THE IMPACT PHILANTHROPY ADVISOR CERTIFICATION
Daylight’s learning platform and network are designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact.
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Your home for lifelong learning, Daylight has something for all advisor skill levels and roles – and becoming an Impact Philanthropy Advisor is where you start.
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With a mix of expert facilitation and on-demand instruction available online over 20 weeks, the Impact Philanthropy Advisor certificate (IPA) offers the skills and connections to confidently support the needs and expectations of families,
organizations and communities today.
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IPA will help you:
Deepen client relationships
Seize
growth opportunities
Accelerate and share your skills
Spark
social impact and family legacies
It’s a transformative era for wealth and philanthropy, requiring new competencies and cultural dexterity to thrive. Amidst a historic $85 trillion intergenerational transfer of wealth, clients are turning to advisors for more than investments and tax planning, and philanthropy’s tools, considerations and goals have become more complex.
It’s the perfect time to skill up with IPA.
THE IPA EXPERIENCE
The Impact Philanthropy Advisor certification is a state-of-the-art learning program crafted with decades of experience in philanthropic advising, wealth management and philanthropic education.
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.
IPA participants will receive
• 20 weeks of learning designed by expert advisors
• On-demand content and case studies
• Live group discussions facilitated by industry practitioners
• New peer connections within your cohort
• Continuing education credits
• Complimentary content just for IPAs
• First access to the Advisor Hub and Learning Labs
• Celebrations and graduation invitations
IPA WILL ADVANCE YOUR PRACTICE IN 3 AREAS
TECHNICAL
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Align client values and priorities to achieve philanthropic objectives
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Assess features and benefits of charitable and non-charitable giving tools
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Integrate giving strategies within wealth, estate, tax, and philanthropic planning opportunities
RELATIONAL
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Apply a cultural dexterity framework to support a range of client generations and backgrounds
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Identify the phases of the client impact journey and motivations
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Develop your skills and personal style to deepen philanthropic conversations
PRACTICAL
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Examine the current philanthropic landscape, trends and debates
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Develop a sustainable philanthropic strategy and expand client relationships
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Assess the ethical obligations of a philanthropy advisor
IPA MODULES
Fundamentals | Evolving demands for social impact services from different client segments; the new map of social impact advising services and competencies |
Social Impact Landscape | Trends in uses of resources across multiple sectors; networks and associations in philanthropy; current policy and practice debates |
Art of Philanthropic Advising | Modalities of advising; challenging assumptions of our roles; client philanthropic journeys; techniques to support progress |
Purpose and Strategy | Developing client values, desired impact, understanding of the ecosystem, strategy statement; addressing inequities |
Charitable Tax Planning | Substantiation; types of assets to give and identifying opportunities to use those assets; gift acceptance policies and donor due diligence |
Legacy and Gift Planning | Application of tools such as bequests, life estates, retirement assets, life insurance, charitable trusts, and charitable gift annuities |
Foundations and Donor Advised Funds | Advantages, disadvantages, critiques, applicability of charitable vehicles for grantmaking and operating programs |
Impact Investing and Alternative Tools | Advantages, disadvantages, critiques, applicability of forms of impact investing and types of purpose-led businesses |
Influence, Leverage, & Civic Action | Use of advocacy, lobbying, crowdfunding, movement building, and similar tools and strategies |
Planning for the Future | Anticipating clients’ future needs; clarifying value propositions and advisor collaborations; personal development agendas |
Ethics in Philanthropic Advising | Defining responsibilities to self, client, community, and the profession |
Cultural Dexterity | Understanding how our social identities, family traditions, and cultural backgrounds influence wealth, estate, and philanthropic planning |
WHO NEEDS TO BE AN IPA?
Social impact is not just for specialists. Whether in a wealth management firm, DAF sponsor or community foundation, family office, grantmaker or nonprofit, many roles benefit from fluency in philanthropy.
IPA is for:
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Client-facing advisors and team members, to better understand your clients and their families, the options available to them, and to collaborate with fellow advisors.
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Business development roles, to be nimble and opportunistic with the demands of U/HNW families today.
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Planning and philanthropic specialists, to support junior team members, and for advanced leaders to update their knowledge and be first to access new courses.
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Associates interested in social change, to further their career development and boost corporate loyalty and retention.
ADVISORY BOARD
Dianne Chipps Bailey, JD, CAP®
MD, National Philanthropic Strategy Executive
Bank of America
Nina L. Cohen, JD, CAP®
MD, Chief DEI Officer
Strategic Advisor, Center for Family Philanthropy & Wealth Education, Glenmede
Alisia Robin, CAP®
Sr Manager, Strategic Partnerships and Nonprofit Outreach
Schwab Charitable
Edward Wang, 21/64 Certified Advisor
VP, Family Office of Philanthropy
Marin Community Foundation
Stephanie C. Buckley, CAP®
Head of Trust Philanthropic Services
Wells Fargo Private Bank
Avery T. Fontaine, CAP®
SVP, Head of Philanthropy & Impact
PNC Private Bank Hawthorn
Padric H.B. Scott, MSFP®, CFP®, AEP®, CAP®, CLU®, WMCP®
President & CEO
Crossroad Capital Partners
FACULTY
Tony Macklin, CAP®
Daylight
Aquanetta Betts
JD, AEP®, CAP®, CFRE
Johnson Betts, LLC
Mark Greer, MBA, CAP®
Phila Engaged Giving
Seth Klukoff
Eoan Strategies, LLC
Rick Peck
CAP®, CFP®, CFC®
Rick C. Peck Consulting, LLC
Dien Yuen
JD/LLM, CAP®, AEP®
Daylight
Beth Harper Briglia
CPA, CAP®
Philanthropic Advisor
Steve Grourke
CAP®, CFRE
National Park Foundation
Shelly Kurtz
Eagle Pointe Advisors
Rebecca Rothey
CFRE, CAP®, AEP®
Rothey Planned Giving Services
Crystal Thompkins
CAP®, CSPGCM
Daylight
Ginni Galicinao, ACFBA,
ACFWA, CAP®, CPCC, ORSC
Dynamics of Family Wealth
Andrew Ho, MBA, CAP®
National Academy of Sciences
Cris Lutz, CAP®, CSPG
The Huntington Library, Art
Museum, and Botanical Gardens
Dorothy Stuehmke
MPA, CAP®
Philanthropic Advisor
Nishita Bakshi
MBA, MSAE
Philanthropy Advisor
Kristin Giant, JD
Hyper Local Impact, LLC
Randi N. Hogan, CAP®
Hogan Philanthropy Consulting
Rob A. MacPherson
The Indianapolis Foundation
FEES
You have the chance to participate in the most ambitious, modern philanthropic learning opportunity available, and benefit from Daylight’s national network and years of instructional and practitioner expertise.
IPAs can immediately leverage new skills, connections and visibility with clients and teams, and in the marketplace. Special partnership opportunities are available for organizations interested in maximizing IPA’s national kickoff.
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About 30 hours, start-to-finish
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12-15 advisors per cohort
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12 self-paced modules
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5 case studies
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10 live virtual cohort conversation
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IPA Workbook
HOW IT WORKS
For Profit:
$2,850
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Nonprofit:
$2,500
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Register by January 10 to receive a $250 discount.