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.
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 philanthropic conversations help firms deliver a more differentiated and relationship-driven client experience.
Daylight helps firms build advisor capability through structured learning pathways focused on the evolving needs of modern philanthropy—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, advisor resources, and access to peer learning through the Impact Advisors Network (IAN)
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CE credits available for all certificates
Community & Ongoing Engagement
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Access to peer community and invitations to regional events
Manager Support
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Tools to support adoption, reinforce learning, and drive accountability across teams
Leadership Alignment
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Executive session to align program with firm priorities and goals
Implementation & Rollout Support
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Dedicated relationship manager
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Onboarding session
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Structured rollout plan with internal communications
Reporting & Insights
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Monthly dashboard plus post-program feedback and firm-level engagement insights
ENGAGEMENT OPTIONS
Daylight combines structured learning, practical implementation support, and leadership alignment to help firms operationalize philanthropic advisory capability across their teams.
Professional Engagement (10-20 advisors)
Team Engagement (20-50 advisors)
Firm Engagement (50-100 advisors)
Institutional Engagement (100-200 advisors)
Engagement includes 12 months of access and participation.
Join a growing group of leading firms investing in this capability to stay competitive.
CERTIFICATE OFFERINGS
Build a Foundation:
Build a foundation in philanthropic planning with the vocabulary, frameworks, and tools to help clients clarify their purpose and align giving with their values. Explore Daylight’s Philanthropic Advising Competency Model, the nine components of philanthropic planning, and common approaches to giving.
Understand how donor-advised funds work, how sponsors differ, and where their policies and limitations affect client choices. This unconflicted certificate helps advisors assess the role DAFs can play within broader philanthropic and financial planning strategies.
Apply it in Practice:
Developed with ideas42, this certificate applies behavioral science to the decisions people make about giving. Learn how psychological, social, and family dynamics shape donor choices and how to help clients work through common barriers.
Explore how women’s financial choices, priorities, and relationships can shape philanthropic planning. Learn to ask better questions about giving, family participation, and social impact while tailoring advice to each client’s goals.
Learn how business ownership affects philanthropic planning, from the assets available for giving to decisions made before, during, and after an exit. Explore personal and corporate philanthropy so you can help owners connect business transitions with their giving goals.
Developed with Philanthropy Together, this certificate examines how donors combine knowledge, resources, and decision-making to pursue shared goals. Explore giving circles, collaborative funds, and practical ways to discuss collective giving with clients.
Develop Specialized Expertise:
Learn the language, vehicles, and key considerations of impact investing so you can discuss strategies that seek financial returns alongside measurable social or environmental outcomes. Examine how impact investments can fit within a client’s broader philanthropic and financial plan.
Charitable Planning for Wealth Advisors Certificate (Coming Soon)
Charitable giving is an important part of many clients’ wealth, tax, and estate plans. The advisor’s work begins with understanding what the client hopes to accomplish and continues through selecting, executing, and reviewing a gift.
Advanced DAF Certificate (Coming Soon)
The Advanced DAF Certificate builds on the essentials with a closer look at complex assets, tax and estate planning, global giving, and impact investing. Learn how to assess sponsor capabilities and limitations, coordinate with specialists, and address more complex DAF decisions in a client’s broader philanthropic plan.
Annual Certificate Subscription
Build expertise across multiple areas of philanthropic advising with access to all Daylight certificates.