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Daylight's original research and thought leadership in philanthropic advising sets a new standard, delivering practical and field-informed guidance to strengthen, connect, and elevate the philanthropic advising profession. In Practice Bringing ideas and resources to light. The Nine Components of a Modern Philanthropic Plan View More Insights From the Philanthropic Advising Competency Model View More Philanthropic Advising Learning Journey View More Singapore Gives — But Not Always: Here’s Why View More The Rise of the Philanthropic Advisor Entrepreneurs View More Who Recommends Donor-Advised Funds? View More SEE MORE

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 • Daylight IPA Info Session Virtual July 9 Button • Purposeful Planning Institute (PPI) Rendezvous Boulder July 20-23 Button • Daylight IPA Info Session Virtual August 12 Button • Arizona Charitable Gift Planners Phoenix August 18 Button • Daylight IPA Info Session Virtual September 10 Button • Wealth Management Industry Awards NYC September 10 Button • DAF Giving Summit Austin September 23-25 Button • Daylight IPA Info Session Virtual October 1 Button • Charitable Gift Planners Conference New Orleans October 14-16 Button • Daylight IPA Info Session Virtual November 12 Button • Hawaii Tax Institute Honolulu November 15-19 Button • Investments & Wealth Institute (IWI) Experience Scottsdale November 16-17 Button • Daylight IPA Info Session Virtual December 9 Button IPA Live Info Session - August 12 IPA Live Info Session - August 12 IPA Live Info Session - September 10 IPA Live Info Session - September 10 IPA Live Info Session - October 1 IPA Live Info Session - October 1

Daylight is your philanthropic advising professional development partner for growth and impact. The Certified Impact Philanthropy Advisor (IPA) and certificate programs support wealth and philanthropic advisors in guiding clients on their philanthropic journey. 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. Join the DAF500 Challenge and complete the Essentials of Modern DAF Advising Certificate by August 31. 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. "(The most valuable part of the program was) understanding how impact investing can be incorporated into DAFs and having talking points to explain this to clients in a practical way." Impact Investing Certificate Spring 2026 Learner Learn More Introduction to Philanthropic Planning Certificate Learn more. Essentials of Modern DAF Advising Certificate Learn more. Impact Investing Certificate Learn more. Philanthropic Planning with Business Owners Certificate Learn more. Philanthropic Planning with Women Certificate Learn more. Behavioral Philanthropy Certificate Learn more. Collaborative Philanthropy Certificate Learn more. Gift Planning Certificate (Coming Soon) Learn more. Advanced DAF Certificate (Coming Soon) 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 Daylight Advisor Brief - Subscribe

I learn best when... The Best Learning Environment Has…Snacks?!?! By Crystal Thompkins To kick off last month’s information sessions about the Certified Impact Philanthropy Advisor (IPA) program, we asked attendees to complete the phrase “I learn best when________.” The top responses from attendees indicated that the best learning happens In open discussions with others Through practice and repetition With engaging topics and content With snacks Others shared they learn best when they can share and train others what they’ve learned. Some responses were more about the ideal settings, such as “not being interrupted” and “relaxed and calm.” Daylight and IPA check most of these boxes for a great learning experience. One of Daylight's guiding principles is creating an interactive learning environment that promotes practical application and embraces sharing ideas. In designing the Impact Philanthropy Advisor program, we incorporated many of the best principles or practices for adult learning. IPA brings individual learners together in a collaborative, peer-to-peer learning environment that combines self-study with group discussion. Learners will be able to apply the content in real-time by working through case studies and considering the implications for their clients and practice. The learning experience is guided by facilitators who will make the material and discussions instructive and engaging. That’s the good news. The bad news? Everyone must bring their own snacks. At least for now… ©2025 Daylight Advisors, Inc.

Daylight 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. DAFgiving360 has partnered with Daylight to provide complimentary access to the Impact Investing Certificate , a comprehensive learning program designed to strengthen your understanding of impact investing principles and practices. This certificate is particularly relevant to your work and includes a dedicated module focused on donor-advised funds. Take advantage of special pricing to access all certificates with an annual subscription. CERTIFICATE OFFERINGS New to the field (or seeking a refresh): Introduction to Philanthropic Planning The Introduction to Philanthropic Planning Certificate is designed for advisors seeking a foundational baseline or refresh in modern philanthropic advising. The program introduces core vocabulary, frameworks, and tools to help clients articulate purpose, align giving with values, and pursue meaningful social impact. Participants gain a clear understanding of the Philanthropic Advising Competency Model, the nine components of contemporary philanthropic planning, and the evolving social impact toolkit—including donor-advised funds, private foundations, and emerging structures. Essentials of Modern DAF Advising Certificate The Essentials of Modern DAF Advising Certificate provides a practical, unconflicted introduction to today’s DAF landscape. Learners will gain a clear understanding of how DAFs work, the sponsor ecosystem, common planning opportunities and limitations, and the role DAFs can play within broader philanthropic and financial planning strategies. They will also explore many ways to thoughtfully incorporate DAFs into client engagements. Deepen client conversations: Behavioral Philanthropy Certificate The Behavioral Philanthropy Certificate, created in partnership with ideas42 , helps advisors deepen their understanding of how behavioral science and philanthropic advising intersect. The program explores the psychological factors that influence donor behavior, common barriers to giving, decision-making processes, and the role of social and family dynamics in philanthropic outcomes. Philanthropic Planning with Women As women take a more active role in financial decision-making, understanding their goals and investment preferences is a business imperative. As clients, women are more likely to donate to charities, want to involve their families in philanthropy, and invest in social and environmental impact goals. In this certificate, you’ll gain insights into the differentiated needs, preferences, and behaviors of women in managing their finances and how those decisions are reflected in their philanthropy and social impact goals. Philanthropic Planning with Business Owners Approximately 69% of business owners intend to incorporate charitable giving into their plans for exiting their businesses. In this certificate, you’ll learn about wealth building through business ownership and the philanthropic planning implications of various business structures and assets. You’ll gain insights into frameworks for managing companies’ philanthropy and social impact programs. You’ll also learn about your role in helping business owners find their purpose and meet philanthropic planning goals before, during, and after exits from their businesses. Expand technical fluency: Impact Investing Certificate The Impact Investing Certificate equips advisors with fluency in core concepts and key terminology, an understanding of common impact investment vehicles, and the ability to evaluate how impact strategies can complement and extend traditional philanthropy by balancing financial performance with measurable social and environmental outcomes. The curriculum addresses evolving market dynamics, regulatory considerations, and clientappropriate opportunities. Gift Planning Certificate (Coming Soon) The Gift Planning Certificate equips advisors with the knowledge and tools to help clients make meaningful, tax-efficient gifts that reflect their values and create lasting legacies. You’ll explore the fundamentals of gift planning, the giving vehicles every advisor should know about, and forward-thinking strategies for donating noncash assets. The curriculum blends technical expertise with cultural and values-driven insights, preparing advisors to navigate complex planning conversations and solutions for clients and organizations. Build collaborative practice: Collaborative Philanthropy Certificate Donors and foundations increasingly want to work alongside other donors. They want to leverage their peers’ knowledge, resources, and lists of effective nonprofits, movements, and impact investments. You’ll explore global trends, research, and case studies on collaborative funds, giving and investing circles, women’s funds, and similar tools. Developed with Philanthropy Together , this program provides you with actionable strategies to integrate collective and collaborative giving practices into your client offerings. 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 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. CERTIFICATE REGISTRATION Impact Investing Certificate - DAFgiving360 Enroll Now Annual Certificate Subscription - DAFgiving360 $1,300.00 Enroll Now

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

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

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

Certified IPAs July 2025 Cohort Aisha Alexander-Young Antoine Lunsford CJ Dates Greg Pollard Jacqueline Ackerman Jill Dotts Kati Dray Laura Dean-Shapiro Maura Donlan Myrna Orozco Sarah Ramsey Szu-han Chen Alex Alkire Beka Whitson Denver Frederick Gretchen Vanderveer Janell Kaplan Jim Marconi Kelly Shea Lexie Cde Baca Michael Davis Nicole Stuke Shelby Goodrum Tamisha Keith Amber Mueller Breechaye Milburn Elly Grogan Hilary Leav Jeanine Holden Jon Kraus Kelsey Wetzstein Lisa Ellis Michele Fugiel Gartner Nisha Patel Shiloh Turner Tiffany Dyson Andrea Faiss Brianna Jackson Emily Myles Huong Nguyen-Yap Jenny Johnson Jose Orellana Klementina Sula Marguerita Cheng Mikayla Riskin Richard Taylor Sokol Shtylla Vanessa Murrieta Angelika Arutyunova Byron Liles Gabriela Boyer Ilona Prucha Jessica Lazar Judy Kinney Krista Riddley Maryann Fernandez Mike Worley Sangeeta Nandi Susana Cáceres

Rick Peck Rick Peck (He/Him) Consultant, Advisor Practice rick@daylightadvisors.com Rick Peck works with Daylight in our Advisor Practice engagements. Rick is an independent philanthropy advisor with Richard C. Peck Consulting, LLC working with nonprofits, donors, potential donors, and professional advisors. He is also the founder of The Philanthropy Guy, LLC, an emerging, leading-edge charitable giving resource hub featuring a bi-weekly podcast series, interactive website, and asynchronous and live learning opportunities, and is releasing a book on the basics of nonprofit fundraising in 2025. Rick is an honoree of NH Business Review's list of the NH 200 for 2024 which features New Hampshire’s most influential business leaders across major industries, like the nonprofit industry. He is also recognized in the MYCPE ONE Excellence Awards 2024 as one of the Top Speakers and Content Creators. From July 2023 through January 2024, Rick served as interim VP for Development at the Silicon Valley Community Foundation, which is the largest community foundation in the world. For six years prior to that, as VP for Development and Philanthropy Services, Rick led the New Hampshire Charitable Foundation’s philanthropy and donor services team, overseeing all aspects of development, donor engagement, and donor services. Before joining this statewide community foundation, Rick served Dartmouth-Hitchcock Health and the Geisel School of Medicine at Dartmouth College as director of individual giving and gift planning, where he worked with grateful patients and families as well as medical school alumni to achieve their philanthropic goals. He also served Dartmouth College as an associate director of gift planning, working with alumni of the undergraduate college. Rick is a CERTIFIED FINANCIAL PLANNER™, a Chartered Advisor in Philanthropy® and a Chartered Financial Consultant®. He holds an MBA from Baker College in Michigan and a BA from the University of Massachusetts. Rick is the 2023-2025 President of the Board of Directors of the International Association of Advisors in Philanthropy (AiP). He is also a member of the American College of Financial Services’ inaugural FinServe network of philanthropic thought leaders. Rick is a requested speaker on the topic of philanthropy on platforms such as Leimberg Information Services (LISI), myCPE, and CPA Academy. And, he has served as a presenter for conferences organized by AFP-NNE and Volunteer NH, as well as more intimate settings for UMass Lowell, Ameriprise, Ledyard Financial Advisors, and the Fairfield County Community Foundation. LinkedIn

Lydia Oh, IPA Lydia Oh (She/Her) Manager, Programs & Marketing lydia@daylightadvisors.com Lydia’s contributions to Daylight’s program and marketing efforts stem from a deep commitment to community and care that is only growing, demonstrated at work and at home. Her leadership in philanthropy is no surprise, having most recently worked with Dien at the Center for Philanthropy and Social Impact at the American College of Financial Services, where she supported the Center in programming, research and publications, and marketing and social media. Lydia welcomed the chance to join the Center, and now Daylight, to further extend her work with donors that started out at Missio Seminary and then The UCLA School of Theater, Film and Television. Throughout all of these roles she’s come to appreciate, and draw out, the essence of giving: that it’s about so much more than the ask; it’s about connection with people; hearing their stories and supporting new ones; activating what matters to them and the change they seek. Lydia personally practices many different ways of giving and creating connection, which was one of the things she studied upon recently completing the Chartered Advisor in Philanthropy® certification (CAP®), as a member of the latest Advisors of Color cohort. She is very active in both the Korean-American community and her church, where she helps lead the women’s group and community growth group. Lydia is a committed friend and advocate to the families and mothers in her extended community, and she lives in the Philadelphia suburbs with her husband and two young children. LinkedIn

Who Recommends Donor-Advised Funds? Who Recommends Donor-Advised Funds? By Dien Yuen Donor-advised funds (DAFs) are now among the most widely used charitable vehicles in the U.S., prized for their flexibility, administrative ease, and tax advantages. But who is recommending DAFs to donors and clients? What are their backgrounds, and where do they work? Daylights’ 2024 survey of 258 philanthropy advisors sheds light on these questions. Of the respondents, 140 (54%) reported having used or recommended DAFs in the prior three years, while 42 (16%) said they had not. By examining both groups, we can gain a deeper understanding of who these advisors are, where they work, and how their backgrounds influence their practices. The Broad Definition of Philanthropy Advisors The survey defined “philanthropy advisors” broadly - anyone engaged in navigating the who, what, why, and how of using resources for philanthropy and social impact. This included full-time philanthropic advisors as well as wealth advisors, tax advisors, attorneys, accountants, gift planners, or other nonprofit professionals. Where Advisors Who Recommend DAFs Work Advisors who used or recommended DAFs in the past three years most often work in community foundations or similar organizations (42%). By contrast, those who did not use or recommend DAFs were far more likely to be self-employed (54%). This suggests that advisors embedded in institutions that sponsor or manage DAFs are much more likely to recommend them than their peers in independent practice. Question: Which of the following best describes your current employer/business? Category DAF Users Non-DAF Users Consulting practice or firm (self-employed) 34% 54% Community foundation or similar organization 42% 4% Nonprofit organization 14% 28% Consulting practice or firm (as an employee or consultant) 10% 15% Advisor Backgrounds and Experience The survey shows that advisors who recommend DAFs come from diverse backgrounds. While 20% had 10–14 years in the field, many had either less than 10 years (25%) or over 20 years (40%) of experience. Non-DAF users skewed slightly older, with higher percentages in the 60+ range. Among DAF users, 70% were women, 17% were Black, and 16% identified as LGBTQ+—slightly more diverse than the non-DAF group. California, Washington, and Pennsylvania topped the list for DAF-recommending advisors’ locations. Clients Served Both DAF users and nonusers primarily serve individuals, families, and nonprofit organizations. More DAF users than nonusers describe more than half their clients as builders of new wealth, as opposed to inheritors of existing wealth. Question: What types of clients does your current employer/business serve? (Select all that apply.) Category DAF Users Non-DAF Users Businesses and social enterprises 61% 32% Community foundations 59% 44% Donor-advised funds 64% 32% Donor/funder collaboratives or issue funds 68% 43% Individuals and families 82% 78% Nonprofit organizations 77% 59% Operating foundations 42% 35% Private foundations 63% 52% Research groups 36% 7% What Services Do They Provide? Advisors who recommend DAFs often integrate charitable vehicle selection into a broader suite of services: 82% help clients define purpose and values. 77% develop impact strategies for charitable vehicles. 68% specifically guide clients in choosing and establishing vehicles such as DAFs, foundations, or trusts. Non-DAF users were less likely to provide this technical guidance, suggesting they may focus more on values-based advising, fundraising, or nonprofit-side donor engagement. Learning, Knowledge, and Professional Resources DAF users and nonusers rank learning on the job as most helpful to their learning and development as advisors. DAF users also note relationships with mentors to be helpful, while nonusers rank resources they find on their own—such as books, blogs, and online forums—as key to their learning. Advisors were asked to assess their current levels of knowledge across several key areas. DAF users and nonusers report equal levels of skill in the areas of client resource identification, financial capital development, and teaming and collaboration with other fields. However, DAF users rate themselves as more skilled than nonusers in the areas of sector knowledge, philanthropic planning and strategy development, charitable tools selection, and vehicle selection. Twice as many nonusers than DAF users consider themselves to be novices in financial capital development. The Bigger Picture DAFs are not the only tool advisors recommend—direct gifts, bequests, and private foundations also feature heavily—but they remain the most widely used across nearly all employer types. In short, advisors who recommend DAFs tend to be more institutionally connected and more confident in the technical aspects of charitable planning. For donors and clients, this means that working with such advisors often leads to clearer guidance on when and how to use DAFs alongside other vehicles like bequests or private foundations. For nonprofits, it underscores the importance of building relationships with advisors, since they play a pivotal role in steering charitable dollars. And for the advisors themselves, the findings highlight both the opportunities and responsibilities of recommending tools that can shape how, when, and where philanthropy flows. ©2025 Daylight Advisors, Inc.