I learn best when... The Best Learning Environment Has…Snacks?!?! By Crystal Thompkins To kick off last month’s information sessions about the Certified Impact Philanthropy Advisor (IPA) program, we asked attendees to complete the phrase “I learn best when________.” The top responses from attendees indicated that the best learning happens In open discussions with others Through practice and repetition With engaging topics and content With snacks Others shared they learn best when they can share and train others what they’ve learned. Some responses were more about the ideal settings, such as “not being interrupted” and “relaxed and calm.” Daylight and IPA check most of these boxes for a great learning experience. One of Daylight's guiding principles is creating an interactive learning environment that promotes practical application and embraces sharing ideas. In designing the Impact Philanthropy Advisor program, we incorporated many of the best principles or practices for adult learning. IPA brings individual learners together in a collaborative, peer-to-peer learning environment that combines self-study with group discussion. Learners will be able to apply the content in real-time by working through case studies and considering the implications for their clients and practice. The learning experience is guided by facilitators who will make the material and discussions instructive and engaging. That’s the good news. The bad news? Everyone must bring their own snacks. At least for now… ©2025 Daylight Advisors, Inc.

Allie Lemieux Allie Lemieux (She/Her) Manager, Learner Experience allie@daylightadvisors.com Allie is a dynamic professional with over 15 years of experience building technology partnerships and programs. Throughout her career, she’s built strong relationships with nonprofit and for-profit organizations alike, focusing on strategic partnerships and initiatives that amplify the power of technology to drive positive impact. Known for her approachable and creative leadership style, Allie blends her expertise in change management with a deep commitment to authentic listening and collaboration. Whether working with customers or partners, her goal is always to create experiences that accelerate meaningful outcomes. As the co-founder of Home to Hired, an organization empowering moms to return to the workforce on their own terms, Allie is also dedicated to fostering inclusive opportunities. When she’s not in the office, you’ll find Allie “chasing dinos” with her energetic 4-year-old, mentoring young professionals, or exploring new travel destinations with her husband and stepchildren—all while staying inspired by the endless possibilities (and responsibility) for technology to make a difference. LinkedIn

What does it take to be a great philanthropic advisor? What does it take to be a great philanthropic advisor? By Tony Macklin Every week, the Daylight team meets with leaders of wealth management firms, banks, foundations, nonprofits, consulting firms, and more. We hear them trying to respond to four trends: The increasing number of wealth creators and inheritors who want to focus part of their financial and estate planning on philanthropy. The increasing amount of money being placed in donor-advised funds and foundations. The expanding ways people achieve social impact, going beyond charitable giving to use impact investments, advocacy, crowdfunding, and other tools. Advisors and clients alike hoping to find ways to make a difference in the complex challenges our communities and planet face. They’re often expanding and refining their roles as philanthropic advisors—people who help clients and donors navigate the why, who, what, where, and how of philanthropy and social impact. But the field of philanthropic advising is a messy mix of professional backgrounds, business models, skillsets, services, and success metrics. To help shed…well…daylight on that mess, we’re releasing a draft philanthropic advising competency model this summer. The model will describe attitudes, knowledge, and skills essential for succeeding in philanthropic advising roles. It should clarify recruitment, hiring, performance measurement, and professional development plans for employers, employees, and solo practitioners. We’ll base the model on dozens of job descriptions, interviews with a variety of employers, and competency maps from organizations such as the UHNW Institute (see graphic), Dorothy A. Johnson Center for Philanthropy, CFP Board, and SkillsFuture Singapore. Our project partner is the LaCire team who bring deep experience in developing effective and equitable human capital policies and procedures. And we’re fortunate to have the expertise and leadership of our volunteer working group and advisory board members. What does being a highly competent philanthropic advisor mean in this quickly-evolving world? Stay tuned to Daylight’s blog and social media for a publication and webinar this summer. And if you have questions about the project, don’t hesitate to contact me at tony@daylightadvisors.com . ©2025 Daylight Advisors, Inc.

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

Every Daylight offering, from IPA to technical and segment-specific certificates, is crafted by industry professionals for industry professionals. 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. The Certified Impact Philanthropy Advisor (IPA) program features contributions from over fifteen industry practitioners, and cohorts are guided by facilitators actively working in the field. Every Daylight offering, from IPA to technical and segment-specific certificates, is crafted by industry professionals for industry professionals. Faculty Members Allison Peake Parker, CAP® Peake Impact Beth Harper Briglia CPA, CAP®, IPA Philanthropic Advisor Dien Yuen JD/LLM, CAP®, AEP®, IPA Daylight Ginni Galicinao, ACFBA, ACFWA, CAP®, CPCC, ORSC, IPA Dynamics of Family Wealth Jen Shafer ideas42 Mark Greer, MBA, CAP®, IPA Phīla Engaged Giving Randi N. Hogan, CAP®, IPA Hogan Philanthropy Consulting Rick Peck CAP®, CFP®, CFC®, IPA Rick C. Peck Consulting, LLC Seth Klukoff, IPA Eoan Strategies, LLC Tony Macklin, CAP®, IPA Daylight Andrew Ho, MBA, CAP®, IPA National Academy of Sciences Cris Lutz, CAP®, CSPG The Huntington Library, Art Museum, and Botanical Gardens Dorothy Stuehmke MPA, CAP®, IPA Philanthropic Advisor Isis Krause Philanthropy Together Julia Ritz Toffoli, IPA ideas42 Natalie Hayden Kennedy, IPA Real Impact Advisors Rebecca Darwent, IPA Rebecca Darwent Global Rob A. MacPherson, IPA The Indianapolis Foundation Shelly Kurtz Eagle Pointe Advisors Zakiya J. Lord, CAP®, IPA Movement Voter Project Aquanetta Betts JD, AEP®, CAP®, CFRE Johnson Betts, LLC Crystal Thompkins CAP®, CSPG, IPA Daylight Erin Hulme Oceguera, IPA Philanthropy Advisor Jaimi Cortes, IPA COR Philanthropic Strategies Kristin Giant, JD Hyper Local Impact, LLC Nishita Bakshi MBA, MSAE Philanthropy Advisor Rebecca Rothey CFRE, CAP®, AEP®, IPA Enterprise Dev. Consultant, Daylight Sarah Welch ideas42 Steve Grourke CAP®, CFRE, IPA National Park Foundation

Certified IPAs April 2025 Cohort Allison Brody Aurora Colindres Dana Rogers Diamond Ebony Bloom Everett Poisson Jaclyn Sablosky Julia Ge Lauren Bartolozzi Matthew Closter Molly Judge Shanan Spencer-Brown Solomon Kim Allison Parker Brantley Boyett Danese Bardot Edward Wang Evlyn Andrade Jen Goh Kathi Littmann Lauren Graham Maya Hemachandra Nneka Nwaifejokwu Shannon Stagner Sylia Obagi Andy Kastner Christy Cole Davinah Simmons Emilia Blancarte Jaber Fernanda B Nogueira Jennifer Curry Kimberlin Butler Lauren Hadi Meghan Clifford Patrick Fletcher Shannon Walker Tiffanie Purvis Aparna Rae Constance Young Devi Vat-Ho Erik Rankin George Suttles Jennifer Ryan Kimberly Bailey Lauren Sgandurra Merrick Nguyen Rebecca Mantey Shirley Kwan Tyeshia Wilson Ashlee Carter Corinne Handelman Dianne Chipps Bailey Erin Gollhofer Selfridge Jackie Demee Jordan Richardson Laura Risimini Lori Kranczer Mohamed Alansari Robyn Sneeringer Simone Hassan-Bey

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.

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. 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 Singapore Gives — But Not Always: Here’s Why View More Guiding Clients Through the Philanthropic Learning Curve View More SEE MORE

Singapore Gives — But Not Always: Here’s Why Singapore Gives — But Not Always: Here’s Why By Dien Yuen Earlier this month, I completed a training on philanthropy and social impact with a group of learners from Singapore’s wealth management and nonprofit sectors. As part of the session, we explored why people in Singapore choose to give, and why they sometimes hold back. Why People Give Six key themes emerged as we discussed why people in Singapore give. Generosity here extends far beyond charity - it is an expression of purpose, identity, and legacy. 1. Altruism & Social Impact The dominant motivation centers on helping others and improving the world. People give to multiply goodness, pay it forward, help underprivileged communities, and to uplift others. The responses reflect a deep-seated belief in social responsibility and the transformative power of collective good — giving as a means to create positive change. 2. Financial & Pragmatic Factors A secondary cluster focuses on strategic or rational benefits: tax deductions and reductions, corporate branding, and funding innovation. Here, giving is seen as both smart and impactful — aligning philanthropy with business or financial stewardship. 3. Legacy & Family Values Many view giving as an act of legacy — teaching children, honoring loved ones, or to instill good values for the next generation. This cluster highlights intergenerational philanthropy, where giving becomes a way to pass on moral and social capital. 4. Personal Fulfillment & Meaning For some, giving fulfills a personal or emotional need: feeling grateful, finding purpose, or feeding the soul. 5. Religious & Spiritual Roots Faith-based reasons, such as afterlife blessings , karma , or emptying for regeneration, play a meaningful role, underscoring how religion anchors generosity in moral duty and divine reciprocity. 6. Cultural & Moral Influences Some respondents connect giving to upbringing, tradition, or cultural expectation, especially within Asian or collectivist contexts — giving as a reflection of who we are raised to be: part of Asian culture , custodian for the future , or social theories of reciprocity and gift exchange . Why People Do Not Give Learners shared a range of personal, social, and practical reasons for why people in Singapore do not give. Seven main themes emerged, showing that hesitation stems from emotional, informational, and situational barriers. 1. Trust and Credibility Gaps A recurring barrier is distrust in charitable institutions. Many learners noted uncertainty about how funds are managed or whether donations truly reach the intended beneficiaries. Comments such as “don’t trust charities” and “lack of credibility (data)” reflect deeper concerns about transparency and accountability — highlighting the need for clearer communication and tangible evidence of impact. 2. Financial Constraints Giving may also be constrained by economic realities. Respondents mentioned “not enough money (yet)” and a “scarcity mindset” , reflecting the tension between wanting to help and needing to prioritize personal financial security. Some also perceive that some contributions would be insignificant compared to wealthier donors — a belief that diminishes motivation. 3. Awareness and Knowledge Gaps Some mentioned that people don’t know where or how to give. This indicates that information accessibility and simple giving pathways could significantly increase participation. 4. Lack of Personal Connection or Relevance Some people don’t give because charitable causes feel distant or unrelatable ( “cause does not relate to me” ). When individuals don’t see a clear connection between their values and a cause, motivation wanes. 5. Structural and Convenience Barriers Practical barriers also play a role. The comment “operational hurdle to give — not easy to donate” illustrates how inefficient systems or complex donation processes can discourage action, even among those who want to give. 6. Social and Cultural Influences Giving is also shaped by social context and cultural expectations. Phrases like “my family does not appreciate” and “kiasu mentality” reflect social norms that discourage giving or prioritize self-preservation over generosity. This indicates a social permission gap, where community attitudes can either enable or inhibit giving behavior. 7. Fatigue and Negative Experiences Some respondents suggested signs of donor fatigue or emotional burnout. Prior negative experiences — such as feeling unappreciated, over-solicited, or disappointed — can lead to disengagement. The Balance of Heart and Head Together, these insights paint a portrait of giving in Singapore that is both empathetic and evaluative. People give when it aligns with their sense of purpose and trust; they hesitate when these are absent. The future of philanthropy in Singapore, therefore, lies in bridging this gap — fostering trust, transparency, and personal connection that turn good intentions into sustained generosity. Dien Yuen with WMI October 2025

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 Edward Wang , 21/64 Certified Advisor VP, Family Office of Philanthropy Marin Community Foundation 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. 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 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 President & CEO of Give2Asia, CEO of Myriad Alliance

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

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