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This certificate prepares wealth advisors to recognize the charitable planning opportunities, gather the facts that shape a gift, compare common assets and approaches, coordinate specialist expertise, and follow through within the advisory relationship.​ Certificates Charitable Planning for Wealth Advisors Certificate Charitable giving is an important part of many clients’ wealth, tax, and estate plans. The advisor’s work begins with understanding what the client hopes to accomplish and continues through the selection, execution, and review of a gift. This certificate prepares wealth advisors to recognize the charitable planning opportunities, gather the facts that shape a gift, compare common assets and approaches, coordinate specialist expertise, and follow through within the advisory relationship. 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. Source: Giving USA 2025 Report In 2024, Americans gave $45.8 billion to charities through bequests — representing 8% of the nation’s total charitable giving of $592.5 billion. LEARNING OBJECTIVES Recognize when a client’s charitable interests or financial circumstances call for planning, and define the wealth advisor’s role alongside other professionals. Conduct discovery that identifies the client’s charitable aims, financial capacity, family considerations, timing, and preferences before proposing an approach. Compare common gift assets, recipients, giving vehicles, and income or estate strategies in light of the client’s objectives and tradeoffs. Identify the planning, acceptance, valuation, tax, and transaction questions that arise with complex assets and engage the appropriate specialists. Coordinate the steps needed to implement a gift, document decisions and responsibilities, and confirm that the completed gift is reflected in the client’s plan. Incorporate charitable planning and periodic review into an advisory practice while observing professional boundaries, firm policies, and disclosure requirements. FEATURED INDUSTRY PRACTITIONERS Aquanetta Betts , JD, CAP®, AEP®, CFRE Aquanetta Betts is the founder and principal consultant of Johnson Betts, LLC. She has experience helping nonprofits grow their planned giving pipelines, and she partners with professional advisors and charitable individuals on effective giving strategies. Russell James , J.D., Ph.D., CFP® Russell James is a professor in the Department of Personal Financial Planning at Texas Tech University. He directs the on-campus and online graduate program in Charitable Financial Planning. Additionally, he teaches Charitable Gift Planning at the Texas Tech University School of Law. Dr. James has over 150 publications in academic journals, conference proceedings, and books. Crystal Thompkins , CAP®, CSPG, IPA Crystal Thompkins is Director of Strategic Impact at Daylight and founder and principal of TrueCrystal Consulting. She has a depth of experience in planned giving program management and philanthropic planning across the wealth spectrum, with a focus on increasing awareness of and access to gift planning resources and education. FACULTY Tony Steuer , IPA Tony Steuer is a Financial Readiness Advocate, award-winning author, and host of the Get Ready: Before Life Happens podcast. Drawing on nearly 40 years of experience in insurance, financial education, and consumer advocacy, including decades as a fee-based life insurance consultant, he helps people create an in-case-of-emergency plan, ask better questions, recognize red flags, organize what matters, and prepare before life happens. Dien Yuen , JD, LLM, CAP®, AEP®, IPA Dien Yuen is the founder and CEO of Daylight. Previously, Dien founded the Center for Philanthropy and Social Impact at The American College of Financial Services, where she served as the Blunt-Nickel Professor in Philanthropy. She also helped develop the curriculum for the Certified Impact Philanthropy Professional program at Singapore’s Wealth Management Institute (WMI), which recognized her with its Distinguished Faculty Award. Dien was named CEO of the Year in the Professional Services Firms category at the 2026 Wealth Management Industry Awards and is a 2026 Forbes 50 Over 50 honoree. Certificate Modules The Charitable Planning Landscape Donor Discovery Gift Assets and Strategies Planning Opportunities with Complex Assets Integrating Gift Planning into the Advisor’s Practice 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 pending for completion of the Charitable Planning for Wealth Advisors Certificate . CFP®, CPWA®, CIMA®, RMA®, CAP®, CFRE, CSPGCM Download Charitable Planning for Wealth Advisors Certificate program description. Register for an individual certificate or an Annual Certificate Subscription now! INDIVIDUAL OR ANNUAL SUBSCRIPTION CHECKOUT

Collective and collaborative giving models are gaining momentum in the philanthropic sector. This certificate equips you with the knowledge and skills to understand and share this new genre of giving vehicles with your clients. Certificates Collaborative Philanthropy Certificate Collective and collaborative giving models are gaining momentum in the philanthropic sector. Research shows that these models operate in very different ways than institutional philanthropy, specifically prioritizing equity and justice, funding systems level priorities, and democratizing and diversifying who leads and what gets funding. This comprehensive certificate curriculum is designed to equip you with the knowledge and skills to understand and share this new genre of giving vehicles with your clients with customizable tools and resources to enhance your client conversations. LEARNING OBJECTIVES Review the field of collective giving, including different collective giving models with an in-depth look at giving circles and collaborative funds. Understand the leveraging power of the collaborative fund model, the unique opportunities for client engagement, governance structures, and impact outcomes. Learn how to find and vet collaborative funds and share them with your clients with easy to understand donor messaging tools. Explore case studies featuring donors and advisors who have successfully incorporated collaborative giving into their philanthropic strategy. Access brief, hands-on, customizable resources to share this giving vehicle with donor clients, as well as engage in interactive activities to apply learning. FACULTY Rebecca Darwent Rebecca Darwent is a global philanthropic advisor and a champion of collaborative giving. Her viral TED Talk, “How to Fund Real Change in Your Community,” highlights the transformative power of community-led philanthropy. In 2020, Rebecca co-founded the Foundation for Black Communities (FFBC), where she led fundraising, community engagement, and advocacy efforts, resulting in a historic $200 million capital transfer from the Canadian government and an additional $25 million from philanthropic partners. Through her philanthropic advisory firm, Rebecca Darwent Global, she partners with foundations and individual donors committed to community-led and collaborative giving. Isis Krause Isis Krause is a facilitator, impact strategist, and experience designer devoted to advancing a more collective and inclusive vision for philanthropy. Through participatory design, she has led strategic planning and growth for dozens of organizations and designed over 250 convenings all around the world, including at the White House, Gates Foundation, and TED. In 2018, Isis led a yearlong co-design process that birthed Philanthropy Together—a field catalyst for collective giving. As their fractional Chief Strategy Officer, she expands Philanthropy Together’s vision and impact, builds partnerships, and creates programming. Kimberly Dasher Tripp Kimberly Dasher Tripp is Founder and Principal of Strategy for Scale where she works with donors as a philanthropic advisor, conducts research on philanthropic practice and trends, and works with partners to launch new efforts to activate philanthropic capital. She is particularly interested in new approaches to high impact philanthropy, on the hunt for the best models to accelerate systems change, and endlessly curious about the sector. She led the consulting team that designed a new kind of intelligence service called Redwoods that is specifically built for donor advisors and philanthropic intermediaries to find excellent funding opportunities in climate. Tony Macklin Tony Macklin leads the development of new education programs and field-building projects as Daylight’s Director of Advisor Practice. He is a philanthropist, philanthropoid, and philanthropy geek. Tony enjoys working at the intersection of meaningful giving and community results, specifically connecting older, established forms of philanthropy with emerging trends and experiments. Tony helps donors, families, grantmakers, and their advisors and associations answer questions about shared purpose, use of resources for social impact, governance, strategy, and assessment. He is a frequent speaker, trainer, and author. Collaborative Philanthropy Certificate Modules The Landscape of Collective & Collaborative Giving Collective Giving Spotlight: Giving Circles Collaborative Giving Spotlight: Collaborative Funds Investing & Engaging in Collaborative Funds Course Format Program Type: Certificate program - asynchronous course with module quizzes Program Delivery: Readings, case study, videos, graphics, downloadable resources Program Complexity Level: Overview Daylight is an approved CE sponsor. Continuing education credits are eligible for completion of the Collaborative Philanthropy Certificate. CFP®, CPWA®, CIMA®, RMA®, CAP®, CFRE, CSPGCM:  4 hours Download Collaborative Philanthropy Certificate program description and program outline . Register for the Collaborative Philanthropy Certificate or an Annual Certificate Subscription now! INDIVIDUAL OR ANNUAL SUBSCRIPTION CHECKOUT

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. "I recently completed the Introduction to Philanthropic Planning (IPP) Certificate and was thoroughly impressed by the quality and depth of the content. This is a fantastic course to refresh one’s understanding of the current philanthropic landscape as well as dive deeper into some of the technical aspects of various charitable vehicles." Randy Macon Foundation Management, Inc. Net Promoter Score A world-class rating, reflecting advisors' desire to help clients align wealth with what matters most. Response period: March 8 - June 8, 2026. Total Responses=26 NPS 85 Daylight's Introduction to Philanthropic Planning Certificate has been named a finalist in the Philanthropy Category of the 2026 Wealth Management Industry Awards , recognizing the program's excellence in advancing philanthropic planning education for wealth management and advisory professionals. 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®, 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

The Certificate in Behavioral Philanthropy offers advisors a unique opportunity to deepen their understanding of how behavioral science and philanthropic advising intersect. This program integrates multidisciplinary research insights, real-world examples, and practical case studies, equipping you with the insights and tools needed to help your clients achieve their philanthropic goals. Certificates Behavioral Philanthropy Certificate The Certificate in Behavioral Philanthropy offers advisors a unique opportunity to deepen their understanding of how behavioral science and philanthropic advising intersect. This program integrates multidisciplinary research insights, real-world examples, and practical case studies, equipping you with the insights and tools needed to help your clients achieve their philanthropic goals. Through a comprehensive curriculum, 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. The case studies provide a hands-on opportunity to bring to life successful strategies and innovative approaches to foster donor engagement and maximizing philanthropic impact. By the end of the program, you will gain a solid grounding in behavioral principles and be able to develop actionable strategies that can be implemented to enhance client relationships. Join us to transform the way you approach philanthropic planning, leveraging behavioral insights to empower your clients and create a lasting impact in the communities they care about. Behavioral science gives advisors a powerful edge in understanding their clients' motivations and barriers. This course will help you build stronger client relationships, craft personalized giving strategies, and position yourself as a trusted expert who delivers deeper impact and more fulfilling philanthropic outcomes. —Julia Ritz Toffoli LEARNING OBJECTIVES Identify and analyze the psychological factors that influence donor behavior and the barriers they may face in their philanthropic journeys. Recognize the role of social and family dynamics in shaping philanthropic decisions, enabling you to understand diverse client motivations and engagement strategies. Apply behavioral insights through real-world case studies, allowing you to develop and implement effective strategies that foster donor engagement and maximize philanthropic impact. Plan actionable strategies tailored to individual clients’ needs, enhancing your ability to build strong relationships and drive meaningful change within the philanthropic landscape. FACULTY Julia Ritz Toffoli Julia Ritz Toffoli is an Associate Managing Director at ideas42 on the Giving Team, where she leads R&D and innovation in the philanthropic space, working with partners to design, test, and implement behaviorally informed interventions to make giving more intentional, strategic, and impactful—both for individual givers and the broader philanthropic community. Prior to joining ideas42, Julia spent nine years at the Open Society Foundations, where she helped to launch and build the Strategy Unit, delivering strategic planning guidance to grant making programs. While at OSF, Julia spearheaded the development of a training curriculum that integrated behavioral insights into strategic decision-making practice. Julia holds a Master of International Affairs in Human Rights Advocacy from Columbia University's School of International and Public Affairs and a BA in Political Science and Sociology from McGill University. Jen Shafer Jen Shafer is a Senior Behavioral Designer on the Giving Team at ideas42 where she uses insights from behavioral science to promote equity in philanthropy by effectively diagnosing challenges, conducting research, and implementing innovative designs. Prior to ideas42, Jen worked as a management consultant, data analyst, and design researcher across a variety of industries, always with a focus on user needs and employee experiences. Jen has a B.A. in Psychology from Rice University and an M.S. from MIT in Integrated Design & Management, a multi-disciplinary degree where students from design, business, and engineering backgrounds come together to tackle complex problems using human-centered design. For her thesis, she studied intergenerational conversation and legacy storytelling as a vehicle for meaning-making and connection for older adults. Sarah Welch Sarah Welch is a Managing Director at ideas42, a social enterprise that uses insights from behavioral science to invent fresh solutions to tough social problems. Over the past decade Sarah has worked to advance behavioral innovations across various challenges, from climate and consumer finance to criminal justice and health. She now leads the organization’s work in charitable giving, partnering with the Bill and Melinda Gates Foundation, Fidelity Charitable Catalyst Fund, National Center for Family Philanthropy, major institutions offering donor-advised funds, and dozens of other organizations in the sector. Prior to joining ideas42, Sarah completed a three-year dual degree program at Yale’s School of Management and School of Forestry & Environmental Studies, where she focused on urban resource management and planning. Sarah holds an MBA and an MEM from Yale and received her BA in Environmental Science & Public Policy from Harvard. Dien Yuen Dien Yuen is the founder and CEO of Daylight. Previously, Dien founded the Center for Philanthropy and Social Impact at The American College of Financial Services, where she served as the Blunt-Nickel Professor in Philanthropy. She also helped develop the curriculum for the Certified Impact Philanthropy Professional program at Singapore’s Wealth Management Institute (WMI), which recognized her with its Distinguished Faculty Award. Dien was named CEO of the Year in the Professional Services Firms category at the 2026 Wealth Management Industry Awards and is a 2026 Forbes 50 Over 50 honoree. Behavioral Philanthropy Certificate Modules Course Format Introduction to Behavioral Science Introduction to Donor Psychology Case Study: Understanding the Donor Context Behavioral Strategies for Advisors Behavioral Philanthropy in Practice 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 Behavioral Philanthropy Certificate. CFP®, CPWA®, CIMA®, RMA®, CAP®, CFRE, CSPGCM:  5 hours  Download Behavioral Philanthropy Certificate program description and program outline . Register for the Behavioral Philanthropy 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®, 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®, 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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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

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 Philanthropic Planning with Women Certificate 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. 53% of female-controlled assets are unmanaged, compared to 45% for men. This represents a $10 trillion opportunity for firms recognizing female investors' unique goals and preferences. The new face of wealth: The rise of the female investor, McKinsey, 2025 With women set to control over $34 trillion in assets by 2030, understanding how they give, invest, and build a legacy is no longer optional — it's essential. Women are leading with purpose, seeking advisors who respect their priorities and support their desire to use wealth as a tool for impact. This course offers the knowledge and practical tools to engage women with clarity, confidence, and integrity. —Erin Hulme Oceguera LEARNING OBJECTIVES Understand the life events and motivations that influence women's philanthropic journeys, and how advisors need to adjust their approach and practices accordingly. Evaluate the strategy, tools, and funding options to support women as clients in maximizing their impact. Develop culturally competent approaches to advising women across diverse backgrounds. FACULTY Bleu Blakslee Bleu Blakslee is a nationally and internationally noted philanthropic strategist with over 35 years of nonprofit leadership experience, specializing in complex giving, planned giving, social impact strategy, and NextGen engagement. Bleu is a recognized leader in sector innovation—pioneering philanthropic applications of Web3, crypto, and non-cash asset giving—and has worked with family offices, professional advisors, and multi-generational donors to align values with impact. Darley Tom Darley Tom is a connector and changemaker, passionate about community and impact. As Managing Partner and Experience Architect for Maverick Collective, she leverages nearly 20 years of cross-sector experience to drive bold, purpose-driven initiatives. With a background in journalism, global programs, and luxury marketing, she blends creativity with business strategy to foster innovation. Darley’s ability to connect ideas, people, and purpose continues to create lasting impact across communities and philanthropic efforts. Beyond work, she enjoys gardening, hands-on creative projects, and archery. 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. Dien Yuen Dien Yuen is the founder and CEO of Daylight. Previously, Dien founded the Center for Philanthropy and Social Impact at The American College of Financial Services, where she served as the Blunt-Nickel Professor in Philanthropy. She also helped develop the curriculum for the Certified Impact Philanthropy Professional program at Singapore’s Wealth Management Institute (WMI), which recognized her with its Distinguished Faculty Award. Dien was named CEO of the Year in the Professional Services Firms category at the 2026 Wealth Management Industry Awards and is a 2026 Forbes 50 Over 50 honoree. Ellen Remmer Ellen Remmer is Co-Founder of Invest for Better and a champion for impact investing, philanthropy and social change. She launched Invest for Better with Co-Founder Janine Firpo in 2021, after incubating it at The Philanthropic Initiative, where she is a Senior Partner and served as President & CEO from 2006-2011. Ellen is also the President of the Remmer Family Foundation, on the Board of Prosperity Catalyst and the Maine Chapter of The Nature Conservancy, and a member of the Oxfam Leadership Council. Erin Hulme Erin is an independent philanthropy advisor with over 20 years of experience guiding philanthropists and nonprofit organizations in strategy development, resource mobilization, and the creation of high-impact partnerships. Her background includes leading the philanthropy team at the WHO Foundation and advancing gender-lens giving, collaborative philanthropy, and cross-border funding initiatives as part of the Philanthropic Partnerships team at the Bill & Melinda Gates Foundation. Erin launched her career at the United Nations Foundation and the International Business Leaders Forum, partnering with Fortune 500 companies to drive sustainability and global development. Jensyn Hallett Jensyn Hallett is a leader in philanthropy, gender equity, and economic development with over 15 years of experience advancing initiatives that empower women and build inclusive economies. She leads strategic partnerships at Invest for Better and founded Alivest, advising funders and entrepreneurs on aligning capital with impact. She also serves as Executive Director of the Southern Capital Project, expanding wealth-building opportunities for women. Jensyn teaches impact investing and social entrepreneurship, mentors emerging leaders, and previously led global investments as Director of Impact Capital at Heifer International. Rena Greifinger Rena Greifinger is an award-winning social entrepreneur, philanthropy leader, and advocate for gender equality. As Managing Partner of Maverick Collective, she works to unlock the power and potential of women and their capital to advance health and equity across the world. From founding and scaling a national leadership and mentoring program for young people living with HIV, to working in over 20 countries to bring better quality sexual and reproductive health services and access to adolescent girls, to launching a community of bold women investors as they catalyze impact for gender equality, she leads with purpose, authenticity, and joy. Yolanda F. Johnson A trusted leader in fundraising, philanthropy and Inclusive Philanthropy, Yolanda F. Johnson is the founder of Women of Color in Fundraising and Philanthropy (WOC) and a sought-after keynote speaker, instructor, panelist, and moderator for various presenting organizations and academic institutions nationwide and internationally. Yolanda is a founding member of the Women’s Philanthropy Alliance, a core group of industry experts and thought leaders on Women's Philanthropy. Yolanda is a member of the Women’s Philanthropy Institute National Council as well as the Leadership Network for the Amplify Her Charitable Foundation. She is a member of the Impact-Driven Philanthropy Collaborative and serves on the Marketing Committee of Advisors in Philanthropy. FEATURED INDUSTRY PRACTITIONERS Shilpa Andalkar, CFP®, CDFA® Shari Fleming, Esq., AEP®, CAP® Elaine Martyn Stephanie Ellis-Smith, CAP® Hali Lee Heather McLeod Grant Philanthropic Planning with Women Certificate Modules Planning for the New Majority in Wealth Life Events that Impact Giving Financial, Estate and Philanthropic Planning Planning and Engaging with Purpose Investing for Impact Strategy to Execution 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 Women Certificate. CFP®, CPWA®, CIMA®, RMA®, CAP®, CFRE, CSPGCM: 6.5 hours Download Philanthropic Planning with Women Certificate program description and program outline . Register for the Philanthropic Planning with Women 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. Impact Advisors Network The Impact Advisors Network (IAN) is Daylight’s community of practice, where advisors strengthen their work and advance the field of philanthropic advising. As an IAN member, you'll gain access to: Advisor Resources: A curated library of articles, templates, tools, and best practices shared by fellow advisors to help you strengthen and refine your practice. Exclusive Programming: Members-only interactive events focused on timely and relevant topics, featuring industry leaders and members of the Daylight community. IAN members also receive exclusive access to recordings of all Daylight public webinars. Continuing Education: Earn CE credits for the Certified Impact Philanthropy Advisor (IPA), CFP® , CAP® , CFRE, CSPGCM , CPWA® , CIMA® , and RMA® . CE-eligible programs are available exclusively to IAN members. In-Person Connections: Build meaningful relationships with Daylight alumni through global convenings and local meet-ups. Recent IAN Programs Shaping the Field of Philanthropic Advising What the Data is Telling Us: Philanthropic Trends & Insights Fundamentals of Family Philanthropy Focus on Community Foundations Social Impact Landscape IAN Annual Subscription Fee Certified IPAs $250 annually Certificate Holders $300 annually A strong community of practice helps advisors strengthen their work, better serve clients and communities, and move the field forward. Daylight learners receive complimentary IAN membership when they enroll in IPA or an eligible certificate program.* After the complimentary membership period, Certified IPAs and certificate holders may continue their IAN membership through an annual IAN subscription. *Complimentary IAN access is provided for one year with most Daylight programs. Essentials of Modern DAF Advising and Introduction to Philanthropic Planning certificates include six months of complimentary membership. Complimentary membeship runs concurrently and does not accumulate. IAN access is exclusively for Daylight learners. Become a Certified IPA or enroll in Daylight’s certificate program to join the community.

The Essentials of Modern DAF Advising Certificate provides a practical, unconflicted introduction to today’s DAF landscape. Certificates Essentials of Modern DAF Advising Certificate Donor-advised funds (DAFs) are among the most widely used and flexible philanthropic vehicles available to donors and their advisors. Their rapid growth has expanded the range of donors they serve, the charitable strategies they support, and the sponsoring organizations that offer them. At the same time, DAFs have generated confusion, misconceptions, and ongoing debate among advisors, nonprofits, policymakers, and the public. The certificate provides a practical, unconflicted introduction to today’s DAF landscape. Learners will gain a clear understanding of how DAFs work, the sponsor ecosystem, common planning opportunities and limitations, and the role DAFs can play within broader philanthropic and financial planning strategies. They will also explore many ways to thoughtfully incorporate DAFs into client engagements. Designed primarily for wealth advisors, attorneys, CPAs, trust officers, family office professionals, and philanthropic advisors, the program may also benefit development professionals and nonprofit leaders seeking a deeper understanding of DAFs. However, it is not designed to train nonprofit professionals to raise funds from DAFs. Net Promoter Score A strong endorsement from advisors raising the standard of DAF advising. Response period: July 22 - August 9, 2026. Total Responses=38 NPS 84 "This certificate provided an excellent overview of DAFs and their practical application, including their impact beyond grantmaking through opportunities like impact investing." Nina Cohen, CAP®, IPA "The independent aspect of the curriculum is terrific, and the material provides a fair and balanced overview of a complicated topic." Sarah Angello Co-Founder Daffodil "Philanthropy and wealth management don't always speak the same language. This certificate is one of the practical ways to bridge that gap." Denise Sarkor, MIA, CEPA, CAP®, IPA Sarkor Financial Advisors LEARNING OBJECTIVES Explain how DAFs operate from legal, structural, and practical perspectives. Recognize the range of clients and philanthropic situations for which a DAF may be appropriate. Evaluate DAF sponsors based on a client’s goals, preferences, and planning needs. Identify opportunities and limitations when incorporating DAFs into philanthropic, financial, tax, and estate planning. Use effective conversation prompts to help clients clarify their philanthropic goals and determine whether a DAF is an appropriate solution. FACULTY Tony Macklin Tony Macklin, CAP®, IPA, 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. Dien Yuen Dien Yuen, JD, LLM, CAP®, AEP®, IPA, is the founder and CEO of Daylight. She previously founded the Center for Philanthropy and Social Impact at The American College of Financial Services, where she developed and taught courses in the Chartered Advisor in Philanthropy® (CAP®) program as the Blunt-Nickel Professor in Philanthropy. She also previously served on the faculty of the Wealth Management Institute (Singapore), where she received the Distinguished Faculty Award. Dien was named to WealthManagement.com 's 2025 Ten to Watch and was inducted into the National Association of Charitable Gift Planners Hall of Fame in 2023. Essentials of DAF Advising Certificate Modules The Modern DAF Landscape Effectively Incorporating DAFs into Planning Course Format Program Type: Certificate program - asynchronous with module quizzes Program Delivery: Readings, videos, graphics, downloadable resources Program Complexity Level: Overview Daylight is an approved CE sponsor. Continuing education credits are eligible for completion of the Essentials of DAF Advising Certificate. IPA, CFP®, CPWA®, CIMA®, RMA®, CAP®, CFRE, CSPGCM:  2 hours  Download the Essentials for DAF Advising Certificate program description and program outline . Register for an individual certificate or an Annual Certificate Subscription now. INDIVIDUAL OR ANNUAL SUBSCRIPTION CHECKOUT

Learner Voices "Philanthropists trust the Community Foundation-and me-to steward their gifts for the greatest good, a responsibility I take seriously. Earning the Impact Philanthropy Advisor credential reflects my commitment to informed stewardship. Timely, accessible coursework, a nationwide professional cohort, and diverse perspectives shared through discussions further strengthened my expertise." Jody Dilday, IPA Arkansas Community Foundation "I recommend the Impact Philanthropy Advisor (IPA) program for its excellent content and small-group cohorts. The cohort sessions were the highlight, offering a priceless opportunity to build a national and international professional network. Exploring social and civic impact opened new possibilities, while the diverse, cross-sector community made the experience invaluable." Amy Razem, IPA The Pittsburgh Foundation "IPA takes a modern, comprehensive approach to equipping advisors with a holistic lens to equitably manage, lead, and succeed in an evolving philanthropic sector. You'll learn the fundamentals - like the giving landscape, key terminology, and charitable tax strategies. Most importantly, it will help personalize your approach to advising, with cultural dexterity as a key consideration to advance sustainable progress." Dorothy Stuehmke, MPA, IPA Capital Impact Advisory "Consider the IPA Certification a launching pad to elevate and strengthen one's confidence in being able to better serve those they're called to guide. I'm excited about the domino effect that will be felt throughout time by the advisors and consultants who lean into the wisdom that is collectively shared here." Padric H.B. Scott, MSFP®, CFP®, AEP®, IPA Crossroad Capital Partners "Participating in the IPA program gave me dedicated time to deepen my focus on philanthropic advising at the Oregon Community Foundation. The thoughtfully curated content and rich discussions with a diverse cohort made the experience both intellectually stimulating and personally rewarding. The Daylight platform remains a valuable resource for connecting with peers, exploring new ideas, and accessing insightful materials-relationships that continue to strengthen my work in philanthropic advising." Jennifer Curry, IPA Oregon Community Foundation “I was drawn to IPA by the founders’ intentional vision—supporting individuals and families while building an inclusive certification program. I hadn’t planned a career moving money for good, but learning alongside others, especially BIPOC peers, has been an honor. Daylight has profoundly expanded my practice and understanding of thoughtful, impactful giving.” Aurora Colindres, IPA Power for Good Consulting Inc. "IPA has ignited in me a renewed passion for the practice of philanthropy. I have learned so much from the module materials, instructors, and my peers! This program has given me a platform to explore and investigate my practice in ways that I have never done before!" Brianna Jackson, IPA Stolte Family Foundation "IPA is an incredible professional development experience that strengthened my advisory acumen and fostered lasting friendships and philanthropy allies. I can't wait to apply all this great learning in my work with ARCHITECT clients!" Shannon Walker, IPA ARCHITECT Philanthropic Collective "Learning alongside a cohort of sharp, talented individuals has been a breath of fresh air in a chaotic year. I'm excited to apply all that I learned in IPA to drive meaningful investments tackling our greatest challenges." Corinne Handelman, IPA American Prairie "I recommend Daylight's programs because they move beyond theory into real philanthropic practice. The IPA program pushed me to rethink how community foundation leaders guide donors-not just in transactions, but in purpose, values, and lasting impact. Daylight has accelerated my learning and confidence as a new community foundation CEO." Erik Rankin, IPA Illinois Prairie Community Foundation "The IPA Program has been invaluable in understanding how impact philanthropy advisors think, helping our organization connect more effectively with them. The program excels in synthesizing information from a variety of sources, and incorporates diverse perspectives and exploring the relevance of key issues when working with varied clientele." Kyle Funakoshi, IPA National Forest Foundation "The IPA program was a game-changer for my practice. It gave me practical tools to guide donors toward strategic giving-even while using donor-advised funds as catalytic tools. I now better support charities, wealth advisors, and donors in maximizing impact. And the global community of peers is an invaluable source of insight and encouragement." Mike Todd, IPA Transform Philanthropy "The IPA content is providing me with knowledge and confidence to pursue all areas of philanthropy advising but possibly even more valuable is the connections I have made through this program. The caliber of learners and instructors are top notch. I feel as if I have my own personal At+ advising network at my fingertips and that is priceless." Bree Rose, IPA Nova Chief of Staff "The crew at Daylight Advisors are a dream team of philanthropy professionals who live and breathe best practices in the field. IPA immediately impacted how I work with clients at Greater Tacoma Community Foundation as we strive to educate our community about trust-based philanthropy and removing philanthropic barriers." Steve Saalfeld, CAP®, IPA Charles Wright Academy "As a social impact entrepreneur, IPA met me where I was, delivering rigorous, real-world education bridging theory and practice. Learning alongside seasoned practitioners sharpened how we steward donor capital and transformed our donor conversations into smarter, more confident ones. I'd recommend it to anyone at philanthropy's intersection with social change." Josue De Paz, IPA CEO & Co-Founder, Honor Your Dream "IPA challenged me to think critically about how wealth can create meaningful change and gave me a framework to balance fundraising technicalities with compassion and human values. I can't say enough about Daylight's incredible team-especially Tony Macklin, a gifted instructor who challenges assumptions with patience, insight, and genuine care." Brantley Boyett, IPA Giving Docs "IPA expands the traditional definition of philanthropy beyond what we typically describe as a "contribution" of assets. It includes practical tools that enable advisors to better design and implement a strategy to attain a broader social impact for their clients' comprehensive philanthropic efforts." Beth Harper Briglia, CPA & CAP®, IPA Philanthropy Advisor "My experience with the IPA program has been generative, and grounding. The content has been immediately applicable, as well as affirming. The frameworks have provided context, and the regular interactions with other cohort members, have proved to be a welcomed space to gain insights and perspective from seasoned, dedicated peers." Zakiya Lord, IPA The Climate & Clean Energy Equity Fund "I'm so grateful to have learned from leading experts and connected with colleagues around the world, each offering unique perspectives and experiences. The diversity and collaboration within IPA reaffirmed that philanthropy is strongest when it's inclusive, innovative, and driven by impact." Mohamed Alansari, IPA Kooheji Foundation “The IPA program was enlightening, rewarding, and genuinely enjoyable. It challenged me to look beyond technical solutions and deeply understand each client’s story and motivations. The facilitators, a true “who’s who” of sector leaders, grounded every lesson in real-world, client-centered insight. IPA directly shaped PhilanthPro’s evolution, inspiring new purpose and strategy features.” Richard Taylor, IPA Co-Founder & COO, PhilanthPro “IPA reflects where philanthropy is headed. The balance of research and lived experience made the learning both credible and real, and it has elevated my practice by sharpening an already practical lens, bringing greater clarity, depth, and intention to how I guide donors and organizations through increasingly complex decisions.” Debra Faulk, IPA Cause & Effect, LLC “The IPA program gave me the confidence to navigate complex giving strategies. I learned how to truly connect philanthropic planning with client’s values and goals. Now, I feel more prepared to help clients build meaningful legacies that make a real impact.” Doug Page, IPA Greater Tacoma Community Foundation "The Certified Impact Philanthropy Advisor (IPA) program was an incredible learning experience-rich with insights into the global impact advisory space. I gained exposure to innovative methodologies and strategies that have sharpened my approach as a philanthropic strategist. One of the most valuable aspects was connecting with a global network of like-minded professionals." Hugh Lawson, IPA Lawson Leadership Advisory Ltd. "Thank you Daylight for IPA and building this resource with such amazing facilitation. I'm energized by the opportunity ahead: channeling everything we've learned and refined together into helping others direct their giving where it can create the most transformative impact." Kimberly Bailey, IPA Milken Institute "My experience in the IPA program has been mentally nurturing and encouraging. I don't often get the opportunity to engage with wealth advisors, family foundation directors, professional estate planners, philanthropic advisors, and other industry experts. I will be reviewing what I've learned for years to come because the content and tools are a true resource." Jordan Brown, MPH, IPA Movement Voter Project "Launching my philanthropic consulting firm, I wanted to deepen my skills and connect with peers advancing strategic philanthropy. Daylight's Certified Impact Philanthropy Advisor program offered exactly that-a community of talented, compassionate professionals. I'm grateful for the learning and eager to help my clients create meaningful, lasting impact through their giving." Shanan Spencer-Brown, IPA Third Jar Consulting "This program is lighting a fire under everything I know about fundraising and philanthropic advising. I came ready to break a few rules - now I'm realizing we can rewrite them completely. Every organization deserves to soar, and every donor, a chance at real connection. IPA makes it happen." Lauren Elyse Tudor, CAP®, IPA ARCHITECT Philanthropic Collective "I valued the diverse perspectives my peers brought from community and institutional philanthropy, foundations, nonprofits, wealth management, higher education, and independent advising and entrepreneurship. Building on my CAP® designation and experience advising families and institutions, IPA deepened my expertise in charitable vehicles, fiduciary administration, and relationship-centered advising." Dee Dee Nguyen, IPA Nguyen Philanthropy "My experience with the IPA program has been inspiring and empowering. It's been an invaluable resource, offering critical insights, practical frameworks, and an incredible network of like-minded professionals dedicated to truly better serving clients committed to maximizing their social impact." Sharmila Rao Thakkar, MPH, MPA, CAP®, IPA SRT Advising and Consulting, LLC "IPA has assisted me not only with understanding the tools and strategies for charitable giving but how to assist clients with their other advisors in developing plans for impact. The opportunity to engage with others around the world who are deeply knowledgeable and passionate about being a more thoughtful and impactful planner is an excellent resource for me to strengthen my network and learn from my colleagues." Brian Balduzzi, Esq., Tax LL.M., MBA, CFP®, IPA Faegre Drinker “I’m always seeking ways to grow professionally, and Daylight is a clear standout. Its content is relevant, well-structured, and engaging, offering immediate practical application. Combined with a strong learning platform and opportunities to connect with others in the field, it offers lasting value for those committed to deepening their practice.” Travers Oliver, IPA Founders Pledge "IPA broadened my understanding of philanthropy and strengthened my ability to collaborate with advisors, family offices, and community foundations. Although my role focuses on planned gifts, I gained new strategies and perspectives that improve donor outcomes. Flexible live and on-demand learning, case studies, and cohort connections created lasting relationships." Jon Kraus, IPA University of Denver “IPA sharpened both my technical expertise and my confidence applying it in complex client situations. Working on case studies with peers revealed diverse perspectives and real-world insights, helping me turn knowledge into practical, tailored solutions. It also deepened my impact investing skills and cultural dexterity, equipping me to lead conversations thoughtfully, aligned with each client’s values.” Jill McIlroy, IPA Arizona Community Foundation "IPA fostered meaningful connections with colleagues across diverse roles in the charitable field offering fresh perspectives and new ways of thinking about our shared work and impact." CJ Dates, IPA Adirondack Foundation "I pursued the IPA certification because this work demands more than passion-it requires sophisticated skills in strategic planning and centering community voice. After years of directing large-scale initiatives, I recognized that the field was evolving. Donors increasingly want to fund systemic change, not just services. They want to shift power, not just write checks. And they need advisors who can help them navigate that complexity." Ada Williams Prince, IPA Transformation Architects "The IPA experience deepened my commitment to advancing gender equity and reimagining philanthropy to reflect the leadership and creativity of those closest to the issues." Laura Risimini, IPA Amplify Her Foundation "My IPA experience has been transformative. Learning alongside cohort members of exceptional caliber and character, through thoughtfully designed modules, strengthened my practice and broadened my network. Daylight's carefully curated cohorts foster community, support, and collaboration, amplifying both personal growth and the real-world impact of our work." Milan Ball, IPA Philan "What an incredible community of passionate changemakers who challenge, inspire, and elevate one another! The concepts I've learned are already sparking fresh ideas and strategies to accelerate my work. I highly recommend IPA." Jaclyn Sablosky, IPA ResultsLab "IPA gave me the confidence to own my lane as a philanthropic advisor. The training wasn't dry or distant-it was real, relevant, and rooted in the kind of work I actually do. I walked away with tools I could use the next day, a better sense of my strengths, and clarity on when to call in backup. It didn't just sharpen my technical skills-it affirmed my voice and my value in this field." Jilla Tombar, CAP®, IPA Foundation for Louisiana "I was drawn to the IPA program as a way to deepen and broaden my advisory work. It offered an opportunity to strengthen both my knowledge base and cultural competencies. Through the program, I've expanded my skillset to better share nuanced perspectives with clients and to reflect more thoughtfully on critical needs-locally, regionally, and globally." Michel Vekved, IPA Philanthropy Advisor

Earning the Impact Philanthropic 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 and advising. Through independent study and collaborative discussions, the program further enhances the capabilities of advisors to support the evolving needs of families, organizations, and communities. Philanthropy Advisor. Philanthropic Advisor. Certified IPAs Daylight is proud to recognize the advisors who have completed the Certified Impact Philanthropy Advisor (IPA) program. Over the course of 20 weeks, these professionals completed a rigorous program combining self-directed learning and facilitated dialogue to strengthen their philanthropic advising practice. Certified IPAs represent a rich mix of cross-sector expertise—spanning financial advising, philanthropic consulting, law, accounting, gift planning, and grantmaking from donor-advised funds and foundations. The Certified IPA program equips advisors with the confidence, competence, and cultural dexterity needed to serve today’s philanthropic clients. Take a look at who’s an IPA. Don’t be surprised if you see many colleagues from the field. And, if you're looking for an advisor, reach out - we're happy to connect you to a Certified IPA! IPAs in Their Own Words View More April 2026 Cohort Graduates View More July 2025 Cohort Graduates View More October 2024 Cohort Graduates View More January 2026 Cohort Graduates View More April 2025 Cohort Graduates View More October 2025 Cohort Graduates View More January 2025 Cohort Graduates