The Essentials of DAF Advising Certificate provides a practical, unconflicted introduction to today’s DAF landscape. Certificates Essentials of DAF Advising Donor-advised funds (DAFs) are among the most widely used and flexible philanthropic vehicles available to donors and their advisors. Their growth has expanded the range of donors, charitable strategies, and DAF sponsoring organizations. At the same time, it has generated confusion, misconceptions, and ongoing debate among advisors, nonprofits, policymakers, and the public. The certificate provides a practical, unconflicted introduction to today’s DAF landscape. Learners will gain a clear understanding of how DAFs work, the sponsor ecosystem, common planning opportunities and limitations, and the role DAFs can play within broader philanthropic and financial planning strategies. They will also explore the many ways advisors can thoughtfully incorporate DAFs into their practices. Rather than advocating for any particular sponsoring organization or charitable strategy, the certificate prepares advisors to evaluate DAFs within the context of each client's philanthropic goals, financial circumstances, and broader planning needs. Designed primarily for wealth advisors, attorneys, CPAs, trust officers, family office professionals, and philanthropic advisors, this certificate helps learners engage clients with greater confidence and make informed decisions about when—and when not—to use DAFs. The program may also benefit development professionals and nonprofit leaders seeking a deeper understanding of DAFs. However, it is not designed to train them to raise funds from DAFs or cultivate DAF donors and fund advisors. "I recently completed the Introduction to Philanthropic Planning (IPP) Certificate and was thoroughly impressed by the quality and depth of the content. This is a fantastic course to refresh one’s understanding of the current philanthropic landscape as well as dive deeper into some of the technical aspects of various charitable vehicles." Randy Macon Foundation Management, Inc. LEARNING OBJECTIVES Define how a DAF works structurally and legally Recognize a wider range of client segments who can use DAFs Identify criteria for matching DAF sponsors to a client’s profile and goals Explain opportunities for incorporating DAFs into wealth, estate, and other plans Apply conversation prompts to help clients clarify philanthropic goals FACULTY 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. Essentials of DAF Advising Certificate Modules The Modern DAF Landscape Effectively Incorporating DAFs into Planning Course Format Program Type: Certificate program - asynchronous with module quizzes Program Delivery: Readings, videos, graphics, downloadable resources Program Complexity Level: Overview Daylight is an approved CE sponsor. Continuing education credits are eligible for completion of the Essentials of DAF Advising Certificate. CFP®, CPWA®, CIMA®, RMA®:  2 hours  CAP®, CFRE, CSPGCM:  2 hours  Download the Essentials for DAF Advising Certificate program description and program outline . Register for an individual 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

The Introduction to Philanthropic Planning Certificate offers a quick, practical entry for professional advisors and philanthropic leaders who are increasingly called upon to help clients or donors give effectively. Certificates Introduction to Philanthropic Planning Certificate The Introduction to Philanthropic Planning Certificate offers a quick, practical entry for professional advisors and philanthropic leaders who are increasingly called upon to help clients or donors give effectively. Wealthy clients now expect guidance beyond technical solutions, and younger generations are seeking clarity around purpose and impact while using tools beyond tax-deductible gifts. Advisors willing to facilitate conversations about modern philanthropy will have the edge in client attraction and retention during the historic transfer of wealth. This Certificate is designed for wealth advisors, private client attorneys, CPAs, trust officers, family office staff, and nonprofit professionals seeking a fundamental baseline or refresh in philanthropic advising. It provides essential vocabulary, frameworks, and conversational techniques to clarify and support clients’ decisions about purpose, giving, and social impact. "I recently completed the Introduction to Philanthropic Planning (IPP) Certificate and was thoroughly impressed by the quality and depth of the content. This is a fantastic course to refresh one’s understanding of the current philanthropic landscape as well as dive deeper into some of the technical aspects of various charitable vehicles." Randy Macon Foundation Management, Inc. Net Promoter Score A world-class rating, reflecting advisors' desire to help clients align wealth with what matters most. Response period: March 8 - June 8, 2026. Total Responses=26 NPS 85 Daylight's Introduction to Philanthropic Planning Certificate has been named a finalist in the Philanthropy Category of the 2026 Wealth Management Industry Awards , recognizing the program's excellence in advancing philanthropic planning education for wealth management and advisory professionals. LEARNING OBJECTIVES Explain the knowledge and skills required for effective advising within the Philanthropic Advising Competency Model. Describe the nine components of modern philanthropic planning, including representative client deliverables. Explain the fundamentals of the modern social impact toolkit, including donor-advised funds, private foundations, and emerging structures and trends. Apply conversation prompts to lead discovery discussions that surface client values, purpose, and legacy goals. Predict how the advisor’s role will evolve as a collaborator with others across the stages of developing and implementing philanthropic plans. FACULTY 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. Introduction to Philanthropic Planning Certificate Modules Laying the Groundwork Preparing for Meaningful Impact Course Format Program Type: Certificate program - asynchronous with module quizzes Program Delivery: Readings, videos, graphics, downloadable resources Program Complexity Level: Overview Introduction to Philanthropic Planning Certificate is complimentary for all advisors. Daylight is an approved CE sponsor. Continuing education credits are eligible for completion of the Introduction to Philanthropic Planning Certificate. CFP®, CPWA®, CIMA®, RMA®:  2 hours  CAP®, CFRE, CSPGCM:  2 hours  Download the Introduction to Philanthropic Planning Certificate program description and program outline . Register for the Introduction to Philanthropic Planning 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. Certificate programs are tailored for busy and on-the-go advisors who require flexible learning options. Certificates Build the specialized expertise today’s philanthropic clients demand. Daylight certificates help wealth, philanthropic, and impact advisors deepen practical fluency in the issues shaping modern giving—from behavioral philanthropy and impact investing to business-owner planning, women and wealth, collaborative giving, and gift planning. Program benefits Flexible online learning: Complete coursework at your own pace, on your own schedule. Targeted and practical content: Focus on technical topics or specialized market segments that directly support your practice. Continuing education credits: CE available for CFP®, CPWA®, CIMA®, RMA®, CAP®, CSPGCM, CFRE. Professional recognition: Earn a certificate that demonstrates your expertise and commitment to excellence—ideal for sharing with clients or adding to your professional profile. Best value for active learners: Access the full certificate library for one annual subscription. "(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 FIND THE CERTIFICATE THAT FITS YOUR PRACTICE New to the field (or seeking a refresh): Introduction to Philanthropic Planning The Introduction to Philanthropic Planning Certificate is designed for advisors seeking a foundational baseline or refresh in modern philanthropic advising. The program introduces core vocabulary, frameworks, and tools to help clients articulate purpose, align giving with values, and pursue meaningful social impact. Participants gain a clear understanding of the Philanthropic Advising Competency Model, the nine components of contemporary philanthropic planning, and the evolving social impact toolkit—including donor-advised funds, private foundations, and emerging structures. Deepen client conversations: Behavioral Philanthropy Certificate The Behavioral Philanthropy Certificate, created in partnership with ideas42 , helps advisors deepen their understanding of how behavioral science and philanthropic advising intersect. The program explores the psychological factors that influence donor behavior, common barriers to giving, decision-making processes, and the role of social and family dynamics in philanthropic outcomes. Philanthropic Planning with Women As women take a more active role in financial decision-making, understanding their goals and investment preferences is a business imperative. As clients, women are more likely to donate to charities, want to involve their families in philanthropy, and invest in social and environmental impact goals. In this certificate, you’ll gain insights into the differentiated needs, preferences, and behaviors of women in managing their finances and how those decisions are reflected in their philanthropy and social impact goals. Philanthropic Planning with Business Owners Approximately 69% of business owners intend to incorporate charitable giving into their plans for exiting their businesses. In this certificate, you’ll learn about 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. Expand technical fluency: Impact Investing Certificate The Impact Investing Certificate equips advisors with fluency in core concepts and key terminology, an understanding of common impact investment vehicles, and the ability to evaluate how impact strategies can complement and extend traditional philanthropy by balancing financial performance with measurable social and environmental outcomes. The curriculum addresses evolving market dynamics, regulatory considerations, and clientappropriate opportunities. Gift Planning Certificate (Coming Soon) 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. You’ll explore the fundamentals of gift planning, the giving vehicles every advisor should know about, and forward-thinking strategies for donating noncash assets. The curriculum blends technical expertise with cultural and values-driven insights, preparing advisors to navigate complex planning conversations and solutions for clients and organizations. Build collaborative practice: Collaborative Philanthropy Certificate Donors and foundations increasingly want to work alongside other donors. They want to leverage their peers’ knowledge, resources, and lists of effective nonprofits, movements, and impact investments. You’ll explore global trends, research, and case studies on collaborative funds, giving and investing circles, women’s funds, and similar tools. Developed with Philanthropy Together , this program provides you with actionable strategies to integrate collective and collaborative giving practices into your client offerings. CERTIFICATE REGISTRATION Enroll Now Best Value Annual Certificate Subscription Price $1,500.00 Enroll Now Behavioral Philanthropy Certificate Price $800.00 Enroll Now Philanthropic Planning with Business Owners Certificate Price $800.00 Enroll Now Collaborative Philanthropy Certificate Price $800.00 Coming Soon Gift Planning Certificate Price $800.00 Enroll Now Impact Investing Certificate Price $800.00 Enroll Now Complimentary Introduction to Philanthropic Planning Certificate Price $0.00 Enroll Now Philanthropic Planning with Women Certificate Price $800.00 To purchase certificates or subscriptions for multiple learners, please select the appropriate box during checkout and email learn@daylightadvisors.com after completing payment. For 10 or more learners , please email learn@daylightadvisors.com and a Daylight team member will contact you. Still have questions? See our FAQs . Download Certificate Program Description here . Benefits Offerings Registration FAQs

Crystal Thompkins, CAP®, CSPG, IPA Crystal Thompkins (She/Her) Director, Strategic Impact crystal@daylightadvisors.com Crystal Thompkins is Director of Strategic Impact, leading the development of Daylight’s community of practice for professional advisors. Crystal brings a depth of experience with over 20 years of experience in planned giving program management and organizational support and family legacy planning across the wealth spectrum. She is committed to building relationships and collaborating across the philanthropic sector to create an advisor community prepared for the future of philanthropy. Crystal is a frequent speaker at national conferences and has published articles in several publications including Worth Magazine and ThinkAdvisor. Her community service includes the advisory council of Women of Color in Fundraising and Philanthropy (WŌC); the editorial board of Planned Giving Today; the investment committee of the Winston-Salem Foundation; and the boards of the Black Philanthropy Initiative (BPI) and the Community Investment Network (CIN). Crystal is a Chartered Advisor in Philanthropy®, Certified Specialist in Planned Giving, and a Certified Impact Philanthropy Advisor. LinkedIn

Certified IPAs April 2025 Cohort Allison Brody Aurora Colindres Dana Rogers Diamond Ebony Bloom Everett Poisson Jaclyn Sablosky Julia Ge Lauren Bartolozzi Matthew Closter Molly Judge Shanan Spencer-Brown Solomon Kim Allison Parker Brantley Boyett Danese Bardot Edward Wang Evlyn Andrade Jen Goh Kathi Littmann Lauren Graham Maya Hemachandra Nneka Nwaifejokwu Shannon Stagner Sylia Obagi Andy Kastner Christy Cole Davinah Simmons Emilia Blancarte Jaber Fernanda B Nogueira Jennifer Curry Kimberlin Butler Lauren Hadi Meghan Clifford Patrick Fletcher Shannon Walker Tiffanie Purvis Aparna Rae Constance Young Devi Vat-Ho Erik Rankin George Suttles Jennifer Ryan Kimberly Bailey Lauren Sgandurra Merrick Nguyen Rebecca Mantey Shirley Kwan Tyeshia Wilson Ashlee Carter Corinne Handelman Dianne Chipps Bailey Erin Gollhofer Selfridge Jackie Demee Jordan Richardson Laura Risimini Lori Kranczer Mohamed Alansari Robyn Sneeringer Simone Hassan-Bey

What trends are influencing gift planning? What trends are influencing gift planning? By Megan Bell and Dien Yuen At Daylight, we monitor trends in philanthropic advising and listen closely to advisors and gift planners working with clients and donors on the frontlines. One way we do this is by connecting some of the dots we see and asking advisors how it might apply in their day-to-day work and what's on their minds. In April, we asked attendees at the Northern California Planned Giving Council, "What trends in philanthropy or gift planning are on your minds?" We received over 60 responses written on notecards. They can be grouped into six general themes: giving styles and trends, gift planning, DAFs, demographics, AI/Tech, and concerns over the current political climate. Below are examples of what the participants shared. Do they resonate with you? We've shared our "Adapting to 8 Trends in Philanthropic Advising" presentation to over 600 non-profit and for-profit advisors in many small gatherings. The responses vary based on geography, advisor mix, client or donor sophistication level, etc. One consistent theme is that advisors are looking to broaden their definition of philanthropic planning. Adapting to 8 Trends in Philanthropic Advising Episode 1: Changing Client Base Episode 2: Evolving Definitions Episode 3: Evolving Vehicles Episode 4: Questioning Norms Episode 5: Growing Mistrust Episode 6: Wealth Planning Episode 7: AI for Good Episode 8: The Messy Marketplace

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

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. Philanthropic Advising Competency Model Daylight’s Philanthropic Advising Competency Model is the first of its kind: a field-informed framework that outlines the knowledge, skills, and behaviors advisors need to serve clients and communities today. The thirteen core competencies reflect a dynamic, evolving profession that requires both technical fluency and relational skills. It provides a flexible structure for advisors, employers, and professional networks to assess and strengthen their practice. Whether you're a practitioner mapping your growth, a leader working to strengthen the field, or an employer, you can use the model to: Recruit and evaluate talent with greater clarity Guide professional development and coaching Align teams around shared expectations Build trust and transparency in advisory services By bringing definition to a once-ambiguous role, this model lays the foundation for a modern, values-driven profession—and invites you to help shape what comes next. Download Report EXECUTIVE SUMMARY Philanthropic advisors play an increasingly central role in shaping how wealth is directed toward social good. Yet despite the billions of dollars they help guide each year, there is no widely accepted standard for high-quality and effective modern philanthropic advising. The role remains undefined, and expectations vary widely across institutions, clients, and sectors. Daylight created the Philanthropic Advising Competency Model to help build a modern profession grounded in excellence, professionalism, and impact. This groundbreaking framework equips employers, advisors, and practitioners with a shared language for recruitment, hiring, performance evaluation, and professional growth. Organized around thirteen core competencies, the model defines the knowledge, skills, and behaviors required to advise clients and donors effectively. It brings definition to a previously ambiguous role, offering a clear path toward the professionalization of philanthropic advising. DAYLIGHT PHILANTHROPIC ADVISING ASSESSMENT This assessment is designed for you to reflect on where you are today. You will find a summary of the thirteen competencies and the objectives of each competency. We’ve also included the Components of Modern Philanthropic Planning to help you define your work. Download VOICE OF THE ADVISOR Elaine Chu emphasizes the importance of seeking mentors and participating in education and certification programs for those interested in philanthropic advising. In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Tony Macklin (Daylight Advisors) and Marguerite Griffin (Northern Trust) for a conversation about the Philanthropic Advising Competency Model.

Daylight was founded by leaders committed to advancing excellence and innovation in philanthropic advising training. Our programs are rooted in decades of real-world experiences across wealth management, philanthropic consulting, charitable planning, family dynamics, program design, and adult education. Daylight is a leading professional development platform equipping advisors with the confidence, competence, and cultural dexterity to grow their philanthropic planning practice. Through its Certified Impact Philanthropy Advisor (IPA) program and certificate offerings, Daylight has set a new benchmark for excellence in philanthropic planning education. Graduates of Daylight join the Impact Advisor Network (IAN), the fastest-growing community of practitioners in philanthropic advising. Board of Directors Chris Blunt CEO Peak Altitude Equity Dien Yuen , JD, LLM, CAP®, AEP®, IPA CEO Daylight Advisory Board Dianne Chipps Bailey , JD, CAP®, IPA MD, Natl. Philanthropic Strategy Exec. Bank of America Noel Pacarro Brown , CIMA®, CPWA® Financial Advisor, SVP The Conscious Wealth Mgmt Group at Morgan Stanley Nina L. Cohen , JD, CAP® Chief Diversity, Equity and Inclusion Officer, Mng. Dir., Glenmede Yvonne L. Moore , IPA Founder and Managing Director Moore Philanthropy Birger Stamperdahl , IPA President & CEO of Give2Asia, CEO of Myriad Alliance Toussaint Bailey Founder & Managing Partner, Uplifing Capital Stephanie Becerra Buckley , CAP® Head of Trust Philanthropic Services Wells Fargo Private Bank Avery T. Fontaine , CAP® SVP, Head of Philanthropy & Impact PNC Private Bank Hawthorn Faye Ong , CIPP Exec. Dir. Head of the Phil. Ctr., Sing. & SE Asia, J.P.Morgan Private Bank Edward Wang , 21/64 Cert. Adv., IPA VP, Family Office of Philanthropy Marin Community Foundation Brantley Boyett , JD, IPA President and Co-Founder Giving Docs Karen Mae Cheung , LLM, TEP, IPA Reg. Dir of Business Dev., APAC Growth Strategy & Client Mgmt., Equiom Group Hugh Lawson , IPA Principal, Lawson Leadership Advisory Ltd. Padric H.B. Scot t, MSFP®, CFP®, AEP®, CAP®, CLU®, WMCP®, IPA Pres. & CEO, Crossroad Capital Partners Freda L. Zietlow , CFA, NACD.DC® Board Dir., Bank of the Orient, Board Dir., MyriadUSA

Earning the Certified Impact Philanthrop 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. Through independent study and collaborative discussions, the program further enhances the capabilities of advisors to support the evolving needs and expectations of families, organizations, and communities. Edit About Chat Experience User Faculty Camera Fees Mail Register THE IMPACT PHILANTHROPY ADVISOR CERTIFICATION Amidst a historic $124 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. 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. With a mix of expert facilitation and on-demand instruction available online over 20 weeks, the Impact Philanthropy Advisor program (IPA) offers the skills and connections to confidently support the needs and expectations of families, organizations and communities today. 518 IPA Learners Enrolled 411 Certified IPAs 97% Graduation Rate 43 Community Foundation Represented 16 Countries/ Regions Net Promoter Score Our IPA program received a world-class rating that reflects the strength of our learning community. NPS 83 "Consider the IPA Certification a launching pad to elevate and strengthen one's confidence in being able to better serve those they're called to guide. I'm excited about the domino effect that will be felt throughout time by the advisors and consultants who lean into the wisdom that is collectively shared here." Padric H.B. Scott Founder & CEO, Crossroad Capital Partners "Daylight offers a comprehensive view of the field along with practical tools to help shape your unique approach. In a space where formal certification has been lacking, Daylight is leading the way by helping professionals build core competencies and define their practice." Jennifer Curry Director of Giving Strategies, Oregon Community Foundation "My experience with Daylight and the IPA program was exceptional. IPA offered a comprehensive overview of the philanthropic landscape, from giving vehicles to advisory strategies, while remaining highly practical and applicable to day-to-day work. The program created a valuable space to connect with thoughtful, like-minded peers across the sector." Travers Oliver Head of Philanthropic Strategies, Founders Pledge IPAs in Their Own Words THE IPA EXPERIENCE The Impact Philanthropy Advisor certification is a state-of-the-art learning program. 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 • Continuing education credits • Celebrations and virtual graduation • One year access to the Impact Advisors Network • Complimentary access to Collaborative Philanthropy Certificate 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 THE PROGRAM HOW IT WORKS About 30 hours, start-to-finish 6-8 executives per cohort 12 self-paced modules 5 case studies 10 live virtual cohort conversations facilitated by TonyMacklin, Dir. of Advisor Practice, Daylight Successful completion of the IPA program provides 16 hours of eligible CE credit. CFP Board | Certified Financial Planner® (14.5 eligible hours) Investments and Wealth Institute | Certified Private Wealth Advisor®, Certified Investment Management Analyst®, Retirement Management Advisor® The American College of Financial Services | Chartered Advisor in Philanthropy® The American Institute for Philanthropic Studies, CSU Long Beach | Certified Planned Giving Specialist® Certified Fund Raising Executive International | CFRE IPA MODULES 1. Fundamentals in Philanthropic Advising 2. Social Impact Landscape 3. Art of Philanthropic Advising 4. Purpose and Strategy 5. Charitable Tax Planning 6. Legacy and Gift Planning 7. Foundations and Donor Advised Funds 8. Impact Investing and Alternative Tools 9. Influence, Leverage and Civic Action 10. Planning for the Future 11. Ethics in Philanthropic Advising 12. Cultural Dexterity Download IPA program description and program outline . WHO NEEDS TO BE AN IPA? 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 firm loyalty and retention. FACULTY Nishita Bakshi MBA, MSAE, IPA Philanthropy Advisor Aquanetta Betts JD, AEP®, CAP®, CFRE, IPA Johnson Betts, LLC Beth Harper Briglia CPA, CAP®, IPA Philanthropic Advisor Ginni Galicinao ACFBA, ACFWA, CAP®, CPCC, ORSC, IPA Dynamics of Family Wealth Mark Greer MBA, CAP®, IPA Phīla Engaged Giving Steve Grourke CAP®, CFRE, IPA National Park Foundation Andrew Ho MBA, CAP®, IPA National Academy of Sciences Seth Klukoff IPA Eoan Strategies, LLC Shelly Kurtz IPA Eagle Pointe Advisors Cris Chapparo Lutz CAP®, CSPG, IPA The Huntington Library, Art Museum, and Botanical Gardens Tony Macklin CAP®, IPA Daylight Rick Peck CAP®, CFP®, ChFC®, IPA Richard C. Peck Consulting, LLC Rebecca Rothey CFRE, CAP®, AEP®, IPA FACILITATORS Bleu Blakslee IPA Quantum Philanthropy Partners Consulting LLC Beth Harper Briglia CPA, CAP®, IPA Philanthropic Advisor Jaimi Cortes MBA, IPA COR Philanthropic Strategies Kristin Giant JD, IPA Hyperlocal Impact Consultants, LLC Zakiya Lord CFRE, CAP®, IPA The Climate & Clean Energy Equity Fund Ruyi Lu IPA CCS Fundraising Tony Macklin CAP®, IPA Tony Macklin Consulting Rob McPherson IPA The Indianapolis Foundation Doug Page CAP®, IPA Greater Tacoma Community Foundation Erik Rankin MS, MPS, IPA Illinois Prairie Community Foundation Dorothy Stuehmke MPA, CAP®, IPA Capital Impact Advisory Jilla Tombar CAP®, IPA Blackbridge Philanthropic Joy Webb MBA, CAP®, IPA Philanthropic Advisor FEES For Profit: $2,850 Nonprofit & Independent Practitioners: $2,500 SCHEDULE January 2027 Live Session Schedule REGISTER Impact Philanthropy Advisor - Executive Cohort Enroll Now Re-Enroll or Withdraw Still have questions? See our FAQs . 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Growing Together: Insights From the Philanthropic Advising Competency Model Growing Together: Insights From the Philanthropic Advising Competency Model By Dien Yuen Modern philanthropic advising lacked a clear definition of the advisor’s role and a shared standard for what constitutes high-quality practice. Daylight created the Philanthropic Advising Competency Model (Model) to fill that gap. The Model comprises thirteen competences, each with a corresponding list of objectives to bring clarity, consistency, and credibility to a rapidly evolving field. At the DAF Giving Summit , Alisia Robin, Elaine Chu , and I facilitated the Impact Lab session titled "Shaping the Philanthropic Advising Competency Model." We asked the packed room of advisors and nonprofit professionals to complete a self-assessment that helps them reflect on where they are today and identify the skills they may want to build as they grow in their practice. The goal was to identify perceived strengths, areas for growth, and emerging patterns to inform training priorities and organizational development strategies across the field. We gathered the results of the two activities and have distilled our observations below. We thank all the participants for their time. How Advisors Self-Rate on Competencies In our first activity, we asked participants to rate themselves on the 13 competencies on a scale of 1 to 5 (aligned with Patricia Benner’s “From Novice to Expert” model, with 1 = Novice, 2 = Advanced Beginner, 3 = Competent, 4 = Proficient, and 5 = Expert). Across the dataset, participants demonstrated confidence in core behavioral and technical competencies while indicating development needs in specialized areas such as investment acumen, gift planning, and risk management. Most Often Rated 4–5s (Strengths) 60% of participants rated themselves as 4s or 5s in Behavioral Intelligence , making it the highest-rated competency. 47% of respondents appear proficient in Family Systems and Governance , yet the same percentage rated themselves as 1s and 2s. Other top-rated competencies include: Relationship & Network Development Purpose & Legacy Identification Sector Knowledge Mostly Rated 3s (Neutral/Average) 50% of respondents scored themselves as 3s in the Cultural Dexterity competency. Other areas of moderate comfort include: Research & Data Analysis Risk & Opportunity Management Mostly Rated 1–2s (Growth Areas) More than half of the respondents rated themselves low in Education and Facilitation . Other competencies trending lower include: Philanthropic & Social Impact Vehicles Risk & Opportunity Management Gift Planning and Investment Acumen were the lowest-rated competencies overall. 47% of respondents rated as 1s - 2s in both of these areas. 87% rated themselves 3 or lower in Investment Acumen . From Great to Growth In our second activity, we asked participants to review the 9 Components of Modern Philanthropic Planning , which are mapped to the 13 competencies in the Model. These are common deliverables expected from advisors. While an advisor or firm may not offer every component or follow a fixed planning sequence, modern philanthropic advisors are expected to be conversant across all areas. Participants were asked to identify the top three services they are currently delivering well (“great”) and three they would like to develop (“growth”). 91% of participants rated Purpose Clarification as great. Legacy Planning (43% identified as great; 52% identified as growth) received split perceptions — some feel capable, others see room to grow. Assessment & Learning (29% identified as great; 59% identified as growth) is a major developmental area. The data suggests the group is strong in defining direction but less confident in executing and measuring success. Great Mixed/Transitional Growth Purpose Clarification Legacy Planning Operational Choices Strategy Definition Vehicle Choices Resource Allocation Governance Choices Social Impact Tactic Choices Assessment & Learning Program An Evolving Philanthropic Advising Field The findings from this group of advisors and nonprofit professionals suggest that those practicing philanthropic advising bring diverse training, experiences, and perspectives to their work. Participants demonstrate notable strength in relationship building, behavioral intelligence, and purpose facilitation—core competencies that underpin effective advising. At the same time, they are steadily growing into the core technical dimensions of the field. Across the two datasets, patterns point to development opportunities in specialized technical areas, such as investment acumen, gift planning, and risk management. For some, partnering with other advisors who are proficient in gift planning and investments offers a balance. By deepening the connection between relational insight and technical skill, fostering cross-disciplinary collaboration, and embedding continuous learning into professional growth, these practitioners can advance both their individual practice and the field as a whole. Ultimately, our observations affirm that philanthropic advising is maturing into a modern profession—one grounded in empathy, strengthened by expertise, and united by a shared commitment to excellence. Daylight’s Philanthropic Advising Competency Model Daylight’s Philanthropic Advising Competency Model is the first of its kind — a field-informed framework that defines the knowledge, skills, and behaviors advisors need to serve clients and communities effectively today. The thirteen core competencies capture the essence of a dynamic and evolving profession — one that demands both technical fluency and relational acumen. The Model offers a flexible structure for advisors, employers, and professional networks to assess, strengthen, and align their practice. Whether you’re a practitioner charting your growth, a leader committed to strengthening the field, or an employer shaping talent strategy, the Model can help you: Recruit and evaluate talent with greater clarity Guide professional development and coaching Align teams around shared expectations Build trust and transparency in advisory services Download the Philanthropic Advising Competency Model and begin mapping your learning journey today.