Certificates

The Behavioral Philanthropy Certificate, created in partnership with ideas42, offers advisors a unique opportunity to deepen their understanding of how behavioral science and philanthropic advising intersect. 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. By the end of the program, you will gain a solid grounding in behavioral principles and develop actionable strategies that can be implemented to enhance client and donor relationships and drive meaningful change in the philanthropic landscape. Launching in January.

Take your advisory practice to the next level with our Impact Investing Certificate—the premier program for financial professionals looking to drive meaningful change while achieving exceptional client outcomes. This certificate equips you with cutting-edge knowledge and practical tools to integrate impact investments into client portfolios, aligning financial goals with values such as sustainability, social equity, and ethical governance. With the demand for responsible investing rising, this credential positions you as a trusted expert in a growing market, empowering you to build deeper client relationships and differentiate your practice. Invest in your future—and the planet's—by becoming a leader in impact investing. Launching in February.

Donors and foundations increasingly want to work alongside other donors. They want to leverage their peers’ knowledge, resources, and lists of effective nonprofits, movements, and impact investments. But how will they navigate the hundreds of choices available? As an advisor, you have a unique opportunity to help clients and donors increase their impact and satisfaction through the power of collective and collaborative giving. In this certificate, you’ll dive into global trends and cutting-edge research, learn to compare and assess options for clients, and engage with real-world case studies highlighting how donors are using collaborative funds, giving and investing circles, women’s funds, and similar tools. Created in partnership with Philanthropy Together, the Collaborative Giving Certificate will provide you with actionable strategies to integrate the power of collective and collaborative giving practices into your client offerings. Launching in March.

More than 99% of U.S. companies are privately owned. Their founders and owners contribute more money and time than non-entrepreneurs. They’re more likely to consider themselves philanthropists, to be hands-on in their philanthropy, and to leave legacy gifts. About 69% of these business owners want to incorporate charitable giving into their plans for exiting their businesses. In this certificate, you’ll learn about the demographic trends in wealth building through business ownership and the philanthropic planning implications of different business structures and assets. You’ll gain insights into frameworks for managing companies’ philanthropy and social impact programs. You’ll also learn about your role in helping business owners find their purpose and meet philanthropic planning goals before, during, and after exits from their businesses. Launching in June.

Today, women control over $10 trillion, a third of US household financial assets. By 2030, they will control $30 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. Launching in July.

The number of adults who identify as lesbian, gay, bisexual, transgender, or queer has doubled over the past decade. Compared to households led by opposite-sex couples, households led by same-sex couples have a higher median income, build wealth more quickly, and are more likely to prioritize giving back, activism, and sustainable investing.

As an advisor, you have a remarkable opportunity to grow your practice and impact through more focused philanthropic planning with LGBTQ+ clients. Daylight’s new certificate will ground you in the cultural competencies the LGBTQ+ communities desire in advisors and nonprofits. You’ll learn how to navigate the unique financial, tax, legal, estate, and gift planning issues the communities face. You’ll also become more fluent in the philanthropic landscape of donor education and collaboration, values-aligned investing, and advocacy opportunities critical to the communities. Launching in August.