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

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. IPA Live Info Sessions Next info session: May 13, 2025 at 9 am PT/12 pm ET Join an upcoming live Impact Philanthropy Advisor (IPA) information session and learn how IPA can take your philanthropic planning expertise to the next level! We will provide additional details about IPA, the learner experience, and how it can help accelerate your technical, relational, and practical skills to support philanthropic clients and grow your practice. Whether you’re a client-facing advisor, development professional, or seasoned practitioner, you’ll learn what sets IPA apart from other professional development programs in philanthropic planning. Register Now Upcoming Info Session Dates May 13, 2025 9 am PT/12 pm ET June 12, 2025 1 pm PT/4 pm ET July 8, 2025 9 am PT/12 pm ET August 14, 2025 1 pm PT/4 pm ET September 9, 2025 9 am PT/12 pm ET October 9, 2025 1 pm PT/4 pm ET November 12, 2025 9 am PT/12 pm ET December 11, 2025 1 pm PT/4 pm ET Meet Our IPA Team and Faculty Members Dien Yuen Crystal Thompkins Tony Macklin Rick Peck

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. Congratulations to the Inaugural IPA Cohort! View More I Learn Best When... View More Changemakers in Asia: An Advisor's Perspective, Dien Yuen View More 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 SEE MORE

Daylight was founded by leaders committed to excellence and innovation in philanthropic education and learning. We are strategists, researchers, entrepreneurs, storytellers - and above all, practitioners - with experience in philanthropic advising in the U.S. and abroad. At heart, we are collaborators and advocates, thrilled to support the talent and passion of the Daylight community. Dien Yuen CEO Megan Lemieux Bell Director, Engagement Rick Peck Consultant, Advisor Practice Rebecca Rothey Consultant, Enterprise Development Crystal Thompkins Director, Strategic Impact Lydia Oh Manager, Programs & Marketing Seth Klukoff Consultant, Advisor Practice Nathan Heruy Consultant, Research Tony Macklin Director, Advisor Practice Allie Lemieux Manager, Learner Experience Cindy Yang Consultant, Programs Why Daylight? We believe in open design and spaces and in illuminating blind spots. Of surfacing obscured resources and just finding inspiration with good company outside. What might Daylight be to you?

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. Certificates 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

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. Our Work Daylight is a platform where advisors can find the knowledge, ideas, and community to support their passion for growth, service, and philanthropic outcomes. We know the special challenges and potential of advisors, whose success hinges not just on philanthropic knowledge but also on strategy, dynamic relationship building, wealth management considerations, and more. Our three areas of work help advisors develop their craft, careers, and the field. 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 Learning Certificates Coming Soon

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

Daylight looks at the previous roles of philanthropy advisors in "Where do philanthropy advisors come from?" Partners Daylight works with organizations that share our belief that collective expertise drives transformative change. Together with our partners, we’re building a community of learning and collaboration to empower advisors in shaping the philanthropic sector. Our partners have access to Daylight's professional development programs at special rates, and Daylight learners enjoy benefits with select partners. Explore our network of valued partners to learn more. Contact Megan Bell at megan@daylightadvisors.com if you're interested in becoming a partner.

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

As CEO of Daylight, Dien Yuen is working to maximize philanthropy’s potential for transforming lives by advancing the training, research, professionalization, and diversity of social impact advising. Dien Yuen (She/Her) CEO Dien founded Daylight in 2023 to create transformative learning experiences for advisors pursuing growth, service, and social impact. The Impact Philanthropy Advisor (IPA) certification and market-focused certificate programs set a new standard for philanthropic planning education. Dien serves as lead faculty for philanthropy at Singapore’s Wealth Management Institute (WMI), where she was instrumental in launching the Certified Impact Philanthropy Professional (CIPP), Asia’s first professional philanthropic certification. She was inducted into the 2023 National Association of Charitable Gift Planners (CGP) Hall of Fame and recognized for her academic leadership with the Distinguished Faculty Award from WMI. Previously, Dien founded the Center for Philanthropy and Social Impact at The American College of Financial Services, where she also developed and taught courses as the Blunt-Nickel Professor in Philanthropy for the Chartered Advisor in Philanthropy® (CAP®) program. Dien holds a Juris Doctorate, an LLM in International law, a Chartered Advisor in Philanthropy (CAP®), and an Accredited Estate Planning (AEP) designation.

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. Allie Lemieux (She/Her) Manager, Learner Experience allie@daylightadvisors.co m Allie is a dynamic professional with over 15 years of experience building technology partnerships and programs. Throughout her career, she’s built strong relationships with nonprofit and for-profit organizations alike, focusing on strategic partnerships and initiatives that amplify the power of technology to drive positive impact. Known for her approachable and creative leadership style, Allie blends her expertise in change management with a deep commitment to authentic listening and collaboration. Whether working with customers or partners, her goal is always to create experiences that accelerate meaningful outcomes. As the co-founder of Home to Hired, an organization empowering moms to return to the workforce on their own terms, Allie is also dedicated to fostering inclusive opportunities. When she’s not in the office, you’ll find Allie “chasing dinos” with her energetic 4-year-old, mentoring young professionals, or exploring new travel destinations with her husband and stepchildren—all while staying inspired by the endless possibilities (and responsibility) for technology to make a difference.

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. Lydia Oh (She/Her) Manager, Programs & Marketing lydia@daylightadvisors.co m Lydia’s contributions to Daylight’s program and marketing efforts stem from a deep commitment to community and care that is only growing, demonstrated at work and at home. Her leadership in philanthropy is no surprise, having most recently worked with Dien at the Center for Philanthropy and Social Impact at the American College of Financial Services, where she supported the Center in programming, research and publications, and marketing and social media. Lydia welcomed the chance to join the Center, and now Daylight, to further extend her work with donors that started out at Missio Seminary and then The UCLA School of Theater, Film and Television. Throughout all of these roles she’s come to appreciate, and draw out, the essence of giving: that it’s about so much more than the ask; it’s about connection with people; hearing their stories and supporting new ones; activating what matters to them and the change they seek. Lydia personally practices many different ways of giving and creating connection, which was one of the things she studied upon recently completing the Chartered Advisor in Philanthropy® certification (CAP®), as a member of the latest Advisors of Color cohort. She is very active in both the Korean-American community and her church, where she helped lead the women’s group, and developed efforts around well being and mental health during and after the pandemic. Similarly, Lydia is a committed friend and advocate to the families and mothers in her extended community, and she lives in the Philadelphia suburbs with her husband and two young children.