Daylight looks at the previous roles of philanthropy advisors in "Where do philanthropy advisors come from?" 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 a global hub for philanthropic learning, practice, and research. It is home to the flagship program, the Impact Philanthropy Advisor (IPA) Certificate Program for philanthropic and wealth advisors. Press The Business of Giving Interview with Dien Yuen Press Dien Yuen named in WealthManagement's 2025 Ten to Watch Press Daylight CEO Underscores the Need for Philanthropic Planning Know-How Press Dien Yuen Inducted into CGP Hall of Fame Press SEE MORE Daylight News May 2025 April 2025 March 2025 February 2025 SEE MORE

Daylight is a global hub for philanthropic learning, practice, and research. It is home to the flagship program, the Impact Philanthropy Advisor (IPA) Certificate Program for philanthropic and wealth advisors. IPA Live Info Sessions Next info session: May 13, 2025 at 9 am PT/12 pm ET Join an upcoming live Impact Philanthropy Advisor (IPA) information session and learn how IPA can take your philanthropic planning expertise to the next level! We will provide additional details about IPA, the learner experience, and how it can help accelerate your technical, relational, and practical skills to support philanthropic clients and grow your practice. Whether you’re a client-facing advisor, development professional, or seasoned practitioner, you’ll learn what sets IPA apart from other professional development programs in philanthropic planning. Register Now Upcoming Info Session Dates May 13, 2025 9 am PT/12 pm ET June 12, 2025 1 pm PT/4 pm ET July 8, 2025 9 am PT/12 pm ET August 14, 2025 1 pm PT/4 pm ET September 9, 2025 9 am PT/12 pm ET October 9, 2025 1 pm PT/4 pm ET November 12, 2025 9 am PT/12 pm ET December 11, 2025 1 pm PT/4 pm ET Meet Our IPA Team and Faculty Members Dien Yuen Crystal Thompkins Tony Macklin Rick Peck

Daylight is a global hub for philanthropic learning, practice, and research. It is home to the flagship program, the Impact Philanthropy Advisor (IPA) Certificate Program for philanthropic and wealth advisors. The National Center for Family Philanthropy has partnered with Daylight to offer a discount for the Impact Philanthropy Advisor certification program, enabling wealth and philanthropic advisors to access cutting-edge resources and deepen their understanding and impact through strategic philanthropy! The Impact Philanthropy Advisor certification program is designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact. Learn More Certificates Certificate programs are tailored for busy and on-the-go advisors who require flexible learning options. They're the perfect way to meet your targeted learning needs and explore technical or market segment-specific topics. Learn More 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 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. ADVISORY BOARD Dianne Chipps Bailey, JD, CAP® MD, National Philanthropic Strategy Executive Bank of America Stephanie C. Buckley, CAP® Head of Trust Philanthropic Services Wells Fargo Private Bank Avery T. Fontaine, CAP® SVP, Head of Philanthropy & Impact PNC Private Bank Hawthorn Alisia Robin, CAP® Sr Manager, Strategic Partnerships and Nonprofit Outreach DAFgiving360 Edward Wang, 21/64 Certified Advisor VP, Family Office of Philanthropy Marin Community Foundation Brantley Boyett, JD President and Co-Founder Giving Docs Nina L. Cohen, JD, CAP® Chief Diversity, Equity and Inclusion Officer Managing Director Glenmede Faye Ong, CIPP Executive Director, Head of the Philanthropy Centre, Singapore and Southeast Asia J.P.Morgan Private Bank Padric H.B. Scott, MSFP®, CFP®, AEP®, CAP®, CLU®, WMCP® President & CEO Crossroad Capital Partners FACULTY Tony Macklin, CAP® Daylight Aquanetta Betts JD, AEP®, CAP®, CFRE Johnson Betts, LLC Mark Greer, MBA, CAP® Phīla 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® Enterprise Development Consultant, Daylight 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, CAP® 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: $2,600 Nonprofit & Independent Practitioner: $2,250 Special partner fee effective until 12/31/2025. PARTNER FEES Cohorts starting in July 2025 and October 2025 . Still have questions? See our FAQs . Watch our info session video. Download IPA program description. REGISTER First name Last name Email Code Phone Street Address City Region/State/Province Country Company Position/Role How did you hear about IPA? Please share your friend's name so we may thank them! I acknowledge that I am a current member of the National Center for Family Philanthropy. 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. I would like to receive other communications from Daylight. You can unsubscribe from these communications at any time. Select registration option: * For Profit Professional: $2,850 with $250 discount - $2600 Nonprofit & Independent Practitioner: $2,500 with $250 discount - $2250 IPA + Certificate Subscription Bundle: For Profit Professional - $3500 IPA + Certificate Subscription Bundle: Nonprofit & Independent Practitioner - $3000 Learn more about our certificates and special subscription bundle here . Select your top 2 group preferences. * Required July 2025 Cohort - Group 1 July 2025 Cohort - Group 2 July 2025 Cohort - Group 3 July 2025 Cohort - Group 4 July 2025 Cohort - Group 5 October 2025 Cohort - Group 1 October 2025 Cohort - Group 2 October 2025 Cohort - Group 3 October 2025 Cohort - Group 4 October 2025 Cohort - Group 5 October 2025 Cohort - Group 6 ( Cohort group options: July 2025 and October 2025 ) Checkout IPA Certificates About Experience Faculty Fees Register Certificates Daylight Partnership Daylight & NCFP IPA Certificates Quick Links About Experience Who Advisory Board Faculty Fees Register

Daylight is a global hub for philanthropic learning, practice, and research. It is home to the flagship program, the Impact Philanthropy Advisor (IPA) Certificate Program for philanthropic and wealth advisors. CHIP has partnered with Daylight to offer a discount for the Certified Impact Philanthropy Advisor and certificate programs , enabling wealth and philanthropic advisors to access cutting-edge resources and deepen their understanding and impact through strategic philanthropy! The Impact Philanthropy Advisor certification program is designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact. Learn More Certificates Certificate programs are tailored for busy and on-the-go advisors who require flexible learning options. They're the perfect way to meet your targeted learning needs and explore technical or market segment-specific topics. Learn More About IPA THE IMPACT PHILANTHROPY ADVISOR CERTIFICATION Edit About Chat Experience User Faculty Camera Fees Mail Register 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 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. ADVISORY BOARD Dianne Chipps Bailey, JD, CAP® MD, National Philanthropic Strategy Executive Bank of America Stephanie C. Buckley, CAP® Head of Trust Philanthropic Services Wells Fargo Private Bank Avery T. Fontaine, CAP® SVP, Head of Philanthropy & Impact PNC Private Bank Hawthorn Alisia Robin, CAP® Sr Manager, Strategic Partnerships and Nonprofit Outreach DAFgiving360 Edward Wang, 21/64 Certified Advisor VP, Family Office of Philanthropy Marin Community Foundation Brantley Boyett, JD President and Co-Founder Giving Docs Nina L. Cohen, JD, CAP® Chief Diversity, Equity and Inclusion Officer Managing Director Glenmede Faye Ong, CIPP Executive Director, Head of the Philanthropy Centre, Singapore and Southeast Asia J.P.Morgan Private Bank Padric H.B. Scott, MSFP®, CFP®, AEP®, CAP®, CLU®, WMCP® President & CEO Crossroad Capital Partners FACULTY Tony Macklin, CAP® Daylight Aquanetta Betts JD, AEP®, CAP®, CFRE Johnson Betts, LLC Mark Greer, MBA, CAP® Phīla 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® Enterprise Development Consultant, Daylight 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, CAP® 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: $2,600 Nonprofit & Independent Practitioner: $2,250 Special partner fee effective until 12/31/2025. PARTNER FEES Cohorts starting in July 2025 and October 2025 . Still have questions? See our FAQs . Watch our info session video. Download IPA program description. IPA REGISTRATION First name Last name Email Code Phone Street Address City Region/State/Province Country Company Position/Role How did you hear about IPA? Please share your friend's name so we may thank them! I acknowledge that I am a current member of CHIP Professionals. 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. I would like to receive other communications from Daylight. You can unsubscribe from these communications at any time. Select registration option: * For Profit Professional: $2,850 with $250 discount - $2600 Nonprofit & Independent Practitioner: $2,500 with $250 discount - $2250 IPA + Certificate Subscription Bundle: For Profit Professional - $3500 IPA + Certificate Subscription Bundle: Nonprofit & Independent Practitioner - $3000 Learn more about our certificates and special subscription bundle here . Select your top 2 group preferences. * Required July 2025 Cohort - Group 1 July 2025 Cohort - Group 2 July 2025 Cohort - Group 3 July 2025 Cohort - Group 4 July 2025 Cohort - Group 5 October 2025 Cohort - Group 1 October 2025 Cohort - Group 2 October 2025 Cohort - Group 3 October 2025 Cohort - Group 4 October 2025 Cohort - Group 5 October 2025 Cohort - Group 6 ( Cohort group options: July 2025 and October 2025 ) Checkout About IPA IPA Certificates IPA Experience Faculty Fees IPA Registration Certificates About IPA Daylight Partnership Daylight & CHIP IPA Certificates Quick Links About IPA IPA Experience Who Advisory Board Faculty Fees IPA Registration

Daylight is a global hub for philanthropic learning, practice, and research. It is home to the flagship program, the Impact Philanthropy Advisor (IPA) Certificate Program for philanthropic and wealth advisors. PhilanthPro has partnered with Daylight to offer a discount for the Certified Impact Philanthropy Advisor and certificate programs , enabling wealth and philanthropic advisors to access cutting-edge resources and deepen their understanding and impact through strategic philanthropy! The Impact Philanthropy Advisor certification program is designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact. Learn More Certificates Certificate programs are tailored for busy and on-the-go advisors who require flexible learning options. They're the perfect way to meet your targeted learning needs and explore technical or market segment-specific topics. Learn More About IPA THE IMPACT PHILANTHROPY ADVISOR CERTIFICATION Edit About Chat Experience User Faculty Camera Fees Mail Register 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 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. ADVISORY BOARD Dianne Chipps Bailey, JD, CAP® MD, National Philanthropic Strategy Executive Bank of America Stephanie C. Buckley, CAP® Head of Trust Philanthropic Services Wells Fargo Private Bank Avery T. Fontaine, CAP® SVP, Head of Philanthropy & Impact PNC Private Bank Hawthorn Alisia Robin, CAP® Sr Manager, Strategic Partnerships and Nonprofit Outreach DAFgiving360 Edward Wang, 21/64 Certified Advisor VP, Family Office of Philanthropy Marin Community Foundation Brantley Boyett, JD President and Co-Founder Giving Docs Nina L. Cohen, JD, CAP® Chief Diversity, Equity and Inclusion Officer Managing Director Glenmede Faye Ong, CIPP Executive Director, Head of the Philanthropy Centre, Singapore and Southeast Asia J.P.Morgan Private Bank Padric H.B. Scott, MSFP®, CFP®, AEP®, CAP®, CLU®, WMCP® President & CEO Crossroad Capital Partners FACULTY Tony Macklin, CAP® Daylight Aquanetta Betts JD, AEP®, CAP®, CFRE Johnson Betts, LLC Mark Greer, MBA, CAP® Phīla 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® Enterprise Development Consultant, Daylight 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, CAP® 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: $2,600 Nonprofit & Independent Practitioner: $2,250 Special partner fee effective until 12/31/2025. PARTNER FEES Cohorts starting in July 2025 and October 2025 . Still have questions? See our FAQs . Watch our info session video. Download IPA program description. IPA REGISTRATION First name Last name Email Code Phone Street Address City Region/State/Province Country Company Position/Role How did you hear about IPA? Please share your friend's name so we may thank them! I acknowledge that I am a current member of PhilanthPro. 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. I would like to receive other communications from Daylight. You can unsubscribe from these communications at any time. Select registration option: * For Profit Professional: $2,850 with $250 discount - $2600 Nonprofit & Independent Practitioner: $2,500 with $250 discount - $2250 IPA + Certificate Subscription Bundle: For Profit Professional - $3500 IPA + Certificate Subscription Bundle: Nonprofit & Independent Practitioner - $3000 Learn more about our certificates and special subscription bundle here . Select your top 2 group preferences. * Required July 2025 Cohort - Group 1 July 2025 Cohort - Group 2 July 2025 Cohort - Group 3 July 2025 Cohort - Group 4 July 2025 Cohort - Group 5 October 2025 Cohort - Group 1 October 2025 Cohort - Group 2 October 2025 Cohort - Group 3 October 2025 Cohort - Group 4 October 2025 Cohort - Group 5 October 2025 Cohort - Group 6 ( Cohort group options: July 2025 and October 2025 ) Checkout About IPA IPA Certificates IPA Experience Faculty Fees IPA Registration Certificates About IPA Daylight Partnership Daylight & PhilanthPro IPA Certificates Quick Links About IPA IPA Experience Who Advisory Board Faculty Fees IPA Registration

Daylight is a global hub for philanthropic learning, practice, and research. It is home to the flagship program, the Impact Philanthropy Advisor (IPA) Certificate Program for philanthropic and wealth advisors. ValuesAdvisor has partnered with Daylight to offer a discount for the Certified Impact Philanthropy Advisor and certificate programs , enabling wealth and philanthropic advisors to access cutting-edge resources and deepen their understanding and impact through strategic philanthropy! The Impact Philanthropy Advisor certification program is designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact. Learn More Certificates Certificate programs are tailored for busy and on-the-go advisors who require flexible learning options. They're the perfect way to meet your targeted learning needs and explore technical or market segment-specific topics. Learn More About IPA THE IMPACT PHILANTHROPY ADVISOR CERTIFICATION Edit About Chat Experience User Faculty Camera Fees Mail Register 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 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. ADVISORY BOARD Dianne Chipps Bailey, JD, CAP® MD, National Philanthropic Strategy Executive Bank of America Stephanie C. Buckley, CAP® Head of Trust Philanthropic Services Wells Fargo Private Bank Avery T. Fontaine, CAP® SVP, Head of Philanthropy & Impact PNC Private Bank Hawthorn Alisia Robin, CAP® Sr Manager, Strategic Partnerships and Nonprofit Outreach DAFgiving360 Edward Wang, 21/64 Certified Advisor VP, Family Office of Philanthropy Marin Community Foundation Brantley Boyett, JD President and Co-Founder Giving Docs Nina L. Cohen, JD, CAP® Chief Diversity, Equity and Inclusion Officer Managing Director Glenmede Faye Ong, CIPP Executive Director, Head of the Philanthropy Centre, Singapore and Southeast Asia J.P.Morgan Private Bank Padric H.B. Scott, MSFP®, CFP®, AEP®, CAP®, CLU®, WMCP® President & CEO Crossroad Capital Partners FACULTY Tony Macklin, CAP® Daylight Johnson Betts, LLC Aquanetta Betts JD, AEP®, CAP®, CFRE Mark Greer, MBA, CAP® Phīla Engaged Giving Seth Klukoff Eoan Strategies, LLC Rick C. Peck Consulting, LLC Rick Peck CAP®, CFP®, CFC® Daylight Dien Yuen JD/LLM, CAP®, AEP® Philanthropic Advisor Beth Harper Briglia CPA, CAP® National Park Foundation Steve Grourke CAP®, CFRE Shelly Kurtz Eagle Pointe Advisors Enterprise Development Consultant, Daylight Rebecca Rothey CFRE, CAP®, AEP® Daylight Crystal Thompkins CAP®, CSPGCM Dynamics of Family Wealth Ginni Galicinao, ACFBA, ACFWA, CAP®, CPCC, ORSC Andrew Ho, MBA, CAP® National Academy of Sciences Museum, and Botanical Gardens Cris Lutz, CAP®, CSPG The Huntington Library, Art Philanthropic Advisor Dorothy Stuehmke MPA, CAP® Philanthropy Advisor Nishita Bakshi MBA, MSAE 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: $2,600 Nonprofit & Independent Practitioner: $2,250 Special partner fee effective until 12/31/2025. PARTNER FEES Cohorts starting in July 2025 and October 2025 . Still have questions? See our FAQs . Watch our info session video. Download IPA program description. IPA REGISTRATION First name Last name Email Code Phone Street Address City Region/State/Province Country Company Position/Role How did you hear about IPA? Please share your friend's name so we may thank them! I acknowledge that I am a current member of ValuesAdvisor. 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. I would like to receive other communications from Daylight. You can unsubscribe from these communications at any time. Select registration option: * For Profit Professional: $2,850 with $250 discount - $2600 Nonprofit & Independent Practitioner: $2,500 with $250 discount - $2250 IPA + Certificate Subscription Bundle: For Profit Professional - $3500 IPA + Certificate Subscription Bundle: Nonprofit & Independent Practitioner - $3000 Learn more about our certificates and special subscription bundle here . Select your top 2 group preferences. * Required July 2025 Cohort - Group 1 July 2025 Cohort - Group 2 July 2025 Cohort - Group 3 July 2025 Cohort - Group 4 July 2025 Cohort - Group 5 October 2025 Cohort - Group 1 October 2025 Cohort - Group 2 October 2025 Cohort - Group 3 October 2025 Cohort - Group 4 October 2025 Cohort - Group 5 October 2025 Cohort - Group 6 ( Cohort group options: July 2025 and October 2025 ) Checkout About IPA IPA Certificates IPA Experience Faculty Fees IPA Registration Certificates About IPA Daylight Partnership Daylight & ValuesAdvisor IPA Certificates Quick Links About IPA IPA Experience Who Advisory Board Faculty Fees IPA Registration

Seth Klukoff (He/Him) Consultant, Advisor Practice seth@daylightadvisors.com Seth Klukoff works with Daylight in our Advisor Practice engagements. Seth has a more than 30-year background in thought leadership, business development, policy advocacy, social marketing, and writing. He has worked extensively with organizations in the philanthropic and nonprofit arenas—from foundations and think tanks to advocacy groups and large research organizations—as well as in the for-profit sector. Seth serves as a faculty member for Daylight Advisors’ Impact Philanthropy Advisor (IPA) certification, developed the learning module on Purpose and Strategy, and participated in the initial IPA cohort. He also managed a research study as part of the Hewlett Foundation’s Effective Philanthropy program, focusing on how high net worth donors access and use knowledge. Prior to founding Eoan Strategies, Seth served as Vice President, Thought Leadership at Equal Measure, a national research and strategy firm. At Equal Measure, he led thought leadership for foundation, nonprofit, and government clients such as the Bill & Melinda Gates Foundation, the National Science Foundation, Lumina Foundation, StriveTogether, and Citi Foundation. He also led Equal Measure’s business and partnership development strategy. Seth holds a master’s degree in journalism from Northwestern University and a B.A. in political science from the University of Michigan. He serves on the National Steering Committee for the National Network of Consultants to Grantmakers (NNCG), where he is co-chair of NNCG’s programming committee and past chair of its fundraising committee. Seth resides in Cherry Hill, NJ, which is just outside Philadelphia. He loves hiking, 3,000-piece jigsaw puzzles, reading history, Abbott Elementary, and all things Philadelphia and University of Michigan sports. LinkedIn

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. Each episode dives into current topics, innovative trends, and the inspiring stories of the people shaping the philanthropic landscape. In Season 2 of Illuminate Philanthropy, we’re diving deeper into the future of philanthropy with members of Daylight’s learners, faculty, and advisory board—practitioners who are influencing the future of philanthropy and fostering meaningful change. Every guest brings a distinct perspective and valuable insights to our conversations. This series is filled with innovative ideas, real-world experiences, and thought-provoking insights on social good. Our guests go beyond theoretical discussions; they share their practical experiences working with communities, organizations, and clients who are transforming the impact of philanthropy. From the significance of storytelling to collaborative funding and diversifying the advisory field, we aim to highlight those who are actively engaged in this important work and the incredible efforts they are making.

Crystal Thompkins (She/Her) Director, Strategic Impact crystal@daylightadvisors.com 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 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; the investment committee of The Winston-Salem Foundation; and the board of the Black Philanthropy Initiative. 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). LinkedIn

Allie Lemieux (She/Her) Manager, Learner Experience allie@daylightadvisors.com 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

Who are philanthropic advisors? What services do they provide? What challenges do they face in their work? Daylight publishes a report on philanthropy advisors and their work. Download Report