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, lectures, videos, graphics, downloadable advisor resources Program Length: 5 - 8 hours Program Complexity Level: Basic 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. Register for the Collaborative Philanthropy Certificate or an Annual Certificate Subscription now! INDIVIDUAL OR ANNUAL SUBSCRIPTION CHECKOUT IPA + ANNUAL SUBSCRIPTION BUNDLE 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 President and CEO F&G Annuities & Life Francis Lee Former Chairman and CEO Synaptics, Inc. Dien Yuen CEO Daylight Advisory Board Dianne Chipps Bailey , JD, CAP® MD, Natl. Philanthropic Strategy Exec. Bank of America 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 Birger Stamperdahl President & CEO of Give2Asia, CEO of Myriad Alliance Toussaint Bailey Founder & Managing Partner, Uplifing Capital Karen Mae Cheung , LLM, TEP Reg. Dir of Business Dev., APAC Growth Strategy & Client Mgmt., Equiom Group Hugh Lawson , IPA Principal, Lawson Leadership Advisory Ltd. Alisia Robin , CAP®, IPA 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® Chief Diversity, Equity and Inclusion Officer, Mng. Dir., Glenmede Yvonne L. Moore Founder and Managing Director Moore Philanthropy 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

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: Modern Philanthropic Advising Training Empower practitioners with contemporary and accessible learning opportunities. Connect advisors, and organize and elevate the philanthropic advising profession. Understand the sector better with new research on philanthropic influence. Boost the capacity of organizations, as well as advisors, with specialized expertise and services. Outcomes Expanded consumer participation Trust and visibility in the field More qualified impact advisors New leadership and voices Global network of advisors New collaborations, partnerships Impact New philanthropy New families and participants Diversity of causes and communities supported New philanthropic practices and innovation Download the Daylight overview here .

Dien Yuen Dien Yuen (She/Her) CEO Dien is the Founder and CEO of Daylight, a learning partner equipping wealth and philanthropic advisors with the confidence, competence, and cultural dexterity to grow their practices and strengthen client relationships. Daylight’s Certified Impact Philanthropy Advisor (IPA) program and certificate offerings establish a new benchmark for excellence in philanthropic planning education. She was named in Wealthmanagement.com’s 2025 Ten to Watch: Innovators and Influencers Set to Change the Industry. Dien 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 Wealth Management Institute in Singapore. Dien served as the lead faculty for philanthropy at WMI, where she was instrumental in launching Asia’s first professional philanthropic certification program. Previously, Dien founded the Center for Philanthropy and Social Impact at The American College of Financial Services, where she also developed and taught courses in the Chartered Advisor in Philanthropy® (CAP®) program as the Blunt-Nickel Professor in Philanthropy. Dien’s early career included senior roles in wealth management and global development organizations. She holds a Juris Doctorate, an LLM in International Law, a Chartered Advisor in Philanthropy (CAP®), an Accredited Estate Planning (AEP) designation, and is a Certified Impact Philanthropy Advisor. LinkedIn

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

Where Do Philanthropy Advisors Come From? Papa, Where Do Philanthropy Advisors Come From? By Tony Macklin Well, son, sometimes a donor couple loves a cause very much. So much they want to put a lot of money into it… 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 ©2025 Daylight Advisors, Inc.

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

Who are philanthropic advisors? What services do they provide? What challenges do they face in their work? What kinds of support and resources could help them generate more impact in their communities? Daylight's Philanthropic Advisor: Professional Development, Practice, and Knowledge Gaps is the first comprehensive report to examine the unique experiences and professional needs of today's philanthropic advisors. U.S. Philanthropic Advisors 2024: Professional Development, Practice, and Knowledge Gaps Who are philanthropic advisors? What services do they provide? What challenges do they face in their work? What kinds of support and resources could help them generate more impact in their communities? Here's a look at understanding the unique experiences and professional needs of today's philanthropic advisors. Download Report EXECUTIVE SUMMARY Philanthropic advisors play a critical role within the philanthropic ecosystem, yet their professional experiences remain largely unmapped. Little is known about who today’s advisors are, how they learned the craft, whom they serve, and how they carry out their work to generate impact. This research is the first of several initiatives to better understand the experiences and needs of philanthropic advisors as crucial yet understudied agents of social change. The topics of inquiry include the nature of their current work and impact; whom they serve and how they do so; their experience in the field, including role tenure, salary, and supervisory responsibilities; how they stay abreast of charitable trends and apply new tools; and the specific skills and knowledge areas they seek to develop further. We conducted an online survey with 258 philanthropic advisors living in or working with clients in the United States. The term “philanthropic advisors” was defined broadly to include anyone involved in navigating the who, what, why, and how of using resources for philanthropy and social impact, either as a full-time job or as part of the role of a wealth advisor, gift planner, or other profession. KEY FINDINGS The field is becoming more diverse. Over half (51%) of the newcomers to philanthropic advising, defined as having fewer than 10 years of experience, were Black, Indigenous, and People of Color (BIPOC). New advisors were mostly female (65%) and in their 30s (38%). Advisors in their 30s are leading diversity efforts. Respondents aged 30–39 reported serving more BIPOC and/or Lesbian, Gay, Bisexual, and Transgender (LGBTQ+) clients than their colleagues in other age cohorts. Respondents are moving billions in charitable dollars. Collectively, the respondents helped to facilitate almost $13 billion in charitable giving last year, with an individual average of $50 million. The largest category (40%) helped to facilitate between $1 million and $10 million, and the second largest category (28%) helped to facilitate between $10 million and $100 million. Donor-advised funds (DAFs) remain popular throughout the sector. Both new and senior advisors named DAFs among their most commonly used charitable tools. They were the most or second-most popular charitable tool across employer types. Explore which advisors guide donors toward DAFs—and what sets them apart. With experience comes confidence—with some exceptions. When asked to rate their knowledge levels in key skill areas, respondents reported levels of expertise that generally increased with experience, with the exception of two broad skill areas: 1) financial capital development and 2) diversity, equity, and inclusion (DEI), intercultural, and wealth dynamics. Growth as a philanthropic advisor comes primarily from learning on the job. When asked to rate several educational resources, such as professional development programs or memberships in associations, all respondent groups described learning on the job as the most helpful to their development as advisors. VOICE OF THE ADVISOR Tony Macklin, Director of Daylight's Advisor Practice, shares how we define philanthropic advisors.

In this certificate, you’ll learn about demographic trends in wealth building through business ownership and the philanthropic planning implications of various business structures and assets. You’ll gain insights into frameworks for managing companies’ philanthropy and social impact programs. You’ll also learn about your role in helping business owners find their purpose and meet philanthropic planning goals before, during, and after exits from their businesses. Certificates Philanthropic Planning with Business Owners Certificate 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. Additionally, approximately 69% of these business owners intend to incorporate charitable giving into their plans for exiting their businesses. In this certificate, you’ll learn about demographic trends in wealth building through business ownership and the philanthropic planning implications of various business structures and assets. You’ll gain insights into frameworks for managing companies’ philanthropy and social impact programs. You’ll also learn about your role in helping business owners find their purpose and meet philanthropic planning goals before, during, and after exits from their businesses. 73% Entrepreneurs as Philanthropists, Fidelity Charitable of entrepreneurs have spoken with an advisor about giving, compared with half of non-entrepreneurs. LEARNING OBJECTIVES Understand how philanthropic planning fits into the lifecycle of starting, growing, and exiting different types of business entities. Compare opportunities and challenges of charitable planning with several types of business assets. Choose potential options for a business to formalize its philanthropy or social impact program. Evaluate the potential impact of business ownership transition options on the owner and their philanthropic goals. Propose philanthropic planning solutions for a case study of a “millionaire next door” business owner. FACULTY David Flores Wilson David Flores Wilson, CFA, CFP®, CEPA®, CM&AA, Managing Partner at Sincerus Advisory, advises entrepreneurs and business owners in New York City on personal financial planning issues from formation to exit and beyond. A multiple-time Investopedia Top 100 Financial Advisor, his financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, US News & World Report, and InvestmentNews. David represented Guam in the 1996 Atlanta Olympic Games, sits on the Board of Directors as Treasurer for the Lower East Side Girls Club, and is active with Entrepreneur's Organization, the Estate Planning Council of New York City, Advisors in Philanthropy (AiP), and the Exit Planning Institute. Denise Sarkor With over 18 years of experience at the intersection of financial services, business strategy, and human development, Denise Sarkor is Principal & Private Wealth Advisor at Sarkor Financial Advisors—a fee-only financial planning and investment management firm. In this capacity, she advises trailblazing—yet underestimated—community leaders, career executives, and small business owners on their personal financial plans, portfolios, trusts, estates, and philanthropic vehicles. Denise's expertise extends beyond traditional financial services, as she focuses on helping marginalized communities in building impactful legacies through tailored financial strategies. Learn more at denisesarkor.com or sarkorfinancialadvisors.com. Lillie N. Nkenchor Lillie N. Nkenchor, Esq., LL.M. is the Founding and Managing Attorney of Lillie N. Nkenchor, PC, where she drafts estate planning and business documents and resolves complex legal issues for individuals, families, and business owners. Lillie combines legal precision with strategic insight to help clients protect assets, build generational wealth, and achieve their personal and business goals in a tax-efficient way. In addition to her legal practice, Lillie is an engaging speaker who presents to students, professionals, and community groups to educate, inspire, and empower others to plan confidently. Her mission is to demystify estate and business planning so people can move forward without fear or confusion—and take control of their financial futures. Ryan Raffin Ryan serves as Partner, Noncash Assets & Compliance, for Charitable Solutions, LLC. His work focuses on compliance, tax, and due diligence issues relating to complex charitable giving. His work involves assessment of proposed donations and liquidation of donated assets, particularly involving Dechomai Foundation, Inc. Prior to joining Charitable Solutions, Ryan graduated from the University of Iowa College of Law. He earned a bachelor's degree in accounting from the University of Notre Dame. He is licensed to practice in Colorado and South Carolina. Sarah Taylor Sarah Taylor is the founder of Taylor Impact Group, where she helps individuals, families, foundations, and companies build their legacy through purposeful and strategic giving. Before launching her independent practice, Sarah built and led philanthropic programs for Fortune 500 companies, like Tito's Handmade Vodka and Vista Equity Partners. She has advised executives on their personal giving, developed signature grantmaking programs, launched employee giving initiatives, and scaled cause-marketing efforts that increased brand equity and consumer loyalty. 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. Philanthropic Planning with Business Owners Certificate Modules Fundamentals of Entrepreneurship and Business Ownership Charitable and Estate Planning with Business Owners Business Philanthropy and Social Impact Choices Philanthropy as Part of Business Transition & Exit Planning Case Study Exercise, Post-Ownership, and Advisory Roles Course Format Program Type: Certificate program - asynchronous course with module quizzes Program Delivery: Readings, lectures, videos, graphics, downloadable advisor resources Program Length: 8-10 hours Program Complexity Level: Basic Daylight is an approved CE sponsor. Continuing education credits are pending for completion of the Philanthropic Planning with Business Owners Certificate. CFP®, CPWA®, CIMA®, RMA® CAP®, CFRE, CSPGCM Download Philanthropic Planning with Business Owners Certificate program description. Register for an individual certificate or an Annual Certificate Subscription now! 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What trends are influencing gift planning? What trends are influencing gift planning? By Megan Bell and Dien Yuen At Daylight, we monitor trends in philanthropic advising and listen closely to advisors and gift planners working with clients and donors on the frontlines. One way we do this is by connecting some of the dots we see and asking advisors how it might apply in their day-to-day work and what's on their minds. In April, we asked attendees at the Northern California Planned Giving Council, "What trends in philanthropy or gift planning are on your minds?" We received over 60 responses written on notecards. They can be grouped into six general themes: giving styles and trends, gift planning, DAFs, demographics, AI/Tech, and concerns over the current political climate. Below are examples of what the participants shared. Do they resonate with you? We've shared our "Adapting to 8 Trends in Philanthropic Advising" presentation to over 600 non-profit and for-profit advisors in many small gatherings. The responses vary based on geography, advisor mix, client or donor sophistication level, etc. One consistent theme is that advisors are looking to broaden their definition of philanthropic planning. Adapting to 8 Trends in Philanthropic Advising Episode 1: Changing Client Base Episode 2: Evolving Definitions Episode 3: Evolving Vehicles Episode 4: Questioning Norms Episode 5: Growing Mistrust Episode 6: Wealth Planning Episode 7: AI for Good Episode 8: The Messy Marketplace

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

Tony Macklin Tony Macklin (He/Him) Director, Advisor Practice tony@daylightadvisors.com At Daylight, Tony leads the development of new education programs and field-building projects. A Certified Impact Philanthropy Advisor and Chartered Advisor in Philanthropy®, 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 for the same audiences. He served four years as executive director of the Roy A. Hunt Foundation, a multi-generational family foundation. While there, he facilitated a visioning process and changes in investment management, impact investing, grantmaking, trustee education, and back-office management. In twelve years at the Central Indiana Community Foundation, he led grantmaking and community change initiatives, advised generous entrepreneurs and families, attracted $39 million in assets and co-investments, and co-founded a social enterprise. Before that he managed technical assistance and financing programs for the State of Indiana’s Community Development Division. Tony was raised in Indiana and now lives in Pittsburgh. He is a member of the National Network for Consultants to Grantmakers and Purposeful Planning Institute. He also serves as a senior consultant for the National Center for Family Philanthropy, senior consultant with Ekstrom Alley Clontz & Associates, and senior advisor to the Impact Finance Center. He’s reviewed proposals for a wide variety of funders and purposes, co-founded a giving circle, and served on more task forces and committees than he can remember. LinkedIn