Certificates
Philanthropic Planning with Global Families Certificate
The Philanthropic Planning with Global Families Certificate is a specialized professional training program designed for advisors who work with global families. As cross-border wealth structures, mobility, and multigenerational dynamics become increasingly complex, advisors must be equipped to help families create philanthropic strategies that are both meaningful and impactful.
​
This certificate provides advisors with the frameworks, technical knowledge, and practical tools needed to navigate regional and cultural approaches to giving, regulatory environments, and philanthropic and social impact vehicles. Learners gain specialized expertise in designing strategic, high-impact philanthropic plans that align with family governance, wealth-transfer goals, and global giving structures. The program blends cross-cultural understanding, insights into various countries, and applied casework drawn from regional and global family scenarios.
LEARNING OBJECTIVES
-
Understand the motivations, values, and cultural dynamics that shape philanthropy in global family contexts.
-
Navigate multi-jurisdictional legal, tax, and regulatory considerations related to cross-border giving.
-
Compare philanthropic vehicles tailored to international family structures.
-
Design strategic philanthropic plans for globally dispersed families.
-
Explain due diligence within global grantmaking strategies.
-
Facilitate intergenerational conversations and describe governance frameworks aligned with family legacy goals.
FACULTY
Tony Macklin
Tony Macklin leads the development of new education programs and field-building projects as Daylight’s Director of Advisor Practice. He is a philanthropist, philanthropoid, and philanthropy geek. Tony enjoys working at the intersection of meaningful giving and community results, specifically connecting older, established forms of philanthropy with emerging trends and experiments. Tony helps donors, families, grantmakers, and their advisors and associations answer questions about shared purpose, use of resources for social impact, governance, strategy, and assessment. He is a frequent speaker, trainer, and author.
Philanthropic Planning with Global Families Certificate Modules:
-
Introduction to Global Philanthropy
-
Family Philanthropy within a Global Context
-
Philanthropic Planning in Brazil
-
Philanthropic Planning in Hong Kong (exact title TBD)
-
Philanthropic Planning in Singapore
-
Philanthropic Planning in the UK
-
Philanthropic Planning in the US
Course Format
Program Type: Certificate program - asynchronous course with module quizzes.
Program Delivery: Readings, case studies, videos, graphics, downloadable advisor resources.
Program Length: 7 hours
Program Complexity Level: Intermediate
Daylight is an approved CE sponsor. Continuing education credits are pending for completion of the Philanthropic Planning with Global Families Certificate.
CFP®, CPWA®, CIMA®, RMA®
CAP®, CFRE, CSPGCM