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®:  4 hours  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

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 is the Founder and CEO of Daylight, a learning partner equipping wealth and philanthropic advisors with the confidence, competence, and cultural dexterity to grow their practices, strengthen client relationships, and lead with impact. She was named in Wealthmanagement.com ’s 2025 Ten to Watch: Innovators and Influencers Set to Change the Industry. Dien was inducted into the 2023 National Association of Charitable Gift Planners (CGP) Hall of Fame and recognized for her academic leadership with the Distinguished Faculty Award from Wealth Management Institute in Singapore, where she serves as lead faculty for philanthropy. Dien’s early career included senior roles in wealth management and global development organizations. 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®: 6.5 hours 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

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. 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. Register for a live info session. 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 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 group 12 self-paced modules 5 case studies 10 live virtual cohort conversation HOW IT WORKS For Profit: $2,850 Nonprofit & Independent Practitioners: $2,500 FEES (Discount codes cannot be combined with other offers.) Cohorts starting in April and July . Still have questions? See our FAQs . Register for a live info session. Download IPA program description. REGISTER First name* Last name* Email* Select your top two IPA group preferences: (Cohort group options: April and July 2026.) First group preference:* Second group preference:* Select registration option:* IPA: For Profit Professional $2,850 IPA: Nonprofit & Independent Practitioner $2,500 How did you hear about us? Let us know so we may thank them!* Proceed to Checkout IPA About Experience Faculty Fees Register IPA: A New Standard for Impact Quick Links About Experience Who Faculty Fees Register

Our Certified Impact Philanthropy Advisor (IPA) program establishes a new benchmark for excellence in philanthropic advising education. 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: $2,600* Nonprofit & Independent Practitioners: $2,250* *Webinar/Info Session Special - Save $250 FEES Cohorts starting in April and July . Still have questions? See our FAQs . Register for a live info session. Download IPA program description. WEBINAR/INFO SESSION SPECIAL REGISTRATION First name* Last name* Email* I would like to receive program and marketing communications from Daylight. You can unsubscribe from these communications at any time. I acknowledge that I participated in the Webinar or IPA Info Session on: * Date picker* Select your top two IPA group preferences: (Cohort group options: April and July 2026.) First group preference:* Second group preference:* Select registration payment option:* IPA: For Profit Professional $2,600 IPA: Nonprofit & Independent Practitioner $2,250 How did you hear about us? Let us know so we may thank them!* Proceed to Checkout IPA About Experience Faculty Fees Registration IPA: A New Standard for Impact Quick Links About Experience Who Faculty Fees Registration

Together with our partners, we’re building a community of learning and collaboration to empower advisors in shaping the philanthropic sector. Partners Daylight works with organizations that share our belief that collective expertise drives transformative change. Together with our partners, we’re building a community of learning and collaboration to empower advisors in shaping the philanthropic sector. Our partners have access to Daylight's professional development programs at special rates, and Daylight learners enjoy benefits with select partners. Explore our network of valued partners to learn more. Contact Megan Bell at megan@daylightadvisors.com if you're interested in becoming a partner.

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

Earning the 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. ENTERPRISE IMPACT PHILANTHROPY ADVISOR GROUP Philanthropy has evolved. So should your training. Many clients and donors want to help solve the complex challenges they see in their communities and worldwide, including climate change effects and disparities in housing, economic mobility, health, and education. The inheritors–women and younger generations–want to use a bigger social impact toolkit to solve those challenges. In addition to charitable giving, they’ll be more likely to use their investments and voices as activists and shoppers . They’ll be more likely to start purpose-led businesses. And, they’ll create or inherit access to vehicles such as donor-advised funds and family foundations. Older generations want advisors who can take them from “success to significance” in their lives and their philanthropy. Inheritors will need advisors who can think holistically about social impact. Their advisors are second only to a spouse or partner as the most valuable source of information about philanthropy. As an advisor and fundraising professional, you are uniquely positioned to help clients purposefully and effectively deploy their financial, human, social, intellectual, and moral or spiritual capitals . But how will you navigate this dynamic social impact landscape and the changing expectations of a more diverse client base? Answering the evolving market demand requires a more contemporary approach to philanthropic advising. WHAT IS THE ENTERPRISE IPA GROUP? As your learning partner for growth and impact, Daylight created the Enterprise Impact Philanthropy Advisor (IPA) group to help you leverage the power of team-based learning. It allows teams of staff, philanthropic partners, and affiliated advisors to go through the program together—building shared language, stronger collaboration, and greater community impact. Deepen client relationships Seize growth opportunities Accelerate and share your skills Spark social impact and family legacies THE IPA EXPERIENCE Live group discussions facilitated by industry practitioners. 20 weeks of learning designed by expert advisors. Readings, case studies, and video lectures. CE available for CFP®, CPWA®, CIMA®, RMA®, CAP®, CSPGCM, CFRE. Certified Impact Philanthropy Advisor certification awarded upon completion. HOW IT WORKS Select your cohort: January, April, July, October. Two months’ advance notice required to launch a group. A signed enterprise agreement is required. Minimum 10, maximum 15 learners. If fewer than 10 paid registrations, the enterprise is responsible for the cost of the remaining seats. One complimentary registration for every three paid. Fee per learner: Nonprofit & Independent: $2,500. For Profit: $2,850. COMMUNITY FOUNDATIONS Community foundations looking to align internal teams and advisor networks. Download program description for community foundations. NONPROFIT ORGANIZATIONS Nonprofits building a strong philanthropic advisory culture. Download program description for nonprofit organizations. ADVISORY FIRMS Advisory firms seeking a competitive edge in a rapidly shifting wealth landscape. Download program description for advisory firms. Learn more about the Certified Impact Philanthropy Advisor (IPA) program. Contact us to create your enterprise IPA group! info@daylightadvisors.com Enterprise IPA Groups What is it? How it works Categories IPA

The work of philanthropic advising is gaining traction among wealth holders seeking impact and guidance. Daylight is one of the few organizations that focus on professional support for philanthropic advisors. Our original research sets a new standard, delivering practical and field-informed guidance to strengthen, connect, and elevate the philanthropic advising profession. Research The work of philanthropic advising is gaining traction among wealth holders seeking impact and guidance. Yet, despite growing demand, the field remains fragmented, lacking cohesive research and a robust professional development infrastructure. Daylight is embracing these challenges and is leading the field in this work. Our original research sets a new standard, delivering practical and field-informed guidance to strengthen, connect, and elevate the philanthropic advising profession. Philanthropic Advising Competency Model Philanthropic advising is evolving—and it’s time the profession had a clear, credible framework to match its growing impact. Daylight’s Philanthropic Advising Competency Model is the first-ever, field-informed framework that defines the new standard of modern philanthropic advising. With thirteen core competencies, the model outlines the knowledge, skills, and behaviors advisors need to serve clients and communities. Learn More 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. Learn More

IPA 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 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 group 12 self-paced modules 5 case studies 10 live virtual cohort conversation HOW IT WORKS For Profit: $2,850 Nonprofit & Independent Practitioners: $2,500 FEES Cohorts starting in April and July. Still have questions? See our FAQs . Still have questions? See our FAQs . Register for IPA as a member of XXXX , a Daylight Partner. Register Now By using the link above to register for Daylight program's, you are acknowledging that you are a current member of XXXX and agree to all terms and conditions. IPA About Experience Faculty Fees Register IPA Daylight & Partner Daylight Partnership IPA About Experience Who Faculty Fees Register

Crystal Thompkins 6 days ago The Future of Black Giving is Now August is Black Philanthropy Month , a celebration of giving by those of African descent around the globe founded by Dr. Jacqueline... Crystal Thompkins Jul 1 Future's Gonna Be Okay When Dien first told me about the idea for the Prismatic Accelerator, a program for advisor entrepreneurs from underinvested communities... Crystal Thompkins May 20 No. "No is a complete sentence" is something we've all heard, usually as a reminder for those of us, especially women inclined to...

Pages (24) Blog Posts (7) 24 items found for "" Lydia Oh | Daylight Advisors Lydia Oh (She/Her) Manager, Programs & Marketing lydia@daylightadvisors.co m Lydia’s contributions to Daylight’s program and marketing efforts stem from a deep commitment to community and care that is only growing, demonstrated at work and at home. Her leadership in philanthropy is no surprise, having most recently worked with Dien at the Center for Philanthropy and Social Impact at the American College of Financial Services, where she supported the Center in programming, research and publications, and marketing and social media. Lydia welcomed the chance to join the Center, and now Daylight, to further extend her work with donors that started out at Missio Seminary and then The UCLA School of Theater, Film and Television. Throughout all of these roles she’s come to appreciate, and draw out, the essence of giving: that it’s about so much more than the ask; it’s about connection with people; hearing their stories and supporting new ones; activating what matters to them and the change they seek. Lydia personally practices many different ways of giving and creating connection, which was one of the things she studied upon recently completing the Chartered Advisor in Philanthropy® certification (CAP®), as a member of the latest Advisors of Color cohort. She is very active in both the Korean-American community and her church, where she helped lead the women’s group, and developed efforts around well being and mental health during and after the pandemic. Similarly, Lydia is a committed friend and advocate to the families and mothers in her extended community, and she lives in the Philadelphia suburbs with her husband and two young children. Daylight Advisors | philanthropic advising Download Report In Practice | Daylight Advisors In Practice Bringing ideas and resources to light. I Learn Best When... View More Impact Philanthropy Advisor Info Session Video View More U.S. Philanthropic Advisors 2024 View More PPI- Idea Lab: The Future of Philanthropic Advising View More "A Holistic Look at Giving" By: Lisa Amor Featuring Dien Yuen View More "What Philanthropy is poised to look like in 2024" ft. Tony Macklin View More Positioning Yourself for Growth View More Introducing the next Prismatic cohort! View More Where Do Philanthropy Advisors Come From? View More Advisors as Influencers Featuring Dien Yuen View More Dien Yuen Inducted into CGP Hall of Fame View More Dien Yuen featured in CGP's Newsletter View More Webinar: Adapting to 8 Trends in Philanthropic Advising View More Changemakers in Asia: An Advisor's Perspective, Dien Yuen View More Gift Planning Landscape: An Overview View More Increasing Planned Gifts in Diverse Communities View More "Leveraging Diaspora Communities for Philanthropic Support" View More In Practice | Daylightadvisors In Practice Bringing ideas and resources to light I Learn Best When... I Learn Best When... Impact Philanthropy Advisor Info Session Video Impact Philanthropy Advisor Info Session Video U.S. Philanthropic Advisors 2024 U.S. Philanthropic Advisors 2024 Positioning Yourself for Growth Positioning Yourself for Growth Introducing the next Prismatic cohort! Introducing the next Prismatic cohort! Where Do Philanthropy Advisors Come From? Where Do Philanthropy Advisors Come From? Webinar: Adapting to 8 Trends in Philanthropic Advising Webinar: Adapting to 8 Trends in Philanthropic Advising Changemakers in Asia: An Advisor's Perspective, Dien Yuen Changemakers in Asia: An Advisor's Perspective, Dien Yuen Gift Planning Landscape: An Overview Gift Planning Landscape: An Overview SEE MORE In the Field JULY ​ HBCU Philanthropy Symposium in Washington D.C. (June 30-July 4) ​ ​ Purposeful Planning Institute Rendezvous in West Minister (July 29-Aug 2) Daylight Insights Tour: 8 Trends in Philanthropic Advising in Denver (July 29) AUGUST ​ Daylight Insights Tour: 8 Trends in Philanthropic Advising in Aspen (Aug 2 ​ Daylight Insights Tour: 8 Trends in Philanthropic Advising Virtual (Aug 20)​ South Sound Planned Giving Council Virtual (Aug 21) Daylight Insights Tour: 8 Trends in Philanthropic Advising in Virtual (Aug 28) ​ SEPTEMBER ​ Wealthies Award in NYC (Sept 5) Daylight Insights Tour: 8 Trends in Philanthropic Advising in NYC (Sept 5) ​ ​ Future Proof Festival in Huntington Beach (Sept 15 - 18) ​ ​ South Sound Philanthropy Summit in Tacoma (Sept 27) ​ National Forum on Family Philanthropy in Atlanta (Sept 18- 20) ​ Search Results | Daylight Advisors Pages (24) Blog Posts (7) 24 items found for "" In Practice | Daylightadvisors In Practice Bringing ideas and resources to light I Learn Best When... I Learn Best When... Impact Philanthropy Advisor Info Session Video Impact Philanthropy Advisor Info Session Video U.S. Philanthropic Advisors 2024 U.S. Philanthropic Advisors 2024 Positioning Yourself for Growth Positioning Yourself for Growth Introducing the next Prismatic cohort! Introducing the next Prismatic cohort! Where Do Philanthropy Advisors Come From? Where Do Philanthropy Advisors Come From? Webinar: Adapting to 8 Trends in Philanthropic Advising Webinar: Adapting to 8 Trends in Philanthropic Advising Changemakers in Asia: An Advisor's Perspective, Dien Yuen Changemakers in Asia: An Advisor's Perspective, Dien Yuen Gift Planning Landscape: An Overview Gift Planning Landscape: An Overview SEE MORE In the Field JULY ​ HBCU Philanthropy Symposium in Washington D.C. (June 30-July 4) ​ ​ Purposeful Planning Institute Rendezvous in West Minister (July 29-Aug 2) Daylight Insights Tour: 8 Trends in Philanthropic Advising in Denver (July 29) AUGUST ​ Daylight Insights Tour: 8 Trends in Philanthropic Advising in Aspen (Aug 2 ​ Daylight Insights Tour: 8 Trends in Philanthropic Advising Virtual (Aug 20)​ South Sound Planned Giving Council Virtual (Aug 21) Daylight Insights Tour: 8 Trends in Philanthropic Advising in Virtual (Aug 28) ​ SEPTEMBER ​ Wealthies Award in NYC (Sept 5) Daylight Insights Tour: 8 Trends in Philanthropic Advising in NYC (Sept 5) ​ ​ Future Proof Festival in Huntington Beach (Sept 15 - 18) ​ ​ South Sound Philanthropy Summit in Tacoma (Sept 27) ​ National Forum on Family Philanthropy in Atlanta (Sept 18- 20) ​ Daylight Advisors | philanthropic advising Our Work Daylight is a platform where advisors can find the knowledge, ideas, and community to support their passion for growth, service, and philanthropic outcomes. We know the special challenges and potential of advisors, whose success hinges not just on philanthropic knowledge but also on strategy, dynamic relationship building, wealth management considerations, and more. Our three areas of work help advisors develop their craft, careers, and the field. Education Education and entrepreneurship , starting with the launch of the Prismatic Accelerator , is the first effort dedicated to increasing multicultural ownership, influence, and impact in the philanthropic advisor sector. Our flagship program, the Impact Philanthropy Advisor Certificate , is designed exclusively for wealth and philanthropic advisors to advance your practice, client relationships, and impact. Research New, empirical research on advisors and the developing field, such as our latest report, U.S. Philanthropic Advisors 2024: Professional Development, Practice, and Knowledge Gaps. This research is the first of several initiatives to better understand the experiences and needs of philanthropy advisors as crucial yet understudied agents of social change. Services Impact and services , which includes an effort to understand and support unmet potential for legacy giving and growth with HBCUs and social justice organizations. We are also working with our first enterprise client to support their regional strategy, and will offer fiscal sponsorship via our affiliated nonprofit. Advisor Hub Our Advisor Hub connects a community of industry practitioners to refine and perfect their craft so they may better serve clients and donors. For now, follow our LinkedIn page for the latest news and the conferences where you can find Dien and the team. Purpose Purpose x Social Impact , going beyond technical philanthropy to support advisors with elements of vocation, growth and transitions, social capital, and meaning-making, to further align well-being with community and impact. Look forward to workshops and tools for advisors, as well as options for partnering to support clients. Daylight Advisors | philanthropy advisors Daylight Revealing greater impact. Register now to be one of the first IPAs! Daylight is a global home for learning, practice, and research. Amidst an historic intergenerational transfer of wealth, rising needs, and interest in philanthropy, now is the time to reinvigorate and elevate the practice of impact advising. We do that by helping advisors build their competence, confidence, and cultural dexterity. Em power practitioners with contemporary, accessible learning opportunities, and launch the first accelerator for BIPOC philanthropic advisor-entrepreneurs. Conn ect advisors, and organize and elevate this segment of the profession. Understand the sector better with new research on philanthropic influe nce. Boost the capacity of social justice organizations, as well as advisors, with specialized expertise and services. Advisors help activate the social impact of families and institutions – and there’s so much more we can do. Advisors bring the ideas and goals of families and institutions to life. Whether a specialist, wealth manager, accountant, attorney, gift planner, or life coach, advisors are essential for enabling many types of social impact and maximizing its value. Yet amidst the opportunity of today, and imperatives such as systemic racism and climate change, three shortages hold the sector back: we don’t have enough advisors fluent in philanthropy, they are not diverse enough, and we need modern, scalable knowledge and skills to drive sustainable, equitable change. The certified Impact Philanthropy Advisor program is designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact. Register Now TEAM The Daylight team A hub for learning, sharing, and connection, Daylight is led by Dien Yuen, a global leader in philanthropy services, education, and wealth management. The team includes experts in social entrepreneurship, research, gift planning, purpose, impact investing, and more. Learn more. Help us build a more visible, trusted, and inclusive field. Subscribe to our newsletter to receive updates on our research, professional development programs, community networks, and other resources specifically for advisors and those they serve. Questions? Interested in becoming involved? Email us! info@daylightadvisors.com Subscribe Why Daylight? We believe in open design and spaces and in illuminating blind spots. Of surfacing obscured resources and just finding inspiration with good company outside. What might Daylight be to you? Daylight Advisors | philanthropic planning About Us Daylight was founded by leaders committed to excellence, innovation, and equity in philanthropy. We are strategists, researchers, entrepreneurs, storytellers - and above all, practitioners - with experience in philanthropic advising in the U.S. and abroad. At heart, we are collaborators and advocates, thrilled to support the talent and passion of the Daylight community. Dien Yuen CEO Megan Lemieux Bell Director, Engagement Travis Meister Consultant, Educational Design Nathan Heruy Consultant, Research Crystal Thompkins Director, Strategic Impact Mike Rea Director, Partnerships Rick Peck Consultant, Advisor Practice Tony Macklin Director, Advisor Practice Lydia Oh Manager, Programs & Marketing Cindy Yang Consultant, Programs Daylight Advisors | impact philanthropy advisor 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 $85 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 certificate 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, founded by advisors and educators, Dien Yuen and Tony Macklin, 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 Advisor Hub and Learning Labs • 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 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 Charitable Giving Strategies 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 For-Profit Vehicles 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 the Future 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 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. ADVISOR LEARNING JOURNEY ADVISORY BOARD Dianne Chipps Bailey, JD, CAP® MD, National Philanthropic Strategy Executive Bank of America Nina L. Cohen, JD, CAP® MD, Chief DEI Officer Strategic Advisor, Center for Family Philanthropy & Wealth Education, Glenmede Avery T. Fontaine, CAP® SVP, Head of Philanthropy & Impact PNC Private Bank Hawthorn Alisia Robin, CAP® Sr Manager, Strategic Partnerships and Nonprofit Outreach Schwab Charitable Padric H.B. Scott, MSFP®, CFP®, AEP®, CAP®, CLU®, WMCP® President & CEO Crossroad Capital Partners Edward Wang, 21/64 Certified Advisor VP, Family Office of Philanthropy Marin Community Foundation FACULTY Tony Macklin, CAP® Daylight Aquanetta Betts JD, AEP®, CAP®, CFRE George Mason University Mark Greer, MBA, CAP® Phila Engaged Giving Seth Klukoff Eoan Strategies, LLC Rick Peck CAP®, CFP®, CFC® Rick C. Peck Consulting, LLC Dien Yuen JD/LLM, CAP®, AEP® Daylight Beth Harper Briglia CPA, CAP® Philanthropic Advisor Steve Grourke CAP®, CFRE National Park Foundation Shelly Kurtz Eagle Pointe Advisors Rebecca Rothey CFRE, CAP®, AEP® Rothey Planned Giving Services Crystal Thompkins CAP®, CSPGCM Daylight Ginni Galicinao, ACFBA, ACFWA, CAP®, CPCC, ORSC Dynamics of Family Wealth Andrew Ho, MBA, CAP® National Academy of Sciences Cris Lutz, CAP®, CSPG The Huntington Library, Art Museum, and Botanical Gardens Dorothy Stuehmke, MPA Philanthropic Advisor Nishita Bakshi MBA, MSAE Philanthropy Advisor Kristin Giant, JD Hyper Local Impact, LLC Randi N. Hogan, CAP® Hogan Philanthropy Consulting Rob A. MacPherson The Indianapolis Foundation 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: $2,500 ​ First 250 registrants will receive a $250 discount. FEES Cohorts starting in October 2024 and January 2025. Still have questions? See our FAQs . Watch our info session video. Download IPA program description. REGISTER First name Last name Email Code Phone City Region/State/Province Country Company Position/Role How did you hear about our training? I agree to abide by Daylight's Guiding Principles. I acknowledge that I have read IPA's program accessibility. I understand that once registered, I will not be granted a refund. We will consider any extenuating circumstances and may allow your fee to be applied to future cohorts within 12 months. If you have questions about whether IPA is right for you, please contact us at learn@daylightadvisors.com before enrolling. Select registration option: * For Profit Professional: $2,850 with $250 discount - $2600 Nonprofit & Independent Practitioner: $2,500 with $250 discount - $2250 (First 250 registrants receive a $250 discount.) Select cohort: * October 2024 January 2025 April 2025 Checkout Thank you for registering! We will be in touch. IPA About Experience Faculty Fees Register IPA: A New Standard for Impact Quick Links About Experience Who Advisory Board Faculty Fees Register Crystal Clear Blog | Daylight Advisors Crystal Thompkins 1 day ago The Future of Black Giving is Now August is Black Philanthropy Month , a celebration of giving by those of African descent around the globe founded by Dr. Jacqueline... Crystal Thompkins Jul 1 Future's Gonna Be Okay When Dien first told me about the idea for the Prismatic Accelerator, a program for advisor entrepreneurs from underinvested communities... Crystal Thompkins May 20 No. "No is a complete sentence" is something we've all heard, usually as a reminder for those of us, especially women inclined to... Daylight Advisors | philanthropic planning 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… Daylight Advisors | prismatic accelerator Prismatic Accelerator Philanthropy Advisors and Multicultural Entrepreneurs Transforming Lives and Communities Introducing the next Prismatic cohort of philanthropy advisor-entrepreneurs! Led by Crystal Thompkins, Director of Strategic Impact Bao-Tram Do Eileen Egan Andra Kranzler Britney Nesbit Cohort 1 Mark Greer Tiffany Polite Denise Sarkor Jilla Tombar Lauren Tudor Joy Webb The Prismatic Accelerator helps philanthropy realize its full potential by expanding and diversifying the pool of advisors available to meet client demand and speeding growth in multicultural entrepreneur ownership and thought leadership. It is the first accelerator dedicated to increasing multicultural ownership and impact in the philanthropic advisor sector with a focus on business growth. Created by Daylight Advisors, the program is designed to boost business, technical and leadership acumen and create a welcoming, inspiring, and supportive community for multicultural advisor-entrepreneurs. "I work to radically reimagine philanthropy and help implement the changes ne cessary to bring forth a new way of resourcing social change: essentially to help philanthropists do good, better.” -- Jilla Tombar, Vortex Philanthropy Advisors Prismatic Fellow 2024 In Practice | Daylight Advisors In Practice Bringing ideas and resources to light. Dien Yuen Inducted into CGP Hall of Fame View More "Leveraging Diaspora Communities for Philanthropic Support" View More Webinar: Adapting to 8 Trends in Philanthropic Advising View More Positioning Yourself for Growth View More Gift Planning Landscape: An Overview View More Advisors as Influencers Featuring Dien Yuen View More Where Do Philanthropy Advisors Come From? View More Increasing Planned Gifts in Diverse Communities View More Introducing the next Prismatic cohort! View More PPI- Idea Lab: The Future of Philanthropic Advising View More Dien Yuen featured in CGP's Newsletter View More Changemakers in Asia: An Advisor's Perspective, Dien Yuen View More U.S. Philanthropic Advisors 2024 View More Impact Philanthropy Advisor Info Session Video View More "A Holistic Look at Giving" By: Lisa Amor Featuring Dien Yuen View More I Learn Best When... View More "What Philanthropy is poised to look like in 2024" ft. Tony Macklin View More Daylight Advisors | philanthropic advising Download Report Dien Yuen | Daylight Advisors Dien Yuen (She/Her) CEO dien@daylightadvisors.co m As CEO of Daylight, Dien is working to maximize philanthropy’s potential for transforming lives by advancing the training, research, professionalization, and diversity of social impact advising. She also serves as lead faculty for philanthropy at the Wealth Management Institute (WMI) in Singapore. Dien was inducted into the 2023 National Association of Charitable Gift Planners (CGP) Hall of Fame and was recognized for her academic leadership with the Distinguished Faculty Award from WMI. Previously, Dien founded the Center for Philanthropy and Social Impact at The American College of Financial Services, where she also developed and taught courses as the Blunt-Nickel Professor in Philanthropy for the Chartered Advisor in Philanthropy® (CAP®) designation. Overall, Dien has supported more than one thousand advisors seeking greater competence, confidence, and cultural dexterity in their work. Earlier in her career, Dien worked for several wealth management firms and held executive positions in regional and global development organizations. Today, she serves on the boards of Myriad USA , Giving Compass , and Angel Island Immigration Station Foundation. She is also an advisor to Asia Society Northern California and Global SF. Crystal Thompkins | Daylight Advisors Crystal Thompkins (She/Her) Director, Strategic Impact crystal@daylightadvisors.co m A Chartered Advisor in Philanthropy ® and Certified Specialist in Planned Giving with over 20 years of experience in planned giving program management, Crystal brings a depth of expertise in nonprofit and family legacy planning. Crystal most recently served as Head of Philanthropic Solutions for BNY Mellon Wealth Management leading the national strategy and thought leadership for the firm’s philanthropic businesses. Crystal was the direct manager of the planned giving business responsible for the administration and organizational support of over 100 national nonprofit planned giving programs, leveraging her extensive experience in charitable tax preparation, operations, and fiduciary services. Crystal’s focus on prioritizing research to help nonprofits, funders, and advisors better understand the giving landscape led to the publication of one of the few studies of the charitable giving behavior of high- and ultra-high-net wealth investors and another study specifically on planned giving activity and trends. Crystal is also the Principal and Founder of TrueCrystal Consulting, a philanthropic consulting firm committed to helping Black Indigenous People of Color (BIPOC) -led, BIPOC-serving organizations and allied funders create a legacy through endowment building utilizing gift planning, equity-focused governance practices, and inclusive succession planning. Crystal is a frequent speaker at regional and national conferences across nonprofit sectors and affiliated professional organizations and also facilitates nonprofit and private foundation board meetings guiding DEI and impact-focused, trust-based governance and giving. She has published articles in several publications including Worth Magazine , ThinkAdvisor , and Planned Giving Today . She also serves on the advisory council of Women of Color in Fundraising and Philanthropy (WŌC); the editorial board of Planned Giving Today ; and the board of the Winston-Salem State University Foundation, her alma mater. Crystal and her husband, David, are permanent, life-long residents of North Carolina and are proud rescue fur baby parents and servants to DJ (dog) and Sinclair (cat). Previous 1 2 Next Daylight Advisors | philanthropic advising Our Work Daylight is a platform where advisors can find the knowledge, ideas, and community to support their passion for growth, service, and philanthropic outcomes. We know the special challenges and potential of advisors, whose success hinges not just on philanthropic knowledge but also on strategy, dynamic relationship building, wealth management considerations, and more. Our three areas of work help advisors develop their craft, careers, and the field. Education Education and entrepreneurship , starting with the launch of the Prismatic Accelerator , is the first effort dedicated to increasing multicultural ownership, influence, and impact in the philanthropic advisor sector. Our flagship program, the Impact Philanthropy Advisor Certificate , is designed exclusively for wealth and philanthropic advisors to advance your practice, client relationships, and impact. Research New, empirical research on advisors and the developing field, such as our latest report, U.S. Philanthropic Advisors 2024: Professional Development, Practice, and Knowledge Gaps. This research is the first of several initiatives to better understand the experiences and needs of philanthropy advisors as crucial yet understudied agents of social change. Services Impact and services , which includes an effort to understand and support unmet potential for legacy giving and growth with HBCUs and social justice organizations. We are also working with our first enterprise client to support their regional strategy, and will offer fiscal sponsorship via our affiliated nonprofit. Advisor Hub Our Advisor Hub connects a community of industry practitioners to refine and perfect their craft so they may better serve clients and donors. For now, follow our LinkedIn page for the latest news and the conferences where you can find Dien and the team. Purpose Purpose x Social Impact , going beyond technical philanthropy to support advisors with elements of vocation, growth and transitions, social capital, and meaning-making, to further align well-being with community and impact. Look forward to workshops and tools for advisors, as well as options for partnering to support clients. Daylight Advisors | philanthropy advisors Daylight Revealing greater impact. Register now to be one of the first IPAs! Daylight is a global home for learning, practice, and research. Amidst an historic intergenerational transfer of wealth, rising needs, and interest in philanthropy, now is the time to reinvigorate and elevate the practice of impact advising. We do that by helping advisors build their competence, confidence, and cultural dexterity. Em power practitioners with contemporary, accessible learning opportunities, and launch the first accelerator for BIPOC philanthropic advisor-entrepreneurs. Conn ect advisors, and organize and elevate this segment of the profession. Understand the sector better with new research on philanthropic influe nce. Boost the capacity of social justice organizations, as well as advisors, with specialized expertise and services. Advisors help activate the social impact of families and institutions – and there’s so much more we can do. Advisors bring the ideas and goals of families and institutions to life. Whether a specialist, wealth manager, accountant, attorney, gift planner, or life coach, advisors are essential for enabling many types of social impact and maximizing its value. Yet amidst the opportunity of today, and imperatives such as systemic racism and climate change, three shortages hold the sector back: we don’t have enough advisors fluent in philanthropy, they are not diverse enough, and we need modern, scalable knowledge and skills to drive sustainable, equitable change. The certified Impact Philanthropy Advisor program is designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact. Register Now TEAM The Daylight team A hub for learning, sharing, and connection, Daylight is led by Dien Yuen, a global leader in philanthropy services, education, and wealth management. The team includes experts in social entrepreneurship, research, gift planning, purpose, impact investing, and more. Learn more. Help us build a more visible, trusted, and inclusive field. Subscribe to our newsletter to receive updates on our research, professional development programs, community networks, and other resources specifically for advisors and those they serve. Questions? Interested in becoming involved? Email us! info@daylightadvisors.com Subscribe Why Daylight? We believe in open design and spaces and in illuminating blind spots. Of surfacing obscured resources and just finding inspiration with good company outside. What might Daylight be to you? Daylight Advisors | impact philanthropy advisor 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 $85 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 certificate 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, founded by advisors and educators, Dien Yuen and Tony Macklin, 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 Advisor Hub and Learning Labs • 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 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 Charitable Giving Strategies 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 For-Profit Vehicles 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 the Future 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 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. ADVISOR LEARNING JOURNEY ADVISORY BOARD Dianne Chipps Bailey, JD, CAP® MD, National Philanthropic Strategy Executive Bank of America Nina L. Cohen, JD, CAP® MD, Chief DEI Officer Strategic Advisor, Center for Family Philanthropy & Wealth Education, Glenmede Avery T. Fontaine, CAP® SVP, Head of Philanthropy & Impact PNC Private Bank Hawthorn Alisia Robin, CAP® Sr Manager, Strategic Partnerships and Nonprofit Outreach Schwab Charitable Padric H.B. Scott, MSFP®, CFP®, AEP®, CAP®, CLU®, WMCP® President & CEO Crossroad Capital Partners Edward Wang, 21/64 Certified Advisor VP, Family Office of Philanthropy Marin Community Foundation FACULTY Tony Macklin, CAP® Daylight Aquanetta Betts JD, AEP®, CAP®, CFRE George Mason University Mark Greer, MBA, CAP® Phila Engaged Giving Seth Klukoff Eoan Strategies, LLC Rick Peck CAP®, CFP®, CFC® Rick C. Peck Consulting, LLC Dien Yuen JD/LLM, CAP®, AEP® Daylight Beth Harper Briglia CPA, CAP® Philanthropic Advisor Steve Grourke CAP®, CFRE National Park Foundation Shelly Kurtz Eagle Pointe Advisors Rebecca Rothey CFRE, CAP®, AEP® Rothey Planned Giving Services Crystal Thompkins CAP®, CSPGCM Daylight Ginni Galicinao, ACFBA, ACFWA, CAP®, CPCC, ORSC Dynamics of Family Wealth Andrew Ho, MBA, CAP® National Academy of Sciences Cris Lutz, CAP®, CSPG The Huntington Library, Art Museum, and Botanical Gardens Dorothy Stuehmke, MPA Philanthropic Advisor Nishita Bakshi MBA, MSAE Philanthropy Advisor Kristin Giant, JD Hyper Local Impact, LLC Randi N. Hogan, CAP® Hogan Philanthropy Consulting Rob A. MacPherson The Indianapolis Foundation 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: $2,500 ​ First 250 registrants will receive a $250 discount. FEES Cohorts starting in October 2024 and January 2025. Still have questions? See our FAQs . Watch our info session video. Download IPA program description. REGISTER First name Last name Email Code Phone City Region/State/Province Country Company Position/Role How did you hear about our training? I agree to abide by Daylight's Guiding Principles. I acknowledge that I have read IPA's program accessibility. I understand that once registered, I will not be granted a refund. We will consider any extenuating circumstances and may allow your fee to be applied to future cohorts within 12 months. If you have questions about whether IPA is right for you, please contact us at learn@daylightadvisors.com before enrolling. Select registration option: * For Profit Professional: $2,850 with $250 discount - $2600 Nonprofit & Independent Practitioner: $2,500 with $250 discount - $2250 (First 250 registrants receive a $250 discount.) Select cohort: * October 2024 January 2025 April 2025 Checkout Thank you for registering! We will be in touch. IPA About Experience Faculty Fees Register IPA: A New Standard for Impact Quick Links About Experience Who Advisory Board Faculty Fees Register Daylight Advisors | philanthropic planning About Us Daylight was founded by leaders committed to excellence, innovation, and equity in philanthropy. We are strategists, researchers, entrepreneurs, storytellers - and above all, practitioners - with experience in philanthropic advising in the U.S. and abroad. At heart, we are collaborators and advocates, thrilled to support the talent and passion of the Daylight community. Dien Yuen CEO Megan Lemieux Bell Director, Engagement Travis Meister Consultant, Educational Design Nathan Heruy Consultant, Research Crystal Thompkins Director, Strategic Impact Mike Rea Director, Partnerships Rick Peck Consultant, Advisor Practice Tony Macklin Director, Advisor Practice Lydia Oh Manager, Programs & Marketing Cindy Yang Consultant, Programs Crystal Clear Blog | Daylight Advisors Crystal Thompkins 1 day ago The Future of Black Giving is Now August is Black Philanthropy Month , a celebration of giving by those of African descent around the globe founded by Dr. Jacqueline... Crystal Thompkins Jul 1 Future's Gonna Be Okay When Dien first told me about the idea for the Prismatic Accelerator, a program for advisor entrepreneurs from underinvested communities... Crystal Thompkins May 20 No. "No is a complete sentence" is something we've all heard, usually as a reminder for those of us, especially women inclined to... Daylight Advisors | philanthropic planning 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… Daylight Advisors | prismatic accelerator Prismatic Accelerator Philanthropy Advisors and Multicultural Entrepreneurs Transforming Lives and Communities Introducing the next Prismatic cohort of philanthropy advisor-entrepreneurs! Led by Crystal Thompkins, Director of Strategic Impact Bao-Tram Do Eileen Egan Andra Kranzler Britney Nesbit Cohort 1 Mark Greer Tiffany Polite Denise Sarkor Jilla Tombar Lauren Tudor Joy Webb The Prismatic Accelerator helps philanthropy realize its full potential by expanding and diversifying the pool of advisors available to meet client demand and speeding growth in multicultural entrepreneur ownership and thought leadership. It is the first accelerator dedicated to increasing multicultural ownership and impact in the philanthropic advisor sector with a focus on business growth. Created by Daylight Advisors, the program is designed to boost business, technical and leadership acumen and create a welcoming, inspiring, and supportive community for multicultural advisor-entrepreneurs. "I work to radically reimagine philanthropy and help implement the changes ne cessary to bring forth a new way of resourcing social change: essentially to help philanthropists do good, better.” -- Jilla Tombar, Vortex Philanthropy Advisors Prismatic Fellow 2024 Previous 1 2 Next