Daylight Revealing greater impact. Behavioral Philanthropy Certificate Registration now open! Learn More Daylight is a global home for learning, practice, and research. Amidst an historic intergenerational transfer of wealth, rising needs, and interest in philanthropy, now is the time to reinvigorate and elevate the practice of impact advising. We do that by helping advisors build their competence, confidence, and cultural dexterity. Em power practitioners with contemporary, accessible learning opportunities, and launch the first accelerator for BIPOC philanthropic advisor-entrepreneurs. Conn ect advisors, and organize and elevate this segment of the profession. Understand the sector better with new research on philanthropic influe nce. Boost the capacity of social justice organizations, as well as advisors, with specialized expertise and services. Advisors help activate the social impact of families and institutions – and there’s so much more we can do. Advisors bring the ideas and goals of families and institutions to life. Whether a specialist, wealth manager, accountant, attorney, gift planner, or life coach, advisors are essential for enabling many types of social impact and maximizing its value. Yet amidst the opportunity of today, and imperatives such as systemic racism and climate change, three shortages hold the sector back: we don’t have enough advisors fluent in philanthropy, they are not diverse enough, and we need modern, scalable knowledge and skills to drive sustainable, equitable change. 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 Sharmila Rao Thakkar "My experience with the IPA program so far has been inspiring and empowering. It’s been an invaluable resource, offering critical insights, practical frameworks, and an incredible network of like-minded professionals dedicated to truly better serving clients committed to maximizing their social impact." Brian Balduzzi "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." Zakiya Lord "My experience with the IPA program so far has been generative, and grounding. The content has been immediately applicable, as well as affirming. The frameworks have provided context, and the regular interactions with other cohort members, have proved to be a welcomed space to gain insights and perspective from seasoned, dedicated peers." Certificates Certificate programs are tailored for busy and on-the-go advisors who require flexible learning options. They're the perfect way to meet your targeted learning needs and explore technical or market segment-specific topics. Learn More Help us build a more visible, trusted, and inclusive field. Subscribe to our newsletter to receive updates on our research, professional development programs, community networks, and other resources specifically for advisors and those they serve. Questions? Interested in becoming involved? Email us! info@daylightadvisors.com Subscribe

Certificates 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 a transformative era for wealth and philanthropy, requiring new competencies and cultural dexterity to thrive. 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. Certificate programs are tailored for busy and on-the-go advisors who require flexible learning options. They're the perfect way to meet your targeted learning needs and explore technical or market segment-specific topics. Clients who receive charitable planning are more loyal and likely to recommend their advisors. Advisors who offer charitable planning Net Promoter Score: 67 Advisors who don't offer charitable planning Net Promoter Score: 49 https://www.fidelitycharitable.org/content/dam/fc-public/docs/insights/on-the-leading-edge-report.pdf 6x Assets Firms that offer charitable planning had 6x the median assets of those that do not. 3x Organic Growth Firms that offer charitable planning had 3x the median organic growth of those that do not. 1.3x New Money Firms that offer charitable planning had 1.3x the median new money per investor of those that do not. https://www.fidelitycharitable.org/content/dam/fc-public/docs/insights/on-the-leading-edge-report.pdf CERTIFICATE OFFERINGS Behavioral Philanthropy Certificate Button The Behavioral Philanthropy Certificate, created in partnership with ideas42 , offers advisors a unique opportunity to deepen their understanding of how behavioral science and philanthropic advising intersect. You will explore the psychological factors influencing donor behavior, donor barriers, decision-making processes, and the impact of social and family dynamics on philanthropic giving. By the end of the program, you will gain a solid grounding in behavioral principles and develop actionable strategies that can be implemented to enhance client and donor relationships and drive meaningful change in the philanthropic landscape. Launching in January. Impact Investing Certificate Button Take your advisory practice to the next level with our Impact Investing Certificate—the premier program for financial professionals looking to drive meaningful change while achieving exceptional client outcomes. This certificate equips you with cutting-edge knowledge and practical tools to integrate impact investments into client portfolios, aligning financial goals with values such as sustainability, social equity, and ethical governance. With the demand for responsible investing rising, this credential positions you as a trusted expert in a growing market, empowering you to build deeper client relationships and differentiate your practice. Invest in your future—and the planet's—by becoming a leader in impact investing. Launching in February. Collaborative Philanthropy Certificate Button Donors and foundations increasingly want to work alongside other donors. They want to leverage their peers’ knowledge, resources, and lists of effective nonprofits, movements, and impact investments. But how will they navigate the hundreds of choices available? As an advisor, you have a unique opportunity to help clients and donors increase their impact and satisfaction through the power of collective and collaborative giving. In this certificate, you’ll dive into global trends and cutting-edge research, learn to compare and assess options for clients, and engage with real-world case studies highlighting how donors are using collaborative funds, giving and investing circles, women’s funds, and similar tools. Created in partnership with Philanthropy Together , the Collaborative Giving Certificate will provide you with actionable strategies to integrate the power of collective and collaborative giving practices into your client offerings. Launching in March. Philanthropic Planning with Business Owners Button More than 99% of U.S. companies are privately owned. Their founders and owners contribute more money and time than non-entrepreneurs. They’re more likely to consider themselves philanthropists, to be hands-on in their philanthropy, and to leave legacy gifts. About 69% of these business owners want to incorporate charitable giving into their plans for exiting their businesses. In this certificate, you’ll learn about the demographic trends in wealth building through business ownership and the philanthropic planning implications of different 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. Launching in June. Philanthropic Planning with Women Button Today, women control over $10 trillion, a third of US household financial assets. By 2030, they will control $30 trillion in financial assets as part of the Great Wealth Transfer. As women become more active in financial decision-making, understanding their goals and investment preferences is a business imperative. As clients, women are more likely to donate to charities, want to involve their families in philanthropy, and invest in social and environmental impact goals. In this certificate, you’ll gain insights into the differentiated needs, preferences, and behaviors of women in managing their finances and how those decisions are reflected in their philanthropy and social impact goals. Launching in July. Philanthropic Planning with LGBTQ+ Clients Button The number of adults who identify as lesbian, gay, bisexual, transgender, or queer has doubled over the past decade. Compared to households led by opposite-sex couples, households led by same-sex couples have a higher median income, build wealth more quickly, and are more likely to prioritize giving back, activism, and sustainable investing. As an advisor, you have a remarkable opportunity to grow your practice and impact through more focused philanthropic planning with LGBTQ+ clients. Daylight’s new certificate will ground you in the cultural competencies the LGBTQ+ communities desire in advisors and nonprofits. You’ll learn how to navigate the unique financial, tax, legal, estate, and gift planning issues the communities face. You’ll also become more fluent in the philanthropic landscape of donor education and collaboration, values-aligned investing, and advocacy opportunities critical to the communities. Launching in August. 84% of individual investors say they're interested in using their investing dollars to affect social and environmental change. Source: Morgan Stanley's Sustainable Investing Report 79% of investors agree they would be much more loyal to a financial advisor who actively helps them invest in a way that also has positive impact on the world. Source: Nuveen's Sixth Annual Responsible Investing Survey CERTIFICATES OFFER FLEXIBLE ONLINE LEARNING Our online certificate programs provide you with the knowledge to confidently support the needs and expectations of your clients. They're designed to help you immediately leverage new skills, build stronger relationships, and showcase your expertise. Each certificate program includes four to six modules and can be completed online in eight to ten hours at your own pace. Continuing education credits are available for each program. Take advantage of the special pricing for the annual certificate subscription, which includes 12 months of learning, and consider bundling it with the Impact Philanthropy Advisor certification! Individual Certificates Annual Subscription Certificate Subscription + Impact Philanthropy Advisor Bundle (ends 3/31) Nonprofit & Independent Practitioner $700 $1,400 $3,000 (savings of $900) For Profit $800 $1,500 $3,500 (savings of $850) 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; complete in 8 to 10 hours 🟡 🟡 🟡 Access all certificates (6 in 2025 and more in 2026; $4,800 value) 🟡 🟡 Learn with a group of peers; live Zoom sessions 🟡 20 weeks; 12 modules of technical and relational content to support your contemporary clients 🟡 Showcase your expertise Certificate of Completion Certificate of Completion Certification for IPA; Certificate of Completion for certificates Still have questions? See our FAQs . INDIVIDUAL OR SUBSCRIPTION CHECKOUT IPA + ANNUAL SUBSCRIPTION BUNDLE CHECKOUT Notify me when individual certificates launch. CERTIFICATE REGISTRATION First name Last name Email Code Phone City Region/State/Province Country Company Position/Role How did you hear about our certificates/IPA? Please share your friend's name so we may thank them! I agree to abide by Daylight's Guiding Principles. I understand all individual certificate and subscription purchases are final. I would like to receive other communications from Daylight. You can unsubscribe from these communications at any time. Select a certificate registration option: * Annual Subscription (Nonprofit & Independent Practitioner) - $1400 Annual Subscription (For Profit Professional) - $1500 Individual Certificate (Nonprofit & Independent Practitioner) - $700 Individual Certificate (For Profit Professionals) - $800 Choose "Individual Certificate" to register for the Behavioral Philanthropy Certificate. Checkout Thank you! You will receive notification prior to certificates launching.

Behavioral Philanthropy Certificate The Certificate in Behavioral Philanthropy offers philanthropic advisors a unique opportunity to deepen their understanding of how behavioral science and philanthropic advising intersect. This program integrates multidisciplinary research insights, real world examples, and practical case studies, equipping participants with the insights and tools needed to help their clients achieve their philanthropic goals. Through a comprehensive curriculum, participants will explore the psychological factors influencing donor behavior, donor barriers, decision-making processes, and the impact of social and family dynamics on philanthropic giving. The case studies provide a hands-on opportunity to bring to life successful strategies and innovative approaches to fostering donor engagement and maximizing philanthropic impact. By the end of the program, advisors will not only gain a solid grounding in behavioral principles but also develop actionable strategies that can be implemented to enhance client relationships and drive meaningful change in the philanthropic landscape. Join us to transform the way you approach philanthropy, leveraging behavioral insights to empower your clients and create lasting impact in the communities they care about. LEARNING OBJECTIVES Learn to identify and analyze the psychological factors that influence donor behavior and the barriers they may face in their philanthropic journeys. Recognize the role of social and family dynamics in shaping philanthropic decisions, enabling you to understand diverse client motivations and engagement strategies. Practice applying behavioral insights through real-world case studies, allowing you to develop and implement effective strategies that foster donor engagement and maximize philanthropic impact. Plan actionable strategies tailored to individual clients’ needs, enhancing your ability to build strong relationships and drive meaningful change within the philanthropic landscape. FACULTY Julia Ritz Toffoli Julia Ritz Toffoli is an Associate Managing Director at ideas42 on the Giving Team, where she leads R&D and innovation in the philanthropic space, working with partners to design, test, and implement behaviorally informed interventions to make giving more intentional, strategic, and impactful—both for individual givers and the broader philanthropic community. Prior to joining ideas42, Julia spent nine years at the Open Society Foundations, where she helped to launch and build the Strategy Unit, delivering strategic planning guidance to grant making programs. While at OSF, Julia spearheaded the development of a training curriculum that integrated behavioral insights into strategic decision-making practice. Julia holds a Master of International Affairs in Human Rights Advocacy from Columbia University's School of International and Public Affairs and a BA in Political Science and Sociology from McGill University. Jen Shafer Jen Shafer is a Senior Behavioral Designer on the Giving Team at ideas42 where she uses insights from behavioral science to promote equity in philanthropy by effectively diagnosing challenges, conducting research, and implementing innovative designs. Prior to ideas42, Jen worked as a management consultant, data analyst, and design researcher across a variety of industries, always with a focus on user needs and employee experiences. Jen has a B.A. in Psychology from Rice University and an M.S. from MIT in Integrated Design & Management, a multi-disciplinary degree where students from design, business, and engineering backgrounds come together to tackle complex problems using human-centered design. For her thesis, she studied intergenerational conversation and legacy storytelling as a vehicle for meaning-making and connection for older adults. Sarah Welch Sarah Welch is a Managing Director at ideas42, a social enterprise that uses insights from behavioral science to invent fresh solutions to tough social problems. Over the past decade Sarah has worked to advance behavioral innovations across various challenges, from climate and consumer finance to criminal justice and health. She now leads the organization’s work in charitable giving, partnering with the Bill and Melinda Gates Foundation, Fidelity Charitable Catalyst Fund, National Center for Family Philanthropy, major institutions offering donor-advised funds, and dozens of other organizations in the sector. Prior to joining ideas42, Sarah completed a three-year dual degree program at Yale’s School of Management and School of Forestry & Environmental Studies, where she focused on urban resource management and planning. Sarah holds an MBA and an MEM from Yale and received her BA in Environmental Science & Public Policy from Harvard. Dien Yuen Dien Yuen is the CEO of Daylight, an innovative professional development platform that creates transformative learning experiences for advisors pursuing growth, service, and social impact. She also serves as lead faculty for philanthropy at Singapore’s Wealth Management Institute (WMI), where she was instrumental in launching Asia’s first professional philanthropic certification. She was inducted into the 2023 National Association of Charitable Gift Planners (CGP) Hall of Fame and recognized for her academic leadership with the Distinguished Faculty Award from WMI. Previously, Dien founded the Center for Philanthropy and Social Impact at The American College of Financial Services, where she also developed and taught courses as the Blunt-Nickel Professor in Philanthropy. Dien’s early career included senior roles in wealth management and global development organizations. Register for the Behavioral Philanthropy Certificate or an Annual Certificate Subscription now! INDIVIDUAL OR ANNUAL SUBSCRIPTION CHECKOUT IPA + ANNUAL SUBSCRIPTION BUNDLE CHECKOUT

Our Work Daylight is a platform where advisors can find the knowledge, ideas, and community to support their passion for growth, service, and philanthropic outcomes. We know the special challenges and potential of advisors, whose success hinges not just on philanthropic knowledge but also on strategy, dynamic relationship building, wealth management considerations, and more. Our three areas of work help advisors develop their craft, careers, and the field. 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 Learning Certificates Coming Soon

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 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 the Future 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 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. ADVISORY BOARD Dianne Chipps Bailey, JD, CAP® MD, National Philanthropic Strategy Executive Bank of America Stephanie C. Buckley, CAP® Head of Trust Philanthropic Services Wells Fargo Private Bank Avery T. Fontaine, CAP® SVP, Head of Philanthropy & Impact PNC Private Bank Hawthorn Alisia Robin, CAP® Sr Manager, Strategic Partnerships and Nonprofit Outreach DAFgiving360 Edward Wang, 21/64 Certified Advisor VP, Family Office of Philanthropy Marin Community Foundation Brantley Boyett, JD President and Co-Founder Giving Docs Nina L. Cohen, JD, CAP® MD, Chief DEI Officer Strategic Advisor, Center for Family Philanthropy & Wealth Education, Glenmede Faye Ong, CIPP Asia Head of Family Office and Philanthropic Advisory Citi Private Bank Padric H.B. Scott, MSFP®, CFP®, AEP®, CAP®, CLU®, WMCP® President & CEO Crossroad Capital Partners FACULTY Tony Macklin, CAP® Daylight Aquanetta Betts JD, AEP®, CAP®, CFRE Johnson Betts, LLC Mark Greer, MBA, CAP® Phila Engaged Giving Seth Klukoff Eoan Strategies, LLC Rick Peck CAP®, CFP®, CFC® Rick C. Peck Consulting, LLC Dien Yuen JD/LLM, CAP®, AEP® Daylight Beth Harper Briglia CPA, CAP® Philanthropic Advisor Steve Grourke CAP®, CFRE National Park Foundation Shelly Kurtz Eagle Pointe Advisors Rebecca Rothey CFRE, CAP®, AEP® Rothey Planned Giving Services Crystal Thompkins CAP®, CSPGCM Daylight Ginni Galicinao, ACFBA, ACFWA, CAP®, CPCC, ORSC Dynamics of Family Wealth Andrew Ho, MBA, CAP® National Academy of Sciences Cris Lutz, CAP®, CSPG The Huntington Library, Art Museum, and Botanical Gardens Dorothy Stuehmke MPA, CAP® Philanthropic Advisor Nishita Bakshi MBA, MSAE Philanthropy Advisor Kristin Giant, JD Hyper Local Impact, LLC Randi N. Hogan, CAP® Hogan Philanthropy Consulting Rob A. MacPherson The Indianapolis Foundation 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: $2,500 Register by January 10 to receive a $250 discount. FEES April 2025 Cohort Still have questions? See our FAQs . Watch our info session video. Download IPA program description. EXECUTIVE COHORT REGISTRATION First name Last name Email Code Phone City Region/State/Province Country Company Position/Role How did you hear about IPA? Please share your friend's name so we may thank them! I agree to abide by Daylight's Guiding Principles. I acknowledge that I have read IPA's program accessibility. I understand that once registered, I will not be granted a refund. We will consider any extenuating circumstances and may allow your fee to be applied to future cohorts within 12 months. If you have questions about whether IPA is right for you, please contact us at learn@daylightadvisors.com before enrolling. I would like to receive other communications from Daylight. You can unsubscribe from these communications at any time. Select registration option: * For Profit Professional: $2,850 with $250 discount - $2600 Nonprofit & Independent Practitioner: $2,500 with $250 discount - $2250 IPA + Certificate Subscription Bundle: For Profit Professional - $3500 IPA + Certificate Subscription Bundle: Nonprofit & Independent Practitioner - $3000 Learn more about our certificates and special subscription bundle here . Checkout IPA About Experience Advisory Board Faculty Fees Register IPA: A New Standard for Impact Quick Links About Experience Who Advisory Board Faculty Fees Register

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 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 the Future 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 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. ADVISORY BOARD Dianne Chipps Bailey, JD, CAP® MD, National Philanthropic Strategy Executive Bank of America Stephanie C. Buckley, CAP® Head of Trust Philanthropic Services Wells Fargo Private Bank Avery T. Fontaine, CAP® SVP, Head of Philanthropy & Impact PNC Private Bank Hawthorn Alisia Robin, CAP® Sr Manager, Strategic Partnerships and Nonprofit Outreach DAFgiving360 Edward Wang, 21/64 Certified Advisor VP, Family Office of Philanthropy Marin Community Foundation Brantley Boyett, JD President and Co-Founder Giving Docs Nina L. Cohen, JD, CAP® MD, Chief DEI Officer Strategic Advisor, Center for Family Philanthropy & Wealth Education, Glenmede Faye Ong, CIPP Asia Head of Family Office and Philanthropic Advisory Citi Private Bank Padric H.B. Scott, MSFP®, CFP®, AEP®, CAP®, CLU®, WMCP® President & CEO Crossroad Capital Partners FACULTY Tony Macklin, CAP® Daylight Aquanetta Betts JD, AEP®, CAP®, CFRE Johnson Betts, LLC Mark Greer, MBA, CAP® Phila Engaged Giving Seth Klukoff Eoan Strategies, LLC Rick Peck CAP®, CFP®, CFC® Rick C. Peck Consulting, LLC Dien Yuen JD/LLM, CAP®, AEP® Daylight Beth Harper Briglia CPA, CAP® Philanthropic Advisor Steve Grourke CAP®, CFRE National Park Foundation Shelly Kurtz Eagle Pointe Advisors Rebecca Rothey CFRE, CAP®, AEP® Rothey Planned Giving Services Crystal Thompkins CAP®, CSPGCM Daylight Ginni Galicinao, ACFBA, ACFWA, CAP®, CPCC, ORSC Dynamics of Family Wealth Andrew Ho, MBA, CAP® National Academy of Sciences Cris Lutz, CAP®, CSPG The Huntington Library, Art Museum, and Botanical Gardens Dorothy Stuehmke MPA, CAP® Philanthropic Advisor Nishita Bakshi MBA, MSAE Philanthropy Advisor Kristin Giant, JD Hyper Local Impact, LLC Randi N. Hogan, CAP® Hogan Philanthropy Consulting Rob A. MacPherson The Indianapolis Foundation 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: $2,500 Register by January 10 to receive a $250 discount. FEES Cohorts starting in January 2025 and April 2025 . Still have questions? See our FAQs . Watch our info session video. Download IPA program description. REGISTER First name Last name Email Code Phone City Region/State/Province Country Company Position/Role How did you hear about IPA? Please share your friend's name so we may thank them! I agree to abide by Daylight's Guiding Principles. I acknowledge that I have read IPA's program accessibility. I understand that once registered, I will not be granted a refund. We will consider any extenuating circumstances and may allow your fee to be applied to future cohorts within 12 months. If you have questions about whether IPA is right for you, please contact us at learn@daylightadvisors.com before enrolling. I would like to receive other communications from Daylight. You can unsubscribe from these communications at any time. Select registration option: * For Profit Professional: $2,850 with $250 discount - $2600 Nonprofit & Independent Practitioner: $2,500 with $250 discount - $2250 IPA + Certificate Subscription Bundle: For Profit Professional - $3500 IPA + Certificate Subscription Bundle: Nonprofit & Independent Practitioner - $3000 Learn more about our certificates and special subscription bundle here . Select cohort: (January 2025 and April 2025 Cohort options.) For January registrations, please select your top 2 cohort preferences. January 2025 - Cohort 4 January 2025 - Cohort 6 April 2025 - Cohort 1 April 2025 - Cohort 2 April 2025 - Cohort 3 April 2025 - Cohort 4 April 2025 - Cohort 5 Checkout IPA About Experience Advisory Board Faculty Fees Register IPA: A New Standard for Impact Quick Links About Experience Who Advisory Board Faculty Fees Register

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…

Daylight was founded by leaders committed to excellence, innovation, and equity in philanthropy. We are strategists, researchers, entrepreneurs, storytellers - and above all, practitioners - with experience in philanthropic advising in the U.S. and abroad. At heart, we are collaborators and advocates, thrilled to support the talent and passion of the Daylight community. Dien Yuen CEO Megan Lemieux Bell Director, Engagement Allie Lemieux Manager, Learner Experience Travis Meister Consultant, Educational Design Crystal Thompkins Director, Strategic Impact Mike Rea Director, Partnerships Rick Peck Consultant, Advisor Practice Nathan Heruy Consultant, Research Tony Macklin Director, Advisor Practice Lydia Oh Manager, Programs & Marketing Cindy Yang Consultant, Programs Why Daylight? We believe in open design and spaces and in illuminating blind spots. Of surfacing obscured resources and just finding inspiration with good company outside. What might Daylight be to you?

Cindy Yang (She/Her) Consultant, Programs cindy@daylightadvisors.co m Cindy joins Daylight with over 20 years of experience supporting C-Suite executives in the legal, health, and nonprofit sector. Cindy’s dedication, capacity to juggle a diverse and dynamic set of responsibilities and ability to collaborate across geographies will be a great addition to Daylight as they continue to grow. Prior to joining Daylight, Cindy worked as an Executive Administrator for a non-profit health care organization in Milwaukee, WI. In her role there, she managed the day-to-day operations for the corporate office, and supported the CEO and executive staff, as well as served closely as a liaison to the board of directors. Cindy received her bachelor’s in business administration from the University of Wisconsin-Milwaukee and a master’s degree in management from Cardinal Stritch University. Cindy was raised in Wisconsin and now lives in South Carolina. In her spare time, Cindy enjoys spending time with her husband and two sons, as well as volunteering and building relationships in the Hmong communities throughout the Carolinas.

Prismatic Accelerator Philanthropy Advisors and Multicultural Entrepreneurs Transforming Lives and Communities Introducing the next Prismatic cohort of philanthropy advisor-entrepreneurs! Led by Crystal Thompkins, Director of Strategic Impact Bao-Tram Do Eileen Egan Andra Kranzler Britney Nesbit Cohort 1 Mark Greer Tiffany Polite Denise Sarkor Jilla Tombar Lauren Tudor Joy Webb The Prismatic Accelerator helps philanthropy realize its full potential by expanding and diversifying the pool of advisors available to meet client demand and speeding growth in multicultural entrepreneur ownership and thought leadership. It is the first accelerator dedicated to increasing multicultural ownership and impact in the philanthropic advisor sector with a focus on business growth. Created by Daylight Advisors, the program is designed to boost business, technical and leadership acumen and create a welcoming, inspiring, and supportive community for multicultural advisor-entrepreneurs. "I work to radically reimagine philanthropy and help implement the changes ne cessary to bring forth a new way of resourcing social change: essentially to help philanthropists do good, better.” -- Jilla Tombar, Vortex Philanthropy Advisors Prismatic Fellow 2024

Dien Yuen (She/Her) CEO dien@daylightadvisors.co m Dien helps advisors elevate their philanthropic advising practice by building their confidence, competence, and cultural dexterity. She founded Daylight, an innovative professional development platform that creates transformative learning experiences for advisors pursuing growth, service, and social impact. Daylight’s certificate programs, including the Impact Philanthropy Advisor (IPA) certification, set a new standard for philanthropic planning education for advisors. Dien serves as lead faculty for philanthropy at Singapore’s Wealth Management Institute (WMI) , where she was instrumental in launching the Certified Impact Philanthropy Professional (CIPP), Asia’s first professional philanthropic certification. She was inducted into the 2023 National Association of Charitable Gift Planners (CGP) Hall of Fame and recognized for her academic leadership with the Distinguished Faculty Award from WMI. Previously, Dien founded the Center for Philanthropy and Social Impact at The American College of Financial Services, where she also developed and taught courses as the Blunt-Nickel Professor in Philanthropy for the Chartered Advisor in Philanthropy® (CAP®) program. Dien’s early career included senior roles in wealth management and global development organizations. She currently serves on the boards of Myriad USA and Giving Compass . Dien holds a Juris Doctorate, an LLM in International law, a Chartered Advisor in Philanthropy (CAP®), and an Accredited Estate Planning (AEP) designation.

Welcome to Illuminate Philanthropy, the podcast by and for advisors dedicated to exploring the latest news and events in the world of philanthropy and social impact. Each episode dives into current topics, innovative trends, and the inspiring stories of the people shaping the philanthropic landscape. In this inaugural series of Illuminate Philanthropy, we will explore Adapting to the 8 Key Trends in Philanthropic Advising . Each episode will explore a key trend. Tune in as we shine a light on the power of philanthropy and how advisors can drive impactful change.