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.

Daylight is a global hub for philanthropic learning, practice, and research. It is home to the flagship program, the Impact Philanthropy Advisor (IPA) Certificate Program for philanthropic and wealth advisors. Daylight Your learning partner for growth and impact. Daylight’s philanthropic advising ecosystem connects learning, credentialing, tools, and community to support wealth and philanthropic advisors. Take the first step in your learning journey with the Introduction to Philanthropic Planning Certificate . Complimentary for all advisors. Philanthropic Advising Learning Journey - find your learning path The Impact Philanthropy Advisor certification program is designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact. Learn More Register for a Live IPA Info Session. Brian Balduzzi, Private Client Attorney IPA has assisted me not only with understanding the tools and strategies for charitable giving but how to assist clients with their other advisors in developing plans for impact. The opportunity to engage with others around the world who are deeply knowledgeable and passionate about being a more thoughtful and impactful planner is an excellent resource for me to strengthen my network and learn from my colleagues. Certificates Elevate Your Philanthropic Advisory Practice Fulfill continuing education requirements while gaining practical insights into modern charitable planning strategies and giving topics your clients are navigating today. Get a year of unlimited access to all certificates for $1,500. Registration Now Open! Introduction to Philanthropic Planning Certificate Complimentary for all advisors. Learn More Behavioral Philanthropy Certificate Learn more. Impact Investing Certificate Learn more. Collaborative Philanthropy Certificate Learn more. Philanthropic Planning with Business Owners Certificate Learn more. Philanthropic Planning with Women Certificate Learn more. Gift Planning Certificate Learn more. Written by advisors for advisors, DAFopedia draws on the collective intelligence of leaders from the wealth advisory and philanthropic sectors to help you navigate the evolving landscape of DAF giving and beyond. Learn More Learn from industry practitioners with our Illuminate Philanthropy podcast. Listen Now

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 July 2025 Cohort Graduates View More January 2025 Cohort Graduates View More April 2025 Cohort Graduates View More October 2024 Cohort Graduates

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 Certificate programs are tailored for busy and on-the-go advisors who require flexible learning options. They're the perfect way to meet your targeted learning needs and explore technical or market segment-specific topics. Clients who receive charitable planning are more loyal and likely to recommend their advisors. Advisors who offer charitable planning Net Promoter Score: 67 Advisors who don't offer charitable planning Net Promoter Score: 49 https://www.fidelitycharitable.org/content/dam/fc-public/docs/insights/on-the-leading-edge-report.pdf 6x Assets Firms that offer charitable planning had 6x the median assets of those that do not. 3x Organic Growth Firms that offer charitable planning had 3x the median organic growth of those that do not. 1.3x New Money Firms that offer charitable planning had 1.3x the median new money per investor of those that do not. https://www.fidelitycharitable.org/content/dam/fc-public/docs/insights/on-the-leading-edge-report.pdf CERTIFICATE OFFERINGS Behavioral Philanthropy Certificate The Behavioral Philanthropy Certificate, created in partnership with ideas42 , offers advisors a unique opportunity to deepen their understanding of how behavioral science and philanthropic advising intersect. 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. By the end of the program, you will gain a solid grounding in behavioral principles and develop actionable strategies that can be implemented to enhance client and donor relationships and drive meaningful change in the philanthropic landscape. Philanthropic Planning with Business Owners 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. 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. But how will they navigate the hundreds of choices available? As an advisor, you have a unique opportunity to help clients and donors increase their impact and satisfaction through the power of collective and collaborative giving. In this certificate, you’ll dive into global trends and cutting-edge research, learn to compare and assess options for clients, and engage with real-world case studies highlighting how donors are using collaborative funds, giving and investing circles, women’s funds, and similar tools. Created in partnership with Philanthropy Together , the Collaborative Philanthropy Certificate will provide you with actionable strategies to integrate the power of collective and collaborative giving practices into your client offerings. 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. Impact Investing Certificate The Impact Investing Certificate enables advisors to develop fluency in core concepts and key terminology, explore common investment vehicles, and assess 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 client-appropriate opportunities. Through examples and insights from experienced practitioners, advisors gain practical tools to confidently introduce impact investing to clients. Introduction to Philanthropic Planning 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. Philanthropic Planning with Women Today, women control over $10 trillion, a third of US household financial assets. By 2030, they will control $34 trillion in financial assets as part of the Great Wealth Transfer. As women become more active 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. 84% of individual investors say they're interested in using their investing dollars to affect social and environmental change. Source: Morgan Stanley's Sustainable Investing Report 79% of investors agree they would be much more loyal to a financial advisor who actively helps them invest in a way that also has positive impact on the world. Source: Nuveen's Sixth Annual Responsible Investing Survey CERTIFICATES OFFER FLEXIBLE ONLINE LEARNING Our online certificate programs provide you with the knowledge to confidently support the needs and expectations of your clients. They're designed to help you immediately leverage new skills, build stronger relationships, and showcase your expertise. Each certificate program includes four to six modules and can be completed online at your own pace. Continuing education credits are available for each program. Individual Certificates Annual Subscription Nonprofit & Solo Practitioner $700 $1,400 For Profit $800 $1,500 Flexible, online access 🟡 🟡 Interact with an online community of practitioners 🟡 🟡 Continuing education hours available 🟡 🟡 Be a part of the Impact Advisors Network ($300 value) 🟡 🟡 Deep dive into a specific topic or client segment 🟡 🟡 Access all certificates ($4,800 value) 🟡 Showcase your expertise Certificate of Completion Certificate of Completion Daylight is an approved CE sponsor. Continuing education credits are available for all certificate programs. Still have questions? See our FAQs . Download Certificate Program Description here . CERTIFICATE REGISTRATION Add to Cart Best Value Annual Certificate Subscription Add to Cart Behavioral Philanthropy Certificate Add to Cart Philanthropic Planning with Business Owners Certificate Add to Cart Collaborative Philanthropy Certificate Coming Soon Gift Planning Certificate Add to Cart Impact Investing Certificate Add to Cart Complimentary Introduction to Philanthropic Planning Certificate Add to Cart Philanthropic Planning with Women Certificate 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.

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. Certificates Philanthropic Planning with Women Certificate Today, women control over $10 trillion, a third of US household financial assets. By 2030, they will control $34 trillion in financial assets as part of the Great Wealth Transfer. As women become more active 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. 53% of female-controlled assets are unmanaged, compared to 45% for men. This represents a $10 trillion opportunity for firms recognizing female investors' unique goals and preferences. The new face of wealth: The rise of the female investor, McKinsey, 2025 With women set to control over $34 trillion in assets by 2030, understanding how they give, invest, and build a legacy is no longer optional — it's essential. Women are leading with purpose, seeking advisors who respect their priorities and support their desire to use wealth as a tool for impact. This course offers the knowledge and practical tools to engage women with clarity, confidence, and integrity. —Erin Hulme Oceguera LEARNING OBJECTIVES Understand the life events and motivations that influence women's philanthropic journeys, and how advisors need to adjust their approach and practices accordingly. Evaluate the strategy, tools, and funding options to support women as clients in maximizing their impact. Develop culturally competent approaches to advising women across diverse backgrounds. FACULTY Bleu Blakslee Bleu Blakslee is a nationally and internationally noted philanthropic strategist with over 35 years of nonprofit leadership experience, specializing in complex giving, planned giving, social impact strategy, and NextGen engagement. Bleu is a recognized leader in sector innovation—pioneering philanthropic applications of Web3, crypto, and non-cash asset giving—and has worked with family offices, professional advisors, and multi-generational donors to align values with impact. Darley Tom Darley Tom is a connector and changemaker, passionate about community and impact. As Managing Partner and Experience Architect for Maverick Collective, she leverages nearly 20 years of cross-sector experience to drive bold, purpose-driven initiatives. With a background in journalism, global programs, and luxury marketing, she blends creativity with business strategy to foster innovation. Darley’s ability to connect ideas, people, and purpose continues to create lasting impact across communities and philanthropic efforts. Beyond work, she enjoys gardening, hands-on creative projects, and archery. 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. Dien Yuen Dien is the Founder and CEO of Daylight, a learning partner equipping wealth and philanthropic advisors with the confidence, competence, and cultural dexterity to grow their practices, strengthen client relationships, and lead with impact. She was named in Wealthmanagement.com ’s 2025 Ten to Watch: Innovators and Influencers Set to Change the Industry. Dien 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 Wealth Management Institute in Singapore, where she serves as lead faculty for philanthropy. Dien’s early career included senior roles in wealth management and global development organizations. Ellen Remmer Ellen Remmer is Co-Founder of Invest for Better and a champion for impact investing, philanthropy and social change. She launched Invest for Better with Co-Founder Janine Firpo in 2021, after incubating it at The Philanthropic Initiative, where she is a Senior Partner and served as President & CEO from 2006-2011. Ellen is also the President of the Remmer Family Foundation, on the Board of Prosperity Catalyst and the Maine Chapter of The Nature Conservancy, and a member of the Oxfam Leadership Council. Erin Hulme Erin is an independent philanthropy advisor with over 20 years of experience guiding philanthropists and nonprofit organizations in strategy development, resource mobilization, and the creation of high-impact partnerships. Her background includes leading the philanthropy team at the WHO Foundation and advancing gender-lens giving, collaborative philanthropy, and cross-border funding initiatives as part of the Philanthropic Partnerships team at the Bill & Melinda Gates Foundation. Erin launched her career at the United Nations Foundation and the International Business Leaders Forum, partnering with Fortune 500 companies to drive sustainability and global development. Jensyn Hallett Jensyn Hallett is a leader in philanthropy, gender equity, and economic development with over 15 years of experience advancing initiatives that empower women and build inclusive economies. She leads strategic partnerships at Invest for Better and founded Alivest, advising funders and entrepreneurs on aligning capital with impact. She also serves as Executive Director of the Southern Capital Project, expanding wealth-building opportunities for women. Jensyn teaches impact investing and social entrepreneurship, mentors emerging leaders, and previously led global investments as Director of Impact Capital at Heifer International. Rena Greifinger Rena Greifinger is an award-winning social entrepreneur, philanthropy leader, and advocate for gender equality. As Managing Partner of Maverick Collective, she works to unlock the power and potential of women and their capital to advance health and equity across the world. From founding and scaling a national leadership and mentoring program for young people living with HIV, to working in over 20 countries to bring better quality sexual and reproductive health services and access to adolescent girls, to launching a community of bold women investors as they catalyze impact for gender equality, she leads with purpose, authenticity, and joy. Yolanda F. Johnson A trusted leader in fundraising, philanthropy and Inclusive Philanthropy, Yolanda F. Johnson is the founder of Women of Color in Fundraising and Philanthropy (WOC) and a sought-after keynote speaker, instructor, panelist, and moderator for various presenting organizations and academic institutions nationwide and internationally. Yolanda is a founding member of the Women’s Philanthropy Alliance, a core group of industry experts and thought leaders on Women's Philanthropy. Yolanda is a member of the Women’s Philanthropy Institute National Council as well as the Leadership Network for the Amplify Her Charitable Foundation. She is a member of the Impact-Driven Philanthropy Collaborative and serves on the Marketing Committee of Advisors in Philanthropy. FEATURED INDUSTRY PRACTITIONERS Shilpa Andalkar, CFP®, CDFA® Shari Fleming, Esq., AEP®, CAP® Elaine Martyn Stephanie Ellis-Smith, CAP® Hali Lee Heather McLeod Grant Philanthropic Planning with Women Certificate Modules Planning for the New Majority in Wealth Life Events that Impact Giving Financial, Estate and Philanthropic Planning Planning and Engaging with Purpose Investing for Impact Strategy to Execution 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 Women Certificate. CFP®, CPWA®, CIMA®, RMA®: 6.5 hours CAP®, CFRE, CSPGCM: 6.5 hours Download Philanthropic Planning with Women Certificate program description and program outline . Register for the Philanthropic Planning with Women Certificate or an Annual Certificate Subscription now! INDIVIDUAL OR ANNUAL SUBSCRIPTION CHECKOUT

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 • Philanos Austin, TX February 8-10 Button • Daylight IPA Info Session Virtual February 11 Button • The Constant Evolution of Professional Advising Virtual February 12 Button • Daylight IPA Info Session Virtual March 12 Button IPA Live Info Session - February 11 IPA Live Info Session - February 11 The Constant Evolution of Professional Advising The Constant Evolution of Professional Advising IPA Live Info Session - March 12 IPA Live Info Session - March 12

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 February 2026 January 2026 December 2025 November 2025 SEE MORE Awards

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: March 12, 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 March 12, 2026 9 am PT/12 pm ET May 14, 2026 9 am PT/12 pm ET April 1, 2026 12 pm PT/3 pm ET June 10, 2026 12 pm PT/3 pm ET Meet Our IPA Team and Faculty Members Dien Yuen Crystal Thompkins Tony Macklin Megan Lemieux Bell

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. 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 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 becoming an Impact Philanthropy Advisor 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 $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. It’s the perfect time to skill up with IPA. Register for a live info session. 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 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 Impact Advisors Network • 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 IPA MODULES Fundamentals in Philanthropic Advising 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 Your Philanthropic Advising Work 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 Daylight is an approved continuing education (CE) provider for the following organizations and programs: CFP Board | Certified Financial Planner® 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, California State University Long Beach | Certified Planned Giving Specialist® Certified Fund Raising Executive International | CFRE Successful completion of the IPA program provides 16 hours of eligible CE credit (14.5 eligible hours of CFP® charter holders). 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. FACULTY Tony Macklin, CAP® Daylight Aquanetta Betts JD, AEP®, CAP®, CFRE Johnson Betts, LLC Steve Grourke CAP®, CFRE National Park Foundation Cris Lutz, CAP®, CSPG The Huntington Library, Art Museum, and Botanical Gardens Dien Yuen JD/LLM, CAP®, AEP® Daylight Beth Harper Briglia CPA, CAP® Philanthropic Advisor Andrew Ho, MBA, CAP® National Academy of Sciences Rick Peck CAP®, CFP®, ChFC®, IPA Richard C. Peck Consulting, LLC Crystal Thompkins CAP®, CSPGCM Daylight Ginni Galicinao, ACFBA, ACFWA, CAP®, CPCC, ORSC Dynamics of Family Wealth Seth Klukoff Eoan Strategies, LLC Rebecca Rothey CFRE, CAP®, AEP® Nishita Bakshi MBA, MSAE Philanthropy Advisor Mark Greer, MBA, CAP® Phīla Engaged Giving Shelly Kurtz Eagle Pointe Advisors 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 group 12 self-paced modules 5 case studies 10 live virtual cohort conversation HOW IT WORKS For Profit: $2,850 Nonprofit & Independent Practitioners: $2,500 FEES (Discount codes cannot be combined with other offers.) Cohorts starting in April and July . Still have questions? See our FAQs . Register for a live info session. Download IPA program description. REGISTER First name* Last name* Email* How did you hear about us? Please share your friend's name so we may thank them.* Select your top two IPA group preferences: (Cohort group options: April and July 2026.) First group preference:* Second group preference:* Select registration option:* IPA: For Profit Professional $2,850 IPA: Nonprofit & Independent Practitioner $2,500 Proceed to Checkout IPA About Experience Faculty Fees Register IPA: A New Standard for Impact Quick Links About Experience Who Faculty Fees Register

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 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 becoming an Impact Philanthropy Advisor 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 $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. 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 Impact Advisors Network • 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 IPA MODULES Fundamentals in Philanthropic Advising 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 Your Philanthropic Advising Work 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 Daylight is an approved continuing education (CE) provider for the following organizations and programs: CFP Board | Certified Financial Planner® 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, California State University Long Beach | Certified Planned Giving Specialist® Certified Fund Raising Executive International | CFRE Successful completion of the IPA program provides 16 hours of eligible CE credit (14.5 eligible hours of CFP® charter holders). 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. FACULTY Tony Macklin, CAP® Daylight Aquanetta Betts JD, AEP®, CAP®, CFRE Johnson Betts, LLC Steve Grourke CAP®, CFRE National Park Foundation Cris Lutz, CAP®, CSPG The Huntington Library, Art Museum, and Botanical Gardens Dien Yuen JD/LLM, CAP®, AEP® Daylight Beth Harper Briglia CPA, CAP® Philanthropic Advisor Andrew Ho, MBA, CAP® National Academy of Sciences Rick Peck CAP®, CFP®, ChFC®, IPA Richard C. Peck Consulting, LLC Crystal Thompkins CAP®, CSPGCM Daylight Ginni Galicinao, ACFBA, ACFWA, CAP®, CPCC, ORSC Dynamics of Family Wealth Seth Klukoff Eoan Strategies, LLC Rebecca Rothey CFRE, CAP®, AEP® Nishita Bakshi MBA, MSAE Philanthropy Advisor Mark Greer, MBA, CAP® Phīla Engaged Giving Shelly Kurtz Eagle Pointe Advisors 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 & Independent Practitioners: $2,500 FEES Still have questions? See our FAQs . Register for a live info session. Download IPA program description. January Exec IPA Cohort Live Session Schedule To register, contact learn@daylightadvisors.com IPA About Experience Faculty Fees IPA: A New Standard for Impact Quick Links About Experience Who Faculty Fees

Earning the 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. ENTERPRISE IMPACT PHILANTHROPY ADVISOR GROUP Philanthropy has evolved. So should your training. Many clients and donors want to help solve the complex challenges they see in their communities and worldwide, including climate change effects and disparities in housing, economic mobility, health, and education. The inheritors–women and younger generations–want to use a bigger social impact toolkit to solve those challenges. In addition to charitable giving, they’ll be more likely to use their investments and voices as activists and shoppers . They’ll be more likely to start purpose-led businesses. And, they’ll create or inherit access to vehicles such as donor-advised funds and family foundations. Older generations want advisors who can take them from “success to significance” in their lives and their philanthropy. Inheritors will need advisors who can think holistically about social impact. Their advisors are second only to a spouse or partner as the most valuable source of information about philanthropy. As an advisor and fundraising professional, you are uniquely positioned to help clients purposefully and effectively deploy their financial, human, social, intellectual, and moral or spiritual capitals . But how will you navigate this dynamic social impact landscape and the changing expectations of a more diverse client base? Answering the evolving market demand requires a more contemporary approach to philanthropic advising. WHAT IS THE ENTERPRISE IPA GROUP? As your learning partner for growth and impact, Daylight created the Enterprise Impact Philanthropy Advisor (IPA) group to help you leverage the power of team-based learning. It allows teams of staff, philanthropic partners, and affiliated advisors to go through the program together—building shared language, stronger collaboration, and greater community impact. Deepen client relationships Seize growth opportunities Accelerate and share your skills Spark social impact and family legacies THE IPA EXPERIENCE Live group discussions facilitated by industry practitioners. 20 weeks of learning designed by expert advisors. Readings, case studies, and video lectures. CE available for CFP®, CPWA®, CIMA®, RMA®, CAP®, CSPGCM, CFRE. Certified Impact Philanthropy Advisor certification awarded upon completion. HOW IT WORKS Select your cohort: January, April, July, October. Two months’ advance notice required to launch a group. A signed enterprise agreement is required. Minimum 10, maximum 15 learners. If fewer than 10 paid registrations, the enterprise is responsible for the cost of the remaining seats. One complimentary registration for every three paid. Fee per learner: Nonprofit & Independent: $2,500. For Profit: $2,850. COMMUNITY FOUNDATIONS Community foundations looking to align internal teams and advisor networks. Download program description for community foundations. NONPROFIT ORGANIZATIONS Nonprofits building a strong philanthropic advisory culture. Download program description for nonprofit organizations. ADVISORY FIRMS Advisory firms seeking a competitive edge in a rapidly shifting wealth landscape. Download program description for advisory firms. Learn more about the Certified Impact Philanthropy Advisor (IPA) program. Contact us to create your enterprise IPA group! info@daylightadvisors.com Enterprise IPA Groups What is it? How it works Categories IPA

Our Certified Impact Philanthropy Advisor (IPA) program establishes a new benchmark for excellence in philanthropic advising education. Edit About Chat Experience User Faculty Camera Fees Mail Register 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. 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 . 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 $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. 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 Impact Advisors Network • 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 IPA MODULES Fundamentals in Philanthropic Advising 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 Your Philanthropic Advising Work 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 Daylight is an approved continuing education (CE) provider for the following organizations and programs: CFP Board | Certified Financial Planner® 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, California State University Long Beach | Certified Planned Giving Specialist® Certified Fund Raising Executive International | CFRE Successful completion of the IPA program provides 16 hours of eligible CE credit (14.5 eligible hours of CFP® charter holders). 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. FACULTY Tony Macklin, CAP® Daylight Aquanetta Betts JD, AEP®, CAP®, CFRE Johnson Betts, LLC Steve Grourke CAP®, CFRE National Park Foundation Cris Lutz, CAP®, CSPG The Huntington Library, Art Museum, and Botanical Gardens Dien Yuen JD/LLM, CAP®, AEP® Daylight Beth Harper Briglia CPA, CAP® Philanthropic Advisor Andrew Ho, MBA, CAP® National Academy of Sciences Rick Peck CAP®, CFP®, ChFC®, IPA Richard C. Peck Consulting, LLC Crystal Thompkins CAP®, CSPGCM Daylight Ginni Galicinao, ACFBA, ACFWA, CAP®, CPCC, ORSC Dynamics of Family Wealth Seth Klukoff Eoan Strategies, LLC Rebecca Rothey CFRE, CAP®, AEP® Nishita Bakshi MBA, MSAE Philanthropy Advisor Mark Greer, MBA, CAP® Phīla Engaged Giving Shelly Kurtz Eagle Pointe Advisors 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: $2,600* Nonprofit & Independent Practitioners: $2,250* *Webinar/Info Session Special - Save $250 FEES Cohorts starting in April and July . Still have questions? See our FAQs . Register for a live info session. Download IPA program description. WEBINAR/INFO SESSION SPECIAL REGISTRATION First name* Last name* Email* I acknowledge that I have read IPA's program accessibility. I would like to receive program and marketing communications from Daylight. You can unsubscribe from these communications at any time. I acknowledge that I participated in the Webinar or IPA Info Session on: * Date picker* Select your top two IPA group preferences: (Cohort group options: April and July 2026.) First group preference:* Second group preference:* Select registration payment option:* IPA: For Profit Professional $2,600 IPA: Nonprofit & Independent Practitioner $2,250 Proceed to Checkout IPA About Experience Faculty Fees Registration IPA: A New Standard for Impact Quick Links About Experience Who Faculty Fees Registration