Daylight equips wealth and philanthropic advisors with the confidence, competence, and cultural dexterity to grow their practices, strengthen client relationships, and lead with impact. Our Certified Impact Philanthropy Advisor (IPA) program and certificate offerings establish a new benchmark for excellence in philanthropic planning education. In the Field • IWI Experience Conference Fort Lauderdale April 20-21 Button • ABFE Harambe Conference San Francisco April 20-22 Button • NCPGC Conference San Francisco April 30 Button • Daylight IPA Info Session Virtual May 14 Button • WRPGC Conference Costa Mesa May 20-22 Button • Daylight IPA Info Session Virtual June 10 Button The Constant Evolution of Professional Advising The Constant Evolution of Professional Advising IPA Live Info Session - May 14 IPA Live Info Session - May 14 IPA Live Info Session - June 10 IPA Live Info Session - June 10

Team Daylight is working hard to support your philanthropic planning professional development needs. Help us build a visible and trusted philanthropic advising profession. Features Purposeful Planning Podcast ft. Dien Yuen and Marguerite Griffin Press The Philanthropic Advising Competency Model featuring Tony Macklin Press Dien Yuen recognized on Investment News' 2025 Hot List Press Thriving In The Age Of Disruption Video Podcast with Dien Yuen Press SEE MORE Press Daylight Launches Intro to Philanthropic Planning Certificate Daylight Launches Intro to Philanthropic Planning Certificate Daylight Launches DAFopedia Daylight Launches DAFopedia Daylight Launches First-Ever Industry Standard for Phil. Advisors Daylight Launches First-Ever Industry Standard for Phil. Advisors Daylight Launches New Impact Investing Certificate Daylight Launches New Impact Investing Certificate SEE MORE Daylight News March 2026 February 2026 January 2026 December 2025 SEE MORE Awards

Together with our partners, we’re building a community of learning and collaboration to empower advisors in shaping the philanthropic sector. Partners Daylight works with organizations that share our belief that collective expertise drives transformative change. Together with our partners, we’re building a community of learning and collaboration to empower advisors in shaping the philanthropic sector. Our partners have access to Daylight's professional development programs at special rates, and Daylight learners enjoy benefits with select partners. Explore our network of valued partners to learn more. Contact Megan Bell at megan@daylightadvisors.com if you're interested in becoming a partner.

The work of philanthropic advising is gaining traction among wealth holders seeking impact and guidance. Daylight is one of the few organizations that focus on professional support for philanthropic advisors. Our original research sets a new standard, delivering practical and field-informed guidance to strengthen, connect, and elevate the philanthropic advising profession. Research The work of philanthropic advising is gaining traction among wealth holders seeking impact and guidance. Yet, despite growing demand, the field remains fragmented, lacking cohesive research and a robust professional development infrastructure. Daylight is embracing these challenges and is leading the field in this work. Our original research sets a new standard, delivering practical and field-informed guidance to strengthen, connect, and elevate the philanthropic advising profession. Philanthropic Advising Competency Model Philanthropic advising is evolving—and it’s time the profession had a clear, credible framework to match its growing impact. Daylight’s Philanthropic Advising Competency Model is the first-ever, field-informed framework that defines the new standard of modern philanthropic advising. With thirteen core competencies, the model outlines the knowledge, skills, and behaviors advisors need to serve clients and communities. Learn More U.S. Philanthropic Advisors 2024: Professional Development, Practice, and Knowledge Gaps Who are philanthropic advisors? What services do they provide? What challenges do they face in their work? What kinds of support and resources could help them generate more impact in their communities? Here's a look at understanding the unique experiences and professional needs of today's philanthropic advisors. Learn More

Daylight is your philanthropic planning training partner, equipping you with the confidence, competence, and cultural dexterity to grow your practice, strengthen client relationships, and lead with impact. It is home to the flagship program, the Impact Philanthropy Advisor (IPA) Certificate Program for philanthropic and wealth advisors. Impact Advisors Network The Impact Advisors Network (IAN) is Daylight’s professional community of practice, where advisors strengthen their work and advance the field of philanthropic advising. As an IAN member, you'll gain access to: Advisor Resources: A curated library of articles, templates, tools, and best practices shared by peer advisors to help you strengthen and refine your practice. Exclusive Programming: Members-only interactive events focused on timely and relevant topics, featuring industry leaders and members of the Daylight community. IAN members also receive exclusive access to recordings of all Daylight public webinars. Continuing Education: Earn CE credits for the Certified Impact Philanthropy Advisor (IPA) and other certificates, including CFP® , CAP® , CFRE, CSPGCM , CPWA® , CIMA® , and RMA® . These CE-eligible programs are available exclusively to IAN members. In-Person Connections: Build meaningful relationships with Daylight alumni through global convenings and local meet-ups. Recent IAN Programs Shaping the Field of Philanthropic Advising What the Data is Telling Us: Philanthropic Trends & Insights Fundamentals of Family Philanthropy Focus on Community Foundations Social Impact Landscape Annual Subscription Fee Certified IPAs $250 annually Certificate Holders $300 annually A shared community of practice helps advisors be more effective, create greater impact for clients and communities, and move the field forward. To encourage continued connection, graduates receive one year of complimentary IAN access after completing the Certified IPA or a Daylight certificate program.* After the complimentary year, Certified IPAs and certificate holders who are not enrolled in a subsequent Daylight program may purchase an annual IAN subscription. *Learners who have completed Introduction to Philanthropic Planning are not eligible for complimentary IAN access. IAN access is exclusively for Daylight learners. Register now to become a Certified IPA or enroll in Daylight’s certificate subscription program to join the community.

The Certificate in Behavioral Philanthropy offers advisors a unique opportunity to deepen their understanding of how behavioral science and philanthropic advising intersect. This program integrates multidisciplinary research insights, real-world examples, and practical case studies, equipping you with the insights and tools needed to help your clients achieve their philanthropic goals. Certificates Behavioral Philanthropy Certificate The Certificate in Behavioral Philanthropy offers advisors a unique opportunity to deepen their understanding of how behavioral science and philanthropic advising intersect. This program integrates multidisciplinary research insights, real-world examples, and practical case studies, equipping you with the insights and tools needed to help your clients achieve their philanthropic goals. Through a comprehensive curriculum, you will explore the psychological factors influencing donor behavior, donor barriers, decision-making processes, and the impact of social and family dynamics on philanthropic giving. The case studies provide a hands-on opportunity to bring to life successful strategies and innovative approaches to foster donor engagement and maximizing philanthropic impact. By the end of the program, you will gain a solid grounding in behavioral principles and be able to develop actionable strategies that can be implemented to enhance client relationships. Join us to transform the way you approach philanthropic planning, leveraging behavioral insights to empower your clients and create a lasting impact in the communities they care about. Behavioral science gives advisors a powerful edge in understanding their clients' motivations and barriers. This course will help you build stronger client relationships, craft personalized giving strategies, and position yourself as a trusted expert who delivers deeper impact and more fulfilling philanthropic outcomes. —Julia Ritz Toffoli LEARNING OBJECTIVES Identify and analyze the psychological factors that influence donor behavior and the barriers they may face in their philanthropic journeys. Recognize the role of social and family dynamics in shaping philanthropic decisions, enabling you to understand diverse client motivations and engagement strategies. Apply behavioral insights through real-world case studies, allowing you to develop and implement effective strategies that foster donor engagement and maximize philanthropic impact. Plan actionable strategies tailored to individual clients’ needs, enhancing your ability to build strong relationships and drive meaningful change within the philanthropic landscape. FACULTY Julia Ritz Toffoli Julia Ritz Toffoli is an Associate Managing Director at ideas42 on the Giving Team, where she leads R&D and innovation in the philanthropic space, working with partners to design, test, and implement behaviorally informed interventions to make giving more intentional, strategic, and impactful—both for individual givers and the broader philanthropic community. Prior to joining ideas42, Julia spent nine years at the Open Society Foundations, where she helped to launch and build the Strategy Unit, delivering strategic planning guidance to grant making programs. While at OSF, Julia spearheaded the development of a training curriculum that integrated behavioral insights into strategic decision-making practice. Julia holds a Master of International Affairs in Human Rights Advocacy from Columbia University's School of International and Public Affairs and a BA in Political Science and Sociology from McGill University. Jen Shafer Jen Shafer is a Senior Behavioral Designer on the Giving Team at ideas42 where she uses insights from behavioral science to promote equity in philanthropy by effectively diagnosing challenges, conducting research, and implementing innovative designs. Prior to ideas42, Jen worked as a management consultant, data analyst, and design researcher across a variety of industries, always with a focus on user needs and employee experiences. Jen has a B.A. in Psychology from Rice University and an M.S. from MIT in Integrated Design & Management, a multi-disciplinary degree where students from design, business, and engineering backgrounds come together to tackle complex problems using human-centered design. For her thesis, she studied intergenerational conversation and legacy storytelling as a vehicle for meaning-making and connection for older adults. Sarah Welch Sarah Welch is a Managing Director at ideas42, a social enterprise that uses insights from behavioral science to invent fresh solutions to tough social problems. Over the past decade Sarah has worked to advance behavioral innovations across various challenges, from climate and consumer finance to criminal justice and health. She now leads the organization’s work in charitable giving, partnering with the Bill and Melinda Gates Foundation, Fidelity Charitable Catalyst Fund, National Center for Family Philanthropy, major institutions offering donor-advised funds, and dozens of other organizations in the sector. Prior to joining ideas42, Sarah completed a three-year dual degree program at Yale’s School of Management and School of Forestry & Environmental Studies, where she focused on urban resource management and planning. Sarah holds an MBA and an MEM from Yale and received her BA in Environmental Science & Public Policy from Harvard. Dien Yuen Dien Yuen is the CEO of Daylight, an innovative professional development platform that creates transformative learning experiences for advisors pursuing growth, service, and social impact. She also serves as lead faculty for philanthropy at Singapore’s Wealth Management Institute (WMI), where she was instrumental in launching Asia’s first professional philanthropic certification. She was inducted into the 2023 National Association of Charitable Gift Planners (CGP) Hall of Fame and recognized for her academic leadership with the Distinguished Faculty Award from WMI. Dien’s early career included senior roles in wealth management and global development organizations. Behavioral Philanthropy Certificate Modules Course Format Introduction to Behavioral Science Introduction to Donor Psychology Case Study: Understanding the Donor Context Behavioral Strategies for Advisors Behavioral Philanthropy in Practice Program Type: Certificate program - asynchronous course with module quizzes Program Delivery: Readings, case study, videos, graphics, downloadable resources Program Complexity Level: Intermediate Daylight is an approved CE sponsor. Continuing education credits are eligible for completion of the Behavioral Philanthropy Certificate. CFP®, CPWA®, CIMA®, RMA®:  5 hours  CAP®, CFRE, CSPGCM:  5 hours  Download Behavioral Philanthropy Certificate program description and program outline . Register for the Behavioral Philanthropy Certificate or an Annual Certificate Subscription now! INDIVIDUAL OR ANNUAL SUBSCRIPTION CHECKOUT

Client demand for sustainable change is growing. We’ve designed the Impact Investing Certificate to enhance your expertise in this growing field. Are you a financial advisor, attorney, CPA, or philanthropic advisor who is new to impact investing or want to broaden your knowledge? Certificates Impact Investing Certificate Client demand for sustainable change is growing. We’ve designed the Impact Investing Certificate to enhance your expertise in this growing field. Are you a financial advisor, attorney, CPA, or philanthropic advisor who is new to impact investing or want to broaden your knowledge? The curriculum moves from core concepts through real-world implementation. We explore the evolving market dynamics and regulatory considerations, empowering you to engage in informed discussions with clients about aligning investments with their values. Through case studies and tips from industry practitioners, you’ll gain practical tools to help clients explore impact investing while maintaining focus on their financial objectives. The future of wealth management extends beyond financial returns. By deepening their expertise in impact investing, advisors can confidently help clients pursue opportunities that drive profit and purpose. It’s about making this powerful approach accessible and actionable for everyone in the wealth advisory space. - Allison Parker 79% Source: Nuveen’s 2021 Sixth Annual Responsible Investing Survey. of investors agree they would be much more loyal to a financial advisor who actively helps them invest in a way that also has a positive impact on the world. LEARNING OBJECTIVES Describe fundamental impact investing concepts, define key terms, and explain common investment vehicles used in the field. Analyze how impact investing can complement and enhance philanthropic strategies, including examining the relationship between financial returns and social impact. Identify appropriate situations and opportunities to explore impact investing with clients. Address common client concerns about impact investing performance and measurement. Apply practical frameworks for incorporating impact investing considerations into existing client advisory relationships and investment strategies. FEATURED INDUSTRY PRACTITIONERS Sharon Schneider , Founder & Principal, Integrated Capital Strategies, LLC. Sharon helps founders and family offices create positive social change using an expanded toolbox of resources and strategies that spans the return spectrum from grants to market-rate investments. She is also the author of “Handbook for an Integrated Life: a Practical Guide to Aligning Your Everyday Choices with Your Internal Compass,” a #1 New Release on Amazon that helps individuals live into their values the same way her consulting helps business owners and family offices. Sayer Jones , Director, Occam Advisors Sayer has 15 years direct experience working with institutions structuring and measuring the impacts of their investments. He led the regional impact investing practice at Meyer Memorial Trust in program related investment and mission related investment portfolios for 12 years, deploying over $50 million. Sayer has chaired city and state boards focused on impact investing and managing public portfolios for impact. He has led investors in workshops to align social values with financial and cultural returns, and has experience as an entrepreneur, representing asset owners, and managing fund managers and consultants. FACULTY Allison Parker , CAP® Allison Parker, principal of Peake Impact, works directly with foundations ready to invest in constructive and crucial societal change. With 25 years of experience in the social impact sector, she excels at identifying investment opportunities that route capital to under-resourced communities where targeted investments can yield exponential results. Impact Investing Certificate Modules Fundamentals of Impact Investing Impact Across Asset Classes The Impact Investing Philanthropy Connection From Theory to Practice: Community Voice & Place-Based Solutions Impact Integrity: Due Diligence, Measurement, Ethics, and Professional Responsibility Impact Investing Through DAFs Course Format Program Type: Certificate program - asynchronous course with module quizzes Program Delivery: Readings, case study, videos, graphics, downloadable advisor resources Program Complexity Level: Intermediate Daylight is an approved CE sponsor. Continuing education credits are eligible for completion of the Impact Investing Certificate. CFP®, CPWA®, CIMA®, RMA®:  6.5 hours  CAP®, CFRE, CSPGCM:  6.5 hours  Download Impact Investing Certificate program description and program outline . Register for the Impact Investing Certificate or an Annual Certificate Subscription now! INDIVIDUAL OR ANNUAL SUBSCRIPTION CHECKOUT

This certificate program explores the fundamentals of gift planning, the giving vehicles every advisor should know about, and forward-thinking strategies for donating noncash assets. It also examines emerging trends in philanthropy and how advisors can leverage them to create positive outcomes for both clients and their communities. Certificates Gift Planning Certificate With more than $105 trillion passing to the next generation and $18 trillion to charities, now is the time for advisors to deepen their expertise in gift planning to effectively support their clients' philanthropic plans. The Gift Planning Certificate equips advisors with the knowledge and tools to help clients make meaningful, tax-efficient gifts that reflect their values and create lasting legacies. This certificate program explores the fundamentals of gift planning, the giving vehicles every advisor should know about, and forward-thinking strategies for donating noncash assets. It also examines emerging trends in philanthropy and how advisors can leverage them to create positive outcomes for both clients and their communities. The curriculum blends technical expertise with cultural and values-driven insights, preparing advisors to navigate complex planning conversations and solutions for clients and the organizations they care about. Source: Giving USA 2025 Report In 2024, Americans gave $45.8 billion to charities through bequests — representing 8% of the nation’s total charitable giving of $592.5 billion. LEARNING OBJECTIVES Understand the core principles of gift planning, including key giving vehicles and the strategic opportunities created through noncash gifts. Equip advisors with practical tools and frameworks to help clients achieve their philanthropic goals and make a lasting impact through gifts from their estate and financial plans. Evaluate how current giving trends, generational shifts, the great wealth transfer, and cultural nuances influence decision-making and long-term giving strategies. FACULTY Aquanetta Betts , JD, CAP®, AEP®, CFRE Aquanetta Betts is the founder and principal consultant of Johnson Betts, LLC. She has experience helping nonprofits grow their planned giving pipelines, and she partners with professional advisors and charitable individuals on effective giving strategies. Crystal Thompkins , CAP®, CSPG, IPA Crystal Thompkins is Director of Strategic Impact at Daylight and founder and principal of TrueCrystal Consulting. She has a depth of experience in planned giving program management and philanthropic planning across the wealth spectrum, with a focus on increasing awareness of and access to gift planning resources and education. Gift Planning Certificate Modules What is Gift Planning? Donor Motivations and Goals Gift Planning Vehicles Estate Planning Integration Legacy and Succession Course Format Program Type: Certificate program - asynchronous course with module quizzes Program Delivery: Readings, case study, videos, graphics, downloadable advisor resources Program Complexity Level: Intermediate Daylight is an approved CE sponsor. Continuing education credits are pending for completion of the Gift Planning Certificate. CFP®, CPWA®, CIMA®, RMA® CAP®, CFRE, CSPGCM Download Gift Planning Certificate program description. Register for an individual certificate or an Annual Certificate Subscription now! INDIVIDUAL OR ANNUAL SUBSCRIPTION CHECKOUT

In this certificate, you’ll learn about demographic trends in wealth building through business ownership and the philanthropic planning implications of various business structures and assets. You’ll gain insights into frameworks for managing companies’ philanthropy and social impact programs. You’ll also learn about your role in helping business owners find their purpose and meet philanthropic planning goals before, during, and after exits from their businesses. Certificates Philanthropic Planning with Business Owners Certificate More than 99% of U.S. companies are privately owned. Their founders and owners contribute more money and time than non-entrepreneurs. They’re more likely to consider themselves philanthropists, to be hands-on in their philanthropy, and to leave legacy gifts. Additionally, approximately 69% of these business owners intend to incorporate charitable giving into their plans for exiting their businesses. In this certificate, you’ll learn about demographic trends in wealth building through business ownership and the philanthropic planning implications of various business structures and assets. You’ll gain insights into frameworks for managing companies’ philanthropy and social impact programs. You’ll also learn about your role in helping business owners find their purpose and meet philanthropic planning goals before, during, and after exits from their businesses. 73% Entrepreneurs as Philanthropists, Fidelity Charitable of entrepreneurs have spoken with an advisor about giving, compared with half of non-entrepreneurs. LEARNING OBJECTIVES Understand how philanthropic planning fits into the lifecycle of starting, growing, and exiting different types of business entities. Compare opportunities and challenges of charitable planning with several types of business assets. Choose potential options for a business to formalize its philanthropy or social impact program. Evaluate the potential impact of business ownership transition options on the owner and their philanthropic goals. Propose philanthropic planning solutions for a case study of a “millionaire next door” business owner. FACULTY David Flores Wilson David Flores Wilson, CFA, CFP®, CEPA®, CM&AA, Managing Partner at Sincerus Advisory, advises entrepreneurs and business owners in New York City on personal financial planning issues from formation to exit and beyond. A multiple-time Investopedia Top 100 Financial Advisor, his financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, US News & World Report, and InvestmentNews. David represented Guam in the 1996 Atlanta Olympic Games, sits on the Board of Directors as Treasurer for the Lower East Side Girls Club, and is active with Entrepreneur's Organization, the Estate Planning Council of New York City, Advisors in Philanthropy (AiP), and the Exit Planning Institute. Denise Sarkor With over 18 years of experience at the intersection of financial services, business strategy, and human development, Denise Sarkor is Principal & Private Wealth Advisor at Sarkor Financial Advisors—a fee-only financial planning and investment management firm. In this capacity, she advises trailblazing—yet underestimated—community leaders, career executives, and small business owners on their personal financial plans, portfolios, trusts, estates, and philanthropic vehicles. Denise's expertise extends beyond traditional financial services, as she focuses on helping marginalized communities in building impactful legacies through tailored financial strategies. Learn more at denisesarkor.com or sarkorfinancialadvisors.com. Lillie N. Nkenchor Lillie N. Nkenchor, Esq., LL.M. is the Founding and Managing Attorney of Lillie N. Nkenchor, PC, where she drafts estate planning and business documents and resolves complex legal issues for individuals, families, and business owners. Lillie combines legal precision with strategic insight to help clients protect assets, build generational wealth, and achieve their personal and business goals in a tax-efficient way. In addition to her legal practice, Lillie is an engaging speaker who presents to students, professionals, and community groups to educate, inspire, and empower others to plan confidently. Her mission is to demystify estate and business planning so people can move forward without fear or confusion—and take control of their financial futures. Ryan Raffin Ryan serves as Partner, Noncash Assets & Compliance, for Charitable Solutions, LLC. His work focuses on compliance, tax, and due diligence issues relating to complex charitable giving. His work involves assessment of proposed donations and liquidation of donated assets, particularly involving Dechomai Foundation, Inc. Prior to joining Charitable Solutions, Ryan graduated from the University of Iowa College of Law. He earned a bachelor's degree in accounting from the University of Notre Dame. He is licensed to practice in Colorado and South Carolina. Sarah Taylor Sarah Taylor is the founder of Taylor Impact Group, where she helps individuals, families, foundations, and companies build their legacy through purposeful and strategic giving. Before launching her independent practice, Sarah built and led philanthropic programs for Fortune 500 companies, like Tito's Handmade Vodka and Vista Equity Partners. She has advised executives on their personal giving, developed signature grantmaking programs, launched employee giving initiatives, and scaled cause-marketing efforts that increased brand equity and consumer loyalty. 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 Business Owners Certificate Modules Fundamentals of Entrepreneurship and Business Ownership Charitable and Estate Planning with Business Owners Business Philanthropy and Social Impact Choices Philanthropy as Part of Business Transition & Exit Planning Case Study Exercise, Post-Ownership, and Advisory Roles Course Format Program Type: Certificate program - asynchronous course with module quizzes Program Delivery: Readings, case study, videos, graphics, downloadable resources Program Complexity Level: Intermediate Daylight is an approved CE sponsor. Continuing education credits are eligible for completion of the Philanthropic Planning with Business Owners Certificate. CFP®, CPWA®, CIMA®, RMA®: 6.5 hours CAP®, CFRE, CSPGCM : 6.5 hours Download Philanthropic Planning with Business Owners Certificate program description and program outline . Register for the Philanthropic Planning with Business Owners Certificate or an Annual Certificate Subscription now! INDIVIDUAL OR ANNUAL SUBSCRIPTION CHECKOUT

Daylight is your philanthropic planning training partner, equipping you with the confidence, competence, and cultural dexterity to grow your practice, strengthen client relationships, and lead with impact. It is home to the flagship program, the Impact Philanthropy Advisor (IPA) Certificate Program for philanthropic and wealth advisors. Our Work Amidst a historic intergenerational transfer of wealth, clients are turning to advisors for more than investment and tax planning, and philanthropy’s tools, considerations, and goals have become more complex. It’s a transformative era for wealth and philanthropy, requiring new competencies and networks to thrive. Daylight’s learning platform is exclusively designed for wealth and philanthropic advisors to help you meet this extraordinary opportunity to grow your business, client relationships, and impact. Our programs give advisors the confidence, competence, and cultural dexterity to modernize their philanthropic advising practice. The Certified Impact Philanthropy Advisor (IPA) program and segment certificates establish a new benchmark for excellence in philanthropic advising training, while the Impact Advisor Network (IAN) supports a thriving community of practitioners. The Daylight Philanthropic Advising Competency Model is the first field-informed framework that outlines the knowledge, skills, and behaviors advisors need to serve clients and communities today. Since 2024, Daylight has illuminated the path for philanthropic advisors and those in the wealth industry seeking to align career growth, values, and impact. Daylight’s philanthropic advising ecosystem connects learning, credentialing, tools, and community to support your advisory practice. Field Definition The Philanthropic Advising Competency Model equips advisors with a shared language and professional standard. Community The Impact Advisors Network (IAN) sustains learning, reinforces standards, and builds advisor confidence over time. Credentialing The Certified Impact Philanthropy Advisor program builds the skills advisors need to integrate philanthropy into wealth planning. Convenings Daylight convenes advisors to collectively shape the future of philanthropic advising. Specialization A set of niche certificates helps advisors deepen their expertise and explore emerging areas. Research Our original research delivers field-informed guidance to strengthen, connect, and elevate the philanthropic advising profession. Knowledge Hub Advisors gain access to high-quality, curated resources that support practice in real time (DAFopedia ). Practice Norms Practice-based insights are embedded across Daylight’s programs, reinforcing sound judgment and professional trust. Download the Daylight overview here .

Earning the Impact Philanthropic Advisor certification signifies the successful completion of a rigorous 12-module program designed to cultivate the relational, technical, and practical skills essential for effective philanthropic planning and advising. Through independent study and collaborative discussions, the program further enhances the capabilities of advisors to support the evolving needs of families, organizations, and communities. Philanthropy Advisor. Philanthropic Advisor. Certified IPAs Daylight is proud to recognize the advisors who have completed the Certified Impact Philanthropy Advisor (IPA) program. Over the course of 20 weeks, these professionals completed a rigorous program combining self-directed learning and facilitated dialogue to strengthen their philanthropic advising practice. Certified IPAs represent a rich mix of cross-sector expertise—spanning financial advising, philanthropic consulting, law, accounting, gift planning, and grantmaking from donor-advised funds and foundations. The Certified IPA program equips advisors with the confidence, competence, and cultural dexterity needed to serve today’s philanthropic clients. Take a look at who’s an IPA. Don’t be surprised if you see many colleagues from the field. And, if you're looking for an advisor, reach out - we're happy to connect you to a Certified IPA! View More October 2025 Cohort Graduates View More January 2025 Cohort Graduates View More July 2025 Cohort Graduates View More October 2024 Cohort Graduates View More April 2025 Cohort Graduates

Daylight equips wealth and philanthropic advisors with the confidence, competence, and cultural dexterity to grow their practices, strengthen client relationships, and lead with impact. Our Certified Impact Philanthropy Advisor (IPA) program and certificate offerings establish a new benchmark for excellence in philanthropic planning education. IPA Live Info Sessions Next info session: May 14, 2026 at 9 am PT/12 pm ET Join an upcoming live Impact Philanthropy Advisor (IPA) information session and learn how IPA can take your philanthropic planning expertise to the next level! We will provide additional details about IPA, the learner experience, and how it can help accelerate your technical, relational, and practical skills to support philanthropic clients and grow your practice. Whether you’re a client-facing advisor, development professional, or seasoned practitioner, you’ll learn what sets IPA apart from other professional development programs in philanthropic planning. Register Now Upcoming Info Session Dates May 14, 2026 9 am PT/12 pm ET July 9, 2026 9 am PT/12 pm ET September 10, 2026 9 am PT/12 pm ET November 12, 2026 9 am PT/12 pm ET June 10, 2026 12 pm PT/3 pm ET August 12, 2026 12 pm PT/3 pm ET October 1, 2026 12 pm PT/3 pm ET December 9, 2026 12 pm PT/3 pm ET Meet Our IPA Team and Faculty Members Dien Yuen Crystal Thompkins Tony Macklin Megan Lemieux Bell