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 • Hampton Roads Estate Planning Council Virginia Beach Jan 21 Button • TIFIN Give Webinar Virtual Jan 22 Button • WOC Learning Lab: Getting to Give Virtual Jan 23 Button JANUARY • IDPC Meeting New Orleans Feb 19-21 Button FEBRUARY MARCH • Hawaii Gift Planning Council Honolulu March 6 Button • Washington Planned Giving Council Seattle March 10 Button • CoLab Summit hosted by Gates Foundation & Philanthropy Together San Francisco March 11-13 Button • AdNet 2025 Atlanta March 24-26 Button APRIL • WMI Singapore CIPP Program Singapore April 8-11 Button • DAF Professional Certificate Program, The American College of Financial Services Dallas April 8-9 Button • CASE Conference on Diverse Philanthropy & Leadership Washington DC April 16-18 Button • NCPGC Annual Conference San Francisco April 22 Button Post-Election Webinar View More Webinar: Adapting to 8 Trends in Philanthropic Advising in SE Asia View More Webinar: Adapting to 8 Trends in Philanthropic Advising View More

Bringing ideas and resources to light for philanthropy advisors and philanthropic planning Our Ideas In Practice Bringing ideas and resources to light What does it take to be a great philanthropic advisor? What does it take to be a great philanthropic advisor? Advising the Modern Philanthropic Client Advising the Modern Philanthropic Client I Learn Best When... I Learn Best When... SEE MORE In the Field Where to find us in-person and virtually SEE CALENDAR

The Impact Philanthropy Advisor certificate is a state-of-the-art learning program crafted with decades of experience in philanthropic advising, wealth management, and philanthropic education. Edit About Chat Experience User Faculty Camera Fees Mail Register THE IMPACT PHILANTHROPY ADVISOR CERTIFICATION Daylight’s learning platform and network are designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact. Your home for lifelong learning, Daylight has something for all advisor skill levels and roles – and becoming an Impact Philanthropy Advisor is where you start . With a mix of expert facilitation and on-demand instruction available online over 20 weeks, the Impact Philanthropy Advisor certificate (IPA) offers the skills and connections to confidently support the needs and expectations of families, organizations and communities today. IPA will help you: Deepen client relationships Seize growth opportunities Accelerate and share your skills Spark social impact and family legacies It’s a transformative era for wealth and philanthropy, requiring new competencies and cultural dexterity to thrive. Amidst a historic $124 trillion intergenerational transfer of wealth, clients are turning to advisors for more than investments and tax planning, and philanthropy’s tools, considerations and goals have become more complex. It’s the perfect time to skill up with IPA. THE IPA EXPERIENCE The Impact Philanthropy Advisor certification is a state-of-the-art learning program crafted with decades of experience in philanthropic advising, wealth management and philanthropic education. IPA is the flagship course created by Daylight to meet the demand for contemporary and robust learning solutions. The Advisory Board and faculty, representing the sector’s diversity and breadth, ensure IPA is accessible, relevant and valuable. IPA participants will receive • 20 weeks of learning designed by expert advisors • On-demand content and case studies • Live group discussions facilitated by industry practitioners • New peer connections within your cohort • Continuing education credits • Complimentary content just for IPAs • First access to the Impact Advisors Network • Celebrations and graduation invitations IPA WILL ADVANCE YOUR PRACTICE IN 3 AREAS TECHNICAL Align client values and priorities to achieve philanthropic objectives Assess features and benefits of charitable and non-charitable giving tools Integrate giving strategies within wealth, estate, tax, and philanthropic planning opportunities RELATIONAL Apply a cultural dexterity framework to support a range of client generations and backgrounds Identify the phases of the client impact journey and motivations Develop your skills and personal style to deepen philanthropic conversations PRACTICAL Examine the current philanthropic landscape, trends and debates Develop a sustainable philanthropic strategy and expand client relationships Assess the ethical obligations of a philanthropy advisor IPA MODULES Fundamentals 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 the Future 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 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® MD, Chief DEI Officer Strategic Advisor, Center for Family Philanthropy & Wealth Education, 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® Phila 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® Rothey Planned Giving Services 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: $2,850 Nonprofit & Independent Practitioners: $2,500 FEES Cohorts starting in April 2025 and July 2025 . Still have questions? See our FAQs . Watch our info session video. Download IPA program description. REGISTER First name Last name Email Code Phone 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 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 - $2850 Nonprofit & Independent Practitioner - $2500 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 cohort preferences. April 2025 Cohort - Group 1 April 2025 Cohort - Group 2 April 2025 Cohort - Group 3 April 2025 Cohort - Group 4 April 2025 Cohort - Group 5 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 (Cohort options: April 2025 and July 2025 ) Checkout IPA About Experience Advisory Board Faculty Fees Register IPA: A New Standard for Impact Quick Links About Experience Who Advisory Board Faculty Fees Register

Daylight is a global hub for philanthropic learning, practice, and research. It is home to the flagship program, the Impact Philanthropy Advisor (IPA) Certificate Program for philanthropic and wealth advisors. Certificates 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 a transformative era for wealth and philanthropy, requiring new competencies and cultural dexterity to thrive. 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. 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. Clients who receive charitable planning are more loyal and likely to recommend their advisors. Advisors who offer charitable planning Net Promoter Score: 67 Advisors who don't offer charitable planning Net Promoter Score: 49 https://www.fidelitycharitable.org/content/dam/fc-public/docs/insights/on-the-leading-edge-report.pdf 6x Assets Firms that offer charitable planning had 6x the median assets of those that do not. 3x Organic Growth Firms that offer charitable planning had 3x the median organic growth of those that do not. 1.3x New Money Firms that offer charitable planning had 1.3x the median new money per investor of those that do not. https://www.fidelitycharitable.org/content/dam/fc-public/docs/insights/on-the-leading-edge-report.pdf CERTIFICATE OFFERINGS Behavioral Philanthropy Certificate 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. Impact Investing Certificate 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. Collaborative Philanthropy Certificate 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. Philanthropic Planning with Business Owners 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. Philanthropic Planning with Women 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. Philanthropic Planning with LGBTQ+ Clients 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. 84% of individual investors say they're interested in using their investing dollars to affect social and environmental change. Source: Morgan Stanley's Sustainable Investing Report 79% of investors agree they would be much more loyal to a financial advisor who actively helps them invest in a way that also has positive impact on the world. Source: Nuveen's Sixth Annual Responsible Investing Survey CERTIFICATES OFFER FLEXIBLE ONLINE LEARNING Our online certificate programs provide you with the knowledge to confidently support the needs and expectations of your clients. They're designed to help you immediately leverage new skills, build stronger relationships, and showcase your expertise. Each certificate program includes four to six modules and can be completed online in eight to ten hours at your own pace. Continuing education credits are available for each program. Take advantage of the special pricing for the annual certificate subscription, which includes 12 months of learning, and consider bundling it with the Impact Philanthropy Advisor certification! Individual Certificates Annual Subscription Certificate Subscription + Impact Philanthropy Advisor Bundle (ends 3/31) Nonprofit & Independent Practitioner $700 $1,400 $3,000 (savings of $900) For Profit $800 $1,500 $3,500 (savings of $850) Flexible, online access 🟡 🟡 🟡 Interact with an online community of practitioners 🟡 🟡 🟡 Continuing education hours available 🟡 🟡 🟡 Be a part of the Impact Advisors Network ($300 value) 🟡 🟡 Deep dive into a specific topic or client segment; complete in 8 to 10 hours 🟡 🟡 🟡 Access all certificates (6 in 2025 and more in 2026; $4,800 value) 🟡 🟡 Learn with a group of peers; live Zoom sessions 🟡 20 weeks; 12 modules of technical and relational content to support your contemporary clients 🟡 Showcase your expertise Certificate of Completion Certificate of Completion Certification for IPA; Certificate of Completion for certificates Still have questions? See our FAQs . INDIVIDUAL OR SUBSCRIPTION CHECKOUT IPA + ANNUAL SUBSCRIPTION BUNDLE CHECKOUT Notify me when individual certificates launch. CERTIFICATE REGISTRATION First name Last name Email Code Phone City Region/State/Province Country Company Position/Role How did you hear about our certificates/IPA? Please share your friend's name so we may thank them! I agree to abide by Daylight's Guiding Principles. I understand all individual certificate and subscription purchases are final. I would like to receive other communications from Daylight. You can unsubscribe from these communications at any time. Select a certificate registration option: * Annual Subscription (Nonprofit & Independent Practitioner) - $1400 Annual Subscription (For Profit Professional) - $1500 Individual Certificate (Nonprofit & Independent Practitioner) - $700 Individual Certificate (For Profit Professionals) - $800 Individual certificate options: (select one) Behavioral Philanthropy Certificate Impact Investing Certificate Checkout Thank you! You will receive notification prior to certificates launching.

The Impact Philanthropy Advisor certificate is a state-of-the-art learning program crafted with decades of experience in philanthropic advising, wealth management, and philanthropic education. Edit About Chat Experience User Faculty Camera Fees Mail Register THE IMPACT PHILANTHROPY ADVISOR CERTIFICATION Daylight’s learning platform and network are designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact. Your home for lifelong learning, Daylight has something for all advisor skill levels and roles – and becoming an Impact Philanthropy Advisor is where you start . With a mix of expert facilitation and on-demand instruction available online over 20 weeks, the Impact Philanthropy Advisor certificate (IPA) offers the skills and connections to confidently support the needs and expectations of families, organizations and communities today. IPA will help you: Deepen client relationships Seize growth opportunities Accelerate and share your skills Spark social impact and family legacies It’s a transformative era for wealth and philanthropy, requiring new competencies and cultural dexterity to thrive. Amidst a historic $124 trillion intergenerational transfer of wealth, clients are turning to advisors for more than investments and tax planning, and philanthropy’s tools, considerations and goals have become more complex. It’s the perfect time to skill up with IPA. THE IPA EXPERIENCE The Impact Philanthropy Advisor certification is a state-of-the-art learning program crafted with decades of experience in philanthropic advising, wealth management and philanthropic education. IPA is the flagship course created by Daylight to meet the demand for contemporary and robust learning solutions. The Advisory Board and faculty, representing the sector’s diversity and breadth, ensure IPA is accessible, relevant and valuable. IPA participants will receive • 20 weeks of learning designed by expert advisors • On-demand content and case studies • Live group discussions facilitated by industry practitioners • New peer connections within your cohort • Continuing education credits • Complimentary content just for IPAs • First access to the Impact Advisors Network • Celebrations and graduation invitations IPA WILL ADVANCE YOUR PRACTICE IN 3 AREAS TECHNICAL Align client values and priorities to achieve philanthropic objectives Assess features and benefits of charitable and non-charitable giving tools Integrate giving strategies within wealth, estate, tax, and philanthropic planning opportunities RELATIONAL Apply a cultural dexterity framework to support a range of client generations and backgrounds Identify the phases of the client impact journey and motivations Develop your skills and personal style to deepen philanthropic conversations PRACTICAL Examine the current philanthropic landscape, trends and debates Develop a sustainable philanthropic strategy and expand client relationships Assess the ethical obligations of a philanthropy advisor IPA MODULES Fundamentals 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 the Future 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 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® MD, Chief DEI Officer Strategic Advisor, Center for Family Philanthropy & Wealth Education, 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® Phila 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® Rothey Planned Giving Services 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: $2,850 Nonprofit & Independent Practitioners: $2,500 FEES April 2025 Cohort Live Session Schedule Still have questions? See our FAQs . Watch our info session video. Download IPA program description. EXECUTIVE COHORT REGISTRATION First name Last name Email Code Phone City Region/State/Province Country Company Alternate Contact/Assistant Name Position/Role Alternate Contact/Assistant Phone Alternate Contact/Assistant Email How did you hear about IPA? Please share your friend's name so we may thank them! 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 - $2850 Nonprofit & Independent Practitioner - $2500 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 . Checkout IPA About Experience Advisory Board Faculty Fees Register IPA: A New Standard for Impact Quick Links About Experience Who Advisory Board Faculty Fees Register

Daylight is a global hub for philanthropic learning, practice, and research. It is home to the flagship program, the Impact Philanthropy Advisor (IPA) Certificate Program for philanthropic and wealth advisors. Daylight Partners 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 a transformative era for wealth and philanthropy, requiring new competencies and cultural dexterity to thrive. 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. 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. Clients who receive charitable planning are more loyal and likely to recommend their advisors. Advisors who offer charitable planning Net Promoter Score: 67 Advisors who don't offer charitable planning Net Promoter Score: 49 https://www.fidelitycharitable.org/content/dam/fc-public/docs/insights/on-the-leading-edge-report.pdf 6x Assets Firms that offer charitable planning had 6x the median assets of those that do not. 3x Organic Growth Firms that offer charitable planning had 3x the median organic growth of those that do not. 1.3x New Money Firms that offer charitable planning had 1.3x the median new money per investor of those that do not. https://www.fidelitycharitable.org/content/dam/fc-public/docs/insights/on-the-leading-edge-report.pdf CERTIFICATE OFFERINGS Behavioral Philanthropy Certificate 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. Impact Investing Certificate 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. Collaborative Philanthropy Certificate 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. Philanthropic Planning with Business Owners 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. Philanthropic Planning with Women 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. Philanthropic Planning with LGBTQ+ Clients 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. 84% of individual investors say they're interested in using their investing dollars to affect social and environmental change. Source: Morgan Stanley's Sustainable Investing Report 79% of investors agree they would be much more loyal to a financial advisor who actively helps them invest in a way that also has positive impact on the world. Source: Nuveen's Sixth Annual Responsible Investing Survey CERTIFICATES OFFER FLEXIBLE ONLINE LEARNING Our online certificate programs provide you with the knowledge to confidently support the needs and expectations of your clients. They're designed to help you immediately leverage new skills, build stronger relationships, and showcase your expertise. Each certificate program includes four to six modules and can be completed online in eight to ten hours at your own pace. Continuing education credits are available for each program. Take advantage of the special pricing for the annual certificate subscription, which includes 12 months of learning, and consider bundling it with the Impact Philanthropy Advisor certification! Individual Certificates Annual Subscription Certificate Subscription + Impact Philanthropy Advisor Bundle (ends 3/31) Nonprofit & Independent Practitioner $700 $1,400 $3,000 (savings of $900) For Profit $800 $1,500 $3,500 (savings of $850) Flexible, online access 🟡 🟡 🟡 Interact with an online community of practitioners 🟡 🟡 🟡 Continuing education hours available 🟡 🟡 🟡 Be a part of the Impact Advisors Network ($300 value) 🟡 🟡 Deep dive into a specific topic or client segment; complete in 8 to 10 hours 🟡 🟡 🟡 Access all certificates (6 in 2025 and more in 2026; $4,800 value) 🟡 🟡 Learn with a group of peers; live Zoom sessions 🟡 20 weeks; 12 modules of technical and relational content to support your contemporary clients 🟡 Showcase your expertise Certificate of Completion Certificate of Completion Certification for IPA; Certificate of Completion for certificates Still have questions? See our FAQs . Notify me when individual certificates launch. CERTIFICATE REGISTRATION First name Last name Email Code Phone City Region/State/Province Country Company Position/Role Daylight partner/member organization How did you hear about our certificates/IPA? Please share your friend's name so we may thank them! I agree to abide by Daylight's Guiding Principles. I understand all individual certificate and subscription purchases are final. I would like to receive other communications from Daylight. You can unsubscribe from these communications at any time. Select a certificate registration option: * Annual Subscription (Partner Rate) - $1300 Individual Certificate (Partner Rate) - $700 Individual Certificate options: (select one) Behavioral Philanthropy Certificate Impact Investing Certificate Checkout Thank you! You will receive notification prior to certificates launching.

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 Practice Bringing ideas and resources to light. What does it take to be a great philanthropic advisor? View More Positioning Yourself for Growth View More Where Do Philanthropy Advisors Come From? View More Advising the Modern Philanthropic Client View More Introducing the next Prismatic cohort! View More Gift Planning Landscape: An Overview View More I Learn Best When... View More Changemakers in Asia: An Advisor's Perspective, Dien Yuen View More PPI- Idea Lab: The Future of Philanthropic Advising View More SEE MORE

Daylight is a global hub for philanthropic learning, practice, and research. It is home to the flagship program, the Impact Philanthropy Advisor (IPA) Certificate Program for philanthropic and wealth advisors. Press Dien Yuen named in WealthManagement's 2025 Ten to Watch Press Daylight CEO Underscores the Need for Philanthropic Planning Know-How Press Dien Yuen Inducted into CGP Hall of Fame Press "What Philanthropy is poised to look like in 2024" ft. Tony Macklin Press Daylight News February 2025 January 2025 December 2024 November 2024 SEE MORE

Daylight is a global hub for philanthropic learning, practice, and research. It is home to the flagship program, the Impact Philanthropy Advisor (IPA) Certificate Program for philanthropic and wealth advisors. Daylight Your learning partner for growth and impact. Behavioral Philanthropy Certificate Registration now open! Learn More Daylight is a global home for learning, practice, and research. Amidst a historic intergenerational transfer of wealth, rising needs, and interest in philanthropy, now is the time to reinvigorate and elevate the practice of impact advising. Em power practitioners with contemporary and accessible learning opportunities. Conn ect advisors, and organize and elevate the philanthropic advising profession. Understand the sector better with new research on philanthropic influe nce. Boost the capacity organizations, as well as advisors, with specialized expertise and services. Advisors help activate the social impact of families and institutions – and there’s so much more we can do. Professional advisors are the key to unlocking the growth of the philanthropic advising market, particularly in product innovation, client education, and industry adoption. They're expected to be competent in three areas: (1) they must understand the complexities of giving behavior, including values, motivations, and intergenerational dynamics; (2) they must meet increasing demands from clients who are philanthropically savvy and expect advanced knowledge and increased levels of support from their advisors and (3) they must have command of the latest gift strategies, tools, regulations, and technologies. 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 Sharmila Rao Thakkar "My experience with the IPA program so far 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." Brian Balduzzi "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." Zakiya Lord "My experience with the IPA program so far 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." 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 focus topics. Learn More Help us build a more visible, trusted, and thriving field. Subscribe to our newsletter to receive updates on our research, professional development programs, community networks, and other resources specifically for advisors and those they serve. Questions? Interested in becoming involved? Email us! info@daylightadvisors.com Subscribe

Daylight looks at the previous roles of philanthropy advisors in "Where do philanthropy advisors come from?" What does it take to be a great philanthropic advisor? By Tony Macklin Every week, the Daylight team meets with leaders of wealth management firms, banks, foundations, nonprofits, consulting firms, and more. We hear them trying to respond to four trends: The increasing number of wealth creators and inheritors who want to focus part of their financial and estate planning on philanthropy. The increasing amount of money being placed in donor-advised funds and foundations. The expanding ways people achieve social impact, going beyond charitable giving to use impact investments, advocacy, crowdfunding, and other tools. Advisors and clients alike hoping to find ways to make a difference in the complex challenges our communities and planet face. They’re often expanding and refining their roles as philanthropic advisors—people who help clients and donors navigate the why, who, what, where, and how of philanthropy and social impact. But the field of philanthropic advising is a messy mix of professional backgrounds, business models, skillsets, services, and success metrics. To help shed…well…daylight on that mess, we’re releasing a draft philanthropic advising competency model this summer. The model will describe attitudes, knowledge, and skills essential for succeeding in philanthropic advising roles. It should clarify recruitment, hiring, performance measurement, and professional development plans for employers, employees, and solo practitioners. We’ll base the model on dozens of job descriptions, interviews with a variety of employers, and competency maps from organizations such as the UHNW Institute (see graphic), Dorothy A. Johnson Center for Philanthropy, CFP Board, and SkillsFuture Singapore. Our project partner is the LaCire team who bring deep experience in developing effective and equitable human capital policies and procedures. And we’re fortunate to have the expertise and leadership of our volunteer working group and advisory board members. What does being a highly competent philanthropic advisor mean in this quickly-evolving world? Stay tuned to Daylight’s blog and social media for a publication and webinar this summer. And if you have questions about the project, don’t hesitate to contact me at tony@daylightadvisors.com .

Daylight looks at the previous roles of philanthropy advisors in "Where do philanthropy advisors come from?" Papa, Where Do Philanthropy Advisors Come From? Well, son, sometimes a donor couple loves a cause very much. So much they want to put a lot of money into it… By Tony Macklin OK, maybe a child hasn’t asked you that question. But the topic comes up in the Daylight team’s conversations with philanthropy professionals. Our answer has been something like “from more than a dozen allied professions like nonprofit management, grantmaking, gift planning, and financial services.” It turns out philanthropy advisors’ backgrounds are far more diverse. During a packed session about philanthropic services at the 2023 DAF Giving Summit , we asked attendees to share their previous three jobs or roles. Forty two percent of them came from the types of philanthropy jobs you might expect: But the larger percentage listed backgrounds as varied as cowboy, bartender, ecological designer, letter carrier, marketing coordinator, social worker, and domestic violence attorney: Wildly mixed backgrounds can be a strength in the field of philanthropic advising. The diverse lived experiences will benefit clients and advisors working collaboratively. And different professions bring new angles to identifying and solving problems, involving people in decision-making, structuring client services, and more. The mix also presents challenges. The primary one, often reported by employers, is an advisor’s limited experience with the broad range of philanthropic motivations, resources, vehicles, strategies, and social impact tools clients use. To be sure, some advisors make a living only knowing about grantmaking to charities or only working in an issue such as education. But most private sector employers, and an increasing number of foundations, need generalists who can comfortably navigate multiple options, often without judging the client’s final choices. What’s Next? Over the past 18 months, Daylight team members have been developing a standardized set of competencies for philanthropic advisors, mapping where professional development programs meet those competencies, and asking advisors where they rank themselves on a scale from novice to expert. And, no surprise, we have ideas for filling gaps with new programming and research. Stay tuned for more information about our competency mapping and new programming in April! REN DAF Giving Summit 2023

Daylight asked philanthropy advisors how they learn best. The top responses from attendees indicated that the best learning happens in open discussions with others, through practice and repetition, engaging topics and content, and snacks. Impact Investing Certificate The Impact Investing Certificate equips professional advisors with a practical understanding of impact investing. Designed for financial advisors, attorneys, CPAs, and philanthropic consultants who are new to this field or want to update their knowledge, the curriculum moves from core concepts through real-world implementation. You will learn: essential terminology (yes, we'll decode all that impact investing alphabet soup!) how impact investing works across different asset classes key topics like greenwashing and impact measurement The program explores evolving market dynamics and regulatory considerations, empowering you to engage in informed discussions with clients about aligning investments with their values. Through case studies and multimedia engagement, you’ll gain practical tools to help clients explore impact investing while maintaining focus on their financial objectives. Advisors will also discover how impact investing can drive meaningful progress on critical community issues, highlighting how capital can be deployed strategically for maximum impact. The future of wealth management extends beyond financial returns. By deepening their expertise in impact investing, advisors can confidently help clients pursue opportunities that drive profit and purpose. It’s about making this powerful approach accessible and actionable for everyone in the wealth advisory space. - Allison Parker LEARNING OBJECTIVES Demonstrate understanding of fundamental impact investing concepts by defining key terms and explaining common investment vehicles used in the field. Analyze how impact investing can complement and enhance philanthropic strategies, including examining the relationship between financial returns and social impact. Identify appropriate situations and opportunities to explore impact investing conversations with clients. Evaluate and address common client concerns about impact investing performance, measurement, and greenwashing. Apply practical frameworks for incorporating impact investing considerations into existing client advisory relationships and investment strategies. FACULTY Allison Parker Allison Parker, principal of Peake Impact, works directly with foundations ready to invest in constructive and crucial societal change. With 25 years of experience in the social impact sector, she excels at identifying investment opportunities that route capital to under-resourced communities where targeted investments can yield exponential results. Her professional journey includes a significant 16-year tenure at Seattle Foundation, where she served as Managing Director of Philanthropy Strategies. During this time, she led the development of a donor-advised impact investing program and directed a team responsible for the creation of over 40 new funds for the foundation and the investment of over $150 million annually. Allison is particularly passionate about women's issues, education, rural communities, and areas where industry has disappeared. At Sonen Capital, she led the Endowments and Foundations practice, connecting philanthropic audiences with investment strategies that delivered both social impact and competitive financial returns. Currently serving on the board of Heritage University—a unique institution on the Yakama Nation designated as both a Hispanic Serving and Native American Serving Non-Tribal Institution—Allison is deeply committed to removing barriers to higher education. An active member of Seattle Rotary #4 and a previous board member, she was also named one of the Puget Sound Business Journal's "Forty Under 40." A University of Washington political science graduate and Evans Scholarship recipient, she was the first in her family to obtain a bachelor's degree. She holds a Chartered Advisor in Philanthropy designation from the American College of Financial Services. 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. 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. Dien’s early career included senior roles in wealth management and global development organizations. Register for the Impact Investing Certificate or an Annual Certificate Subscription now! INDIVIDUAL OR ANNUAL SUBSCRIPTION CHECKOUT IPA + ANNUAL SUBSCRIPTION BUNDLE CHECKOUT