Search this site

Certified IPAs October 2024 Cohort Ada Williams Prince Becky Crowe Bree Rose Christina Gorczynski David Pickler Erin Hulme Oceguera Jen Holleran Julia Toffoli Lydia Oh Michelle Caragol Padric Scott Rebecca Stibbe Seth Klukoff Steve Grourke Tim Wilmot Zakiya Lord Adam Creighton Beth A. Hubbard Brian Balduzzi Christopher Beck Dien Yuen Ginni Galicinao Joan Ai Kimberly Karol Mark Greer Mike Rea Rachel Denny Richard C. Peck Sharmila Rao Thakkar Steve Saalfeld Tony Macklin Alanna Casselle Chew Beth Harper Briglia Carí Jackson Lewis Crystal Thompkins Dorothy Stuehmke Jaimi Cortes John Unterreiner Kyle Funakoshi Mary Jovanovich Muhi Khwaja Randi Hogan Rob MacPherson Shazly Zain Sudha Nandagopal Warren Northern Alisia Robin Beverly Cox Caterina Ferrari Cynthia Yongvang Eileen Egan Jane Nordell Jonathan Herndon Leah Caragol Meg Bell Natalie Kennedy Rebecca Darwent Robin Elmerick Stephen E. Peeler Sumitra Pasupathy Wendy Soone Broder Allie Lemieux Bleu Blakslee Chris Nazareth Darley Tom Emma Beeston Janelle Cavanagh Joy Webb Lorena Patlán Michel Vekved Nhi Chau Rebecca Rothey Sarah Taylor Stephen Robinson Tiffany Polite Yolanda F. Johnson

Certified IPAs April 2026 Cohort Adriana Garcia Angie Jean-Marie Carla Fernández-Soto Claire Smith Diane Ford Erinn Wright O'Donnell Hannah Chenault Jennifer Proper Kayla Kolka Pelphrey Larry Schaffer Madelyn Roth Monica Brown Nick Sowell Rocío Ayard Ochoa Teresa Drew Xanthe Scharff Agnieszka Sawczuk Asa Irwin Cathy Wilson Dakarai Aarons Elizabeth Rouse Fiona Scott Heather Johnson Juliet Le Kelly Martinez Laura Green Mary Bradach Morna Ha Niina Nibling Sara Archer Tina Downey Alisson Vuadens Ashley Olafsen Charli Krause Debra Phares Emma Hiza Gersende de Pontbriand Heather Newberry Lord Karen Carlson Kevin Peterson Liz Lawrence Megan VanKuiken Nancy Brim Otibho Obianwu Shannon Golden-Schubert Veronica Jamison Allie Betts Ashlinn Masland-Sarani Chris Kabel Dee Dee Nguyen Erin Eriksson Glory Visario Jamalia Brashears Kathryn Davidson Kikilia Fordham Lynn Coriano Melissa Wansin Wong Natalie Pond Patrice Shumate Sheri Gadberry William Cordery Anee Brar Bradley Myles Christine Donovan Diane Boyd Erin Sines Haley Flageolle Jennifer Cayetano Katrina Bowers Kristina Savas Lynn Weirick Michael Lindsay Nick Clark Pooja Shah Suzanne Bowles William Gates

Certified IPAs January 2026 Cohort Adam Shreeve Andrea Shultz Beatriz Guillén Caitlin Orth Cathy Lehman Cristiana Baik Elizabeth Cook Gurneet Takhar Karris Jackson Lauren Gray Maris O'Tierney Mona Allen Preena Soni Sally Gillis Sharon Bean Victoria Williamson Alexandra Desautels Anna Windsor Beth Gallagher Camille Pearson Walz Chelsea Fahr Danielle Scott Emily Moore Jed Rich Katie Sparks Lisa Pike Sheehy Matt Wisniewski Natalie Schaefer Radha Friedman Sameen Piracha Spenser Wyatt Wendy Weiden Alison Upton López Ashley Firestone Betsy Edasery Cara Binder-Kopchick Christine Zachai Devan Gagliardo Erin Williams Jen Field Whitman Kelsey McCarthy Liz DeLois Megan Costigan Nina Cohen Raquel Gimeno Sara Berkbigler Stephanie Imah Whitney Webb Alison Varco Aura Parks-Wise Brenda Turner Caroline Laroche Clare Zlatic Blankemeyer Dinah Jean Eve Weiss Jessica Parker Kirsten Scobie Liza Carballeira Michael Bacon Noel Brown Regine Webster Sarah Marchal Murray Toussaint Bailey Zachary Cohen Amy Hart Clyne Bao-Tram Do Britt Lake Catherine Meckes Courtney Murphy Diptesh Soni Freda Zietlow Kari Alterman Kristell Caballero Saucedo Maria Choi Miki Akimoto Peggy Haslach Rhonda Abrams Shanon Solava Valerie Conn

Certified IPAs January 2025 Cohort Aleta Stampley Ana Gamborena Birger Stamperdahl Claudia Ehrlich Donald Wong Erin Howe Jen Shafer Jordan Brown Lauren Tudor Mary Fischer-Nassib Nancy Neal Shilpa Andalkar Xin Xin Alexander Hoffmaster Andra Kranzler Britney Nesbit Clayton Jason Douglas Page Ginger Opp Jenny Weinar Karen Mae Cheung Len Maranan-Goldstein Mary Lam-Witcher Nishita Bakshi Stacey Guadnola Alexis Miller Antoinette LeCouteur Caroline Kuebler Cris Lutz Elaine Chu Gloris Estrella Jesse Bohlin Kate Landon Liza Hanks Miguel de la Fuente-Lau Ruyi Lu Stephanie Gillis Alison Patterson Asa Tate Christal M. Cherry Denise Sarkor Elizabeth Burdette Hugh Lawson Jessica Weare Kathleen Tranovich Lora Smith Mike Todd Santi Alston Susan Caperton Amber Gonzales Vargas Asma Mahmood Christen Lee Diane N. Nguyen Emerald Adeyemi Iris Sagi Jilla Tombar Kristin Giant Marguerite Griffin Molly McAndrew Shawn Castellanos Tonya Sisco

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

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

Certified IPAs October 2025 Cohort Alicia Thomas Ashley Gordon Casey Johnson Dawn Rocky Evelyn Chen Holly M. Hatcher Jody Dilday Juliet Valdinger Kelsey Russell Maria Drury Nandini Gondhalekar Suzy Beeler Travers J. Oliver Alissa Moen Aubrie J. Willaert Catherine Rollhaus Debra Faulk Giselle Pole Isabelle Leighton John Knight June Ho Kimberly Collins Maureen Greenwood-Basken Peter Leon Guerrero Tamieka Atkins Yvonne Moore Altaf Rahamatulla Camille A. Emeagwali Christopher Meyer Dee-Anna Janku Heather Pruess JC De Vera John Sansome Kate Fink DeYoe Kristi Patton Hasman Michael T. Walsh, Jr. Sahana Mehta Tanner Edwards Zach Maynard Ana Marie Argilagos Carrie Ogami Cleo Cavolo Diana Donlon Helle Burlingame Jennifer Stitely Josue De Paz Kathleen Maloney Luciana Bonifacio Michelle Cottrell Sharon Van Pelt Todd Hermon Aquanetta Betts Carrie Simon Courtney Lundquist Elizabeth Versten Holly Coleman Jill McIlroy Julie Asher Kelly Wilson Luigi Fu Milan Ball Susan Burns Tony Steuer

Our Certified Impact Philanthropy Advisor (IPA) program establishes a new benchmark for excellence in philanthropic advising education. Edit About Chat Experience User Faculty Camera Fees Mail Register THE IMPACT PHILANTHROPY ADVISOR CERTIFICATION Daylight’s learning platform and network are designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact. Your home for lifelong learning, Daylight has something for all advisor skill levels and roles – and becoming an Impact Philanthropy Advisor is where you start . With a mix of expert facilitation and on-demand instruction available online over 20 weeks, the Impact Philanthropy Advisor certificate (IPA) offers the skills and connections to confidently support the needs and expectations of families, organizations and communities today. IPA will help you: Deepen client relationships Seize growth opportunities Accelerate and share your skills Spark social impact and family legacies It’s a transformative era for wealth and philanthropy, requiring new competencies and cultural dexterity to thrive. Amidst a historic $124 trillion intergenerational transfer of wealth, clients are turning to advisors for more than investments and tax planning, and philanthropy’s tools, considerations and goals have become more complex. It’s the perfect time to skill up with IPA. THE IPA EXPERIENCE The Impact Philanthropy Advisor certification is a state-of-the-art learning program crafted with decades of experience in philanthropic advising, wealth management and philanthropic education. IPA is the flagship course created by Daylight to meet the demand for contemporary and robust learning solutions. The Advisory Board and faculty, representing the sector’s diversity and breadth, ensure IPA is accessible, relevant and valuable. IPA participants will receive • 20 weeks of learning designed by expert advisors • On-demand content and case studies • Live group discussions facilitated by industry practitioners • New peer connections within your cohort • Continuing education credits • Complimentary content just for IPAs • First access to the Impact Advisors Network • Celebrations and graduation invitations IPA WILL ADVANCE YOUR PRACTICE IN 3 AREAS TECHNICAL Align client values and priorities to achieve philanthropic objectives Assess features and benefits of charitable and non-charitable giving tools Integrate giving strategies within wealth, estate, tax, and philanthropic planning opportunities RELATIONAL Apply a cultural dexterity framework to support a range of client generations and backgrounds Identify the phases of the client impact journey and motivations Develop your skills and personal style to deepen philanthropic conversations PRACTICAL Examine the current philanthropic landscape, trends and debates Develop a sustainable philanthropic strategy and expand client relationships Assess the ethical obligations of a philanthropy advisor IPA MODULES 1. Fundamentals in Philanthropic Advising Evolving demands for social impact services from different client segments; the new map of social impact advising services and competencies 2. Social Impact Landscape Trends in uses of resources across multiple sectors; networks and associations in philanthropy; current policy and practice debates 3. Art of Philanthropic Advising Modalities of advising; challenging assumptions of our roles; client philanthropic journeys; techniques to support progress 4. Purpose and Strategy Developing client values, desired impact, understanding of the ecosystem, strategy statement; addressing inequities 5. Charitable Tax Planning Substantiation; types of assets to give and identifying opportunities to use those assets; gift acceptance policies and donor due diligence 6. Legacy and Gift Planning Application of tools such as bequests, life estates, retirement assets, life insurance, charitable trusts, and charitable gift annuities 7. Foundations and Donor Advised Funds Advantages, disadvantages, critiques, applicability of charitable vehicles for grantmaking and operating programs 8. Impact Investing and Alternative Tools Advantages, disadvantages, critiques, applicability of forms of impact investing and types of purpose-led businesses 9. Influence, Leverage and Civic Action Use of advocacy, lobbying, crowdfunding, movement building, and similar tools and strategies 10. Planning for the Future Anticipating clients’ future needs; clarifying value propositions and advisor collaborations; personal development agendas 11. Ethics in Philanthropic Advising Defining responsibilities to self, client, community, and the profession 12. 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 Nishita Bakshi MBA, MSAE Philanthropy Advisor Mark Greer MBA, CAP®, IPA Phīla Engaged Giving Shelly Kurtz Eagle Pointe Advisors Rebecca Rothey CFRE, CAP®, AEP® Aquanetta Betts JD, AEP®, CAP®, CFRE Johnson Betts, LLC Steve Grourke CAP®, CFRE, IPA National Park Foundation Cris Chapparo Lutz The Huntington Library, Art Museum, and Botanical Gardens Beth Harper Briglia CPA, CAP® Philanthropic Advisor Andrew Ho MBA, CAP®, IPA National Academy of Sciences Tony Macklin CAP®, IPA Daylight Ginni Galicinao ACFWA, CAP®, CPCC, ORSC, IPA Dynamics of Family Wealth Seth Klukoff Eoan Strategies, LLC Rick Peck CAP®, CFP®, ChFC®, IPA Richard C. Peck Consulting, LLC FEES You have the chance to participate in the most ambitious, modern philanthropic learning opportunity available, and benefit from Daylight’s national network and years of instructional and practitioner expertise. IPAs can immediately leverage new skills, connections and visibility with clients and teams, and in the marketplace. Special partnership opportunities are available for organizations interested in maximizing IPA’s national kickoff. About 30 hours, start-to-finish 12-15 advisors per cohort 12 self-paced modules 5 case studies 10 live virtual cohort conversation IPA Workbook HOW IT WORKS For Profit: $2,600* Nonprofit & Independent Practitioners: $2,250* *Webinar/Info Session Special - Save $250 FEES Cohorts starting in April and July . Still have questions? See our FAQs . Register for a live info session. Download IPA program description. WEBINAR/INFO SESSION SPECIAL REGISTRATION To register for IPA with the info session discount, click here to add IPA to your cart from this page and checkout using promo code: IPAINFO . By using this code, you are acknowledging that you participated in a live IPA Info Session. IPA About Experience Faculty Fees Registration IPA: A New Standard for Impact Quick Links About Experience Who Faculty Fees Registration

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

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.

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.

Daylight is your philanthropic planning training partner, equipping you with the confidence, competence, and cultural dexterity to grow your practice, strengthen client relationships, and lead with impact. It is home to the flagship program, the Impact Philanthropy Advisor (IPA) Certificate Program for philanthropic and wealth advisors. Our Work Amidst a historic intergenerational transfer of wealth, clients are turning to advisors for more than investment and tax planning, and philanthropy’s tools, considerations, and goals have become more complex. It’s a transformative era for wealth and philanthropy, requiring new competencies and networks to thrive. Daylight’s learning platform is exclusively designed for wealth and philanthropic advisors to help you meet this extraordinary opportunity to grow your business, client relationships, and impact. Our programs give advisors the confidence, competence, and cultural dexterity to modernize their philanthropic advising practice. The Certified Impact Philanthropy Advisor (IPA) program and segment certificates establish a new benchmark for excellence in philanthropic advising training, while the Impact Advisor Network (IAN) supports a thriving community of practitioners. The Daylight Philanthropic Advising Competency Model is the first field-informed framework that outlines the knowledge, skills, and behaviors advisors need to serve clients and communities today. Since 2024, Daylight has illuminated the path for philanthropic advisors and those in the wealth industry seeking to align career growth, values, and impact. Daylight’s philanthropic advising ecosystem connects learning, credentialing, tools, and community to support your advisory practice. Field Definition The Philanthropic Advising Competency Model equips advisors with a shared language and professional standard. Community The Impact Advisors Network (IAN) sustains learning, reinforces standards, and builds advisor confidence over time. Credentialing The Certified Impact Philanthropy Advisor program builds the skills advisors need to integrate philanthropy into wealth planning. Convenings Daylight convenes advisors to collectively shape the future of philanthropic advising. Specialization A set of niche certificates helps advisors deepen their expertise and explore emerging areas. Research Our original research delivers field-informed guidance to strengthen, connect, and elevate the philanthropic advising profession. Knowledge Hub Advisors gain access to high-quality, curated resources that support practice in real time (DAFopedia ). Practice Norms Practice-based insights are embedded across Daylight’s programs, reinforcing sound judgment and professional trust. Download the Daylight overview here .