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 Cindy Yang Consultant, Programs Crystal Thompkins, CAP®, CSPG, IPA Director, Strategic Impact Lydia Oh, IPA Manager, Programs & Marketing Bleu Blakslee, IPA Consultant, Advisor Practice Tony Macklin, CAP®, IPA Director, Advisor Practice Allie Lemieux, IPA Manager, Learner Experience 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?

Crystal Thompkins, CAP®, CSPG, IPA Crystal Thompkins (She/Her) Director, Strategic Impact crystal@daylightadvisors.com Crystal Thompkins is Director of Strategic Impact, leading the development of Daylight’s community of practice for professional advisors. 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

Daylight equips wealth and philanthropic advisors with the confidence, competence, and cultural dexterity to grow their practices, strengthen client relationships, and lead with impact. Our Certified Impact Philanthropy Advisor (IPA) program and certificate offerings establish a new benchmark for excellence in philanthropic planning education. In the Field • Philanos Austin, TX February 8-10 Button • Daylight IPA Info Session Virtual February 11 Button • The Constant Evolution of Professional Advising Virtual February 12 Button • Daylight IPA Info Session Virtual March 12 Button IPA Live Info Session - February 11 IPA Live Info Session - February 11 The Constant Evolution of Professional Advising The Constant Evolution of Professional Advising IPA Live Info Session - March 12 IPA Live Info Session - March 12

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

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

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

The Certificate in Behavioral Philanthropy offers advisors a unique opportunity to deepen their understanding of how behavioral science and philanthropic advising intersect. This program integrates multidisciplinary research insights, real-world examples, and practical case studies, equipping you with the insights and tools needed to help your clients achieve their philanthropic goals. Certificates Behavioral Philanthropy Certificate The Certificate in Behavioral Philanthropy offers advisors a unique opportunity to deepen their understanding of how behavioral science and philanthropic advising intersect. This program integrates multidisciplinary research insights, real-world examples, and practical case studies, equipping you with the insights and tools needed to help your clients achieve their philanthropic goals. Through a comprehensive curriculum, you will explore the psychological factors influencing donor behavior, donor barriers, decision-making processes, and the impact of social and family dynamics on philanthropic giving. The case studies provide a hands-on opportunity to bring to life successful strategies and innovative approaches to foster donor engagement and maximizing philanthropic impact. By the end of the program, you will gain a solid grounding in behavioral principles and be able to develop actionable strategies that can be implemented to enhance client relationships. Join us to transform the way you approach philanthropic planning, leveraging behavioral insights to empower your clients and create a lasting impact in the communities they care about. Behavioral science gives advisors a powerful edge in understanding their clients' motivations and barriers. This course will help you build stronger client relationships, craft personalized giving strategies, and position yourself as a trusted expert who delivers deeper impact and more fulfilling philanthropic outcomes. —Julia Ritz Toffoli LEARNING OBJECTIVES Identify and analyze the psychological factors that influence donor behavior and the barriers they may face in their philanthropic journeys. Recognize the role of social and family dynamics in shaping philanthropic decisions, enabling you to understand diverse client motivations and engagement strategies. Apply behavioral insights through real-world case studies, allowing you to develop and implement effective strategies that foster donor engagement and maximize philanthropic impact. Plan actionable strategies tailored to individual clients’ needs, enhancing your ability to build strong relationships and drive meaningful change within the philanthropic landscape. FACULTY Julia Ritz Toffoli Julia Ritz Toffoli is an Associate Managing Director at ideas42 on the Giving Team, where she leads R&D and innovation in the philanthropic space, working with partners to design, test, and implement behaviorally informed interventions to make giving more intentional, strategic, and impactful—both for individual givers and the broader philanthropic community. Prior to joining ideas42, Julia spent nine years at the Open Society Foundations, where she helped to launch and build the Strategy Unit, delivering strategic planning guidance to grant making programs. While at OSF, Julia spearheaded the development of a training curriculum that integrated behavioral insights into strategic decision-making practice. Julia holds a Master of International Affairs in Human Rights Advocacy from Columbia University's School of International and Public Affairs and a BA in Political Science and Sociology from McGill University. Jen Shafer Jen Shafer is a Senior Behavioral Designer on the Giving Team at ideas42 where she uses insights from behavioral science to promote equity in philanthropy by effectively diagnosing challenges, conducting research, and implementing innovative designs. Prior to ideas42, Jen worked as a management consultant, data analyst, and design researcher across a variety of industries, always with a focus on user needs and employee experiences. Jen has a B.A. in Psychology from Rice University and an M.S. from MIT in Integrated Design & Management, a multi-disciplinary degree where students from design, business, and engineering backgrounds come together to tackle complex problems using human-centered design. For her thesis, she studied intergenerational conversation and legacy storytelling as a vehicle for meaning-making and connection for older adults. Sarah Welch Sarah Welch is a Managing Director at ideas42, a social enterprise that uses insights from behavioral science to invent fresh solutions to tough social problems. Over the past decade Sarah has worked to advance behavioral innovations across various challenges, from climate and consumer finance to criminal justice and health. She now leads the organization’s work in charitable giving, partnering with the Bill and Melinda Gates Foundation, Fidelity Charitable Catalyst Fund, National Center for Family Philanthropy, major institutions offering donor-advised funds, and dozens of other organizations in the sector. Prior to joining ideas42, Sarah completed a three-year dual degree program at Yale’s School of Management and School of Forestry & Environmental Studies, where she focused on urban resource management and planning. Sarah holds an MBA and an MEM from Yale and received her BA in Environmental Science & Public Policy from Harvard. Dien Yuen Dien Yuen is the CEO of Daylight, an innovative professional development platform that creates transformative learning experiences for advisors pursuing growth, service, and social impact. She also serves as lead faculty for philanthropy at Singapore’s Wealth Management Institute (WMI), where she was instrumental in launching Asia’s first professional philanthropic certification. She was inducted into the 2023 National Association of Charitable Gift Planners (CGP) Hall of Fame and recognized for her academic leadership with the Distinguished Faculty Award from WMI. Dien’s early career included senior roles in wealth management and global development organizations. Behavioral Philanthropy Certificate Modules Course Format Introduction to Behavioral Science Introduction to Donor Psychology Case Study: Understanding the Donor Context Behavioral Strategies for Advisors Behavioral Philanthropy in Practice Program Type: Certificate program - asynchronous course with module quizzes Program Delivery: Readings, case study, videos, graphics, downloadable resources Program Complexity Level: Intermediate Daylight is an approved CE sponsor. Continuing education credits are eligible for completion of the Behavioral Philanthropy Certificate. CFP®, CPWA®, CIMA®, RMA®:  5 hours  CAP®, CFRE, CSPGCM:  5 hours  Download Behavioral Philanthropy Certificate program description. Register for the Behavioral Philanthropy Certificate or an Annual Certificate Subscription now! INDIVIDUAL OR ANNUAL SUBSCRIPTION CHECKOUT

What trends are influencing gift planning? What trends are influencing gift planning? By Megan Bell and Dien Yuen At Daylight, we monitor trends in philanthropic advising and listen closely to advisors and gift planners working with clients and donors on the frontlines. One way we do this is by connecting some of the dots we see and asking advisors how it might apply in their day-to-day work and what's on their minds. In April, we asked attendees at the Northern California Planned Giving Council, "What trends in philanthropy or gift planning are on your minds?" We received over 60 responses written on notecards. They can be grouped into six general themes: giving styles and trends, gift planning, DAFs, demographics, AI/Tech, and concerns over the current political climate. Below are examples of what the participants shared. Do they resonate with you? We've shared our "Adapting to 8 Trends in Philanthropic Advising" presentation to over 600 non-profit and for-profit advisors in many small gatherings. The responses vary based on geography, advisor mix, client or donor sophistication level, etc. One consistent theme is that advisors are looking to broaden their definition of philanthropic planning. Adapting to 8 Trends in Philanthropic Advising Episode 1: Changing Client Base Episode 2: Evolving Definitions Episode 3: Evolving Vehicles Episode 4: Questioning Norms Episode 5: Growing Mistrust Episode 6: Wealth Planning Episode 7: AI for Good Episode 8: The Messy Marketplace

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.

Collective and collaborative giving models are gaining momentum in the philanthropic sector. This certificate equips you with the knowledge and skills to understand and share this new genre of giving vehicles with your clients. Certificates Collaborative Philanthropy Certificate Collective and collaborative giving models are gaining momentum in the philanthropic sector. Research shows that these models operate in very different ways than institutional philanthropy, specifically prioritizing equity and justice, funding systems level priorities, and democratizing and diversifying who leads and what gets funding. This comprehensive certificate curriculum is designed to equip you with the knowledge and skills to understand and share this new genre of giving vehicles with your clients with customizable tools and resources to enhance your client conversations. LEARNING OBJECTIVES Review the field of collective giving, including different collective giving models with an in-depth look at giving circles and collaborative funds. Understand the leveraging power of the collaborative fund model, the unique opportunities for client engagement, governance structures, and impact outcomes. Learn how to find and vet collaborative funds and share them with your clients with easy to understand donor messaging tools. Explore case studies featuring donors and advisors who have successfully incorporated collaborative giving into their philanthropic strategy. Access brief, hands-on, customizable resources to share this giving vehicle with donor clients, as well as engage in interactive activities to apply learning. FACULTY Rebecca Darwent Rebecca Darwent is a global philanthropic advisor and a champion of collaborative giving. Her viral TED Talk, “How to Fund Real Change in Your Community,” highlights the transformative power of community-led philanthropy. In 2020, Rebecca co-founded the Foundation for Black Communities (FFBC), where she led fundraising, community engagement, and advocacy efforts, resulting in a historic $200 million capital transfer from the Canadian government and an additional $25 million from philanthropic partners. Through her philanthropic advisory firm, Rebecca Darwent Global, she partners with foundations and individual donors committed to community-led and collaborative giving. Isis Krause Isis Krause is a facilitator, impact strategist, and experience designer devoted to advancing a more collective and inclusive vision for philanthropy. Through participatory design, she has led strategic planning and growth for dozens of organizations and designed over 250 convenings all around the world, including at the White House, Gates Foundation, and TED. In 2018, Isis led a yearlong co-design process that birthed Philanthropy Together—a field catalyst for collective giving. As their fractional Chief Strategy Officer, she expands Philanthropy Together’s vision and impact, builds partnerships, and creates programming. Kimberly Dasher Tripp Kimberly Dasher Tripp is Founder and Principal of Strategy for Scale where she works with donors as a philanthropic advisor, conducts research on philanthropic practice and trends, and works with partners to launch new efforts to activate philanthropic capital. She is particularly interested in new approaches to high impact philanthropy, on the hunt for the best models to accelerate systems change, and endlessly curious about the sector. She led the consulting team that designed a new kind of intelligence service called Redwoods that is specifically built for donor advisors and philanthropic intermediaries to find excellent funding opportunities in climate. Tony Macklin Tony Macklin leads the development of new education programs and field-building projects as Daylight’s Director of Advisor Practice. He is a philanthropist, philanthropoid, and philanthropy geek. Tony enjoys working at the intersection of meaningful giving and community results, specifically connecting older, established forms of philanthropy with emerging trends and experiments. Tony helps donors, families, grantmakers, and their advisors and associations answer questions about shared purpose, use of resources for social impact, governance, strategy, and assessment. He is a frequent speaker, trainer, and author. Collaborative Philanthropy Certificate Modules The Landscape of Collective & Collaborative Giving Collective Giving Spotlight: Giving Circles Collaborative Giving Spotlight: Collaborative Funds Investing & Engaging in Collaborative Funds Course Format Program Type: Certificate program - asynchronous course with module quizzes Program Delivery: Readings, case study, videos, graphics, downloadable resources Program Complexity Level: Overview Daylight is an approved CE sponsor. Continuing education credits are eligible for completion of the Collaborative Philanthropy Certificate. CFP®, CPWA®, CIMA®, RMA®:  4 hours  CAP®, CFRE, CSPGCM:  4 hours Download Collaborative Philanthropy Certificate program description. Register for the Collaborative Philanthropy Certificate or an Annual Certificate Subscription now! INDIVIDUAL OR ANNUAL SUBSCRIPTION CHECKOUT

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 Fundamentals in Philanthropic Advising Evolving demands for social impact services from different client segments; the new map of social impact advising services and competencies Social Impact Landscape Trends in uses of resources across multiple sectors; networks and associations in philanthropy; current policy and practice debates Art of Philanthropic Advising Modalities of advising; challenging assumptions of our roles; client philanthropic journeys; techniques to support progress Purpose and Strategy Developing client values, desired impact, understanding of the ecosystem, strategy statement; addressing inequities Charitable Tax Planning Substantiation; types of assets to give and identifying opportunities to use those assets; gift acceptance policies and donor due diligence Legacy and Gift Planning Application of tools such as bequests, life estates, retirement assets, life insurance, charitable trusts, and charitable gift annuities Foundations and Donor Advised Funds Advantages, disadvantages, critiques, applicability of charitable vehicles for grantmaking and operating programs Impact Investing and Alternative Tools Advantages, disadvantages, critiques, applicability of forms of impact investing and types of purpose-led businesses Influence, Leverage, & Civic Action Use of advocacy, lobbying, crowdfunding, movement building, and similar tools and strategies Planning for Your Philanthropic Advising Work Anticipating clients’ future needs; clarifying value propositions and advisor collaborations; personal development agendas Ethics in Philanthropic Advising Defining responsibilities to self, client, community, and the profession Cultural Dexterity Understanding how our social identities, family traditions, and cultural backgrounds influence wealth, estate, and philanthropic planning Daylight is an approved continuing education (CE) provider for the following organizations and programs: CFP Board | Certified Financial Planner® Investments and Wealth Institute | Certified Private Wealth Advisor®, Certified Investment Management Analyst®, Retirement Management Advisor® The American College of Financial Services | Chartered Advisor in Philanthropy® The American Institute for Philanthropic Studies, California State University Long Beach | Certified Planned Giving Specialist® Certified Fund Raising Executive International | CFRE Successful completion of the IPA program provides 16 hours of eligible CE credit (14.5 eligible hours of CFP® charter holders). WHO NEEDS TO BE AN IPA? Social impact is not just for specialists. Whether in a wealth management firm, DAF sponsor or community foundation, family office, grantmaker or nonprofit, many roles benefit from fluency in philanthropy. IPA is for: Client-facing advisors and team members, to better understand your clients and their families, the options available to them, and to collaborate with fellow advisors. Business development roles, to be nimble and opportunistic with the demands of U/HNW families today. Planning and philanthropic specialists, to support junior team members, and for advanced leaders to update their knowledge and be first to access new courses. Associates interested in social change, to further their career development and boost corporate loyalty and retention. FACULTY Tony Macklin, CAP® Daylight Aquanetta Betts JD, AEP®, CAP®, CFRE Johnson Betts, LLC Steve Grourke CAP®, CFRE National Park Foundation Cris Lutz, CAP®, CSPG The Huntington Library, Art Museum, and Botanical Gardens Dien Yuen JD/LLM, CAP®, AEP® Daylight Beth Harper Briglia CPA, CAP® Philanthropic Advisor Andrew Ho, MBA, CAP® National Academy of Sciences Rick Peck CAP®, CFP®, ChFC®, IPA Richard C. Peck Consulting, LLC Crystal Thompkins CAP®, CSPGCM Daylight Ginni Galicinao, ACFBA, ACFWA, CAP®, CPCC, ORSC Dynamics of Family Wealth Seth Klukoff Eoan Strategies, LLC Rebecca Rothey CFRE, CAP®, AEP® Nishita Bakshi MBA, MSAE Philanthropy Advisor Mark Greer, MBA, CAP® Phīla Engaged Giving Shelly Kurtz Eagle Pointe Advisors FEES You have the chance to participate in the most ambitious, modern philanthropic learning opportunity available, and benefit from Daylight’s national network and years of instructional and practitioner expertise. IPAs can immediately leverage new skills, connections and visibility with clients and teams, and in the marketplace. Special partnership opportunities are available for organizations interested in maximizing IPA’s national kickoff. About 30 hours, start-to-finish 12-15 advisors per cohort 12 self-paced modules 5 case studies 10 live virtual cohort conversation IPA Workbook HOW IT WORKS For Profit: $2,600* 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 First name* Last name* Email* I acknowledge that I have read IPA's program accessibility. I would like to receive program and marketing communications from Daylight. You can unsubscribe from these communications at any time. I acknowledge that I participated in the Webinar or IPA Info Session on: * Date picker* Select your top two IPA group preferences: (Cohort group options: April and July 2026.) First group preference:* Second group preference:* Select registration payment option:* IPA: For Profit Professional $2,600 IPA: Nonprofit & Independent Practitioner $2,250 Proceed to Checkout IPA About Experience Faculty Fees Registration IPA: A New Standard for Impact Quick Links About Experience Who Faculty Fees Registration

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 .