing Committee of Advisors in Philanthropy.
Philanthropic Planning with Women Certificate Modules
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Planning for the New Majority in Wealth
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Life Events that Impact Giving
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Financial, Estate and Philanthropic Planning
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Planning and Engaging with Purpose
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Investing for Impact
Course Format
Program Type: Certificate program - asynchronous course with module quizzes
Program Delivery: Readings, lectures, videos, graphics, downloadable advisor resources
Program Length: 12-15 hours
Program Complexity Level: Basic
Daylight is an approved CE sponsor. Continuing education credits are pending for completion of the Philanthropic Planning with Women Certificate.
CFP®, CPWA®, CIMA®, RMA®
CAP®, CFRE, CSPGCM
