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Certified IPAs January 2025 Cohort Aleta Stampley Ana Gamborena Birger Stamperdahl Claudia Ehrlich Donald Wong Erin Howe Jen Shafer Jordan Brown Lauren Tudor Mary Fischer-Nassib Nancy Neal Shilpa Andalkar Xin Xin Alexander Hoffmaster Andra Kranzler Britney Nesbit Clayton Jason Douglas Page Ginger Opp Jenny Weinar Karen Mae Cheung Len Maranan-Goldstein Mary Lam-Witcher Nishita Bakshi Stacey Guadnola Alexis Miller Antoinette LeCouteur Caroline Kuebler Cris Lutz Elaine Chu Gloris Estrella Jesse Bohlin Kate Landon Liza Hanks Miguel de la Fuente-Lau Ruyi Lu Stephanie Gillis Alison Patterson Asa Tate Christal M. Cherry Denise Sarkor Elizabeth Burdette Hugh Lawson Jessica Weare Kathleen Tranovich Lora Smith Mike Todd Santi Alston Susan Caperton Amber Gonzales Vargas Asma Mahmood Christen Lee Diane N. Nguyen Emerald Adeyemi Iris Sagi Jilla Tombar Kristin Giant Marguerite Griffin Molly McAndrew Shawn Castellanos Tonya Sisco

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

Earning the Impact Philanthropic Advisor certification signifies the successful completion of a rigorous 12-module program designed to cultivate the relational, technical, and practical skills essential for effective philanthropic planning. Through independent study and collaborative discussions, the program further enhances the capabilities of advisors to support the evolving needs and expectations of families, organizations, and communities. Edit About Chat Experience User Faculty Camera Fees Mail Register THE IMPACT PHILANTHROPY ADVISOR CERTIFICATION Amidst a historic $124 trillion intergenerational transfer of wealth, clients are turning to advisors for more than investments and tax planning, and philanthropy’s tools, considerations and goals have become more complex. Daylight’s learning platform and network are designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact. With a mix of expert facilitation and on-demand instruction available online over 20 weeks, the Impact Philanthropy Advisor program (IPA) offers the skills and connections to confidently support the needs and expectations of families, organizations and communities today. 518 IPA Learners Enrolled 411 Certified IPAs 97% Graduation Rate 43 Community Foundation Represented 16 Countries/ Regions Net Promoter Score Our IPA program received a world-class rating that reflects the strength of our learning community. NPS 83 "Consider the IPA Certification a launching pad to elevate and strengthen one's confidence in being able to better serve those they're called to guide. I'm excited about the domino effect that will be felt throughout time by the advisors and consultants who lean into the wisdom that is collectively shared here." Padric H.B. Scott Founder & CEO, Crossroad Capital Partners "Daylight offers a comprehensive view of the field along with practical tools to help shape your unique approach. In a space where formal certification has been lacking, Daylight is leading the way by helping professionals build core competencies and define their practice." Jennifer Curry Director of Giving Strategies, Oregon Community Foundation "My experience with Daylight and the IPA program was exceptional. IPA offered a comprehensive overview of the philanthropic landscape, from giving vehicles to advisory strategies, while remaining highly practical and applicable to day-to-day work. The program created a valuable space to connect with thoughtful, like-minded peers across the sector." Travers Oliver Head of Philanthropic Strategies, Founders Pledge IPAs in Their Own Words THE IPA EXPERIENCE The Impact Philanthropy Advisor certification is a state-of-the-art learning program. IPA participants will receive • 20 weeks of learning designed by expert advisors • On-demand content and case studies • Live group discussions facilitated by industry practitioners • New peer connections • Continuing education credits • Celebrations and virtual graduation • One year access to the Impact Advisors Network • Complimentary access to Collaborative Philanthropy Certificate IPA WILL ADVANCE YOUR PRACTICE IN 3 AREAS TECHNICAL Align client values and priorities to achieve philanthropic objectives Assess features and benefits of charitable and non-charitable giving tools Integrate giving strategies within wealth, estate, tax, and philanthropic planning opportunities RELATIONAL Apply a cultural dexterity framework to support a range of client generations and backgrounds Identify the phases of the client impact journey and motivations Develop your skills and personal style to deepen philanthropic conversations PRACTICAL Examine the current philanthropic landscape, trends and debates Develop a sustainable philanthropic strategy and expand client relationships Assess the ethical obligations of a philanthropy advisor THE PROGRAM HOW IT WORKS About 30 hours, start-to-finish 12-15 advisors per cohort 12 self-paced modules 5 case studies 10 live virtual cohort conversations Successful completion of the IPA program provides 16 hours of eligible CE credit. CFP Board | Certified Financial Planner® (14.5 eligible hours) Investments and Wealth Institute | Certified Private Wealth Advisor®, Certified Investment Management Analyst®, Retirement Management Advisor® The American College of Financial Services | Chartered Advisor in Philanthropy® The American Institute for Philanthropic Studies, CSU Long Beach | Certified Planned Giving Specialist® Certified Fund Raising Executive International | CFRE IPA MODULES 1. Fundamentals in Philanthropic Advising 2. Social Impact Landscape 3. Art of Philanthropic Advising 4. Purpose and Strategy 5. Charitable Tax Planning 6. Legacy and Gift Planning 7. Foundations and Donor Advised Funds 8. Impact Investing and Alternative Tools 9. Influence, Leverage and Civic Action 10. Planning for the Future 11. Ethics in Philanthropic Advising 12. Cultural Dexterity Download IPA program description and program outline . WHO NEEDS TO BE AN IPA? Whether in a wealth management firm, DAF sponsor or community foundation, family office, grantmaker or nonprofit, many roles benefit from fluency in philanthropy. IPA is for: Client-facing advisors and team members, to better understand your clients and their families, the options available to them, and to collaborate with fellow advisors. Business development roles, to be nimble and opportunistic with the demands of U/HNW families today. Planning and philanthropic specialists, to support junior team members, and for advanced leaders to update their knowledge and be first to access new courses. Associates interested in social change, to further their career development and boost firm loyalty and retention. FACULTY Nishita Bakshi MBA, MSAE, IPA Philanthropy Advisor Aquanetta Betts JD, AEP®, CAP®, CFRE, IPA Johnson Betts, LLC Beth Harper Briglia CPA, CAP®, IPA Philanthropic Advisor Ginni Galicinao ACFBA, ACFWA, CAP®, CPCC, ORSC, IPA Dynamics of Family Wealth Mark Greer MBA, CAP®, IPA Phīla Engaged Giving Steve Grourke CAP®, CFRE, IPA National Park Foundation Andrew Ho MBA, CAP®, IPA National Academy of Sciences Seth Klukoff IPA Eoan Strategies, LLC Shelly Kurtz IPA Eagle Pointe Advisors Cris Chapparo Lutz CAP®, CSPG, IPA The Huntington Library, Art Museum, and Botanical Gardens Tony Macklin CAP®, IPA Daylight Rick Peck CAP®, CFP®, ChFC®, IPA Richard C. Peck Consulting, LLC Rebecca Rothey CFRE, CAP®, AEP®, IPA FACILITATORS Bleu Blakslee IPA Quantum Philanthropy Partners Consulting LLC Beth Harper Briglia CPA, CAP®, IPA Philanthropic Advisor Jaimi Cortes MBA, IPA COR Philanthropic Strategies Kristin Giant JD, IPA Hyperlocal Impact Consultants, LLC Zakiya Lord CFRE, CAP®, IPA The Climate & Clean Energy Equity Fund Ruyi Lu IPA CCS Fundraising Tony Macklin CAP®, IPA Tony Macklin Consulting Rob McPherson IPA The Indianapolis Foundation Doug Page CAP®, IPA Greater Tacoma Community Foundation Erik Rankin MS, MPS, IPA Illinois Prairie Community Foundation Dorothy Stuehmke MPA, CAP®, IPA Capital Impact Advisory Jilla Tombar CAP®, IPA Blackbridge Philanthropic Joy Webb MBA, CAP®, IPA Philanthropic Advisor REGISTER Cohorts starting in October 2026 and January 2027 . Space is limited. Groups are intentionally limited to 12-15 participants to maintain a high-quality learning experience. Secure your spot today. Enroll Now Impact Philanthropy Advisor - Nonprofit & Independent Practitioners Price $2,500.00 Enroll Now Impact Philanthropy Advisor - For Profit Professionals Price $2,850.00 Re-Enroll or Withdraw Still have questions? See our FAQs . Register for a live info session. Not ready for the Certified IPA program? Join our Introduction to Philanthropic Planning Certificate - a complimentary, two-module, self-study program! IPA Experience Faculty Register IPA: A New Standard for Impact Quick Links About NPS Testimonials Experience IPA Modules Who Faculty Facilitators Register

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

Daylight equips wealth and philanthropic advisors with the confidence, competence, and cultural dexterity to grow their practices, strengthen client relationships, and lead with impact. Our Certified Impact Philanthropy Advisor (IPA) program and certificate offerings establish a new benchmark for excellence in philanthropic planning education. IPA Live Info Sessions Next info session: September 10, 2026 at 9 am PT/ 12 pm ET Join an upcoming live Impact Philanthropy Advisor (IPA) information session and learn how IPA can take your philanthropic planning expertise to the next level! We will provide additional details about IPA, the learner experience, and how it can help accelerate your technical, relational, and practical skills to support philanthropic clients and grow your practice. Whether you’re a client-facing advisor, development professional, or seasoned practitioner, you’ll learn what sets IPA apart from other professional development programs in philanthropic planning. Register Now Upcoming Info Session Dates September 10, 2026 9 am PT/12 pm ET November 12, 2026 9 am PT/12 pm ET October 1, 2026 12 pm PT/3 pm ET December 9, 2026 12 pm PT/3 pm ET Meet Our IPA Team Megan Lemieux Bell Tony Macklin Crystal Thompkins

The Introduction to Philanthropic Planning Certificate offers a quick, practical entry for professional advisors and philanthropic leaders who are increasingly called upon to help clients or donors give effectively. Certificates Introduction to Philanthropic Planning Certificate The Introduction to Philanthropic Planning Certificate offers a quick, practical entry for professional advisors and philanthropic leaders who are increasingly called upon to help clients or donors give effectively. Wealthy clients now expect guidance beyond technical solutions, and younger generations are seeking clarity around purpose and impact while using tools beyond tax-deductible gifts. Advisors willing to facilitate conversations about modern philanthropy will have the edge in client attraction and retention during the historic transfer of wealth. This Certificate is designed for wealth advisors, private client attorneys, CPAs, trust officers, family office staff, and nonprofit professionals seeking a fundamental baseline or refresh in philanthropic advising. It provides essential vocabulary, frameworks, and conversational techniques to clarify and support clients’ decisions about purpose, giving, and social impact. "I recently completed the Introduction to Philanthropic Planning (IPP) Certificate and was thoroughly impressed by the quality and depth of the content. This is a fantastic course to refresh one’s understanding of the current philanthropic landscape as well as dive deeper into some of the technical aspects of various charitable vehicles." Randy Macon Foundation Management, Inc. Net Promoter Score A world-class rating, reflecting advisors' desire to help clients align wealth with what matters most. Response period: March 8 - June 8, 2026. Total Responses=26 NPS 85 Daylight's Introduction to Philanthropic Planning Certificate has been named a finalist in the Philanthropy Category of the 2026 Wealth Management Industry Awards , recognizing the program's excellence in advancing philanthropic planning education for wealth management and advisory professionals. LEARNING OBJECTIVES Explain the knowledge and skills required for effective advising within the Philanthropic Advising Competency Model. Describe the nine components of modern philanthropic planning, including representative client deliverables. Explain the fundamentals of the modern social impact toolkit, including donor-advised funds, private foundations, and emerging structures and trends. Apply conversation prompts to lead discovery discussions that surface client values, purpose, and legacy goals. Predict how the advisor’s role will evolve as a collaborator with others across the stages of developing and implementing philanthropic plans. FACULTY Tony Macklin Tony Macklin leads the development of new education programs and field-building projects as Daylight’s Director of Advisor Practice. He is a philanthropist, philanthropoid, and philanthropy geek. Tony enjoys working at the intersection of meaningful giving and community results, specifically connecting older, established forms of philanthropy with emerging trends and experiments. Tony helps donors, families, grantmakers, and their advisors and associations answer questions about shared purpose, use of resources for social impact, governance, strategy, and assessment. He is a frequent speaker, trainer, and author. Introduction to Philanthropic Planning Certificate Modules Laying the Groundwork Preparing for Meaningful Impact Course Format Program Type: Certificate program - asynchronous with module quizzes Program Delivery: Readings, videos, graphics, downloadable resources Program Complexity Level: Overview Introduction to Philanthropic Planning Certificate is complimentary for all advisors. Daylight is an approved CE sponsor. Continuing education credits are eligible for completion of the Introduction to Philanthropic Planning Certificate. CFP®, CPWA®, CIMA®, RMA®:  2 hours  CAP®, CFRE, CSPGCM:  2 hours  Download the Introduction to Philanthropic Planning Certificate program description and program outline . Register for the Introduction to Philanthropic Planning Certificate or an Annual Certificate Subscription now. INDIVIDUAL OR ANNUAL SUBSCRIPTION CHECKOUT

Daylight was founded by leaders committed to advancing excellence and innovation in philanthropic advising training. Our programs are rooted in decades of real-world experiences across wealth management, philanthropic consulting, charitable planning, family dynamics, program design, and adult education. Daylight is a leading professional development platform equipping advisors with the confidence, competence, and cultural dexterity to grow their philanthropic planning practice. Through its Certified Impact Philanthropy Advisor (IPA) program and certificate offerings, Daylight has set a new benchmark for excellence in philanthropic planning education. Graduates of Daylight join the Impact Advisor Network (IAN), the fastest-growing community of practitioners in philanthropic advising. Board of Directors Chris Blunt CEO Peak Altitude Equity Dien Yuen , JD, LLM, CAP®, AEP®, IPA CEO Daylight Advisory Board Dianne Chipps Bailey , JD, CAP®, IPA MD, Natl. Philanthropic Strategy Exec. Bank of America Noel Pacarro Brown , CIMA®, CPWA® Financial Advisor, SVP The Conscious Wealth Mgmt Group at Morgan Stanley Nina L. Cohen , JD, CAP® Chief Diversity, Equity and Inclusion Officer, Mng. Dir., Glenmede Yvonne L. Moore , IPA Founder and Managing Director Moore Philanthropy Birger Stamperdahl , IPA President & CEO of Give2Asia, CEO of Myriad Alliance Toussaint Bailey Founder & Managing Partner, Uplifing Capital Stephanie Becerra Buckley , CAP® Head of Trust Philanthropic Services Wells Fargo Private Bank Avery T. Fontaine , CAP® SVP, Head of Philanthropy & Impact PNC Private Bank Hawthorn Faye Ong , CIPP Exec. Dir. Head of the Phil. Ctr., Sing. & SE Asia, J.P.Morgan Private Bank Edward Wang , 21/64 Cert. Adv., IPA VP, Family Office of Philanthropy Marin Community Foundation Brantley Boyett , JD, IPA President and Co-Founder Giving Docs Karen Mae Cheung , LLM, TEP, IPA Reg. Dir of Business Dev., APAC Growth Strategy & Client Mgmt., Equiom Group Hugh Lawson , IPA Principal, Lawson Leadership Advisory Ltd. Padric H.B. Scot t, MSFP®, CFP®, AEP®, CAP®, CLU®, WMCP®, IPA Pres. & CEO, Crossroad Capital Partners Freda L. Zietlow , CFA, NACD.DC® Board Dir., Bank of the Orient, Board Dir., MyriadUSA

Illuminate Philanthropy is the only podcast dedicated to the art and practice of philanthropic advising. Each episode explores emerging trends shaping the field, unpacks tools and vehicles for social impact, and addresses practice management challenges with leading industry experts. Welcome to Illuminate Philanthropy, the podcast by and for advisors dedicated to exploring the latest news and trends in the world of philanthropy and social impact. We dive into current topics, innovative trends, and the future of philanthropy with Daylight’s learners, faculty, and advisory board—practitioners who are influencing the future of philanthropy and fostering meaningful change. Our guests share unique perspectives and valuable insights into their career paths, professional development, and how they've built successful practices.

Collective and collaborative giving models are gaining momentum in the philanthropic sector. This certificate equips you with the knowledge and skills to understand and share this new genre of giving vehicles with your clients. Certificates Collaborative Philanthropy Certificate Collective and collaborative giving models are gaining momentum in the philanthropic sector. Research shows that these models operate in very different ways than institutional philanthropy, specifically prioritizing equity and justice, funding systems level priorities, and democratizing and diversifying who leads and what gets funding. This comprehensive certificate curriculum is designed to equip you with the knowledge and skills to understand and share this new genre of giving vehicles with your clients with customizable tools and resources to enhance your client conversations. LEARNING OBJECTIVES Review the field of collective giving, including different collective giving models with an in-depth look at giving circles and collaborative funds. Understand the leveraging power of the collaborative fund model, the unique opportunities for client engagement, governance structures, and impact outcomes. Learn how to find and vet collaborative funds and share them with your clients with easy to understand donor messaging tools. Explore case studies featuring donors and advisors who have successfully incorporated collaborative giving into their philanthropic strategy. Access brief, hands-on, customizable resources to share this giving vehicle with donor clients, as well as engage in interactive activities to apply learning. FACULTY Rebecca Darwent Rebecca Darwent is a global philanthropic advisor and a champion of collaborative giving. Her viral TED Talk, “How to Fund Real Change in Your Community,” highlights the transformative power of community-led philanthropy. In 2020, Rebecca co-founded the Foundation for Black Communities (FFBC), where she led fundraising, community engagement, and advocacy efforts, resulting in a historic $200 million capital transfer from the Canadian government and an additional $25 million from philanthropic partners. Through her philanthropic advisory firm, Rebecca Darwent Global, she partners with foundations and individual donors committed to community-led and collaborative giving. Isis Krause Isis Krause is a facilitator, impact strategist, and experience designer devoted to advancing a more collective and inclusive vision for philanthropy. Through participatory design, she has led strategic planning and growth for dozens of organizations and designed over 250 convenings all around the world, including at the White House, Gates Foundation, and TED. In 2018, Isis led a yearlong co-design process that birthed Philanthropy Together—a field catalyst for collective giving. As their fractional Chief Strategy Officer, she expands Philanthropy Together’s vision and impact, builds partnerships, and creates programming. Kimberly Dasher Tripp Kimberly Dasher Tripp is Founder and Principal of Strategy for Scale where she works with donors as a philanthropic advisor, conducts research on philanthropic practice and trends, and works with partners to launch new efforts to activate philanthropic capital. She is particularly interested in new approaches to high impact philanthropy, on the hunt for the best models to accelerate systems change, and endlessly curious about the sector. She led the consulting team that designed a new kind of intelligence service called Redwoods that is specifically built for donor advisors and philanthropic intermediaries to find excellent funding opportunities in climate. Tony Macklin Tony Macklin leads the development of new education programs and field-building projects as Daylight’s Director of Advisor Practice. He is a philanthropist, philanthropoid, and philanthropy geek. Tony enjoys working at the intersection of meaningful giving and community results, specifically connecting older, established forms of philanthropy with emerging trends and experiments. Tony helps donors, families, grantmakers, and their advisors and associations answer questions about shared purpose, use of resources for social impact, governance, strategy, and assessment. He is a frequent speaker, trainer, and author. Collaborative Philanthropy Certificate Modules The Landscape of Collective & Collaborative Giving Collective Giving Spotlight: Giving Circles Collaborative Giving Spotlight: Collaborative Funds Investing & Engaging in Collaborative Funds Course Format Program Type: Certificate program - asynchronous course with module quizzes Program Delivery: Readings, case study, videos, graphics, downloadable resources Program Complexity Level: Overview Daylight is an approved CE sponsor. Continuing education credits are eligible for completion of the Collaborative Philanthropy Certificate. CFP®, CPWA®, CIMA®, RMA®:  4 hours  CAP®, CFRE, CSPGCM:  4 hours Download Collaborative Philanthropy Certificate program description and program outline . Register for the Collaborative Philanthropy Certificate or an Annual Certificate Subscription now! INDIVIDUAL OR ANNUAL SUBSCRIPTION CHECKOUT

Earning the Impact Philanthrop Advisor certification signifies the successful completion of a rigorous 12-module program designed to cultivate the relational, technical, and practical skills essential for effective philanthropic planning. Through independent study and collaborative discussions, the program further enhances the capabilities of advisors to support the evolving needs and expectations of families, organizations, and communities. ENTERPRISE IMPACT PHILANTHROPY ADVISOR GROUP Philanthropy has evolved. So should your training. Many clients and donors want to help solve the complex challenges they see in their communities and worldwide, including climate change effects and disparities in housing, economic mobility, health, and education. As an advisor and fundraising professional, you are uniquely positioned to help clients purposefully and effectively deploy their financial, human, social, intellectual, and moral or spiritual capitals . But how will you navigate this dynamic social impact landscape and the changing expectations of a more diverse client base? Answering the evolving market demand requires a more contemporary approach to philanthropic advising. WHAT IS THE ENTERPRISE IPA GROUP? As your learning partner for growth and impact, Daylight created the Enterprise Impact Philanthropy Advisor (IPA) group to help you leverage the power of team-based learning. It allows teams of staff, philanthropic partners, and affiliated advisors to go through the program together—building shared language, stronger collaboration, and greater community impact. Deepen client relationships Seize growth opportunities Accelerate and share your skills Spark social impact and family legacies THE IPA EXPERIENCE Live group discussions facilitated by industry practitioners. 20 weeks of learning designed by expert advisors. Readings, case studies, and video lectures. CE available for CFP®, CPWA®, CIMA®, RMA®, CAP®, CSPGCM, CFRE. Certified Impact Philanthropy Advisor certification awarded upon completion. HOW IT WORKS Select your cohort: January, April, July, October. Two months’ advance notice required to launch a group. A signed enterprise agreement is required. Minimum 10, maximum 15 learners. If fewer than 10 paid registrations, the enterprise is responsible for the cost of the remaining seats. One complimentary registration for every three paid. Fee per learner: Nonprofit & Independent: $2,500. For Profit: $2,850. COMMUNITY FOUNDATIONS Community foundations looking to align internal teams and advisor networks. Download program description for community foundations. NONPROFIT ORGANIZATIONS Nonprofits building a strong philanthropic advisory culture. Download program description for nonprofit organizations. ADVISORY FIRMS Advisory firms seeking a competitive edge in a rapidly shifting wealth landscape. Download program description for advisory firms. Learn more about the Certified Impact Philanthropy Advisor (IPA) program. Contact us to create your enterprise IPA group! info@daylightadvisors.com Enterprise IPA Groups What is it? How it works Categories IPA

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

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