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 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. IPA will help you: Deepen client relationships Seize growth opportunities Accelerate and share your skills Spark social impact and family legacies 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 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 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 THE PROGRAM HOW IT WORKS About 30 hours, start-to-finish 12-15 advisors per cohort 12 self-paced modules 5 case studies 10 live virtual cohort conversations 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, & Civic Action 10. Planning for Your Philanthropic Advising Work 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 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 Randi Hogan CAP®, IPA Hogan Philanthropy Consulting 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 Cohorts starting in July and October . Register for a live info session. Still have questions? See our FAQs . REGISTER Add to Cart Impact Philanthropy Advisor - Nonprofit & Independent Practitioners Price $2,500.00 Add to Cart Impact Philanthropy Advisor - For Profit Professionals Price $2,850.00 Not ready for the Certified IPA program? Join our Introduction to Philanthropic Planning Certificate - a complimentary, two-module, self-study program! IPA Experience Faculty Fees Register IPA: A New Standard for Impact Quick Links About Testimonials Experience IPA Modules Who Faculty Facilitators Fees Register

Learner Voices "IPA has ignited in me a renewed passion for the practice of philanthropy. I have learned so much from the module materials, instructors, and my peers! This program has given me a platform to explore and investigate my practice in ways that I have never done before!" Brianna Jackson, IPA “The IPA program was enlightening, rewarding, and genuinely enjoyable. It challenged me to look beyond technical solutions and deeply understand each client’s story and motivations. The facilitators, a true “who’s who” of sector leaders, grounded every lesson in real-world, client-centered insight. IPA directly shaped PhilanthPro’s evolution, inspiring new purpose and strategy features” Richard Taylor, IPA Co-Founder & COO, PhilanthPro “I’m always seeking ways to grow professionally, and Daylight is a clear standout. Its content is relevant, well-structured, and engaging, offering immediate practical application. Combined with a strong learning platform and opportunities to connect with others in the field, it offers lasting value for those committed to deepening their practice.” Travers Oliver, IPA Founders Pledge "IPA is an incredible professional development experience that strengthened my advisory acumen and fostered lasting friendships and philanthropy allies. I can't wait to apply all this great learning in my work with ARCHITECT clients!" Shannon Walker, IPA "I pursued the IPA certification because this work demands more than passion-it requires sophisticated skills in strategic planning and centering community voice. After years of directing large-scale initiatives, I recognized that the field was evolving. Donors increasingly want to fund systemic change, not just services. They want to shift power, not just write checks. And they need advisors who can help them navigate that complexity." Ada Williams Prince, IPA "IPA fostered meaningful connections with colleagues across diverse roles in the charitable field offering fresh perspectives and new ways of thinking about our shared work and impact." CJ Dates, IPA Adirondack Foundation “I was drawn to IPA by the founders’ intentional vision—supporting individuals and families while building an inclusive certification program. I hadn’t planned a career moving money for good, but learning alongside others, especially BIPOC peers, has been an honor. Daylight has profoundly expanded my practice and understanding of thoughtful, impactful giving.” Aurora Colindres, IPA Power for Good Consulting Inc. "Participating in the IPA program gave me dedicated time to deepen my focus on philanthropic advising at the Oregon Community Foundation. The thoughtfully curated content and rich discussions with a diverse cohort made the experience both intellectually stimulating and personally rewarding. The Daylight platform remains a valuable resource for connecting with peers, exploring new ideas, and accessing insightful materials-relationships that continue to strengthen my work in philanthropic advising." Jennifer Curry, IPA Oregon Community Foundation “The IPA program gave me the confidence to navigate complex giving strategies. I learned how to truly connect philanthropic planning with client’s values and goals. Now, I feel more prepared to help clients build meaningful legacies that make a real impact.” Doug Page, IPA Greater Tacoma Community Foundation "Learning alongside a cohort of sharp, talented individuals has been a breath of fresh air in a chaotic year. I'm excited to apply all that I learned in IPA to drive meaningful investments tackling our greatest challenges." Corinne Handelman, IPA “IPA reflects where philanthropy is headed, not where it’s been. The balance of research and lived experience made the learning both credible and real, and it has elevated my practice by sharpening an already practical lens, bringing greater clarity, depth, and intention to how I guide donors and organizations through increasingly complex decisions.” Debra Faulk, IPA Cause & Effect LLC “IPA sharpened both my technical expertise and my confidence applying it in complex client situations. Working on case studies with peers revealed diverse perspectives and real-world insights, helping me turn knowledge into practical, tailored solutions. It also deepened my impact investing skills and cultural dexterity, equipping me to lead conversations thoughtfully, aligned with each client’s values.” Jill McIlroy, IPA Arizona Community Foundation "IPA broadened my understanding of philanthropy and strengthened my ability to collaborate with advisors, family offices, and community foundations. Although my role focuses on planned gifts, I gained new strategies and perspectives that improve donor outcomes. Flexible live and on-demand learning, case studies, and cohort connections created lasting relationships." Jon Kraus, IPA "The IPA experience deepened my commitment to advancing gender equity and reimagining philanthropy to reflect the leadership and creativity of those closest to the issues." Laura Risimini, IPA "I'm so grateful to have learned from leading experts and connected with colleagues around the world, each offering unique perspectives and experiences. The diversity and collaboration within IPA reaffirmed that philanthropy is strongest when it's inclusive, innovative, and driven by impact." Mohamed Alansari, IPA

The Impact Philanthropy Advisor certificate is a state-of-the-art learning program crafted with decades of experience in philanthropic advising, wealth management, and philanthropic education. ENTERPRISE IPA REGISTRATION Enterprise Organization Name* First name* Last name* Email* Select checkout option:* Impact Philanthropy Advisor (IPA): For Profit Professional $2,850 Impact Philanthropy Advisor (IPA): Nonprofit & Independent Practitioner $2,500 Proceed to Checkout Daylight & Partner Enterprise Registration Form

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. 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

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 1. Fundamentals in Philanthropic Advising Evolving demands for social impact services from different client segments; the new map of social impact advising services and competencies 2. Social Impact Landscape Trends in uses of resources across multiple sectors; networks and associations in philanthropy; current policy and practice debates 3. Art of Philanthropic Advising Modalities of advising; challenging assumptions of our roles; client philanthropic journeys; techniques to support progress 4. Purpose and Strategy Developing client values, desired impact, understanding of the ecosystem, strategy statement; addressing inequities 5. Charitable Tax Planning Substantiation; types of assets to give and identifying opportunities to use those assets; gift acceptance policies and donor due diligence 6. Legacy and Gift Planning Application of tools such as bequests, life estates, retirement assets, life insurance, charitable trusts, and charitable gift annuities 7. Foundations and Donor Advised Funds Advantages, disadvantages, critiques, applicability of charitable vehicles for grantmaking and operating programs 8. Impact Investing and Alternative Tools Advantages, disadvantages, critiques, applicability of forms of impact investing and types of purpose-led businesses 9. Influence, Leverage, & Civic Action Use of advocacy, lobbying, crowdfunding, movement building, and similar tools and strategies 10. Planning for Your Philanthropic Advising Work Anticipating clients’ future needs; clarifying value propositions and advisor collaborations; personal development agendas 11. Ethics in Philanthropic Advising Defining responsibilities to self, client, community, and the profession 12. 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 Nishita Bakshi MBA, MSAE Philanthropy Advisor Mark Greer MBA, CAP®, IPA Phīla Engaged Giving Shelly Kurtz Eagle Pointe Advisors Rebecca Rothey CFRE, CAP®, AEP® Aquanetta Betts JD, AEP®, CAP®, CFRE Johnson Betts, LLC Steve Grourke CAP®, CFRE, IPA National Park Foundation Cris Lutz The Huntington Library, Art Museum, and Botanical Gardens Beth Harper Briglia CPA, CAP® Philanthropic Advisor Andrew Ho MBA, CAP®, IPA National Academy of Sciences Tony Macklin CAP®, IPA Daylight Ginni Galicinao ACFWA, CAP®, CPCC, ORSC, IPA Dynamics of Family Wealth Seth Klukoff Eoan Strategies, LLC Rick Peck CAP®, CFP®, ChFC®, IPA Richard C. Peck Consulting, LLC 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

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 1. Fundamentals in Philanthropic Advising Evolving demands for social impact services from different client segments; the new map of social impact advising services and competencies 2. Social Impact Landscape Trends in uses of resources across multiple sectors; networks and associations in philanthropy; current policy and practice debates 3. Art of Philanthropic Advising Modalities of advising; challenging assumptions of our roles; client philanthropic journeys; techniques to support progress 4. Purpose and Strategy Developing client values, desired impact, understanding of the ecosystem, strategy statement; addressing inequities 5. Charitable Tax Planning Substantiation; types of assets to give and identifying opportunities to use those assets; gift acceptance policies and donor due diligence 6. Legacy and Gift Planning Application of tools such as bequests, life estates, retirement assets, life insurance, charitable trusts, and charitable gift annuities 7. Foundations and Donor Advised Funds Advantages, disadvantages, critiques, applicability of charitable vehicles for grantmaking and operating programs 8. Impact Investing and Alternative Tools Advantages, disadvantages, critiques, applicability of forms of impact investing and types of purpose-led businesses 9. Influence, Leverage, & Civic Action Use of advocacy, lobbying, crowdfunding, movement building, and similar tools and strategies 10. Planning for Your Philanthropic Advising Work Anticipating clients’ future needs; clarifying value propositions and advisor collaborations; personal development agendas 11. Ethics in Philanthropic Advising Defining responsibilities to self, client, community, and the profession 12. 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 Nishita Bakshi MBA, MSAE Philanthropy Advisor Mark Greer MBA, CAP®, IPA Phīla Engaged Giving Shelly Kurtz Eagle Pointe Advisors Rebecca Rothey CFRE, CAP®, AEP® Aquanetta Betts JD, AEP®, CAP®, CFRE Johnson Betts, LLC Steve Grourke CAP®, CFRE, IPA National Park Foundation Cris Lutz The Huntington Library, Art Museum, and Botanical Gardens Beth Harper Briglia CPA, CAP® Philanthropic Advisor Andrew Ho MBA, CAP®, IPA National Academy of Sciences Tony Macklin CAP®, IPA Daylight Ginni Galicinao ACFWA, CAP®, CPCC, ORSC, IPA Dynamics of Family Wealth Seth Klukoff Eoan Strategies, LLC Rick Peck CAP®, CFP®, ChFC®, IPA Richard C. Peck Consulting, LLC 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 To register for IPA with the info session discount, click here to add IPA to your cart from this page and checkout using promo code: IPAINFO . By using this code, you are acknowledging that you participated in a live IPA Info Session. IPA About Experience Faculty Fees Registration IPA: A New Standard for Impact Quick Links About Experience Who Faculty Fees Registration

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 Net Promoter Score NPS 83 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 (Coming Soon) 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. 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. Credentials Impact Philanthropy Advisor The Impact Philanthropy Advisor (IPA) certification is a comprehensive, professional program designed to prepare advisors to meet the growing demand for sophisticated, values-aligned philanthropic guidance. The program integrates technical training, relational advising skills, and practical application to equip learners to serve a diverse and evolving client landscape. IPA advances advisors' skills in three 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 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. Skills / Knowledge Philanthropic Advising Social Impact

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

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

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

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