Daylight asked philanthropy advisors how they learn best. The top responses from attendees indicated that the best learning happens in open discussions with others, through practice and repetition, engaging topics and content, and snacks. 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…

Who are philanthropic advisors? What services do they provide? What challenges do they face in their work? Daylight publishes a report on philanthropy advisors and their work. Download Report

Daylight looks at the previous roles of philanthropy advisors in "Where do philanthropy advisors come from?" Papa, Where Do Philanthropy Advisors Come From? Well, son, sometimes a donor couple loves a cause very much. So much they want to put a lot of money into it… By Tony Macklin OK, maybe a child hasn’t asked you that question. But the topic comes up in the Daylight team’s conversations with philanthropy professionals. Our answer has been something like “from more than a dozen allied professions like nonprofit management, grantmaking, gift planning, and financial services.” It turns out philanthropy advisors’ backgrounds are far more diverse. During a packed session about philanthropic services at the 2023 DAF Giving Summit , we asked attendees to share their previous three jobs or roles. Forty two percent of them came from the types of philanthropy jobs you might expect: But the larger percentage listed backgrounds as varied as cowboy, bartender, ecological designer, letter carrier, marketing coordinator, social worker, and domestic violence attorney: Wildly mixed backgrounds can be a strength in the field of philanthropic advising. The diverse lived experiences will benefit clients and advisors working collaboratively. And different professions bring new angles to identifying and solving problems, involving people in decision-making, structuring client services, and more. The mix also presents challenges. The primary one, often reported by employers, is an advisor’s limited experience with the broad range of philanthropic motivations, resources, vehicles, strategies, and social impact tools clients use. To be sure, some advisors make a living only knowing about grantmaking to charities or only working in an issue such as education. But most private sector employers, and an increasing number of foundations, need generalists who can comfortably navigate multiple options, often without judging the client’s final choices. What’s Next? Over the past 18 months, Daylight team members have been developing a standardized set of competencies for philanthropic advisors, mapping where professional development programs meet those competencies, and asking advisors where they rank themselves on a scale from novice to expert. And, no surprise, we have ideas for filling gaps with new programming and research. Stay tuned for more information about our competency mapping and new programming in April! REN DAF Giving Summit 2023

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. Meet the inaugural IPA graduates! Daylight is a global home for learning, practice, and research. Amidst a historic intergenerational transfer of wealth, rising needs, and interest in philanthropy, now is the time to reinvigorate and elevate the practice of impact advising. Em power practitioners with contemporary and accessible learning opportunities. Conn ect advisors, and organize and elevate the philanthropic advising profession. Understand the sector better with new research on philanthropic influe nce. Boost the capacity 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. Professional advisors are the key to unlocking the growth of the philanthropic advising market, particularly in product innovation, client education, and industry adoption. They're expected to be competent in three areas: (1) they must understand the complexities of giving behavior, including values, motivations, and intergenerational dynamics; (2) they must meet increasing demands from clients who are philanthropically savvy and expect advanced knowledge and increased levels of support from their advisors and (3) they must have command of the latest gift strategies, tools, regulations, and technologies. 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 focus topics. Learn More Help us build a more visible, trusted, and thriving 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

Daylight asked philanthropy advisors how they learn best. The top responses from attendees indicated that the best learning happens in open discussions with others, through practice and repetition, engaging topics and content, and snacks. 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 collecting giving types 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 of real donors and their advisors who have incorporated collaboratives into their philanthropic giving. 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. A proven leader in strategy, policy, fundraising, and partnerships, Rebecca has mobilized multimillion-dollar investments in equity, health, and education. 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. She continues to serve as a dedicated volunteer on the Board of Directors for FFBC and Forward Global. Rebecca is a 2025 World Economic Forum Young Global Leader, a Women Leader for the World Fellow, and a Canadian Millennium Laureate. 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. She has architected and scaled projects across the landscape of philanthropy, including the build of Freedom School for Philanthropy incubated at Radiant Strategies, Donors of Color Network, Purpose School at The American College of Financial Services, and Amplifier. Isis is also a trained pastry chef and mama of 2, and is a firm believer in the power of collective action and gathering around the kitchen table to change the world. 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. She is now Partnerships and Strategy Advisor. Previously, Kimberly was Principal on the Portfolio Team of the Skoll Foundation , where she ran the Skoll Awards for Social Entrepreneurship, and Program Officer at the Henry J. Kaiser Family Foundation. She holds a B.A. in politics from Princeton University and an M.B.A. from the Haas School of Business at UC Berkeley. She sits on the boards of the National Center for Family Philanthropy and Health Care Without Harm and is a member of P150 . Register for the Collaborative Philanthropy Certificate or an Annual Certificate Subscription now! INDIVIDUAL OR ANNUAL SUBSCRIPTION CHECKOUT IPA + ANNUAL SUBSCRIPTION BUNDLE CHECKOUT

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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. Press Dien Yuen named in WealthManagement's 2025 Ten to Watch Press Daylight CEO Underscores the Need for Philanthropic Planning Know-How Press Dien Yuen Inducted into CGP Hall of Fame Press "What Philanthropy is poised to look like in 2024" ft. Tony Macklin Press Daylight News April 2025 March 2025 February 2025 January 2025 SEE MORE

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. In the Field APRIL • DAF Professional Certificate Program, The American College of Financial Services Dallas April 8-9 Button • Daylight IPA Info Session Virtual April 10 Button • NCPGC Annual Conference San Francisco April 22 Button • Daylight IPA Info Session Virtual May 13 Button • Western Regional Planned Giving Group Kalamazoo May 13 Button • We Give Summit Virtual May 13-15 Button • NNCG: Understanding the Role and Impact of DAFs in Philanthropic Planning Virtual May 21 Button • SoCalCGP Western Regional Planned Giving Conference Costa Mesa May 21-23 Button MAY JUNE • Daylight IPA Info Session Virtual June 12 Button IPA Live Info Session - June 12 View More Webinar: Adapting to 8 Trends in Philanthropic Advising in SE Asia View More IPA Live Info Session - May 13 View More Webinar: Adapting to 8 Trends in Philanthropic Advising View More Post-Election Webinar View More

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

Bringing ideas and resources to light for philanthropy advisors and philanthropic planning Our Ideas In Practice Bringing ideas and resources to light Congratulations to the Inaugural IPA Cohort! Congratulations to the Inaugural IPA Cohort! What does it take to be a great philanthropic advisor? What does it take to be a great philanthropic advisor? Advising the Modern Philanthropic Client Advising the Modern Philanthropic Client SEE MORE In the Field Where to find us in-person and virtually SEE CALENDAR

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. Seth Klukoff (He/Him) Consultant, Advisor Practice seth@daylightadvisors.com Seth Klukoff works with Daylight in our Advisor Practice engagements. Seth has a more than 30-year background in thought leadership, business development, policy advocacy, social marketing, and writing. He has worked extensively with organizations in the philanthropic and nonprofit arenas—from foundations and think tanks to advocacy groups and large research organizations—as well as in the for-profit sector. Seth serves as a faculty member for Daylight Advisors’ Impact Philanthropy Advisor (IPA) certification, developed the learning module on Purpose and Strategy, and participated in the initial IPA cohort. He also managed a research study as part of the Hewlett Foundation’s Effective Philanthropy program, focusing on how high net worth donors access and use knowledge. Prior to founding Eoan Strategies, Seth served as Vice President, Thought Leadership at Equal Measure, a national research and strategy firm. At Equal Measure, he led thought leadership for foundation, nonprofit, and government clients such as the Bill & Melinda Gates Foundation, the National Science Foundation, Lumina Foundation, StriveTogether, and Citi Foundation. He also led Equal Measure’s business and partnership development strategy. Seth holds a master’s degree in journalism from Northwestern University and a B.A. in political science from the University of Michigan. He serves on the National Steering Committee for the National Network of Consultants to Grantmakers (NNCG), where he is co-chair of NNCG’s programming committee and past chair of its fundraising committee. Seth resides in Cherry Hill, NJ, which is just outside Philadelphia. He loves hiking, 3,000-piece jigsaw puzzles, reading history, Abbott Elementary, and all things Philadelphia and University of Michigan sports.

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. Crystal Thompkins (She/Her) Director, Strategic Impact crystal@daylightadvisors.co m A Chartered Advisor in Philanthropy ® and Certified Specialist in Planned Giving with over 20 years of experience in planned giving program management, Crystal brings a depth of expertise in nonprofit and family legacy planning. Crystal most recently served as Head of Philanthropic Solutions for BNY Mellon Wealth Management leading the national strategy and thought leadership for the firm’s philanthropic businesses. Crystal was the direct manager of the planned giving business responsible for the administration and organizational support of over 100 national nonprofit planned giving programs, leveraging her extensive experience in charitable tax preparation, operations, and fiduciary services. Crystal’s focus on prioritizing research to help nonprofits, funders, and advisors better understand the giving landscape led to the publication of one of the few studies of the charitable giving behavior of high- and ultra-high-net wealth investors and another study specifically on planned giving activity and trends. Crystal is also the Principal and Founder of TrueCrystal Consulting, a philanthropic consulting firm committed to helping Black Indigenous People of Color (BIPOC) -led, BIPOC-serving organizations and allied funders create a legacy through endowment building utilizing gift planning, equity-focused governance practices, and inclusive succession planning. Crystal is a frequent speaker at regional and national conferences across nonprofit sectors and affiliated professional organizations and also facilitates nonprofit and private foundation board meetings guiding DEI and impact-focused, trust-based governance and giving. She has published articles in several publications including Worth Magazine , ThinkAdvisor , and Planned Giving Today . She also serves on the advisory council of Women of Color in Fundraising and Philanthropy (WŌC); the editorial board of Planned Giving Today ; and the board of the Winston-Salem State University Foundation, her alma mater. Crystal and her husband, David, are permanent, life-long residents of North Carolina and are proud rescue fur baby parents and servants to DJ (dog) and Sinclair (cat).