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

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

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. DAFopedia, created by Daylight , is a curated, expert-driven resource delivering concise, actionable insights on donor-advised fund (DAF) giving and beyond. With DAFs expanding rapidly but educational resources lagging, we launched DAFopedia to modernize philanthropic education and equip the wealth industry with the tools it needs for today’s giving landscape. 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 DAFs. Whether you are guiding clients, stewarding resources, or leading initiatives, DAFopedia is your one-stop, trusted resource for understanding what’s happening, what works, and what’s next in the world of DAF giving. DAFopedia is led by the Daylight team in partnership with the DAFopedia Working Group . We are committed to strengthening the field of philanthropic advising. Alanna Casselle Chew , IPA Philanthropy Advisor Geneva Global Jordan Richardson , AIF®, CAP®, IPA Charitable Strategist REN Steve Grourke , CAP®, IPA SVP, Leadership & Planned Giving National Park Foundation Shannon Stagner , IPA Donor Relations Officer, Austin Community Foundation Solomon Kim , IPA SVP, Financial Advisor Morgan Stanley Rebecca Stibbe , MA, CAP®, IPA Director of Family Philanthropy Myriad USA Mike Rea , IPA Founder ClimeOn Explore DAFopedia

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: April 1, 2026 at 12 pm PT/3 pm ET Join an upcoming live Impact Philanthropy Advisor (IPA) information session and learn how IPA can take your philanthropic planning expertise to the next level! We will provide additional details about IPA, the learner experience, and how it can help accelerate your technical, relational, and practical skills to support philanthropic clients and grow your practice. Whether you’re a client-facing advisor, development professional, or seasoned practitioner, you’ll learn what sets IPA apart from other professional development programs in philanthropic planning. Register Now Upcoming Info Session Dates May 14, 2026 9 am PT/12 pm ET July 9, 2026 9 am PT/12 pm ET June 10, 2026 12 pm PT/3 pm ET August 12, 2026 12 pm PT/3 pm ET Meet Our IPA Team and Faculty Members Dien Yuen Crystal Thompkins Tony Macklin Megan Lemieux Bell

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

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

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

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

What does it take to be a great philanthropic advisor? What does it take to be a great philanthropic advisor? By Tony Macklin Every week, the Daylight team meets with leaders of wealth management firms, banks, foundations, nonprofits, consulting firms, and more. We hear them trying to respond to four trends: The increasing number of wealth creators and inheritors who want to focus part of their financial and estate planning on philanthropy. The increasing amount of money being placed in donor-advised funds and foundations. The expanding ways people achieve social impact, going beyond charitable giving to use impact investments, advocacy, crowdfunding, and other tools. Advisors and clients alike hoping to find ways to make a difference in the complex challenges our communities and planet face. They’re often expanding and refining their roles as philanthropic advisors—people who help clients and donors navigate the why, who, what, where, and how of philanthropy and social impact. But the field of philanthropic advising is a messy mix of professional backgrounds, business models, skillsets, services, and success metrics. To help shed…well…daylight on that mess, we’re releasing a draft philanthropic advising competency model this summer. The model will describe attitudes, knowledge, and skills essential for succeeding in philanthropic advising roles. It should clarify recruitment, hiring, performance measurement, and professional development plans for employers, employees, and solo practitioners. We’ll base the model on dozens of job descriptions, interviews with a variety of employers, and competency maps from organizations such as the UHNW Institute (see graphic), Dorothy A. Johnson Center for Philanthropy, CFP Board, and SkillsFuture Singapore. Our project partner is the LaCire team who bring deep experience in developing effective and equitable human capital policies and procedures. And we’re fortunate to have the expertise and leadership of our volunteer working group and advisory board members. What does being a highly competent philanthropic advisor mean in this quickly-evolving world? Stay tuned to Daylight’s blog and social media for a publication and webinar this summer. And if you have questions about the project, don’t hesitate to contact me at tony@daylightadvisors.com . ©2025 Daylight Advisors, Inc.

Singapore Gives — But Not Always: Here’s Why Singapore Gives — But Not Always: Here’s Why By Dien Yuen Earlier this month, I completed a training on philanthropy and social impact with a group of learners from Singapore’s wealth management and nonprofit sectors. As part of the session, we explored why people in Singapore choose to give, and why they sometimes hold back. Why People Give Six key themes emerged as we discussed why people in Singapore give. Generosity here extends far beyond charity - it is an expression of purpose, identity, and legacy. 1. Altruism & Social Impact The dominant motivation centers on helping others and improving the world. People give to multiply goodness, pay it forward, help underprivileged communities, and to uplift others. The responses reflect a deep-seated belief in social responsibility and the transformative power of collective good — giving as a means to create positive change. 2. Financial & Pragmatic Factors A secondary cluster focuses on strategic or rational benefits: tax deductions and reductions, corporate branding, and funding innovation. Here, giving is seen as both smart and impactful — aligning philanthropy with business or financial stewardship. 3. Legacy & Family Values Many view giving as an act of legacy — teaching children, honoring loved ones, or to instill good values for the next generation. This cluster highlights intergenerational philanthropy, where giving becomes a way to pass on moral and social capital. 4. Personal Fulfillment & Meaning For some, giving fulfills a personal or emotional need: feeling grateful, finding purpose, or feeding the soul. 5. Religious & Spiritual Roots Faith-based reasons, such as afterlife blessings , karma , or emptying for regeneration, play a meaningful role, underscoring how religion anchors generosity in moral duty and divine reciprocity. 6. Cultural & Moral Influences Some respondents connect giving to upbringing, tradition, or cultural expectation, especially within Asian or collectivist contexts — giving as a reflection of who we are raised to be: part of Asian culture , custodian for the future , or social theories of reciprocity and gift exchange . Why People Do Not Give Learners shared a range of personal, social, and practical reasons for why people in Singapore do not give. Seven main themes emerged, showing that hesitation stems from emotional, informational, and situational barriers. 1. Trust and Credibility Gaps A recurring barrier is distrust in charitable institutions. Many learners noted uncertainty about how funds are managed or whether donations truly reach the intended beneficiaries. Comments such as “don’t trust charities” and “lack of credibility (data)” reflect deeper concerns about transparency and accountability — highlighting the need for clearer communication and tangible evidence of impact. 2. Financial Constraints Giving may also be constrained by economic realities. Respondents mentioned “not enough money (yet)” and a “scarcity mindset” , reflecting the tension between wanting to help and needing to prioritize personal financial security. Some also perceive that some contributions would be insignificant compared to wealthier donors — a belief that diminishes motivation. 3. Awareness and Knowledge Gaps Some mentioned that people don’t know where or how to give. This indicates that information accessibility and simple giving pathways could significantly increase participation. 4. Lack of Personal Connection or Relevance Some people don’t give because charitable causes feel distant or unrelatable ( “cause does not relate to me” ). When individuals don’t see a clear connection between their values and a cause, motivation wanes. 5. Structural and Convenience Barriers Practical barriers also play a role. The comment “operational hurdle to give — not easy to donate” illustrates how inefficient systems or complex donation processes can discourage action, even among those who want to give. 6. Social and Cultural Influences Giving is also shaped by social context and cultural expectations. Phrases like “my family does not appreciate” and “kiasu mentality” reflect social norms that discourage giving or prioritize self-preservation over generosity. This indicates a social permission gap, where community attitudes can either enable or inhibit giving behavior. 7. Fatigue and Negative Experiences Some respondents suggested signs of donor fatigue or emotional burnout. Prior negative experiences — such as feeling unappreciated, over-solicited, or disappointed — can lead to disengagement. The Balance of Heart and Head Together, these insights paint a portrait of giving in Singapore that is both empathetic and evaluative. People give when it aligns with their sense of purpose and trust; they hesitate when these are absent. The future of philanthropy in Singapore, therefore, lies in bridging this gap — fostering trust, transparency, and personal connection that turn good intentions into sustained generosity. Dien Yuen with WMI October 2025

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* *Referrals - Save $250 FEES Cohorts starting in January and April 2026 . Still have questions? See our FAQs . Register for a live info session. Download IPA program description. REFERRAL REGISTRATION IPA About Experience Faculty Fees Registration IPA: A New Standard for Impact Quick Links About Experience Who Faculty Fees Registration