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Daylight is your philanthropic advising professional development partner for growth and impact. The Certified Impact Philanthropy Advisor (IPA) and certificate programs support wealth and philanthropic advisors in guiding clients on their philanthropic journey. Daylight Your learning partner for growth and impact. Daylight develops the education, practical frameworks, research, and professional community advisors need to navigate increasingly complex philanthropic conversations. 2,100+ Learners Served 1,390 Certificate Learners 494 Certified IPAs 27 Countries/ Regions Net Promoter Score NPS 83 The Impact Philanthropy Advisor program is a 20-week professional certification that develops the technical, relational, and practical capabilities needed to advise philanthropic clients. Learn More Register for a Live IPA Info Session. Brian Balduzzi, Private Client Attorney IPA has assisted me not only with understanding the tools and strategies for charitable giving but how to assist clients with their other advisors in developing plans for impact. The opportunity to engage with others around the world who are deeply knowledgeable and passionate about being a more thoughtful and impactful planner is an excellent resource for me to strengthen my network and learn from my colleagues. Certificates Elevate Your Practice Gain practical insights into modern philanthropic planning and the giving topics your clients are navigating today. "(The most valuable part of the program was) understanding how impact investing can be incorporated into DAFs and having talking points to explain this to clients in a practical way." Impact Investing Certificate Spring 2026 Learner FIND THE LEARNING THAT FITS YOUR PRACTICE Build Core Competencies Develop the baseline knowledge needed for modern philanthropic conversations. Introduction to Philanthropic Planning Essentials of Modern DAF Advising Apply it in Practice Strengthen your ability to work across different clients, behaviors, and advisory situations. Behavioral Philanthropy Collaborative Philanthropy Philanthropic Planning with Business Owners Philanthropic Planning with Women Develop Specialized Expertise Build deeper knowledge in specialized areas of philanthropic planning. Impact Investing Charitable Planning for Wealth Advisors (Coming soon) Advanced DAF (Coming soon) Learn More 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. Learn More Daylight Advisor Brief - Subscribe Stay Current on Philanthropic Advising Daylight Advisor Brief brings research, practice insights, new resources, and developments in philanthropic advising to your inbox. Subscribe

Earning the Impact Philanthrop Advisor certification signifies the successful completion of a rigorous 12-module program designed to cultivate the relational, technical, and practical skills essential for effective philanthropic planning. Through independent study and collaborative discussions, the program further enhances the capabilities of advisors to support the evolving needs and expectations of families, organizations, and communities. ENTERPRISE IMPACT PHILANTHROPY ADVISOR GROUP Philanthropy has evolved. So should your training. Many clients and donors want to help solve the complex challenges they see in their communities and worldwide, including climate change effects and disparities in housing, economic mobility, health, and education. As an advisor and fundraising professional, you are uniquely positioned to help clients purposefully and effectively deploy their financial, human, social, intellectual, and moral or spiritual capitals . But how will you navigate this dynamic social impact landscape and the changing expectations of a more diverse client base? Answering the evolving market demand requires a more contemporary approach to philanthropic advising. WHAT IS THE ENTERPRISE IPA GROUP? As your learning partner for growth and impact, Daylight created the Enterprise Impact Philanthropy Advisor (IPA) group to help you leverage the power of team-based learning. It allows teams of staff, philanthropic partners, and affiliated advisors to go through the program together—building shared language, stronger collaboration, and greater community impact. Deepen client relationships Seize growth opportunities Accelerate and share your skills Spark social impact and family legacies THE IPA EXPERIENCE Live group discussions facilitated by industry practitioners. 20 weeks of learning designed by expert advisors. Readings, case studies, and video lectures. CE available for CFP®, CPWA®, CIMA®, RMA®, CAP®, CSPGCM, CFRE. Certified Impact Philanthropy Advisor certification awarded upon completion. HOW IT WORKS Select your cohort: January, April, July, September. Two months’ advance notice required to launch a group. A signed enterprise agreement is required. Minimum 10, maximum 15 learners. If fewer than 10 paid registrations, the enterprise is responsible for the cost of the remaining seats. One complimentary registration for every three paid. Fee per learner: Nonprofit & Independent: $2,500. For Profit: $2,850. COMMUNITY FOUNDATIONS Community foundations looking to align internal teams and advisor networks. Download program description for community foundations. NONPROFIT ORGANIZATIONS Nonprofits building a strong philanthropic advisory culture. Download program description for nonprofit organizations. ADVISORY FIRMS Advisory firms seeking a competitive edge in a rapidly shifting wealth landscape. Download program description for advisory firms. Learn more about the Certified Impact Philanthropy Advisor (IPA) program. Contact us to create your enterprise IPA group! info@daylightadvisors.com Enterprise IPA Groups What is it? How it works Categories IPA

Earning the Impact Philanthropic Advisor certification signifies the successful completion of a rigorous 12-module program designed to cultivate the relational, technical, and practical skills essential for effective philanthropic planning. Through independent study and collaborative discussions, the program further enhances the capabilities of advisors to support the evolving needs and expectations of families, organizations, and communities. Edit About Chat Experience User Faculty Camera Fees Mail Register THE IMPACT PHILANTHROPY ADVISOR CERTIFICATION 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. 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. With a mix of expert facilitation and on-demand instruction available online over 20 weeks, the Impact Philanthropy Advisor program (IPA) offers the skills and connections to confidently support the needs and expectations of families, organizations and communities today. 623 IPA Learners Enrolled 494 Certified IPAs 97% Graduation Rate 50 Community Foundations Represented 16 Countries/ Regions Net Promoter Score Our IPA program received a world-class rating that reflects the strength of our learning community. NPS 83 "Consider the IPA Certification a launching pad to elevate and strengthen one's confidence in being able to better serve those they're called to guide. I'm excited about the domino effect that will be felt throughout time by the advisors and consultants who lean into the wisdom that is collectively shared here." Padric H.B. Scott Founder & CEO, Crossroad Capital Partners "Daylight offers a comprehensive view of the field along with practical tools to help shape your unique approach. In a space where formal certification has been lacking, Daylight is leading the way by helping professionals build core competencies and define their practice." Jennifer Curry Director of Giving Strategies, Oregon Community Foundation "My experience with Daylight and the IPA program was exceptional. IPA offered a comprehensive overview of the philanthropic landscape, from giving vehicles to advisory strategies, while remaining highly practical and applicable to day-to-day work. The program created a valuable space to connect with thoughtful, like-minded peers across the sector." Travers Oliver Head of Philanthropic Strategies, Founders Pledge IPAs in Their Own Words THE IPA EXPERIENCE The Impact Philanthropy Advisor certification is a state-of-the-art learning program. 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 • Continuing education credits • Celebrations and virtual graduation • One year access to the Impact Advisors Network • Complimentary access to Collaborative Philanthropy Certificate HOW IPA BUILDS PROFESSIONAL COMPETENCE IPA develops competence across three interconnected dimensions TECHNICAL Assess charitable and non-charitable giving strategies and structures Integrate philanthropic considerations with wealth, tax, and estate planning Evaluate giving vehicles, assets, and approaches in relation to client goals RELATIONAL Integrate knowledge and judgment in complex client situation Elicit client values, motivations, priorities, and definitions of impact Facilitate effective philanthropic conversations among clients, families, and advisors PRACTICAL Translate client goals into appropriate philanthropic strategies and next steps Apply knowledge and judgment to complex, client situations Recognize ethical considerations, professional boundaries, and limits of expertise THE PROGRAM HOW IT WORKS About 30 hours, start-to-finish 12-15 advisors per cohort 12 self-paced modules 5 case studies 10 live virtual cohort conversations Successful completion of the IPA program provides 16 hours of eligible CE credit. CFP Board | Certified Financial Planner® (14.5 eligible hours) 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, CSU Long Beach | Certified Planned Giving Specialist® Certified Fund Raising Executive International | CFRE IPA MODULES 1. Fundamentals in Philanthropic Advising 2. Social Impact Landscape 3. Art of Philanthropic Advising 4. Purpose and Strategy 5. Charitable Tax Planning 6. Legacy and Gift Planning 7. Foundations and Donor Advised Funds 8. Impact Investing and Alternative Tools 9. Influence, Leverage and Civic Action 10. Planning for the Future 11. Ethics in Philanthropic Advising 12. Cultural Dexterity Download IPA program description and program outline . WHO NEEDS TO BE AN IPA? 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 firm loyalty and retention. FACULTY Nishita Bakshi MBA, MSAE, IPA Philanthropy Advisor Aquanetta Betts JD, AEP®, CAP®, CFRE, IPA Johnson Betts, LLC Beth Harper Briglia CPA, CAP®, IPA Philanthropic Advisor Ginni Galicinao ACFBA, ACFWA, CAP®, CPCC, ORSC, IPA Dynamics of Family Wealth Mark Greer MBA, CAP®, IPA Phīla Engaged Giving Steve Grourke CAP®, CFRE, IPA National Park Foundation Andrew Ho MBA, CAP®, IPA National Academy of Sciences Seth Klukoff IPA Eoan Strategies, LLC Shelly Kurtz IPA Eagle Pointe Advisors Cris Chapparo Lutz CAP®, CSPG, IPA The Huntington Library, Art Museum, and Botanical Gardens Tony Macklin CAP®, IPA Daylight Rick Peck CAP®, CFP®, ChFC®, IPA Richard C. Peck Consulting, LLC Rebecca Rothey CFRE, CAP®, AEP®, IPA FACILITATORS Bleu Blakslee IPA Quantum Philanthropy Partners Consulting LLC Beth Harper Briglia CPA, CAP®, IPA Philanthropic Advisor Jaimi Cortes MBA, IPA COR Philanthropic Strategies Kristin Giant JD, IPA Hyperlocal Impact Consultants, LLC Zakiya Lord CFRE, CAP®, IPA The Climate & Clean Energy Equity Fund Ruyi Lu IPA CCS Fundraising Tony Macklin CAP®, IPA Tony Macklin Consulting Rob McPherson IPA The Indianapolis Foundation Doug Page CAP®, IPA Greater Tacoma Community Foundation Erik Rankin MS, MPS, IPA Illinois Prairie Community Foundation Dorothy Stuehmke MPA, CAP®, IPA Capital Impact Advisory Jilla Tombar CAP®, IPA Blackbridge Philanthropic Joy Webb MBA, CAP®, IPA Philanthropic Advisor REGISTER Choose your cohort based on meeting dates and times: View October 2026 group options View January 2027 group options Space is limited. Groups are intentionally limited to 12-15 participants to maintain a high-quality learning experience. Secure your spot today. Cohort group options Enroll Now Impact Philanthropy Advisor - Nonprofit & Independent Practitioners Price $2,500.00 Enroll Now Impact Philanthropy Advisor - For Profit Professionals Price $2,850.00 Re-Enroll or Withdraw Still have questions? See our FAQs . Register for a live info session. Not ready for the Certified IPA program? Join our Introduction to Philanthropic Planning Certificate - a complimentary, two-module, self-study program! IPA Experience Faculty Register Cohort group options IPA: A New Standard for Impact Quick Links About NPS Testimonials Experience IPA Modules Who Faculty Facilitators Register

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, CAP®, AEP®, IPA CEO Megan Lemieux Bell, IPA Director, Engagement Jackie Demee, IPA Manager, Programs Milan Ball, MA, CFRM, IPA Senior Consultant, Advisor Practice Crystal Thompkins, CAP®, CSPG, IPA Head of Enterprise Management Lydia Oh, IPA Manager, Programs & Marketing Cindy Yang Consultant, Programs Riyan Careathers Consultant, Tech Tony Macklin, CAP®, IPA Director, Advisor Practice Allie Lemieux, IPA Manager, Learner Experience Bleu Blakslee, IPA Senior Consultant, Advisor Practice Oli Stephano, PhD Consultant, Research 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?

Cindy Yang Cindy Yang (She/Her) Consultant, Programs Cindy joins Daylight with over 20 years of experience supporting C-Suite executives in the legal, health, and nonprofit sector. Cindy’s dedication, capacity to juggle a diverse and dynamic set of responsibilities and ability to collaborate across geographies will be a great addition to Daylight as they continue to grow. Prior to joining Daylight, Cindy worked as an Executive Administrator for a non-profit health care organization in Milwaukee, WI. In her role there, she managed the day-to-day operations for the corporate office, and supported the CEO and executive staff, as well as served closely as a liaison to the board of directors. Cindy received her bachelor’s in business administration from the University of Wisconsin-Milwaukee and a master’s degree in management from Cardinal Stritch University. Cindy was raised in Wisconsin and now lives in South Carolina. In her spare time, Cindy enjoys spending time with her husband and two sons, as well as volunteering and building relationships in the Hmong communities throughout the Carolinas. LinkedIn

Dien Yuen, CAP®, AEP®, IPA Dien Yuen (She/Her) CEO Dien Yuen, JD, LLM, CAP®, AEP®, IPA, is the founder and CEO of Daylight. She is helping build the infrastructure for philanthropic advising through research, professional standards, education, and a community of practitioners. Dien was named CEO of the Year in the Professional Services Firms category at the 2026 Wealth Management Industry Awards and is a 2026 Forbes 50 Over 50 Impact honoree. She was also named to WealthManagement’s 2025 Ten to Watch and inducted into the National Association of Charitable Gift Planners Hall of Fame in 2023. Dien has held senior leadership positions at global nonprofit organizations and wealth management firms. Previously, she founded the Center for Philanthropy and Social Impact at The American College of Financial Services, where she served as the Blunt-Nickel Professor in Philanthropy. She also created the curriculum and served as the inaugural faculty member for the Certified Impact Philanthropy Professional program at Singapore’s Wealth Management Institute, which later honored her with its Distinguished Faculty Award. LinkedIn

Allie Lemieux, IPA Allie Lemieux (She/Her) Manager, Learner Experience Allie is a dynamic professional with over 15 years of experience building technology partnerships and programs. Throughout her career, she’s built strong relationships with nonprofit and for-profit organizations alike, focusing on strategic partnerships and initiatives that amplify the power of technology to drive positive impact. Known for her approachable and creative leadership style, Allie blends her expertise in change management with a deep commitment to authentic listening and collaboration. Whether working with customers or partners, her goal is always to create experiences that accelerate meaningful outcomes. As the co-founder of Home to Hired, an organization empowering moms to return to the workforce on their own terms, Allie is also dedicated to fostering inclusive opportunities. When she’s not in the office, you’ll find Allie “chasing dinos” with her energetic 4-year-old, mentoring young professionals, or exploring new travel destinations with her husband and stepchildren—all while staying inspired by the endless possibilities (and responsibility) for technology to make a difference. LinkedIn

Riyan Careathers Riyan Careathers Consultant, Tech LinkedIn

Milan Ball, MA, CFRM, IPA Milan Ball (She/Her) Senior Consultant, Advisor Practice LinkedIn

Megan Lemieux Bell, IPA Megan Lemieux Bell (She/Her) Director, Engagement 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, CAP®, CSPG, IPA Crystal Thompkins (She/Her) Head of Enterprise Management Crystal Thompkins is the Head of Enterprise Management for Daylight. Crystal brings a depth of experience with over 20 years of experience in planned giving program management and organizational support and family legacy planning across the wealth spectrum. She is committed to building relationships and collaborating across the philanthropic sector to create an advisor community prepared for the future of philanthropy. Crystal is a frequent speaker at national conferences and has published articles in several publications including Worth Magazine and ThinkAdvisor. Her community service includes the advisory council of Women of Color in Fundraising and Philanthropy (WŌC); the editorial board of Planned Giving Today; the investment committee of the Winston-Salem Foundation; and the boards of the Black Philanthropy Initiative (BPI) and the Community Investment Network (CIN). Crystal is a Chartered Advisor in Philanthropy®, Certified Specialist in Planned Giving, and a Certified Impact Philanthropy Advisor. LinkedIn

Lydia Oh, IPA Lydia Oh (She/Her) Manager, Programs & Marketing As the Manager of Programs and Marketing at Daylight, Lydia drives strategic impact through a deep, personal commitment to community and care. With experience in donor engagement and philanthropic strategy, she previously supported programming, research and publications, and marketing efforts for the Center for Philanthropy and Social Impact at the American College of Financial Services. Her career also includes development and institutional advancement roles at Missio Seminary and the UCLA School of Theater, Film and Television. Lydia deepened her insight into philanthropy by participating in the Advisors of Color cohort for the Chartered Advisor in Philanthropy® program. Grounded in the belief that philanthropy is rooted in human connection and shared stories, she actively practices these principles both professionally and personally. Based in the Philadelphia suburbs, Lydia is an active leader in her church and community, and loves spending time with her husband and two children. LinkedIn