Enterprise Certificates
Build Philanthropic Advisory Capability Across Your Firm
Today, 9 in 10 advisors say it is standard practice to raise philanthropy with wealthy clients, and 96% consider it an obligation. Clients expect the same—80% believe advisors have a responsibility to initiate these conversations.
Yet only 61% of clients report being highly satisfied.
Most firms have not built the systems or skills needed to lead these conversations effectively or consistently across their teams. (TPI Study of the Philanthropic Conversation, 2026)
The result:
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Missed opportunities to deepen client relationships
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Weaker engagement with next-generation clients
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Limited differentiation beyond investment performance
Stronger advisor-led philanthropic conversations ensure client engagements reflect firm strategy and priorities.
Daylight certificates help wealth, philanthropic, and impact advisors deepen practical fluency in the issues shaping modern giving—from behavioral philanthropy and impact investing to business-owner planning, women and wealth, collaborative giving, and gift planning.
"(The most valuable part of the program was) understanding how impact investing can be incorporated into DAFs and having talking points to explain this to clients in a practical way."
Impact Investing Certificate
Spring 2026 Learner
90%
of advisors say that discussing philanthropy benefits their business.
88%
say it deepens relationships.
92%
say it helps establish new ones.
TPI Study of the Philanthropic Conversation, 2026
ENGAGEMENT EXPERIENCE
Each engagement is designed to support implementation, adoption, and firm-level visibility:
Advisor Capability Development
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Guided learning pathways, practical frameworks, and access to advisor resources, forums, and Impact Advisors Network (IAN)
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CE credits available for all certificates
Leadership Alignment
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Executive session to align program with firm priorities and goals
Reporting & Insights
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Monthly dashboard plus post-program feedback and firm-level engagement insights
Implementation & Rollout Support
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Dedicated relationship manager, onboarding session, and structured rollout plan with internal communications
Manager Support
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Tools to support adoption, reinforce learning, and drive accountability across teams
Community & Ongoing Engagement
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Access to peer community and invitations to regional events
FIND THE CERTIFICATE THAT FITS YOUR PRACTICE
New to the field (or seeking a refresh):
The Introduction to Philanthropic Planning Certificate is designed for advisors seeking a foundational baseline or refresh in modern philanthropic advising. The program introduces core vocabulary, frameworks, and tools to help clients articulate purpose, align giving with values, and pursue meaningful social impact. Participants gain a clear understanding of the Philanthropic Advising Competency Model, the nine components of contemporary philanthropic planning, and the evolving social impact toolkit—including donor-advised funds, private foundations, and emerging structures.
Deepen client conversations:
The Behavioral Philanthropy Certificate, created in partnership with ideas42, helps advisors deepen their understanding of how behavioral science and philanthropic advising intersect. The program explores the psychological factors that influence donor behavior, common barriers to giving, decision-making processes, and the role of social and family dynamics in philanthropic outcomes.
As women take a more active role 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.
Approximately 69% of business owners intend to incorporate charitable giving into their plans for exiting their businesses. In this certificate, you’ll learn about wealth building through business ownership and the philanthropic planning implications of various business structures and assets. You’ll gain insights into frameworks for managing companies’ philanthropy and social impact programs. You’ll also learn about your role in helping business owners find their purpose and meet philanthropic planning goals before, during, and after exits from their businesses.
Expand technical fluency:
The Impact Investing Certificate equips advisors with fluency in core concepts and key terminology, an understanding of common impact investment vehicles, and the ability to evaluate how impact strategies can complement and extend traditional philanthropy by balancing financial performance with measurable social and environmental outcomes. The curriculum addresses evolving market dynamics, regulatory considerations, and clientappropriate opportunities.
Gift Planning Certificate (Coming Soon)
The Gift Planning Certificate equips advisors with the knowledge and tools to help clients make meaningful, tax-efficient gifts that reflect their values and create lasting legacies. You’ll explore the fundamentals of gift planning, the giving vehicles every advisor should know about, and forward-thinking strategies for donating noncash assets. The curriculum blends technical expertise with cultural and values-driven insights, preparing advisors to navigate complex planning conversations and solutions for clients and organizations.
Build collaborative practice:
Donors and foundations increasingly want to work alongside other donors. They want to leverage their peers’ knowledge, resources, and lists of effective nonprofits, movements, and impact investments. You’ll explore global trends, research, and case studies on collaborative funds, giving and investing circles, women’s funds, and similar tools. Developed with Philanthropy Together, this program provides you with actionable strategies to integrate collective and collaborative giving practices into your client offerings.