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%). Learn more about philanthropic advisor entrepreneurs . 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.

Earning the Certified 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. Edit About Chat Experience User Faculty Camera Fees Mail Register THE IMPACT PHILANTHROPY ADVISOR CERTIFICATION Daylight’s learning platform and network are designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact. Your home for lifelong learning, Daylight has something for all advisor skill levels and roles – and becoming an Impact Philanthropy Advisor is where you start . With a mix of expert facilitation and on-demand instruction available online over 20 weeks, the Impact Philanthropy Advisor certificate (IPA) offers the skills and connections to confidently support the needs and expectations of families, organizations and communities today. IPA will help you: Deepen client relationships Seize growth opportunities Accelerate and share your skills Spark social impact and family legacies It’s a transformative era for wealth and philanthropy, requiring new competencies and cultural dexterity to thrive. Amidst a historic $124 trillion intergenerational transfer of wealth, clients are turning to advisors for more than investments and tax planning, and philanthropy’s tools, considerations and goals have become more complex. It’s the perfect time to skill up with IPA. THE IPA EXPERIENCE The Impact Philanthropy Advisor certification is a state-of-the-art learning program crafted with decades of experience in philanthropic advising, wealth management and philanthropic education. IPA is the flagship course created by Daylight to meet the demand for contemporary and robust learning solutions. The Advisory Board and faculty, representing the sector’s diversity and breadth, ensure IPA is accessible, relevant and valuable. IPA participants will receive • 20 weeks of learning designed by expert advisors • On-demand content and case studies • Live group discussions facilitated by industry practitioners • New peer connections within your cohort • Continuing education credits • Complimentary content just for IPAs • First access to the Impact Advisors Network • Celebrations and graduation invitations IPA WILL ADVANCE YOUR PRACTICE IN 3 AREAS TECHNICAL Align client values and priorities to achieve philanthropic objectives Assess features and benefits of charitable and non-charitable giving tools Integrate giving strategies within wealth, estate, tax, and philanthropic planning opportunities RELATIONAL Apply a cultural dexterity framework to support a range of client generations and backgrounds Identify the phases of the client impact journey and motivations Develop your skills and personal style to deepen philanthropic conversations PRACTICAL Examine the current philanthropic landscape, trends and debates Develop a sustainable philanthropic strategy and expand client relationships Assess the ethical obligations of a philanthropy advisor IPA MODULES Fundamentals in Philanthropic Advising Evolving demands for social impact services from different client segments; the new map of social impact advising services and competencies Social Impact Landscape Trends in uses of resources across multiple sectors; networks and associations in philanthropy; current policy and practice debates Art of Philanthropic Advising Modalities of advising; challenging assumptions of our roles; client philanthropic journeys; techniques to support progress Purpose and Strategy Developing client values, desired impact, understanding of the ecosystem, strategy statement; addressing inequities Charitable Tax Planning Substantiation; types of assets to give and identifying opportunities to use those assets; gift acceptance policies and donor due diligence Legacy and Gift Planning Application of tools such as bequests, life estates, retirement assets, life insurance, charitable trusts, and charitable gift annuities Foundations and Donor Advised Funds Advantages, disadvantages, critiques, applicability of charitable vehicles for grantmaking and operating programs Impact Investing and Alternative Tools Advantages, disadvantages, critiques, applicability of forms of impact investing and types of purpose-led businesses Influence, Leverage, & Civic Action Use of advocacy, lobbying, crowdfunding, movement building, and similar tools and strategies Planning for Your Philanthropic Advising Work Anticipating clients’ future needs; clarifying value propositions and advisor collaborations; personal development agendas Ethics in Philanthropic Advising Defining responsibilities to self, client, community, and the profession Cultural Dexterity Understanding how our social identities, family traditions, and cultural backgrounds influence wealth, estate, and philanthropic planning Daylight is an approved continuing education (CE) provider for the following organizations and programs: CFP Board | Certified Financial Planner® 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, California State University Long Beach | Certified Planned Giving Specialist® Certified Fund Raising Executive International | CFRE Successful completion of the IPA program provides 16 hours of eligible CE credit (14.5 eligible hours of CFP® charter holders). WHO NEEDS TO BE AN IPA? Social impact is not just for specialists. Whether in a wealth management firm, DAF sponsor or community foundation, family office, grantmaker or nonprofit, many roles benefit from fluency in philanthropy. IPA is for: Client-facing advisors and team members, to better understand your clients and their families, the options available to them, and to collaborate with fellow advisors. Business development roles, to be nimble and opportunistic with the demands of U/HNW families today. Planning and philanthropic specialists, to support junior team members, and for advanced leaders to update their knowledge and be first to access new courses. Associates interested in social change, to further their career development and boost corporate loyalty and retention. FACULTY Tony Macklin, CAP® Daylight Aquanetta Betts JD, AEP®, CAP®, CFRE Johnson Betts, LLC Steve Grourke CAP®, CFRE National Park Foundation Cris Lutz, CAP®, CSPG The Huntington Library, Art Museum, and Botanical Gardens Dien Yuen JD/LLM, CAP®, AEP® Daylight Beth Harper Briglia CPA, CAP® Philanthropic Advisor Andrew Ho, MBA, CAP® National Academy of Sciences Rick Peck CAP®, CFP®, ChFC®, IPA Richard C. Peck Consulting, LLC Crystal Thompkins CAP®, CSPGCM Daylight Ginni Galicinao, ACFBA, ACFWA, CAP®, CPCC, ORSC Dynamics of Family Wealth Seth Klukoff Eoan Strategies, LLC Rebecca Rothey CFRE, CAP®, AEP® Nishita Bakshi MBA, MSAE Philanthropy Advisor Mark Greer, MBA, CAP® Phīla Engaged Giving Shelly Kurtz Eagle Pointe Advisors FEES You have the chance to participate in the most ambitious, modern philanthropic learning opportunity available, and benefit from Daylight’s national network and years of instructional and practitioner expertise. IPAs can immediately leverage new skills, connections and visibility with clients and teams, and in the marketplace. Special partnership opportunities are available for organizations interested in maximizing IPA’s national kickoff. About 30 hours, start-to-finish 12-15 advisors per cohort 12 self-paced modules 5 case studies 10 live virtual cohort conversation IPA Workbook HOW IT WORKS For Profit: $2,850 Nonprofit & Independent Practitioners: $2,500 FEES Still have questions? See our FAQs . Register for a live info session. Download IPA program description. January Exec IPA Cohort Live Session Schedule To register, contact learn@daylightadvisors.com IPA About Experience Faculty Fees IPA: A New Standard for Impact Quick Links About Experience Who Faculty Fees

Daylight certificate programs are tailored for busy and on-the-go advisors who require flexible learning options. They're the perfect way to meet your targeted learning needs and explore technical or market segment-specific topics. DAFgiving360 has partnered with Daylight to provide complimentary access to the Impact Investing Certificate , a comprehensive learning program designed to strengthen your understanding of impact investing principles and practices. This certificate is particularly relevant to your work and includes a dedicated module focused on donor-advised funds. Take advantage of special pricing to access all certificates with an annual subscription. CERTIFICATE OFFERINGS Behavioral Philanthropy Certificate The Behavioral Philanthropy Certificate, created in partnership with ideas42 , offers advisors a unique opportunity to deepen their understanding of how behavioral science and philanthropic advising intersect. You will explore the psychological factors influencing donor behavior, donor barriers, decision-making processes, and the impact of social and family dynamics on philanthropic giving. By the end of the program, you will gain a solid grounding in behavioral principles and develop actionable strategies that can be implemented to enhance client and donor relationships and drive meaningful change in the philanthropic landscape. Philanthropic Planning with Business Owners 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. Collaborative Philanthropy Certificate Donors and foundations increasingly want to work alongside other donors. They want to leverage their peers’ knowledge, resources, and lists of effective nonprofits, movements, and impact investments. But how will they navigate the hundreds of choices available? As an advisor, you have a unique opportunity to help clients and donors increase their impact and satisfaction through the power of collective and collaborative giving. In this certificate, you’ll dive into global trends and cutting-edge research, learn to compare and assess options for clients, and engage with real-world case studies highlighting how donors are using collaborative funds, giving and investing circles, women’s funds, and similar tools. Created in partnership with Philanthropy Together , the Collaborative Philanthropy Certificate will provide you with actionable strategies to integrate the power of collective and collaborative giving practices into your client offerings. Gift Planning Certificate With more than $105 trillion passing to the next generation and $18 trillion to charities, now is the time for advisors to deepen their expertise in gift planning to effectively support their clients' philanthropic plans. The Gift Planning Certificate equips advisors with the knowledge and tools to help clients make meaningful, tax-efficient gifts that reflect their values and create lasting legacies. This certificate program explores the fundamentals of gift planning, the giving vehicles every advisor should know about, and forward-thinking strategies for donating noncash assets. It also examines emerging trends in philanthropy and how advisors can leverage them to create positive outcomes for both clients and their communities. The curriculum blends technical expertise with cultural and values-driven insights, preparing advisors to navigate complex planning conversations and solutions for clients and the organizations they care about. Impact Investing Certificate The Impact Investing Certificate enables advisors to develop fluency in core concepts and key terminology, explore common investment vehicles, and assess how impact strategies can complement and extend traditional philanthropy by balancing financial performance with measurable social and environmental outcomes. The curriculum addresses evolving market dynamics, regulatory considerations, and client-appropriate opportunities. Through examples and insights from experienced practitioners, advisors gain practical tools to confidently introduce impact investing to clients. Introduction to Philanthropic Planning 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. Philanthropic Planning with Women Today, women control over $10 trillion, a third of US household financial assets. By 2030, they will control $34 trillion in financial assets as part of the Great Wealth Transfer. As women become more active in financial decision-making, understanding their goals and investment preferences is a business imperative. As clients, women are more likely to donate to charities, want to involve their families in philanthropy, and invest in social and environmental impact goals. In this certificate, you’ll gain insights into the differentiated needs, preferences, and behaviors of women in managing their finances and how those decisions are reflected in their philanthropy and social impact goals. CERTIFICATES OFFER FLEXIBLE ONLINE LEARNING Our online certificate programs provide you with the knowledge to confidently support the needs and expectations of your clients. They're designed to help you immediately leverage new skills, build stronger relationships, and showcase your expertise. Each certificate program includes four to six modules and can be completed online at your own pace. Continuing education credits are available for each program. Individual Certificates Annual Subscription Flexible, online access 🟡 🟡 Interact with an online community of practitioners 🟡 🟡 Continuing education hours available 🟡 🟡 Be a part of the Impact Advisors Network ($300 value) 🟡 🟡 Deep dive into a specific topic or client segment 🟡 🟡 Access all certificates ($4,800 value) 🟡 Showcase your expertise Certificate of Completion Certificate of Completion Daylight is an approved CE sponsor. Continuing education credits are available for all certificate programs. CERTIFICATE REGISTRATION Impact Investing Certificate - DAFgiving360 Add to Cart Annual Certificate Subscription - DAFgiving360 $1,300.00 Add to Cart

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. Certificate programs are tailored for busy and on-the-go advisors who require flexible learning options. Certificates Certificate programs are tailored for busy and on-the-go advisors who require flexible learning options. They're the perfect way to meet your targeted learning needs and explore technical or market segment-specific topics. Clients who receive charitable planning are more loyal and likely to recommend their advisors. Advisors who offer charitable planning Net Promoter Score: 67 Advisors who don't offer charitable planning Net Promoter Score: 49 https://www.fidelitycharitable.org/content/dam/fc-public/docs/insights/on-the-leading-edge-report.pdf 6x Assets Firms that offer charitable planning had 6x the median assets of those that do not. 3x Organic Growth Firms that offer charitable planning had 3x the median organic growth of those that do not. 1.3x New Money Firms that offer charitable planning had 1.3x the median new money per investor of those that do not. https://www.fidelitycharitable.org/content/dam/fc-public/docs/insights/on-the-leading-edge-report.pdf CERTIFICATE OFFERINGS Behavioral Philanthropy Certificate The Behavioral Philanthropy Certificate, created in partnership with ideas42 , offers advisors a unique opportunity to deepen their understanding of how behavioral science and philanthropic advising intersect. You will explore the psychological factors influencing donor behavior, donor barriers, decision-making processes, and the impact of social and family dynamics on philanthropic giving. By the end of the program, you will gain a solid grounding in behavioral principles and develop actionable strategies that can be implemented to enhance client and donor relationships and drive meaningful change in the philanthropic landscape. Philanthropic Planning with Business Owners 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. Collaborative Philanthropy Certificate Donors and foundations increasingly want to work alongside other donors. They want to leverage their peers’ knowledge, resources, and lists of effective nonprofits, movements, and impact investments. But how will they navigate the hundreds of choices available? As an advisor, you have a unique opportunity to help clients and donors increase their impact and satisfaction through the power of collective and collaborative giving. In this certificate, you’ll dive into global trends and cutting-edge research, learn to compare and assess options for clients, and engage with real-world case studies highlighting how donors are using collaborative funds, giving and investing circles, women’s funds, and similar tools. Created in partnership with Philanthropy Together , the Collaborative Philanthropy Certificate will provide you with actionable strategies to integrate the power of collective and collaborative giving practices into your client offerings. Gift Planning Certificate With more than $105 trillion passing to the next generation and $18 trillion to charities, now is the time for advisors to deepen their expertise in gift planning to effectively support their clients' philanthropic plans. The Gift Planning Certificate equips advisors with the knowledge and tools to help clients make meaningful, tax-efficient gifts that reflect their values and create lasting legacies. This certificate program explores the fundamentals of gift planning, the giving vehicles every advisor should know about, and forward-thinking strategies for donating noncash assets. It also examines emerging trends in philanthropy and how advisors can leverage them to create positive outcomes for both clients and their communities. The curriculum blends technical expertise with cultural and values-driven insights, preparing advisors to navigate complex planning conversations and solutions for clients and the organizations they care about. Impact Investing Certificate The Impact Investing Certificate enables advisors to develop fluency in core concepts and key terminology, explore common investment vehicles, and assess how impact strategies can complement and extend traditional philanthropy by balancing financial performance with measurable social and environmental outcomes. The curriculum addresses evolving market dynamics, regulatory considerations, and client-appropriate opportunities. Through examples and insights from experienced practitioners, advisors gain practical tools to confidently introduce impact investing to clients. Introduction to Philanthropic Planning 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. Philanthropic Planning with Women Today, women control over $10 trillion, a third of US household financial assets. By 2030, they will control $34 trillion in financial assets as part of the Great Wealth Transfer. As women become more active in financial decision-making, understanding their goals and investment preferences is a business imperative. As clients, women are more likely to donate to charities, want to involve their families in philanthropy, and invest in social and environmental impact goals. In this certificate, you’ll gain insights into the differentiated needs, preferences, and behaviors of women in managing their finances and how those decisions are reflected in their philanthropy and social impact goals. 84% of individual investors say they're interested in using their investing dollars to affect social and environmental change. Source: Morgan Stanley's Sustainable Investing Report 79% of investors agree they would be much more loyal to a financial advisor who actively helps them invest in a way that also has positive impact on the world. Source: Nuveen's Sixth Annual Responsible Investing Survey CERTIFICATES OFFER FLEXIBLE ONLINE LEARNING Our online certificate programs provide you with the knowledge to confidently support the needs and expectations of your clients. They're designed to help you immediately leverage new skills, build stronger relationships, and showcase your expertise. Each certificate program includes four to six modules and can be completed online at your own pace. Continuing education credits are available for each program. Individual Certificates Annual Subscription Nonprofit & Solo Practitioner $700 $1,400 For Profit $800 $1,500 Flexible, online access 🟡 🟡 Interact with an online community of practitioners 🟡 🟡 Continuing education hours available 🟡 🟡 Be a part of the Impact Advisors Network ($300 value) 🟡 🟡 Deep dive into a specific topic or client segment 🟡 🟡 Access all certificates ($4,800 value) 🟡 Showcase your expertise Certificate of Completion Certificate of Completion Daylight is an approved CE sponsor. Continuing education credits are available for all certificate programs. Still have questions? See our FAQs . Download Certificate Program Description here . CERTIFICATE REGISTRATION Add to Cart Best Value Annual Certificate Subscription Add to Cart Behavioral Philanthropy Certificate Add to Cart Philanthropic Planning with Business Owners Certificate Add to Cart Collaborative Philanthropy Certificate Coming Soon Gift Planning Certificate Add to Cart Impact Investing Certificate Add to Cart Complimentary Introduction to Philanthropic Planning Certificate Add to Cart Philanthropic Planning with Women Certificate To purchase certificates or subscriptions for multiple learners, please select the appropriate box during checkout and email learn@daylightadvisors.com after completing payment. For 10 or more learners , please email learn@daylightadvisors.com and a Daylight team member will contact you.

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

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's original research and thought leadership in philanthropic advising sets a new standard, delivering practical and field-informed guidance to strengthen, connect, and elevate the philanthropic advising profession. In Practice Bringing ideas and resources to light. Philanthropic Advising Learning Journey View More Singapore Gives — But Not Always: Here’s Why View More The Rise of the Philanthropic Advisor Entrepreneurs View More Who Recommends Donor-Advised Funds? View More Insights From the Philanthropic Advising Competency Model View More Turning Advisors Into Ambassadors View More SEE MORE

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. 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

We are strategists, researchers, entrepreneurs, storytellers - and above all, practitioners - with experience in philanthropic advising in the U.S. and abroad. At heart, we are collaborators and advocates, thrilled to support the talent and passion of the Daylight community. We are strategists, researchers, entrepreneurs, storytellers - and above all, practitioners - with experience in philanthropic advising in the U.S. and abroad. At heart, we are collaborators and advocates, thrilled to support the talent and passion of the Daylight community. Dien Yuen, CAP®, AEP®, IPA CEO Megan Lemieux Bell, IPA Director, Engagement Cindy Yang Consultant, Programs Crystal Thompkins, CAP®, CSPG, IPA Director, Strategic Impact Lydia Oh, IPA Manager, Programs & Marketing Bleu Blakslee, IPA Senior Consultant, Advisor Practice Tony Macklin, CAP®, IPA Director, Advisor Practice Allie Lemieux, IPA Manager, Learner Experience Why Daylight? We believe in open design and spaces and in illuminating blind spots. Of surfacing obscured resources and just finding inspiration with good company outside. What might Daylight be to you?

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 , CAP®, AEP®, IPA CEO Daylight Advisory Board Dianne Chipps Bailey , JD, CAP®, IPA 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 Edward Wang , 21/64 Cert. Adv., IPA VP, Family Office of Philanthropy Marin Community Foundation Toussaint Bailey Founder & Managing Partner, Uplifing Capital 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 Brantley Boyett , JD, IPA 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 Birger Stamperdahl , IPA President & CEO of Give2Asia, CEO of Myriad Alliance

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.

Philanthropic advising is evolving—and it’s time the profession had a clear, credible framework to match its growing impact. Daylight’s Philanthropic Advising Competency Model is the first-ever, field-informed framework that defines the new standard of modern philanthropic advising. Philanthropic Advising Competency Model Daylight’s Philanthropic Advising Competency Model is the first of its kind: a field-informed framework that outlines the knowledge, skills, and behaviors advisors need to serve clients and communities today. The thirteen core competencies reflect a dynamic, evolving profession that requires both technical fluency and relational skills. It provides a flexible structure for advisors, employers, and professional networks to assess and strengthen their practice. Whether you're a practitioner mapping your growth, a leader working to strengthen the field, or an employer, you can use the model to: Recruit and evaluate talent with greater clarity Guide professional development and coaching Align teams around shared expectations Build trust and transparency in advisory services By bringing definition to a once-ambiguous role, this model lays the foundation for a modern, values-driven profession—and invites you to help shape what comes next. Download Report EXECUTIVE SUMMARY Philanthropic advisors play an increasingly central role in shaping how wealth is directed toward social good. Yet despite the billions of dollars they help guide each year, there is no widely accepted standard for high-quality and effective modern philanthropic advising. The role remains undefined, and expectations vary widely across institutions, clients, and sectors. Daylight created the Philanthropic Advising Competency Model to help build a modern profession grounded in excellence, professionalism, and impact. This groundbreaking framework equips employers, advisors, and practitioners with a shared language for recruitment, hiring, performance evaluation, and professional growth. Organized around thirteen core competencies, the model defines the knowledge, skills, and behaviors required to advise clients and donors effectively. It brings definition to a previously ambiguous role, offering a clear path toward the professionalization of philanthropic advising. DAYLIGHT PHILANTHROPIC ADVISING ASSESSMENT This assessment is designed for you to reflect on where you are today. You will find a summary of the thirteen competencies and the objectives of each competency. We’ve also included the Components of Modern Philanthropic Planning to help you define your work. Download VOICE OF THE ADVISOR Elaine Chu emphasizes the importance of seeking mentors and participating in education and certification programs for those interested in philanthropic advising. In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Tony Macklin (Daylight Advisors) and Marguerite Griffin (Northern Trust) for a conversation about the Philanthropic Advising Competency Model.