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

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.

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 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 Mike Rea , IPA Founder ClimeOn Explore DAFopedia

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.

Who are philanthropic advisors? What services do they provide? What challenges do they face in their work? What kinds of support and resources could help them generate more impact in their communities? Daylight's Philanthropic Advisor: Professional Development, Practice, and Knowledge Gaps is the first comprehensive report to examine the unique experiences and professional needs of today's philanthropic advisors. U.S. Philanthropic Advisors 2024: Professional Development, Practice, and Knowledge Gaps Who are philanthropic advisors? What services do they provide? What challenges do they face in their work? What kinds of support and resources could help them generate more impact in their communities? Here's a look at understanding the unique experiences and professional needs of today's philanthropic advisors. Download Report EXECUTIVE SUMMARY Philanthropic advisors play a critical role within the philanthropic ecosystem, yet their professional experiences remain largely unmapped. Little is known about who today’s advisors are, how they learned the craft, whom they serve, and how they carry out their work to generate impact. This research is the first of several initiatives to better understand the experiences and needs of philanthropic advisors as crucial yet understudied agents of social change. The topics of inquiry include the nature of their current work and impact; whom they serve and how they do so; their experience in the field, including role tenure, salary, and supervisory responsibilities; how they stay abreast of charitable trends and apply new tools; and the specific skills and knowledge areas they seek to develop further. We conducted an online survey with 258 philanthropic advisors living in or working with clients in the United States. The term “philanthropic advisors” was defined broadly to include anyone involved in navigating the who, what, why, and how of using resources for philanthropy and social impact, either as a full-time job or as part of the role of a wealth advisor, gift planner, or other profession. KEY FINDINGS The field is becoming more diverse. Over half (51%) of the newcomers to philanthropic advising, defined as having fewer than 10 years of experience, were Black, Indigenous, and People of Color (BIPOC). New advisors were mostly female (65%) and in their 30s (38%). Learn more about philanthropic advisor entrepreneurs . Advisors in their 30s are leading diversity efforts. Respondents aged 30–39 reported serving more BIPOC and/or Lesbian, Gay, Bisexual, and Transgender (LGBTQ+) clients than their colleagues in other age cohorts. Respondents are moving billions in charitable dollars. Collectively, the respondents helped to facilitate almost $13 billion in charitable giving last year, with an individual average of $50 million. The largest category (40%) helped to facilitate between $1 million and $10 million, and the second largest category (28%) helped to facilitate between $10 million and $100 million. Donor-advised funds (DAFs) remain popular throughout the sector. Both new and senior advisors named DAFs among their most commonly used charitable tools. They were the most or second-most popular charitable tool across employer types. Explore which advisors guide donors toward DAFs—and what sets them apart. With experience comes confidence—with some exceptions. When asked to rate their knowledge levels in key skill areas, respondents reported levels of expertise that generally increased with experience, with the exception of two broad skill areas: 1) financial capital development and 2) diversity, equity, and inclusion (DEI), intercultural, and wealth dynamics. Growth as a philanthropic advisor comes primarily from learning on the job. When asked to rate several educational resources, such as professional development programs or memberships in associations, all respondent groups described learning on the job as the most helpful to their development as advisors. VOICE OF THE ADVISOR Tony Macklin, Director of Daylight's Advisor Practice, shares how we define philanthropic advisors.

Earning the Impact Philanthropic Advisor certification signifies the successful completion of a rigorous 12-module program designed to cultivate the relational, technical, and practical skills essential for effective philanthropic planning and advising. Through independent study and collaborative discussions, the program further enhances the capabilities of advisors to support the evolving needs of families, organizations, and communities. Philanthropy Advisor. Philanthropic Advisor. Certified IPAs Daylight is proud to recognize the advisors who have completed the Certified Impact Philanthropy Advisor (IPA) program. Over the course of 20 weeks, these professionals completed a rigorous program combining self-directed learning and facilitated dialogue to strengthen their philanthropic advising practice. Certified IPAs represent a rich mix of cross-sector expertise—spanning financial advising, philanthropic consulting, law, accounting, gift planning, and grantmaking from donor-advised funds and foundations. The Certified IPA program equips advisors with the confidence, competence, and cultural dexterity needed to serve today’s philanthropic clients. Take a look at who’s an IPA. Don’t be surprised if you see many colleagues from the field. And, if you're looking for an advisor, reach out - we're happy to connect you to a Certified IPA! View More October 2025 Cohort Graduates View More January 2025 Cohort Graduates View More July 2025 Cohort Graduates View More October 2024 Cohort Graduates View More April 2025 Cohort Graduates

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

Team Daylight is working hard to support your philanthropic planning professional development needs. Help us build a visible and trusted philanthropic advising profession. Features Purposeful Planning Podcast ft. Dien Yuen and Marguerite Griffin Press The Philanthropic Advising Competency Model featuring Tony Macklin Press Dien Yuen recognized on Investment News' 2025 Hot List Press Thriving In The Age Of Disruption Video Podcast with Dien Yuen Press SEE MORE Press Daylight Launches Intro to Philanthropic Planning Certificate Daylight Launches Intro to Philanthropic Planning Certificate Daylight Launches DAFopedia Daylight Launches DAFopedia Daylight Launches First-Ever Industry Standard for Phil. Advisors Daylight Launches First-Ever Industry Standard for Phil. Advisors Daylight Launches New Impact Investing Certificate Daylight Launches New Impact Investing Certificate SEE MORE Daylight News April 2026 March 2026 February 2026 January 2026 SEE MORE Awards

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. Credentials Impact Philanthropy Advisor The Impact Philanthropy Advisor (IPA) certification is a comprehensive, professional program designed to prepare advisors to meet the growing demand for sophisticated, values-aligned philanthropic guidance. The program integrates technical training, relational advising skills, and practical application to equip learners to serve a diverse and evolving client landscape. IPA advances advisors' skills in three 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 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. Skills / Knowledge Philanthropic Advising Social Impact

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

Rebecca Rothey Rebecca Rothey (She/Her) Consultant, Enterprise Development rebecca@daylightadvisors.com Rebecca Rothey, CFRE, CAP®, AEP®, IPA, engages advisors and nonprofit professionals as part of our enterprise development efforts. Rebecca, is a recognized speaker and trainer in philanthropic advising and charitable gift planning. She provides essential technical insights for advisors working with clients and fundraisers, as well as for development professionals engaging with donors and their advisors. Her tenure as Director of Major and Planned Giving at the Baltimore Community Foundation (2012–2015) ignited her passion for community foundations and their role in helping donors give back. She later served as Chief Philanthropy Officer at the Greater Washington Community Foundation (2016–2022) and now continues as Senior Advisor. Her experience in Baltimore also includes leadership roles as Director of Gift Planning at The Johns Hopkins University and Medicine and Director of Planned and Principal Gifts at Catholic Charities of Baltimore. She began her career in gift planning at the American Red Cross of Central Maryland as Manager of Major and Planned Gifts. Rebecca serves on the editorial advisory board of Planned Giving Today and has held leadership roles in professional organizations, including the Baltimore Estate Planning Council and the Chesapeake Planned Giving Council, where she served as president, and the Washington, DC Estate Planning Council. LinkedIn

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