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Certified IPAs January 2026 Cohort Adam Shreeve Andrea Shultz Beatriz Guillén Caitlin Orth Cathy Lehman Cristiana Baik Elizabeth Cook Gurneet Takhar Karris Jackson Lauren Gray Maris O'Tierney Mona Allen Preena Soni Sally Gillis Sharon Bean Victoria Williamson Alexandra Desautels Anna Windsor Beth Gallagher Camille Pearson Walz Chelsea Fahr Danielle Scott Emily Moore Jed Rich Katie Sparks Lisa Pike Sheehy Matt Wisniewski Natalie Schaefer Radha Friedman Sameen Piracha Spenser Wyatt Wendy Weiden Alison Upton López Ashley Firestone Betsy Edasery Cara Binder-Kopchick Christine Zachai Devan Gagliardo Erin Williams Jen Field Whitman Kelsey McCarthy Liz DeLois Megan Costigan Nina Cohen Raquel Gimeno Sara Berkbigler Stephanie Imah Whitney Webb Alison Varco Aura Parks-Wise Brenda Turner Caroline Laroche Clare Zlatic Blankemeyer Dinah Jean Eve Weiss Jessica Parker Kirsten Scobie Liza Carballeira Michael Bacon Noel Brown Regine Webster Sarah Marchal Murray Toussaint Bailey Zachary Cohen Amy Hart Clyne Bao-Tram Do Britt Lake Catherine Meckes Courtney Murphy Diptesh Soni Freda Zietlow Kari Alterman Kristell Caballero Saucedo Maria Choi Miki Akimoto Peggy Haslach Rhonda Abrams Shanon Solava Valerie Conn

Riyan Careathers Consultant, Tech LinkedIn

Turning Advisors Into Ambassadors Turning Advisors Into Ambassadors By Crystal Thompkins Director of Strategic Impact, Daylight A strong network of professional advisors can be invaluable to nonprofits. Professional advisors can serve as a resource for technical expertise and as connectors to others within their networks. Many nonprofits develop councils, create collateral, and host events to cultivate relationships with advisors in hopes of uncovering new opportunities. Much time and resources are spent engaging with advisors, yet often the effort does not yield commensurate results. Successful engagement with advisors, meaning engagement that creates a pipeline of new donor opportunities, doesn’t come solely from pleasant lunches and glossy marketing material. Here are 6 tips to help turn professional advisors into effective ambassadors: Develop an advisor engagement strategy. Advisor engagement should be strategic for and specific to your organization, not an obligation or copycat project from other organizations. Consider your organization’s goals, resources, and needs. How might professional advisors specifically (as opposed to other stakeholder groups) help reach those goals or meet a need given your available resources? What resources will you allocate and how? What are the measurable outcomes and success metrics for your advisor engagement? Events and activities should result from the strategy. They are not the strategy. Keep it simple. A sound strategy with supporting activities and clear goals does not need to be complicated. In fact, it shouldn’t be. The simpler the better. Limit activities to those that have a direct line to meeting your goals. Advisor engagement should not distract or subtract from other organizational priorities and resources. Recruit thoughtfully. With the strategy in mind, consider the profile of the advisors who will be most likely to help meet your goals and be thoughtful in selecting advisors to collaborate with. Look for criteria besides oldest/largest practice, most popular, or biggest donor. What networks are they connected to that you are not? Do they have an existing affinity to your organization? What role(s) have they demonstrated (asker, doer, host, connector, etc.)? Would you and your team enjoy working more closely with them? Keep in mind that an advisor may be a subject matter expert or a great supporter of your organization, but that may not translate into being a great ambassador. Be clear about the expectation. The most effective ambassadors know that’s their role. Let advisors know why your organization wants them to be a part of your success and how they can contribute. Instead of downplaying their commitment - “It’s only one meeting a quarter!” - be upfront about the importance of their participation in achieving your goals: “We’re relying on the connections made through our advisor networks to help meet our goals. We’ll need your active involvement to make that happen.” Give them something to do and the tools to do it. One of the best gifts you can give a busy person is instruction, so they don’t have to spend valuable time figuring out how to do something. Give your advisors tasks that are clear and time-sensitive, along with any tools that will help them. If you want them to make introductions, tell them who, how many, why, and by when. Make a digital toolkit with three bullet points on key initiatives, a 60-day calendar of events, a contact list, and an intro email template. Ask them to share it with at least X number of people a month. Let them tell you if that’s too many or too few. The specificity not only makes it easier for them to do, but it also makes it easier for you to track and report outcomes. Interact with purpose. Whether it’s a phone call, an email, or a meeting, every interaction with your advisor network should include: An acknowledgement of their contribution to your success. A reminder and/or status update of their tasks. A discussion of what hurdles or barriers they’re encountering. A report of the status of goals & celebrating accomplishments. A learning moment. Time for listening to their feedback or an offer to do so at a later date. Addressing these six things will affirm their importance to your organization while establishing a sense of collaboration and accountability. ©2025 Daylight Advisors, Inc.

Philanthropic Advising Learning Journey Philanthropic Advising Learning Journey By Dien Yuen & Tony Macklin Advisors come to philanthropic advising through many paths—wealth management, philanthropy, consulting, impact investing, and beyond. At the same time, client expectations, social impact tools, and the capabilities required to advise effectively have evolved significantly. As a result, advisors often face uncertainty about where to focus their development and how to adapt their approach. We created the Philanthropic Advising Learning Journey to address this challenge. It helps advisors quickly recognize where they are in their professional journey and identify what to focus on next. The Learning Journey is grounded in Daylight’s Philanthropic Advising Competency Model , which defines the behavioral and technical capabilities required to serve clients well in today’s environment. How to use it Start by identifying the persona that most closely reflects your current role or focus. Each persona highlights: The capabilities advisors typically bring. The gaps or pressures they are experiencing. Learning pathways that align with those needs. Many advisors will see themselves in more than one persona over time. The Learning Journey is designed to be revisited as client needs evolve, careers progress, or responsibilities shift. How does this help advisors? The Learning Journey helps advisors: Prioritize learning in a crowded professional landscape. Build confidence by focusing on capabilities that matter now. Engage in more relevant conversations with clients about purpose, impact, and legacy. Create a shared language for development within teams and firms. For individual advisors, it provides clarity and direction. For managers and firm leaders, it offers a coherent way to develop teams around shared competencies while respecting individual strengths and growth paths. Our goal is not to prescribe a single path, but to support informed, intentional growth—so advisors can meet today’s complexity with confidence and relevance. Philanthropic Advising Learning Journey 2026 .pdf Download PDF • 558KB

Certified IPAs October 2024 Cohort Ada Williams Prince Becky Crowe Bree Rose Christina Gorczynski David Pickler Erin Hulme Oceguera Jen Holleran Julia Toffoli Lydia Oh Michelle Caragol Padric Scott Rebecca Stibbe Seth Klukoff Steve Grourke Tim Wilmot Zakiya Lord Adam Creighton Beth A. Hubbard Brian Balduzzi Christopher Beck Dien Yuen Ginni Galicinao Joan Ai Kimberly Karol Mark Greer Mike Rea Rachel Denny Richard C. Peck Sharmila Rao Thakkar Steve Saalfeld Tony Macklin Alanna Casselle Chew Beth Harper Briglia Carí Jackson Lewis Crystal Thompkins Dorothy Stuehmke Jaimi Cortes John Unterreiner Kyle Funakoshi Mary Jovanovich Muhi Khwaja Randi Hogan Rob MacPherson Shazly Zain Sudha Nandagopal Warren Northern Alisia Robin Beverly Cox Caterina Ferrari Cynthia Yongvang Eileen Egan Jane Nordell Jonathan Herndon Leah Caragol Meg Bell Natalie Kennedy Rebecca Darwent Robin Elmerick Stephen E. Peeler Sumitra Pasupathy Wendy Soone Broder Allie Lemieux Bleu Blakslee Chris Nazareth Darley Tom Emma Beeston Janelle Cavanagh Joy Webb Lorena Patlán Michel Vekved Nhi Chau Rebecca Rothey Sarah Taylor Stephen Robinson Tiffany Polite Yolanda F. Johnson

Milan Ball, MA, CFRM, IPA Milan Ball (She/Her) Senior Consultant, Advisor Practice LinkedIn

Growing Together: Insights From the Philanthropic Advising Competency Model Growing Together: Insights From the Philanthropic Advising Competency Model By Dien Yuen Modern philanthropic advising lacked a clear definition of the advisor’s role and a shared standard for what constitutes high-quality practice. Daylight created the Philanthropic Advising Competency Model (Model) to fill that gap. The Model comprises thirteen competences, each with a corresponding list of objectives to bring clarity, consistency, and credibility to a rapidly evolving field. At the DAF Giving Summit , Alisia Robin, Elaine Chu , and I facilitated the Impact Lab session titled "Shaping the Philanthropic Advising Competency Model." We asked the packed room of advisors and nonprofit professionals to complete a self-assessment that helps them reflect on where they are today and identify the skills they may want to build as they grow in their practice. The goal was to identify perceived strengths, areas for growth, and emerging patterns to inform training priorities and organizational development strategies across the field. We gathered the results of the two activities and have distilled our observations below. We thank all the participants for their time. How Advisors Self-Rate on Competencies In our first activity, we asked participants to rate themselves on the 13 competencies on a scale of 1 to 5 (aligned with Patricia Benner’s “From Novice to Expert” model, with 1 = Novice, 2 = Advanced Beginner, 3 = Competent, 4 = Proficient, and 5 = Expert). Across the dataset, participants demonstrated confidence in core behavioral and technical competencies while indicating development needs in specialized areas such as investment acumen, gift planning, and risk management. Most Often Rated 4–5s (Strengths) 60% of participants rated themselves as 4s or 5s in Behavioral Intelligence , making it the highest-rated competency. 47% of respondents appear proficient in Family Systems and Governance , yet the same percentage rated themselves as 1s and 2s. Other top-rated competencies include: Relationship & Network Development Purpose & Legacy Identification Sector Knowledge Mostly Rated 3s (Neutral/Average) 50% of respondents scored themselves as 3s in the Cultural Dexterity competency. Other areas of moderate comfort include: Research & Data Analysis Risk & Opportunity Management Mostly Rated 1–2s (Growth Areas) More than half of the respondents rated themselves low in Education and Facilitation . Other competencies trending lower include: Philanthropic & Social Impact Vehicles Risk & Opportunity Management Gift Planning and Investment Acumen were the lowest-rated competencies overall. 47% of respondents rated as 1s - 2s in both of these areas. 87% rated themselves 3 or lower in Investment Acumen . From Great to Growth In our second activity, we asked participants to review the 9 Components of Modern Philanthropic Planning , which are mapped to the 13 competencies in the Model. These are common deliverables expected from advisors. While an advisor or firm may not offer every component or follow a fixed planning sequence, modern philanthropic advisors are expected to be conversant across all areas. Participants were asked to identify the top three services they are currently delivering well (“great”) and three they would like to develop (“growth”). 91% of participants rated Purpose Clarification as great. Legacy Planning (43% identified as great; 52% identified as growth) received split perceptions — some feel capable, others see room to grow. Assessment & Learning (29% identified as great; 59% identified as growth) is a major developmental area. The data suggests the group is strong in defining direction but less confident in executing and measuring success. Great Mixed/Transitional Growth Purpose Clarification Legacy Planning Operational Choices Strategy Definition Vehicle Choices Resource Allocation Governance Choices Social Impact Tactic Choices Assessment & Learning Program An Evolving Philanthropic Advising Field The findings from this group of advisors and nonprofit professionals suggest that those practicing philanthropic advising bring diverse training, experiences, and perspectives to their work. Participants demonstrate notable strength in relationship building, behavioral intelligence, and purpose facilitation—core competencies that underpin effective advising. At the same time, they are steadily growing into the core technical dimensions of the field. Across the two datasets, patterns point to development opportunities in specialized technical areas, such as investment acumen, gift planning, and risk management. For some, partnering with other advisors who are proficient in gift planning and investments offers a balance. By deepening the connection between relational insight and technical skill, fostering cross-disciplinary collaboration, and embedding continuous learning into professional growth, these practitioners can advance both their individual practice and the field as a whole. Ultimately, our observations affirm that philanthropic advising is maturing into a modern profession—one grounded in empathy, strengthened by expertise, and united by a shared commitment to excellence. Daylight’s Philanthropic Advising Competency Model Daylight’s Philanthropic Advising Competency Model is the first of its kind — a field-informed framework that defines the knowledge, skills, and behaviors advisors need to serve clients and communities effectively today. The thirteen core competencies capture the essence of a dynamic and evolving profession — one that demands both technical fluency and relational acumen. The Model offers a flexible structure for advisors, employers, and professional networks to assess, strengthen, and align their practice. Whether you’re a practitioner charting your growth, a leader committed to strengthening the field, or an employer shaping talent strategy, the Model can help you: Recruit and evaluate talent with greater clarity Guide professional development and coaching Align teams around shared expectations Build trust and transparency in advisory services Download the Philanthropic Advising Competency Model and begin mapping your learning journey today.

Cindy Yang Cindy Yang (She/Her) Consultant, Programs cindy@daylightadvisors.com 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. LinkedIn

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

The Philanthropic Planning with Global Families Certificate is a specialized professional training program designed for advisors who work with global families. Certificates Philanthropic Planning with Global Families Certificate The Philanthropic Planning with Global Families Certificate is a specialized professional training program designed for advisors who work with global families. As cross-border wealth structures, mobility, and multigenerational dynamics become increasingly complex, advisors must be equipped to help families create philanthropic strategies that are both meaningful and impactful. This certificate provides advisors with the frameworks, technical knowledge, and practical tools needed to navigate regional and cultural approaches to giving, regulatory environments, and philanthropic and social impact vehicles. Learners gain specialized expertise in designing strategic, high-impact philanthropic plans that align with family governance, wealth-transfer goals, and global giving structures. The program blends cross-cultural understanding, insights into various countries, and applied casework drawn from regional and global family scenarios. LEARNING OBJECTIVES Understand the motivations, values, and cultural dynamics that shape philanthropy in global family contexts. Navigate multi-jurisdictional legal, tax, and regulatory considerations related to cross-border giving. Compare philanthropic vehicles tailored to international family structures. Design strategic philanthropic plans for globally dispersed families. Explain due diligence within global grantmaking strategies. Facilitate intergenerational conversations and describe governance frameworks aligned with family legacy goals. 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. Philanthropic Planning with Global Families Certificate Modules: Introduction to Global Philanthropy Family Philanthropy within a Global Context Philanthropic Planning in Brazil Philanthropic Planning in Hong Kong (exact title TBD) Philanthropic Planning in Singapore Philanthropic Planning in the UK Philanthropic Planning in the US Course Format Program Type: Certificate program - asynchronous course with module quizzes. Program Delivery: Readings, case studies, videos, graphics, downloadable advisor resources. Program Length: 7 hours Program Complexity Level: Intermediate Daylight is an approved CE sponsor. Continuing education credits are pending for completion of the Philanthropic Planning with Global Families Certificate. CFP®, CPWA®, CIMA®, RMA® CAP®, CFRE, CSPGCM Register for an individual certificate or an Annual Certificate Subscription now! INDIVIDUAL OR ANNUAL SUBSCRIPTION CHECKOUT

Client demand for sustainable change is growing. We’ve designed the Impact Investing Certificate to enhance your expertise in this growing field. Are you a financial advisor, attorney, CPA, or philanthropic advisor who is new to impact investing or want to broaden your knowledge? Certificates Impact Investing Certificate Client demand for sustainable change is growing. We’ve designed the Impact Investing Certificate to enhance your expertise in this growing field. Are you a financial advisor, attorney, CPA, or philanthropic advisor who is new to impact investing or want to broaden your knowledge? The curriculum moves from core concepts through real-world implementation. We explore the evolving market dynamics and regulatory considerations, empowering you to engage in informed discussions with clients about aligning investments with their values. Through case studies and tips from industry practitioners, you’ll gain practical tools to help clients explore impact investing while maintaining focus on their financial objectives. The future of wealth management extends beyond financial returns. By deepening their expertise in impact investing, advisors can confidently help clients pursue opportunities that drive profit and purpose. It’s about making this powerful approach accessible and actionable for everyone in the wealth advisory space. - Allison Parker 79% Source: Nuveen’s 2021 Sixth Annual Responsible Investing Survey. of investors agree they would be much more loyal to a financial advisor who actively helps them invest in a way that also has a positive impact on the world. LEARNING OBJECTIVES Describe fundamental impact investing concepts, define key terms, and explain common investment vehicles used in the field. Analyze how impact investing can complement and enhance philanthropic strategies, including examining the relationship between financial returns and social impact. Identify appropriate situations and opportunities to explore impact investing with clients. Address common client concerns about impact investing performance and measurement. Apply practical frameworks for incorporating impact investing considerations into existing client advisory relationships and investment strategies. FEATURED INDUSTRY PRACTITIONERS Sharon Schneider , Founder & Principal, Integrated Capital Strategies, LLC. Sharon helps founders and family offices create positive social change using an expanded toolbox of resources and strategies that spans the return spectrum from grants to market-rate investments. She is also the author of “Handbook for an Integrated Life: a Practical Guide to Aligning Your Everyday Choices with Your Internal Compass,” a #1 New Release on Amazon that helps individuals live into their values the same way her consulting helps business owners and family offices. Sayer Jones , Director, Occam Advisors Sayer has 15 years direct experience working with institutions structuring and measuring the impacts of their investments. He led the regional impact investing practice at Meyer Memorial Trust in program related investment and mission related investment portfolios for 12 years, deploying over $50 million. Sayer has chaired city and state boards focused on impact investing and managing public portfolios for impact. He has led investors in workshops to align social values with financial and cultural returns, and has experience as an entrepreneur, representing asset owners, and managing fund managers and consultants. FACULTY Allison Parker , CAP® Allison Parker, principal of Peake Impact, works directly with foundations ready to invest in constructive and crucial societal change. With 25 years of experience in the social impact sector, she excels at identifying investment opportunities that route capital to under-resourced communities where targeted investments can yield exponential results. Impact Investing Certificate Modules Fundamentals of Impact Investing Impact Across Asset Classes The Impact Investing Philanthropy Connection From Theory to Practice: Community Voice & Place-Based Solutions Impact Integrity: Due Diligence, Measurement, Ethics, and Professional Responsibility Impact Investing Through DAFs Course Format Program Type: Certificate program - asynchronous course with module quizzes Program Delivery: Readings, case study, videos, graphics, downloadable advisor resources Program Complexity Level: Intermediate Daylight is an approved CE sponsor. Continuing education credits are eligible for completion of the Impact Investing Certificate. CFP®, CPWA®, CIMA®, RMA®:  6.5 hours  CAP®, CFRE, CSPGCM:  6.5 hours  Download Impact Investing Certificate program description and program outline . Register for the Impact Investing Certificate or an Annual Certificate Subscription now! INDIVIDUAL OR ANNUAL SUBSCRIPTION CHECKOUT

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, case study, videos, graphics, downloadable resources Program Complexity Level: Intermediate Daylight is an approved CE sponsor. Continuing education credits are eligible for completion of the Philanthropic Planning with Business Owners Certificate. CFP®, CPWA®, CIMA®, RMA®: 6.5 hours CAP®, CFRE, CSPGCM : 6.5 hours Download Philanthropic Planning with Business Owners Certificate program description and program outline . Register for the Philanthropic Planning with Business Owners Certificate or an Annual Certificate Subscription now! 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