Credentials

The Impact Philanthropy Advisor (IPA) certification is a comprehensive, professional program designed to prepare advisors to meet the growing demand for sophisticated, values-aligned philanthropic guidance. The program integrates technical training, relational advising skills, and practical application to equip learners to serve a diverse and evolving client landscape.

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IPA advances advisors' skills in three areas:​

• Technical

  • Align client values and priorities to achieve philanthropic objectives

  • Assess features and benefits of charitable and non-charitable giving tools

  • Integrate giving strategies within wealth, estate, tax, and philanthropic planning opportunities

• Relational

  • Apply a cultural dexterity framework to support a range of client generations and backgrounds

  • Identify the phases of the client impact journey and motivations

  • Develop your skills and personal style to deepen philanthropic conversations

• Practical

  • Examine the current philanthropic landscape, trends and debates

  • Develop a sustainable philanthropic strategy and expand client relationships

  • Assess the ethical obligations of a philanthropy advisor

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IPA is the flagship course created by Daylight, to meet the demand for contemporary and robust learning solutions. The Advisory Board and faculty, representing the sector’s diversity and breadth, ensure IPA is accessible, relevant and valuable.