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Impact Philanthropy Advisors
THE IMPACT PHILANTHROPY ADVISOR CERTIFICATE

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.

Your home for lifelong learning, Daylight has something for all advisor skill levels and roles – and the Impact Philanthropy Advisor certificate is where you start.

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.

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 certificate 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, founded by advisors and educators, Dien Yuen and Tony Macklin, 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
  • 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
     

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:

  • 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.

  • Business development roles, to be nimble and opportunistic with the demands of U/HNW families today.

  • Planning and philanthropic specialists, to support junior team members, and for advanced leaders to update their knowledge and be first to access new courses.

  • Associates interested in social change, to further their career development and boost corporate loyalty and retention.

ADVISOR LEARNING JOURNEY
Daylight Learning Journey
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

Avery T. Fontaine, CAP®

SVP, Head of Philanthropy & Impact

PNC Private Bank Hawthorn

Alisia Robin, CAP®

Sr Manager, Strategic Partnerships and Nonprofit Outreach

Schwab Charitable

Padric H.B. Scott, MSFP®, CFP®, AEP®, CAP®, CLU®, WMCP®

President & CEO

Crossroad Capital Partners

Edward Wang, 21/64 Certified Advisor

Sr Dir of The Family Office

Marin Community Foundation

FACULTY
Tony Macklin, CAP®

Tony Macklin, CAP®

Daylight

Beth Harper Briglia

Beth Harper Briglia

CPA, CAP®

Philanthropic Advisor

Andrew Ho, MBA, CAP®

Andrew Ho, MBA, CAP®

National Academy of Sciences

Rick Peck

Rick Peck

CAP®, CFP®, CFC®

Rick C. Peck Consulting, LLC

Dien Yuen

Dien Yuen

JD/LLM, CAP®, AEP®

Daylight

Ginni Galicinao, ACFBA,

Ginni Galicinao, ACFBA,

ACFWA, CAP®, CPCC, ORSC

Dynamics of Family Wealth

Randi N. Hogan, CAP®

Randi N. Hogan, CAP®

Hogan Philanthropy Consulting

Rebecca Rothey

Rebecca Rothey

CFRE, CAP®, AEP®

Rothey Planned Giving Services

Crystal Thompkins

Crystal Thompkins

CAP®, CSPGCM

Daylight

Kristin Giant, JD

Kristin Giant, JD

Hyper Local Impact, LLC

Seth Klukoff

Seth Klukoff

Eoan Strategies, LLC

Dorothy Stuehmke, MPA

Dorothy Stuehmke, MPA

Philanthropic Advisor

Aquanetta Betts

Aquanetta Betts

JD, AEP®, CAP®, CFRE

George Mason University

Mark Greer, MBA, CAP®

Mark Greer, MBA, CAP®

Phila Engaged Giving

Rob A. MacPherson

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.

  • About 30 hours, start-to-finish

  • 12-15 advisors per cohort

  • 12 self-paced modules

  • 5 case studies

  • 10 live virtual cohort conversation

  • IPA Workbook

HOW IT WORKS

For Profit:

$2,850

Nonprofit:

$2,500

First 250 registrants will receive a $250 discount.

FEES
Inaugural cohorts starting September, October, and January.
REGISTER

Once registered, you will not be granted a refund. We will consider any extenuating circumstances and may allow your fee to be applied to future cohorts within 12 months. If you have questions about whether IPA is right for you, please contact us at learn@daylightadvisors.com before enrolling.

Select registration option:

(First 250 registrants receive a $250 discount.)

Select cohort:

Thank you for registering! We will be in touch.

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