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

Illuminate Philanthropy is the only podcast dedicated to the art and practice of philanthropic advising. Each episode explores emerging trends shaping the field, unpacks tools and vehicles for social impact, and addresses practice management challenges with leading industry experts. Welcome to Illuminate Philanthropy, the podcast by and for advisors dedicated to exploring the latest news and trends in the world of philanthropy and social impact. We dive into current topics, innovative trends, and the future of philanthropy with Daylight’s learners, faculty, and advisory board—practitioners who are influencing the future of philanthropy and fostering meaningful change. Our guests share unique perspectives and valuable insights into their career paths, professional development, and how they've built successful practices.

The Rise of the Philanthropic Advisor Entrepreneurs The Rise of the Philanthropic Advisor Entrepreneurs By Crystal Thompkins and Dien Yuen The philanthropic advising sector is entering a defining moment shaped by unprecedented wealth transfer, rising donor sophistication, the growth of donor-advised funds (DAFs), and the professionalization of impact-oriented advising. For entrepreneurial advisors, the opportunity is significant: demand is increasing, expectations are shifting, and new business models are emerging. Yet despite this momentum, the field lacks a clear picture of who these advisors are, what they do, and how their backgrounds inform their practice. This article presents data to fill those gaps and offers recommendations to strengthen this essential segment of the advising landscape. Who are Philanthropic Advisor Entrepreneurs? In 2024, Daylight conducted the first comprehensive study of philanthropic advisors, defined as practitioners who guide the who , what , why , and how of using resources for philanthropy and social impact. Of the 258 advisors surveyed, 30% (77) operate independent consulting practices. These entrepreneurs reflect a diverse and experienced cohort: 74% identify as women, 38% identify as BIPOC, 9% identify as LGBTQ+. 16% are between 30 and 39 years old, 25% are between 40 and 49, and 33% are between 50 and 59. 28% earn between $100,000 and $149,999 annually. Question: What is your current annual base salary or average annual gross consulting income? Category Percent Up to $99,999 21% $100,000 - $149,999 28% $150,000 - $199,999 11% $200,000 - $249,999 18% $250,000 - $299,999 12% $300,000+ 9% What Does Their Current Practice Look Like Entrepreneurial advisors are relatively early in their business lifecycle: 39% have operated for 1 to 4 years 26% for 5 to 9 years. Entrepreneurs most commonly reported providing services in defining purpose (77%), developing impact strategies for charitable vehicles (61%), and cultivating family capital (55%). They work across broad client groups, including individuals and families (79%), nonprofit organizations (71%), and private foundations (60%). For entrepreneurs working with individuals and families, 49% reported that more than half of their clients are builders of new wealth. 21% reported that more than half their clients were BIPOC. Question: Of your individual and family clients, what percentage are primarily builders of new wealth (as opposed to being inheritors of existing wealth)? Category Percent Less than half 36% More than half 49% I do not know 14% I prefer not to answer 1% Where Do They Build Their Skills? The study confirms what many in the field anecdotally understand: philanthropic advising is still primarily learned through experience rather than formal training. 55% cite ‘learning on the job’ as their top professional development method. Advisors self-identified as competent to proficient across core skill domains, including client resource identification, client purpose discovery, philanthropic plan, and strategy development. Question: Which have been most helpful to your learning as an advisor? (Please enter 1, 2, and 3 below to rank the first, second, and third most helpful.) Category First Second Third Formal education programs 13% 16% 18% Learning on the job 55% 19% 17% Mentor relationships (formal or informal) 13% 22% 12% Professional associations 9% 15% 21% Resources found on my own (books, blogs, forums, etc.) 8% 24% 27% Other 2% 3% 5% A Field in Formation Despite real progress, the field remains, in Daylight’s words, “a beautiful mess.” Several systemic barriers impede growth: Low visibility: The market lacks a shared narrative about what philanthropic advisors do, how they create value, and how their services are structured or priced. In addition, most donor clients do not know that philanthropic advisors are available to work with them. This ambiguity suppresses demand and slows market formation. Network access: Unlike adjacent fields such as wealth management, legal services, or consulting, philanthropic advising lacks strong, established pipelines for sourcing clients and building credibility. As a result, early-stage business development is slower, riskier, and disproportionately dependent on personal privilege and proximity to wealth. Advisors from underrepresented backgrounds face especially steep barriers, with limited access to the high-net-worth networks, institutional gatekeepers, and referral pathways that meaningfully shape client acquisition and long-term viability. Knowledge gaps: Even seasoned practitioners identify financial capital development as a weakness (34% of novices; 20% of advanced beginners). Funding and capital constraints: Most philanthropic advisors operate as small firms or solo practices, entities that rarely attract investment despite serving a rapidly expanding market. These small philanthropic advising businesses do not have access to growth capital, operating reserves, or R&D funding. This capital scarcity suppresses innovation and limits the ability of advisors—particularly emerging entrepreneur-advisors—to scale beyond a boutique or referral-dependent model. As a result, the field remains fragmented and fragile, with high-quality practitioners often unable to expand their impact because the business model is capital-poor and structurally at a disadvantage. Investing in Philanthropic Advisor Entrepreneurs for the Decades Ahead The rise of the philanthropic advisor entrepreneur signals a profound shift in how generosity is practiced, structured, and sustained in the United States. Entrepreneurial advisors are stepping into a rapidly expanding landscape shaped by historic wealth transfer, increasingly values-driven donors, and a proliferation of giving vehicles that require specialized guidance. While the field is rich with promise, these advisors still face gaps in visibility, standardization, and access to capital for business growth. Daylight’s research highlights the unique value these advisors bring: deep subject-matter expertise, experience, cultural dexterity, and the relational capacity required to guide donors through high-stakes decisions about purpose, assets, and impact. But their effectiveness—and the sector’s potential—will depend on intentional investment in the ecosystem. To fully realize this moment, the field must prioritize: Clearer and more equitable pathways into the profession. Expanded access to networks, referral channels, and client pipelines. Adoption of shared competency standards . Robust, ongoing professional development. Financial support that enables entrepreneurs to stabilize and scale their business. Doing so will not only strengthen individual advisory practices but also build the infrastructure needed for a mature, trusted, and high-impact philanthropic advising profession.

We are strategists, researchers, entrepreneurs, storytellers - and above all, practitioners - with experience in philanthropic advising in the U.S. and abroad. At heart, we are collaborators and advocates, thrilled to support the talent and passion of the Daylight community. We are strategists, researchers, entrepreneurs, storytellers - and above all, practitioners - with experience in philanthropic advising in the U.S. and abroad. At heart, we are collaborators and advocates, thrilled to support the talent and passion of the Daylight community. Dien Yuen CEO Button Megan Lemieux Bell Director, Engagement Button Rick Peck Consultant, Advisor Practice Button Crystal Thompkins Director, Strategic Impact Button Lydia Oh Manager, Programs & Marketing Button Bleu Blakslee Consultant, Advisor Practice Button Tony Macklin Director, Advisor Practice Button Allie Lemieux Manager, Learner Experience Button Cindy Yang Consultant, Programs Button 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?

Certified IPAs July 2025 Cohort Aisha Alexander-Young Antoine Lunsford CJ Dates Greg Pollard Jacqueline Ackerman Jill Dotts Kati Dray Laura Dean-Shapiro Maura Donlan Myrna Orozco Sarah Ramsey Szu-han Chen Alex Alkire Beka Whitson Denver Frederick Gretchen Vanderveer Janell Kaplan Jim Marconi Kelly Shea Lexie Cde Baca Michael Davis Nicole Stuke Shelby Goodrum Tamisha Keith Amber Mueller Breechaye Milburn Elly Grogan Hilary Leav Jeanine Holden Jon Kraus Kelsey Wetzstein Lisa Ellis Michele Fugiel Gartner Nisha Patel Shiloh Turner Tiffany Dyson Andrea Faiss Brianna Jackson Emily Myles Huong Nguyen-Yap Jenny Johnson Jose Orellana Klementina Sula Marguerita Cheng Mikayla Riskin Richard Taylor Sokol Shtylla Vanessa Murrieta Angelika Arutyunova Byron Liles Gabriela Boyer Ilona Prucha Jessica Lazar Judy Kinney Krista Riddley Maryann Fernandez Mike Worley Sangeeta Nandi Susana Cáceres

Written by advisors for advisors, DAFopedia draws on the collective intelligence of leaders from the wealth advisory and philanthropic sectors to help you navigate the evolving landscape of DAF giving and beyond. DAFopedia, created by Daylight , is a curated, expert-driven resource delivering concise, actionable insights on donor-advised fund (DAF) giving and beyond. With DAFs expanding rapidly but educational resources lagging, we launched DAFopedia to modernize philanthropic education and equip the wealth industry with the tools it needs for today’s giving landscape. Written by advisors for advisors, DAFopedia draws on the collective intelligence of leaders from the wealth advisory and philanthropic sectors to help you navigate the evolving landscape of DAFs. Whether you are guiding clients, stewarding resources, or leading initiatives, DAFopedia is your one-stop, trusted resource for understanding what’s happening, what works, and what’s next in the world of DAF giving. DAFopedia is led by the Daylight team in partnership with the DAFopedia Working Group . We are committed to strengthening the field of philanthropic advising. Alanna Casselle Chew , IPA Philanthropy Advisor Geneva Global Mike Rea , IPA Founder ClimeOn Elaine Chu , CAP®, IPA VP, Philanthropic Strategies Private Donor Group Fidelity Charitable Jordan Richardson , AIF®, CAP®, IPA Charitable Strategist REN Steve Grourke , CAP®, IPA SVP, Leadership & Planned Giving National Park Foundation Shannon Stagner , IPA Donor Relations Officer, Austin Community Foundation Solomon Kim , IPA SVP, Financial Advisor Morgan Stanley Rebecca Stibbe , MA, CAP®, IPA Director of Family Philanthropy Myriad USA Explore DAFopedia

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

Megan Lemieux Bell Megan Lemieux Bell (She/Her) Director, Engagement megan@daylightadvisors.com Megan is a seasoned partner relations executive with over 20 years of experience leading partner strategies for B2B startups. A graduate of Seattle University with a B.A. in Liberal Studies and a former Jesuit Volunteer Corp member, Megan has always been driven to serve and make an impact. Throughout her career she has supported mission-driven organizations in all stages of operation including newly formed endeavors. Her ability to build relationships, create connections and cultivate community is her superpower. She strongly believes “there is no power for change greater than a community discovering what they care about.” Margaret Wheatley. Megan is the mother of two spirited boys and a sports enthusiast-- competing in multiple triathlons, and most recently dragon boat racing. She is a pseudo party planner, a road trip warrior and an experience seeker. Megan currently serves as Co-Chair on Seattle University Board of Regents. Her volunteer work has included Jesuit Volunteer Corp, Generations Cancer Foundation and City Year. She recently hosted and produced a podcast called, “My Aunt Is A Nun”. LinkedIn

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