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 and program outline . Register for the Behavioral Philanthropy Certificate or an Annual Certificate Subscription now! INDIVIDUAL OR ANNUAL SUBSCRIPTION CHECKOUT

Learner Voices "IPA challenged me to think critically about how wealth can create meaningful change and gave me a framework to balance fundraising technicalities with compassion and human values. I can't say enough about Daylight's incredible team-especially Tony Macklin, a gifted instructor who challenges assumptions with patience, insight, and genuine care." Brantley Boyett, IPA Giving Docs "IPA expands the traditional definition of philanthropy beyond what we typically describe as a "contribution" of assets. It includes practical tools that enable advisors to better design and implement a strategy to attain a broader social impact for their clients' comprehensive philanthropic efforts." Beth Harper Briglia, CPA & CAP®, IPA Philanthropy Advisor "My experience with the IPA program has been generative, and grounding. The content has been immediately applicable, as well as affirming. The frameworks have provided context, and the regular interactions with other cohort members, have proved to be a welcomed space to gain insights and perspective from seasoned, dedicated peers." Zakiya Lord, IPA The Climate & Clean Energy Equity Fund "I'm so grateful to have learned from leading experts and connected with colleagues around the world, each offering unique perspectives and experiences. The diversity and collaboration within IPA reaffirmed that philanthropy is strongest when it's inclusive, innovative, and driven by impact." Mohamed Alansari, IPA Kooheji Foundation “The IPA program was enlightening, rewarding, and genuinely enjoyable. It challenged me to look beyond technical solutions and deeply understand each client’s story and motivations. The facilitators, a true “who’s who” of sector leaders, grounded every lesson in real-world, client-centered insight. IPA directly shaped PhilanthPro’s evolution, inspiring new purpose and strategy features.” Richard Taylor, IPA Co-Founder & COO, PhilanthPro “IPA reflects where philanthropy is headed. The balance of research and lived experience made the learning both credible and real, and it has elevated my practice by sharpening an already practical lens, bringing greater clarity, depth, and intention to how I guide donors and organizations through increasingly complex decisions.” Debra Faulk, IPA Cause & Effect, LLC “The IPA program gave me the confidence to navigate complex giving strategies. I learned how to truly connect philanthropic planning with client’s values and goals. Now, I feel more prepared to help clients build meaningful legacies that make a real impact.” Doug Page, IPA Greater Tacoma Community Foundation "The Certified Impact Philanthropy Advisor (IPA) program was an incredible learning experience-rich with insights into the global impact advisory space. I gained exposure to innovative methodologies and strategies that have sharpened my approach as a philanthropic strategist. One of the most valuable aspects was connecting with a global network of like-minded professionals." Hugh Lawson, IPA Lawson Leadership Advisory Ltd. "Thank you Daylight for IPA and building this resource with such amazing facilitation. I'm energized by the opportunity ahead: channeling everything we've learned and refined together into helping others direct their giving where it can create the most transformative impact." Kimberly Bailey, IPA Milken Institute "My experience in the IPA program has been mentally nurturing and encouraging. I don't often get the opportunity to engage with wealth advisors, family foundation directors, professional estate planners, philanthropic advisors, and other industry experts. I will be reviewing what I've learned for years to come because the content and tools are a true resource." Jordan Brown, MPH, IPA Movement Voter Project "Launching my philanthropic consulting firm, I wanted to deepen my skills and connect with peers advancing strategic philanthropy. Daylight's Certified Impact Philanthropy Advisor program offered exactly that-a community of talented, compassionate professionals. I'm grateful for the learning and eager to help my clients create meaningful, lasting impact through their giving." Shanan Spencer-Brown, IPA Third Jar Consulting "This program is lighting a fire under everything I know about fundraising and philanthropic advising. I came ready to break a few rules - now I'm realizing we can rewrite them completely. Every organization deserves to soar, and every donor, a chance at real connection. IPA makes it happen." Lauren Elyse Tudor, CAP®, IPA ARCHITECT Philanthropic Collective "My experience with the IPA program has been inspiring and empowering. It's been an invaluable resource, offering critical insights, practical frameworks, and an incredible network of like-minded professionals dedicated to truly better serving clients committed to maximizing their social impact." Sharmila Rao Thakkar, MPH, MPA, CAP®, IPA SRT Advising and Consulting, LLC "IPA has assisted me not only with understanding the tools and strategies for charitable giving but how to assist clients with their other advisors in developing plans for impact. The opportunity to engage with others around the world who are deeply knowledgeable and passionate about being a more thoughtful and impactful planner is an excellent resource for me to strengthen my network and learn from my colleagues." Brian Balduzzi, Esq., Tax LL.M., MBA, CFP®, IPA Faegre Drinker “I’m always seeking ways to grow professionally, and Daylight is a clear standout. Its content is relevant, well-structured, and engaging, offering immediate practical application. Combined with a strong learning platform and opportunities to connect with others in the field, it offers lasting value for those committed to deepening their practice.” Travers Oliver, IPA Founders Pledge "IPA broadened my understanding of philanthropy and strengthened my ability to collaborate with advisors, family offices, and community foundations. Although my role focuses on planned gifts, I gained new strategies and perspectives that improve donor outcomes. Flexible live and on-demand learning, case studies, and cohort connections created lasting relationships." Jon Kraus, IPA University of Denver “IPA sharpened both my technical expertise and my confidence applying it in complex client situations. Working on case studies with peers revealed diverse perspectives and real-world insights, helping me turn knowledge into practical, tailored solutions. It also deepened my impact investing skills and cultural dexterity, equipping me to lead conversations thoughtfully, aligned with each client’s values.” Jill McIlroy, IPA Arizona Community Foundation "IPA fostered meaningful connections with colleagues across diverse roles in the charitable field offering fresh perspectives and new ways of thinking about our shared work and impact." CJ Dates, IPA Adirondack Foundation "I pursued the IPA certification because this work demands more than passion-it requires sophisticated skills in strategic planning and centering community voice. After years of directing large-scale initiatives, I recognized that the field was evolving. Donors increasingly want to fund systemic change, not just services. They want to shift power, not just write checks. And they need advisors who can help them navigate that complexity." Ada Williams Prince, IPA Transformation Architects "The IPA experience deepened my commitment to advancing gender equity and reimagining philanthropy to reflect the leadership and creativity of those closest to the issues." Laura Risimini, IPA Amplify Her Foundation "My IPA experience has been transformative. Learning alongside cohort members of exceptional caliber and character, through thoughtfully designed modules, strengthened my practice and broadened my network. Daylight's carefully curated cohorts foster community, support, and collaboration, amplifying both personal growth and the real-world impact of our work." Milan Ball, IPA Philan "What an incredible community of passionate changemakers who challenge, inspire, and elevate one another! The concepts I've learned are already sparking fresh ideas and strategies to accelerate my work. I highly recommend IPA." Jaclyn Sablosky, IPA ResultsLab "IPA gave me the confidence to own my lane as a philanthropic advisor. The training wasn't dry or distant-it was real, relevant, and rooted in the kind of work I actually do. I walked away with tools I could use the next day, a better sense of my strengths, and clarity on when to call in backup. It didn't just sharpen my technical skills-it affirmed my voice and my value in this field." Jilla Tombar, CAP®, IPA Foundation for Louisiana "I was drawn to the IPA program as a way to deepen and broaden my advisory work. It offered an opportunity to strengthen both my knowledge base and cultural competencies. Through the program, I've expanded my skillset to better share nuanced perspectives with clients and to reflect more thoughtfully on critical needs-locally, regionally, and globally." Michel Vekved, IPA Philanthropy Advisor "IPA takes a modern, comprehensive approach to equipping advisors with a holistic lens to equitably manage, lead, and succeed in an evolving philanthropic sector. You'll learn the fundamentals - like the giving landscape, key terminology, and charitable tax strategies. Most importantly, it will help personalize your approach to advising, with cultural dexterity as a key consideration to advance sustainable progress." Dorothy Stuehmke, MPA, IPA Capital Impact Advisory "Consider the IPA Certification a launching pad to elevate and strengthen one's confidence in being able to better serve those they're called to guide. I'm excited about the domino effect that will be felt throughout time by the advisors and consultants who lean into the wisdom that is collectively shared here." Padric H.B. Scott, MSFP®, CFP®, AEP®, IPA Crossroad Capital Partners "Participating in the IPA program gave me dedicated time to deepen my focus on philanthropic advising at the Oregon Community Foundation. The thoughtfully curated content and rich discussions with a diverse cohort made the experience both intellectually stimulating and personally rewarding. The Daylight platform remains a valuable resource for connecting with peers, exploring new ideas, and accessing insightful materials-relationships that continue to strengthen my work in philanthropic advising." Jennifer Curry, IPA Oregon Community Foundation “I was drawn to IPA by the founders’ intentional vision—supporting individuals and families while building an inclusive certification program. I hadn’t planned a career moving money for good, but learning alongside others, especially BIPOC peers, has been an honor. Daylight has profoundly expanded my practice and understanding of thoughtful, impactful giving.” Aurora Colindres, IPA Power for Good Consulting Inc. "IPA has ignited in me a renewed passion for the practice of philanthropy. I have learned so much from the module materials, instructors, and my peers! This program has given me a platform to explore and investigate my practice in ways that I have never done before!" Brianna Jackson, IPA Stolte Family Foundation "IPA is an incredible professional development experience that strengthened my advisory acumen and fostered lasting friendships and philanthropy allies. I can't wait to apply all this great learning in my work with ARCHITECT clients!" Shannon Walker, IPA ARCHITECT Philanthropic Collective "Learning alongside a cohort of sharp, talented individuals has been a breath of fresh air in a chaotic year. I'm excited to apply all that I learned in IPA to drive meaningful investments tackling our greatest challenges." Corinne Handelman, IPA American Prairie "I recommend Daylight's programs because they move beyond theory into real philanthropic practice. The IPA program pushed me to rethink how community foundation leaders guide donors-not just in transactions, but in purpose, values, and lasting impact. Daylight has accelerated my learning and confidence as a new community foundation CEO." Erik Rankin, IPA Illinois Prairie Community Foundation "The IPA Program has been invaluable in understanding how impact philanthropy advisors think, helping our organization connect more effectively with them. The program excels in synthesizing information from a variety of sources, and incorporates diverse perspectives and exploring the relevance of key issues when working with varied clientele." Kyle Funakoshi, IPA National Forest Foundation "The IPA program was a game-changer for my practice. It gave me practical tools to guide donors toward strategic giving-even while using donor-advised funds as catalytic tools. I now better support charities, wealth advisors, and donors in maximizing impact. And the global community of peers is an invaluable source of insight and encouragement." Mike Todd, IPA Transform Philanthropy "The IPA content is providing me with knowledge and confidence to pursue all areas of philanthropy advising but possibly even more valuable is the connections I have made through this program. The caliber of learners and instructors are top notch. I feel as if I have my own personal At+ advising network at my fingertips and that is priceless." Bree Rose, IPA Nova Chief of Staff "The crew at Daylight Advisors are a dream team of philanthropy professionals who live and breathe best practices in the field. IPA immediately impacted how I work with clients at Greater Tacoma Community Foundation as we strive to educate our community about trust-based philanthropy and removing philanthropic barriers." Steve Saalfeld, CAP®, IPA Greater Tacoma Community Foundation

Daylight was founded by leaders committed to advancing excellence and innovation in philanthropic advising training. Our programs are rooted in decades of real-world experiences across wealth management, philanthropic consulting, charitable planning, family dynamics, program design, and adult education. Daylight is a leading professional development platform equipping advisors with the confidence, competence, and cultural dexterity to grow their philanthropic planning practice. Through its Certified Impact Philanthropy Advisor (IPA) program and certificate offerings, Daylight has set a new benchmark for excellence in philanthropic planning education. Graduates of Daylight join the Impact Advisor Network (IAN), the fastest-growing community of practitioners in philanthropic advising. Board of Directors Chris Blunt President and CEO F&G Annuities & Life Dien Yuen , CAP®, AEP®, IPA CEO Daylight Advisory Board Dianne Chipps Bailey , JD, CAP®, IPA MD, Natl. Philanthropic Strategy Exec. Bank of America Stephanie Becerra Buckley , CAP® Head of Trust Philanthropic Services Wells Fargo Private Bank Avery T. Fontaine , CAP® SVP, Head of Philanthropy & Impact PNC Private Bank Hawthorn Faye Ong , CIPP Exec. Dir. Head of the Phil. Ctr., Sing. & SE Asia, J.P.Morgan Private Bank Edward Wang , 21/64 Cert. Adv., IPA VP, Family Office of Philanthropy Marin Community Foundation Toussaint Bailey Founder & Managing Partner, Uplifing Capital Karen Mae Cheung , LLM, TEP, IPA Reg. Dir of Business Dev., APAC Growth Strategy & Client Mgmt., Equiom Group Hugh Lawson , IPA Principal, Lawson Leadership Advisory Ltd. Padric H.B. Scot t, MSFP®, CFP®, AEP®, CAP®, CLU®, WMCP®, IPA Pres. & CEO, Crossroad Capital Partners Freda L. Zietlow , CFA, NACD.DC® Board Dir., Bank of the Orient, Board Dir., MyriadUSA Brantley Boyett , JD, IPA President and Co-Founder Giving Docs Nina L. Cohen , JD, CAP® Chief Diversity, Equity and Inclusion Officer, Mng. Dir., Glenmede Yvonne L. Moore Founder and Managing Director Moore Philanthropy Birger Stamperdahl , IPA President & CEO of Give2Asia, CEO of Myriad Alliance

Illuminate Philanthropy is the only podcast dedicated to the art and practice of philanthropic advising. Each episode explores emerging trends shaping the field, unpacks tools and vehicles for social impact, and addresses practice management challenges with leading industry experts. 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. We dive into current topics, innovative trends, and the future of philanthropy with Daylight’s learners, faculty, and advisory board—practitioners who are influencing the future of philanthropy and fostering meaningful change. Our guests share unique perspectives and valuable insights into their career paths, professional development, and how they've built successful practices.

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 and program outline . 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 1. Fundamentals in Philanthropic Advising Evolving demands for social impact services from different client segments; the new map of social impact advising services and competencies 2. Social Impact Landscape Trends in uses of resources across multiple sectors; networks and associations in philanthropy; current policy and practice debates 3. Art of Philanthropic Advising Modalities of advising; challenging assumptions of our roles; client philanthropic journeys; techniques to support progress 4. Purpose and Strategy Developing client values, desired impact, understanding of the ecosystem, strategy statement; addressing inequities 5. Charitable Tax Planning Substantiation; types of assets to give and identifying opportunities to use those assets; gift acceptance policies and donor due diligence 6. Legacy and Gift Planning Application of tools such as bequests, life estates, retirement assets, life insurance, charitable trusts, and charitable gift annuities 7. Foundations and Donor Advised Funds Advantages, disadvantages, critiques, applicability of charitable vehicles for grantmaking and operating programs 8. Impact Investing and Alternative Tools Advantages, disadvantages, critiques, applicability of forms of impact investing and types of purpose-led businesses 9. Influence, Leverage and Civic Action Use of advocacy, lobbying, crowdfunding, movement building, and similar tools and strategies 10. Planning for the Future Anticipating clients’ future needs; clarifying value propositions and advisor collaborations; personal development agendas 11. Ethics in Philanthropic Advising Defining responsibilities to self, client, community, and the profession 12. Cultural Dexterity Understanding how our social identities, family traditions, and cultural backgrounds influence wealth, estate, and philanthropic planning Daylight is an approved continuing education (CE) provider for the following organizations and programs: CFP Board | Certified Financial Planner® Investments and Wealth Institute | Certified Private Wealth Advisor®, Certified Investment Management Analyst®, Retirement Management Advisor® The American College of Financial Services | Chartered Advisor in Philanthropy® The American Institute for Philanthropic Studies, California State University Long Beach | Certified Planned Giving Specialist® Certified Fund Raising Executive International | CFRE Successful completion of the IPA program provides 16 hours of eligible CE credit (14.5 eligible hours of CFP® charter holders). WHO NEEDS TO BE AN IPA? Social impact is not just for specialists. Whether in a wealth management firm, DAF sponsor or community foundation, family office, grantmaker or nonprofit, many roles benefit from fluency in philanthropy. IPA is for: Client-facing advisors and team members, to better understand your clients and their families, the options available to them, and to collaborate with fellow advisors. Business development roles, to be nimble and opportunistic with the demands of U/HNW families today. Planning and philanthropic specialists, to support junior team members, and for advanced leaders to update their knowledge and be first to access new courses. Associates interested in social change, to further their career development and boost corporate loyalty and retention. FACULTY Nishita Bakshi MBA, MSAE Philanthropy Advisor Mark Greer MBA, CAP®, IPA Phīla Engaged Giving Shelly Kurtz Eagle Pointe Advisors Rebecca Rothey CFRE, CAP®, AEP® Aquanetta Betts JD, AEP®, CAP®, CFRE Johnson Betts, LLC Steve Grourke CAP®, CFRE, IPA National Park Foundation Cris Chapparo Lutz The Huntington Library, Art Museum, and Botanical Gardens Beth Harper Briglia CPA, CAP® Philanthropic Advisor Andrew Ho MBA, CAP®, IPA National Academy of Sciences Tony Macklin CAP®, IPA Daylight Ginni Galicinao ACFWA, CAP®, CPCC, ORSC, IPA Dynamics of Family Wealth Seth Klukoff Eoan Strategies, LLC Rick Peck CAP®, CFP®, ChFC®, IPA Richard C. Peck Consulting, LLC FEES You have the chance to participate in the most ambitious, modern philanthropic learning opportunity available, and benefit from Daylight’s national network and years of instructional and practitioner expertise. IPAs can immediately leverage new skills, connections and visibility with clients and teams, and in the marketplace. Special partnership opportunities are available for organizations interested in maximizing IPA’s national kickoff. About 30 hours, start-to-finish 12-15 advisors per cohort 12 self-paced modules 5 case studies 10 live virtual cohort conversation IPA Workbook HOW IT WORKS For Profit: $2,600* Nonprofit & Independent Practitioners: $2,250* *Webinar/Info Session Special - Save $250 FEES Cohorts starting in April and July . Still have questions? See our FAQs . Register for a live info session. Download IPA program description. WEBINAR/INFO SESSION SPECIAL REGISTRATION To register for IPA with the info session discount, click here to add IPA to your cart from this page and checkout using promo code: IPAINFO . By using this code, you are acknowledging that you participated in a live IPA Info Session. IPA About Experience Faculty Fees Registration IPA: A New Standard for Impact Quick Links About Experience Who Faculty Fees Registration

Written by advisors for advisors, DAFopedia draws on the collective intelligence of leaders from the wealth advisory and philanthropic sectors to help you navigate the evolving landscape of DAF giving and beyond. DAFopedia, created by Daylight , is a curated, expert-driven resource delivering concise, actionable insights on donor-advised fund (DAF) giving and beyond. With DAFs expanding rapidly but educational resources lagging, we launched DAFopedia to modernize philanthropic education and equip the wealth industry with the tools it needs for today’s giving landscape. Written by advisors for advisors, DAFopedia draws on the collective intelligence of leaders from the wealth advisory and philanthropic sectors to help you navigate the evolving landscape of DAFs. Whether you are guiding clients, stewarding resources, or leading initiatives, DAFopedia is your one-stop, trusted resource for understanding what’s happening, what works, and what’s next in the world of DAF giving. DAFopedia is led by the Daylight team in partnership with the DAFopedia Working Group . We are committed to strengthening the field of philanthropic advising. Alanna Casselle Chew , IPA Philanthropy Advisor Geneva Global Jordan Richardson , AIF®, CAP®, IPA Charitable Strategist REN Steve Grourke , CAP®, IPA SVP, Leadership & Planned Giving National Park Foundation Shannon Stagner , IPA Donor Relations Officer, Austin Community Foundation Solomon Kim , IPA SVP, Financial Advisor Morgan Stanley Rebecca Stibbe , MA, CAP®, IPA Director of Family Philanthropy Myriad USA Mike Rea , IPA Founder ClimeOn Explore DAFopedia

Earning the Impact Philanthropic Advisor certification signifies the successful completion of a rigorous 12-module program designed to cultivate the relational, technical, and practical skills essential for effective philanthropic planning. Through independent study and collaborative discussions, the program further enhances the capabilities of advisors to support the evolving needs and expectations of families, organizations, and communities. Edit About Chat Experience User Faculty Camera Fees Mail Register THE IMPACT PHILANTHROPY ADVISOR CERTIFICATION Amidst a historic $124 trillion intergenerational transfer of wealth, clients are turning to advisors for more than investments and tax planning, and philanthropy’s tools, considerations and goals have become more complex. Daylight’s learning platform and network are designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact. With a mix of expert facilitation and on-demand instruction available online over 20 weeks, the Impact Philanthropy Advisor program (IPA) offers the skills and connections to confidently support the needs and expectations of families, organizations and communities today. 518 IPA Learners Enrolled 328 Certified IPAs 97% Graduation Rate 50 Community Foundation Represented 12 Countries/ Regions Net Promoter Score Our IPA program received a world-class rating that reflects the strength of our learning community. NPS 83 "Consider the IPA Certification a launching pad to elevate and strengthen one's confidence in being able to better serve those they're called to guide. I'm excited about the domino effect that will be felt throughout time by the advisors and consultants who lean into the wisdom that is collectively shared here." Padric H.B. Scott Founder & CEO, Crossroad Capital Partners "Daylight offers a comprehensive view of the field along with practical tools to help shape your unique approach. In a space where formal certification has been lacking, Daylight is leading the way by helping professionals build core competencies and define their practice." Jennifer Curry Director of Giving Strategies, Oregon Community Foundation "My experience with Daylight and the IPA program was exceptional. IPA offered a comprehensive overview of the philanthropic landscape, from giving vehicles to advisory strategies, while remaining highly practical and applicable to day-to-day work. The program created a valuable space to connect with thoughtful, like-minded peers across the sector." Travers Oliver Head of Philanthropic Strategies, Founders Pledge IPAs in Their Own Words THE IPA EXPERIENCE The Impact Philanthropy Advisor certification is a state-of-the-art learning program. IPA participants will receive • 20 weeks of learning designed by expert advisors • On-demand content and case studies • Live group discussions facilitated by industry practitioners • New peer connections • Continuing education credits • Celebrations and virtual graduation • One year access to the Impact Advisors Network • Complimentary access to Collaborative Philanthropy Certificate 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 THE PROGRAM HOW IT WORKS About 30 hours, start-to-finish 12-15 advisors per cohort 12 self-paced modules 5 case studies 10 live virtual cohort conversations Successful completion of the IPA program provides 16 hours of eligible CE credit. CFP Board | Certified Financial Planner® (14.5 eligible hours) Investments and Wealth Institute | Certified Private Wealth Advisor®, Certified Investment Management Analyst®, Retirement Management Advisor® The American College of Financial Services | Chartered Advisor in Philanthropy® The American Institute for Philanthropic Studies, CSU Long Beach | Certified Planned Giving Specialist® Certified Fund Raising Executive International | CFRE IPA MODULES 1. Fundamentals in Philanthropic Advising 2. Social Impact Landscape 3. Art of Philanthropic Advising 4. Purpose and Strategy 5. Charitable Tax Planning 6. Legacy and Gift Planning 7. Foundations and Donor Advised Funds 8. Impact Investing and Alternative Tools 9. Influence, Leverage and Civic Action 10. Planning for the Future 11. Ethics in Philanthropic Advising 12. Cultural Dexterity Download IPA program description and program outline . WHO NEEDS TO BE AN IPA? Whether in a wealth management firm, DAF sponsor or community foundation, family office, grantmaker or nonprofit, many roles benefit from fluency in philanthropy. IPA is for: Client-facing advisors and team members, to better understand your clients and their families, the options available to them, and to collaborate with fellow advisors. Business development roles, to be nimble and opportunistic with the demands of U/HNW families today. Planning and philanthropic specialists, to support junior team members, and for advanced leaders to update their knowledge and be first to access new courses. Associates interested in social change, to further their career development and boost firm loyalty and retention. FACULTY Nishita Bakshi MBA, MSAE, IPA Philanthropy Advisor Aquanetta Betts JD, AEP®, CAP®, CFRE, IPA Johnson Betts, LLC Beth Harper Briglia CPA, CAP®, IPA Philanthropic Advisor Ginni Galicinao ACFBA, ACFWA, CAP®, CPCC, ORSC, IPA Dynamics of Family Wealth Mark Greer MBA, CAP®, IPA Phīla Engaged Giving Steve Grourke CAP®, CFRE, IPA National Park Foundation Andrew Ho MBA, CAP®, IPA National Academy of Sciences Seth Klukoff IPA Eoan Strategies, LLC Shelly Kurtz IPA Eagle Pointe Advisors Cris Chapparo Lutz CAP®, CSPG, IPA The Huntington Library, Art Museum, and Botanical Gardens Tony Macklin CAP®, IPA Daylight Rick Peck CAP®, CFP®, ChFC®, IPA Richard C. Peck Consulting, LLC Rebecca Rothey CFRE, CAP®, AEP®, IPA FACILITATORS Bleu Blakslee IPA Quantum Philanthropy Partners Consulting LLC Beth Harper Briglia CPA, CAP®, IPA Philanthropic Advisor Jaimi Cortes MBA, IPA COR Philanthropic Strategies Kristin Giant JD, IPA Hyperlocal Impact Consultants, LLC Randi Hogan CAP®, IPA Hogan Philanthropy Consulting Zakiya Lord CFRE, CAP®, IPA The Climate & Clean Energy Equity Fund Ruyi Lu IPA CCS Fundraising Tony Macklin CAP®, IPA Tony Macklin Consulting Rob McPherson IPA The Indianapolis Foundation Doug Page CAP®, IPA Greater Tacoma Community Foundation Erik Rankin MS, MPS, IPA Illinois Prairie Community Foundation Dorothy Stuehmke MPA, CAP®, IPA Capital Impact Advisory Jilla Tombar CAP®, IPA Blackbridge Philanthropic Joy Webb MBA, CAP®, IPA Philanthropic Advisor REGISTER Cohorts starting in July and October . Space is limited. Groups are intentionally limited to 12-15 participants to maintain a high-quality learning experience. Secure your spot today. Enroll Now Impact Philanthropy Advisor - Nonprofit & Independent Practitioners Price $2,500.00 Enroll Now Impact Philanthropy Advisor - For Profit Professionals Price $2,850.00 Still have questions? See our FAQs . Register for a live info session. Not ready for the Certified IPA program? Join our Introduction to Philanthropic Planning Certificate - a complimentary, two-module, self-study program! IPA Experience Faculty Register IPA: A New Standard for Impact Quick Links About NPS Testimonials Experience IPA Modules Who Faculty Facilitators Register

Daylight's original research and thought leadership in philanthropic advising sets a new standard, delivering practical and field-informed guidance to strengthen, connect, and elevate the philanthropic advising profession. In Practice Bringing ideas and resources to light. Philanthropic Advising Learning Journey View More Singapore Gives — But Not Always: Here’s Why View More The Rise of the Philanthropic Advisor Entrepreneurs View More Who Recommends Donor-Advised Funds? View More Insights From the Philanthropic Advising Competency Model View More Turning Advisors Into Ambassadors View More SEE MORE

This certificate program explores the fundamentals of gift planning, the giving vehicles every advisor should know about, and forward-thinking strategies for donating noncash assets. It also examines emerging trends in philanthropy and how advisors can leverage them to create positive outcomes for both clients and their communities. Certificates Gift Planning Certificate With more than $105 trillion passing to the next generation and $18 trillion to charities, now is the time for advisors to deepen their expertise in gift planning to effectively support their clients' philanthropic plans. The Gift Planning Certificate equips advisors with the knowledge and tools to help clients make meaningful, tax-efficient gifts that reflect their values and create lasting legacies. This certificate program explores the fundamentals of gift planning, the giving vehicles every advisor should know about, and forward-thinking strategies for donating noncash assets. It also examines emerging trends in philanthropy and how advisors can leverage them to create positive outcomes for both clients and their communities. The curriculum blends technical expertise with cultural and values-driven insights, preparing advisors to navigate complex planning conversations and solutions for clients and the organizations they care about. Source: Giving USA 2025 Report In 2024, Americans gave $45.8 billion to charities through bequests — representing 8% of the nation’s total charitable giving of $592.5 billion. LEARNING OBJECTIVES Understand the core principles of gift planning, including key giving vehicles and the strategic opportunities created through noncash gifts. Equip advisors with practical tools and frameworks to help clients achieve their philanthropic goals and make a lasting impact through gifts from their estate and financial plans. Evaluate how current giving trends, generational shifts, the great wealth transfer, and cultural nuances influence decision-making and long-term giving strategies. FACULTY Aquanetta Betts , JD, CAP®, AEP®, CFRE Aquanetta Betts is the founder and principal consultant of Johnson Betts, LLC. She has experience helping nonprofits grow their planned giving pipelines, and she partners with professional advisors and charitable individuals on effective giving strategies. Crystal Thompkins , CAP®, CSPG, IPA Crystal Thompkins is Director of Strategic Impact at Daylight and founder and principal of TrueCrystal Consulting. She has a depth of experience in planned giving program management and philanthropic planning across the wealth spectrum, with a focus on increasing awareness of and access to gift planning resources and education. Gift Planning Certificate Modules What is Gift Planning? Donor Motivations and Goals Gift Planning Vehicles Estate Planning Integration Legacy and Succession Course Format Program Type: Certificate program - asynchronous course with module quizzes Program Delivery: Readings, case study, videos, graphics, downloadable advisor resources Program Complexity Level: Intermediate Daylight is an approved CE sponsor. Continuing education credits are pending for completion of the Gift Planning Certificate. CFP®, CPWA®, CIMA®, RMA® CAP®, CFRE, CSPGCM Download Gift Planning Certificate program description. Register for an individual certificate or an Annual Certificate Subscription now! INDIVIDUAL OR ANNUAL SUBSCRIPTION CHECKOUT

You’ll gain insights into the differentiated needs, preferences, and behaviors of women in managing their finances and how those decisions are reflected in their philanthropy and social impact goals. Certificates Philanthropic Planning with Women Certificate Today, women control over $10 trillion, a third of US household financial assets. By 2030, they will control $34 trillion in financial assets as part of the Great Wealth Transfer. As women become more active in financial decision-making, understanding their goals and investment preferences is a business imperative. As clients, women are more likely to donate to charities, want to involve their families in philanthropy, and invest in social and environmental impact goals. In this certificate, you’ll gain insights into the differentiated needs, preferences, and behaviors of women in managing their finances and how those decisions are reflected in their philanthropy and social impact goals. 53% of female-controlled assets are unmanaged, compared to 45% for men. This represents a $10 trillion opportunity for firms recognizing female investors' unique goals and preferences. The new face of wealth: The rise of the female investor, McKinsey, 2025 With women set to control over $34 trillion in assets by 2030, understanding how they give, invest, and build a legacy is no longer optional — it's essential. Women are leading with purpose, seeking advisors who respect their priorities and support their desire to use wealth as a tool for impact. This course offers the knowledge and practical tools to engage women with clarity, confidence, and integrity. —Erin Hulme Oceguera LEARNING OBJECTIVES Understand the life events and motivations that influence women's philanthropic journeys, and how advisors need to adjust their approach and practices accordingly. Evaluate the strategy, tools, and funding options to support women as clients in maximizing their impact. Develop culturally competent approaches to advising women across diverse backgrounds. FACULTY Bleu Blakslee Bleu Blakslee is a nationally and internationally noted philanthropic strategist with over 35 years of nonprofit leadership experience, specializing in complex giving, planned giving, social impact strategy, and NextGen engagement. Bleu is a recognized leader in sector innovation—pioneering philanthropic applications of Web3, crypto, and non-cash asset giving—and has worked with family offices, professional advisors, and multi-generational donors to align values with impact. Darley Tom Darley Tom is a connector and changemaker, passionate about community and impact. As Managing Partner and Experience Architect for Maverick Collective, she leverages nearly 20 years of cross-sector experience to drive bold, purpose-driven initiatives. With a background in journalism, global programs, and luxury marketing, she blends creativity with business strategy to foster innovation. Darley’s ability to connect ideas, people, and purpose continues to create lasting impact across communities and philanthropic efforts. Beyond work, she enjoys gardening, hands-on creative projects, and archery. Denise Sarkor With over 18 years of experience at the intersection of financial services, business strategy, and human development, Denise Sarkor is Principal & Private Wealth Advisor at Sarkor Financial Advisors—a fee-only financial planning and investment management firm. In this capacity, she advises trailblazing—yet underestimated—community leaders, career executives, and small business owners on their personal financial plans, portfolios, trusts, estates, and philanthropic vehicles. Dien Yuen Dien is the Founder and CEO of Daylight, a learning partner equipping wealth and philanthropic advisors with the confidence, competence, and cultural dexterity to grow their practices, strengthen client relationships, and lead with impact. She was named in Wealthmanagement.com ’s 2025 Ten to Watch: Innovators and Influencers Set to Change the Industry. Dien 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 Wealth Management Institute in Singapore, where she serves as lead faculty for philanthropy. Dien’s early career included senior roles in wealth management and global development organizations. Ellen Remmer Ellen Remmer is Co-Founder of Invest for Better and a champion for impact investing, philanthropy and social change. She launched Invest for Better with Co-Founder Janine Firpo in 2021, after incubating it at The Philanthropic Initiative, where she is a Senior Partner and served as President & CEO from 2006-2011. Ellen is also the President of the Remmer Family Foundation, on the Board of Prosperity Catalyst and the Maine Chapter of The Nature Conservancy, and a member of the Oxfam Leadership Council. Erin Hulme Erin is an independent philanthropy advisor with over 20 years of experience guiding philanthropists and nonprofit organizations in strategy development, resource mobilization, and the creation of high-impact partnerships. Her background includes leading the philanthropy team at the WHO Foundation and advancing gender-lens giving, collaborative philanthropy, and cross-border funding initiatives as part of the Philanthropic Partnerships team at the Bill & Melinda Gates Foundation. Erin launched her career at the United Nations Foundation and the International Business Leaders Forum, partnering with Fortune 500 companies to drive sustainability and global development. Jensyn Hallett Jensyn Hallett is a leader in philanthropy, gender equity, and economic development with over 15 years of experience advancing initiatives that empower women and build inclusive economies. She leads strategic partnerships at Invest for Better and founded Alivest, advising funders and entrepreneurs on aligning capital with impact. She also serves as Executive Director of the Southern Capital Project, expanding wealth-building opportunities for women. Jensyn teaches impact investing and social entrepreneurship, mentors emerging leaders, and previously led global investments as Director of Impact Capital at Heifer International. Rena Greifinger Rena Greifinger is an award-winning social entrepreneur, philanthropy leader, and advocate for gender equality. As Managing Partner of Maverick Collective, she works to unlock the power and potential of women and their capital to advance health and equity across the world. From founding and scaling a national leadership and mentoring program for young people living with HIV, to working in over 20 countries to bring better quality sexual and reproductive health services and access to adolescent girls, to launching a community of bold women investors as they catalyze impact for gender equality, she leads with purpose, authenticity, and joy. Yolanda F. Johnson A trusted leader in fundraising, philanthropy and Inclusive Philanthropy, Yolanda F. Johnson is the founder of Women of Color in Fundraising and Philanthropy (WOC) and a sought-after keynote speaker, instructor, panelist, and moderator for various presenting organizations and academic institutions nationwide and internationally. Yolanda is a founding member of the Women’s Philanthropy Alliance, a core group of industry experts and thought leaders on Women's Philanthropy. Yolanda is a member of the Women’s Philanthropy Institute National Council as well as the Leadership Network for the Amplify Her Charitable Foundation. She is a member of the Impact-Driven Philanthropy Collaborative and serves on the Marketing Committee of Advisors in Philanthropy. FEATURED INDUSTRY PRACTITIONERS Shilpa Andalkar, CFP®, CDFA® Shari Fleming, Esq., AEP®, CAP® Elaine Martyn Stephanie Ellis-Smith, CAP® Hali Lee Heather McLeod Grant Philanthropic Planning with Women Certificate Modules Planning for the New Majority in Wealth Life Events that Impact Giving Financial, Estate and Philanthropic Planning Planning and Engaging with Purpose Investing for Impact Strategy to Execution Course Format 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 Philanthropic Planning with Women Certificate. CFP®, CPWA®, CIMA®, RMA®: 6.5 hours CAP®, CFRE, CSPGCM: 6.5 hours Download Philanthropic Planning with Women Certificate program description and program outline . Register for the Philanthropic Planning with Women Certificate or an Annual Certificate Subscription now! INDIVIDUAL OR ANNUAL SUBSCRIPTION CHECKOUT