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. Daylight and Women of Color in Fundraising and Philanthropy (WOC) are joining together to open the doors to the training needed to become a successful philanthropic advisor. Daylight is a trailblazer in diversifying the field of philanthropic advisory, and WOC is leading the way in professional development among women of color in the philanthropy sector. Together, this partnership is a powerful force that offers WOC members an exclusive discount to participate in the Daylight Impact Philanthropy Advisor program. 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 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: $2,250 Special WOC fee effective until 12/31/2025. WOC 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 WOC Community. 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 & WOC IPA Certificates Quick Links About Experience Who Advisory Board Faculty Fees Register

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.

Daylight looks at the previous roles of philanthropy advisors in "Where do philanthropy advisors come from?" Faculty Members Allison Peake Parker, CAP® Peake Impact Beth Harper Briglia CPA, CAP®, IPA Philanthropic Advisor Dien Yuen JD/LLM, CAP®, AEP®, IPA Daylight Ginni Galicinao, ACFBA, ACFWA, CAP®, CPCC, ORSC, IPA Dynamics of Family Wealth Jen Shafer ideas42 Mark Greer, MBA, CAP®, IPA Phīla Engaged Giving Randi N. Hogan, CAP®, IPA Hogan Philanthropy Consulting Rick Peck CAP®, CFP®, CFC®, IPA Rick C. Peck Consulting, LLC Seth Klukoff, IPA Eoan Strategies, LLC Tony Macklin, CAP®, IPA Daylight Andrew Ho, MBA, CAP®, IPA National Academy of Sciences Cris Lutz, CAP®, CSPG The Huntington Library, Art Museum, and Botanical Gardens Dorothy Stuehmke MPA, CAP®, IPA Philanthropic Advisor Isis Krause Philanthropy Together Julia Ritz Toffoli, IPA ideas42 Natalie Hayden Kennedy, IPA Real Impact Advisors Rebecca Darwent, IPA Rebecca Darwent Global Rob A. MacPherson, IPA The Indianapolis Foundation Shelly Kurtz Eagle Pointe Advisors Zakiya J. Lord, CAP®, IPA Movement Voter Project Aquanetta Betts JD, AEP®, CAP®, CFRE Johnson Betts, LLC Crystal Thompkins CAP®, CSPG, IPA Daylight Erin Hulme Oceguera, IPA Philanthropy Advisor Jaimi Cortes, IPA COR Philanthropic Strategies Kristin Giant, JD Hyper Local Impact, LLC Nishita Bakshi MBA, MSAE Philanthropy Advisor Rebecca Rothey CFRE, CAP®, AEP®, IPA Enterprise Dev. Consultant, Daylight Sarah Welch ideas42 Steve Grourke CAP®, CFRE, IPA National Park Foundation

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. Giving Docs has partnered with Daylight to offer a unique discount for participation in the Impact Philanthropy Advisor certification program, empowering nonprofit professionals 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 Giving Docs. 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 & Giving Docs IPA Certificates Quick Links About Experience Who Advisory Board Faculty Fees Register

Rick Peck (He/Him) Consultant, Advisor Practice rick@daylightadvisors.com Rick Peck works with Daylight in our Advisor Practice engagements. Rick is an independent philanthropy advisor with Richard C. Peck Consulting, LLC working with nonprofits, donors, potential donors, and professional advisors. He is also the founder of The Philanthropy Guy, LLC, an emerging, leading-edge charitable giving resource hub featuring a bi-weekly podcast series, interactive website, and asynchronous and live learning opportunities, and is releasing a book on the basics of nonprofit fundraising in 2025. Rick is an honoree of NH Business Review's list of the NH 200 for 2024 which features New Hampshire’s most influential business leaders across major industries, like the nonprofit industry. He is also recognized in the MYCPE ONE Excellence Awards 2024 as one of the Top Speakers and Content Creators. From July 2023 through January 2024, Rick served as interim VP for Development at the Silicon Valley Community Foundation, which is the largest community foundation in the world. For six years prior to that, as VP for Development and Philanthropy Services, Rick led the New Hampshire Charitable Foundation’s philanthropy and donor services team, overseeing all aspects of development, donor engagement, and donor services. Before joining this statewide community foundation, Rick served Dartmouth-Hitchcock Health and the Geisel School of Medicine at Dartmouth College as director of individual giving and gift planning, where he worked with grateful patients and families as well as medical school alumni to achieve their philanthropic goals. He also served Dartmouth College as an associate director of gift planning, working with alumni of the undergraduate college. Rick is a CERTIFIED FINANCIAL PLANNER™, a Chartered Advisor in Philanthropy® and a Chartered Financial Consultant®. He holds an MBA from Baker College in Michigan and a BA from the University of Massachusetts. Rick is the 2023-2025 President of the Board of Directors of the International Association of Advisors in Philanthropy (AiP). He is also a member of the American College of Financial Services’ inaugural FinServe network of philanthropic thought leaders. Rick is a requested speaker on the topic of philanthropy on platforms such as Leimberg Information Services (LISI), myCPE, and CPA Academy. And, he has served as a presenter for conferences organized by AFP-NNE and Volunteer NH, as well as more intimate settings for UMass Lowell, Ameriprise, Ledyard Financial Advisors, and the Fairfield County Community Foundation. LinkedIn

The Best Learning Environment Has…Snacks?!?! By Crystal Thompkins To kick off last month’s information sessions about the Certified Impact Philanthropy Advisor (IPA) program, we asked attendees to complete the phrase “I learn best when________.” The top responses from attendees indicated that the best learning happens In open discussions with others Through practice and repetition With engaging topics and content With snacks Others shared they learn best when they can share and train others what they’ve learned. Some responses were more about the ideal settings, such as “not being interrupted” and “relaxed and calm.” Daylight and IPA check most of these boxes for a great learning experience. One of Daylight's guiding principles is creating an interactive learning environment that promotes practical application and embraces sharing ideas. In designing the Impact Philanthropy Advisor program, we incorporated many of the best principles or practices for adult learning. IPA brings individual learners together in a collaborative, peer-to-peer learning environment that combines self-study with group discussion. Learners will be able to apply the content in real-time by working through case studies and considering the implications for their clients and practice. The learning experience is guided by facilitators who will make the material and discussions instructive and engaging. That’s the good news. The bad news? Everyone must bring their own snacks. At least for now…

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

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. In the Field APRIL • DAF Professional Certificate Program, The American College of Financial Services Dallas April 8-9 Button • Daylight IPA Info Session Virtual April 10 Button • NCPGC Annual Conference San Francisco April 22 Button • Conference on Charitable Giving Stanford May 8 Button • Daylight IPA Info Session Virtual May 13 Button • Western Michigan Planned Giving Group Kalamazoo May 13 Button • We Give Summit Virtual May 13-15 Button • NNCG: Understanding the Role and Impact of DAFs in Philanthropic Planning Virtual May 21 Button • SoCalCGP Western Regional Planned Giving Conference Costa Mesa May 21-23 Button • Improving Your Philanthropic Advising Business Webinar May 28 Button MAY JUNE • Daylight IPA Info Session Virtual June 12 Button JULY • Daylight IPA Info Session Virtual July 8 Button • Purposeful Planning Institute Rendezvous Westminster July 28-31 Button IPA Live Info Session - June 12 View More Webinar: Adapting to 8 Trends in Philanthropic Advising in SE Asia View More IPA Live Info Session - May 13 View More Webinar: Adapting to 8 Trends in Philanthropic Advising View More Post-Election Webinar View More

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

Dien Yuen (She/Her) CEO Dien founded Daylight in 2023 to create transformative learning experiences for advisors pursuing growth, service, and social impact. The Impact Philanthropy Advisor (IPA) certification and market-focused certificate programs set a new standard for philanthropic planning education. Dien serves as lead faculty for philanthropy at Singapore’s Wealth Management Institute (WMI), where she was instrumental in launching the Certified Impact Philanthropy Professional (CIPP), 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. Previously, Dien founded the Center for Philanthropy and Social Impact at The American College of Financial Services, where she also developed and taught courses as the Blunt-Nickel Professor in Philanthropy for the Chartered Advisor in Philanthropy® (CAP®) program. Dien holds a Juris Doctorate, an LLM in International law, a Chartered Advisor in Philanthropy (CAP®), and an Accredited Estate Planning (AEP) designation. LinkedIn

Tony Macklin (He/Him) Director, Advisor Practice tony@daylightadvisors.com At Daylight, Tony leads the development of new education programs and field-building projects. A Chartered Advisor in Philanthropy®, 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 for the same audiences. He served four years as executive director of the Roy A. Hunt Foundation, a multi-generational family foundation. While there, he facilitated a visioning process and changes in investment management, impact investing, grantmaking, trustee education, and back-office management. In twelve years at the Central Indiana Community Foundation, he led grantmaking and community change initiatives, advised generous entrepreneurs and families, attracted $39 million in assets and co-investments, and co-founded a social enterprise. Before that he managed technical assistance and financing programs for the State of Indiana’s Community Development Division. Tony was raised in Indiana and now lives in Pittsburgh. He is a member of the National Network for Consultants to Grantmakers and Purposeful Planning Institute. He also serves as a senior consultant for the National Center for Family Philanthropy, senior consultant with Ekstrom Alley Clontz & Associates, and senior advisor to the Impact Finance Center. He’s reviewed proposals for a wide variety of funders and purposes, co-founded a giving circle, and served on more task forces and committees than he can remember. LinkedIn

Megan Lemieux Bell (She/Her) Director, Engagement megan@daylightadvisors.com Megan is a seasoned partner relations executive with over 20 years of experience leading partner strategies for B2B startups. A graduate of Seattle University with a B.A. in Liberal Studies and a former Jesuit Volunteer Corp member, Megan has always been driven to serve and make an impact. Throughout her career she has supported mission-driven organizations in all stages of operation including newly formed endeavors. Her ability to build relationships, create connections and cultivate community is her superpower. She strongly believes “there is no power for change greater than a community discovering what they care about.” Margaret Wheatley. Megan is the mother of two spirited boys and a sports enthusiast-- competing in multiple triathlons, and most recently dragon boat racing. She is a pseudo party planner, a road trip warrior and an experience seeker. Megan currently serves as Co-Chair on Seattle University Board of Regents. Her volunteer work has included Jesuit Volunteer Corp, Generations Cancer Foundation and City Year. She recently hosted and produced a podcast called, “My Aunt Is A Nun”. LinkedIn