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

Welcome to Illuminate Philanthropy, the podcast by and for advisors dedicated to exploring the latest news and trends in the world of philanthropy and social impact. Each episode dives into current topics, innovative trends, and the inspiring stories of the people shaping the philanthropic landscape. In Season 2 of Illuminate Philanthropy, we’re diving deeper into the future of philanthropy with members of Daylight’s learners, faculty, and advisory board—practitioners who are influencing the future of philanthropy and fostering meaningful change. Every guest brings a distinct perspective and valuable insights to our conversations. This series is filled with innovative ideas, real-world experiences, and thought-provoking insights on social good. Our guests go beyond theoretical discussions; they share their practical experiences working with communities, organizations, and clients who are transforming the impact of philanthropy. From the significance of storytelling to collaborative funding and diversifying the advisory field, we aim to highlight those who are actively engaged in this important work and the incredible efforts they are making.

Daylight 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. Mike Rea (H e/Him ) Director, Partnerships mike@daylightadvisors.co m Mike is a philanthropic leader and social entrepreneur whose ventures help transform systems for social impact to be more equitable and effective. Mike and Dien launched Daylight to modernize and reenergize the field of philanthropic advising, resuming a collaboration that began after Mike founded Give2Asia in 2001, a cross-border philanthropy intermediary that has facilitated more than US$550M in support of diverse donors, grantees and causes throughout the Asia-Pacific. After deepening his practice with clients and philanthropy leading the West and Central Regions for Bank of America/US Trust’s Philanthropic Management group, and as strategist for the K-12 Education team at the Bill & Melinda Gates Foundation, Mike combined his love of travel and passion for impact as CEO of Tourism Cares, the industry’s CSR association. The strategy developed and executed with a global board and team created innovation in travel and disaster philanthropy, skilled volunteering, CSR practice, and rebalancing power and experiences through the social enterprise-filled Meaningful Travel Map of Jordan , which spawned a whole global platform. Mike’s most recent contribution has come as CEO of the climatetech investing network E8 Angels, resulting in record membership and investment growth, driven by a new strategy, attention to diversity, equity and climate justice, and launching the Decarbon8 Fund to make climatetech impact investing readily accessible to foundation and DAF donors. A former journalist, Mike hopes to someday write his book on social impact, and one passion project, Tsunami Plus 10 , looked back at grants made in Sri Lanka eight years later. His community also includes service as director of the Transformational Travel Council, venture partner to Planetary VC, and advisor to the Kruckeberg Garden Foundation near his home in Seattle.

Daylight looks at the previous roles of philanthropy advisors in "Where do philanthropy advisors come from?" Board of Directors Chris Blunt President and CEO F&G Annuities & Life Francis Lee Former Chairman and CEO Synaptics, Inc. Dien Yuen CEO Daylight Advisory Board Dianne Chipps Bailey, JD, CAP® MD, National Philanthropic Strategy Executive Bank of America Nina L. Cohen, JD, CAP® Chief Diversity, Equity and Inclusion Officer Managing Director Glenmede Alisia Robin, CAP®, IPA Sr Manager, Strategic Partnerships and Nonprofit Outreach DAFgiving360 Brantley Boyett, JD President and Co-Founder Giving Docs Avery T. Fontaine, CAP® SVP, Head of Philanthropy & Impact PNC Private Bank Hawthorn Padric H.B. Scott, MSFP®, CFP®, AEP®, CAP®, CLU®, WMCP®, IPA President & CEO Crossroad Capital Partners Stephanie Becerra Buckley, CAP® Head of Trust Philanthropic Services Wells Fargo Private Bank Faye Ong, CIPP Executive Director Head of the Philanthropy Centre, Singapore and Southeast Asia J.P.Morgan Private Bank Edward Wang, 21/64 Certified Advisor VP, Family Office of Philanthropy Marin Community Foundation

Daylight looks at the previous roles of philanthropy advisors in "Where do philanthropy advisors come from?" 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 . Learn more about the structure and content of IPA with the video below. Register for IPA Megan Bell (her/she) Director, Engagement megan@daylightadvisors.com Schedule a meeting Questions? Contact: Download IPA Brochure

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 in Philanthropic Advising Evolving demands for social impact services from different client segments; the new map of social impact advising services and competencies Social Impact Landscape Trends in uses of resources across multiple sectors; networks and associations in philanthropy; current policy and practice debates Art of Philanthropic Advising Modalities of advising; challenging assumptions of our roles; client philanthropic journeys; techniques to support progress Purpose and Strategy Developing client values, desired impact, understanding of the ecosystem, strategy statement; addressing inequities Charitable Tax Planning Substantiation; types of assets to give and identifying opportunities to use those assets; gift acceptance policies and donor due diligence Legacy and Gift Planning Application of tools such as bequests, life estates, retirement assets, life insurance, charitable trusts, and charitable gift annuities Foundations and Donor Advised Funds Advantages, disadvantages, critiques, applicability of charitable vehicles for grantmaking and operating programs Impact Investing and Alternative Tools Advantages, disadvantages, critiques, applicability of forms of impact investing and types of purpose-led businesses Influence, Leverage, & Civic Action Use of advocacy, lobbying, crowdfunding, movement building, and similar tools and strategies Planning for Your Philanthropic Advising Work Anticipating clients’ future needs; clarifying value propositions and advisor collaborations; personal development agendas Ethics in Philanthropic Advising Defining responsibilities to self, client, community, and the profession Cultural Dexterity Understanding how our social identities, family traditions, and cultural backgrounds influence wealth, estate, and philanthropic planning Daylight is an approved continuing education (CE) provider for the following organizations and programs: CFP Board | Certified Financial Planner® Investments and Wealth Institute | Certified Private Wealth Advisor®, Certified Investment Management Analyst®, Retirement Management Advisor® The American College of Financial Services | Chartered Advisor in Philanthropy® The American Institute for Philanthropic Studies, California State University Long Beach | Certified Planned Giving Specialist® Certified Fund Raising Executive International | CFRE Successful completion of the IPA program provides 16 hours of eligible CE credit (14.5 eligible hours of CFP® charter holders). WHO NEEDS TO BE AN IPA? Social impact is not just for specialists. Whether in a wealth management firm, DAF sponsor or community foundation, family office, grantmaker or nonprofit, many roles benefit from fluency in philanthropy. IPA is for: Client-facing advisors and team members, to better understand your clients and their families, the options available to them, and to collaborate with fellow advisors. Business development roles, to be nimble and opportunistic with the demands of U/HNW families today. Planning and philanthropic specialists, to support junior team members, and for advanced leaders to update their knowledge and be first to access new courses. Associates interested in social change, to further their career development and boost corporate loyalty and retention. ADVISORY BOARD Dianne Chipps Bailey, JD, CAP® MD, National Philanthropic Strategy Executive Bank of America Stephanie C. Buckley, CAP® Head of Trust Philanthropic Services Wells Fargo Private Bank Avery T. Fontaine, CAP® SVP, Head of Philanthropy & Impact PNC Private Bank Hawthorn Alisia Robin, CAP® Sr Manager, Strategic Partnerships and Nonprofit Outreach DAFgiving360 Edward Wang, 21/64 Certified Advisor VP, Family Office of Philanthropy Marin Community Foundation Brantley Boyett, JD President and Co-Founder Giving Docs Nina L. Cohen, JD, CAP® Chief Diversity, Equity and Inclusion Officer Managing Director Glenmede Faye Ong, CIPP Executive Director, Head of the Philanthropy Centre, Singapore and Southeast Asia J.P.Morgan Private Bank Padric H.B. Scott, MSFP®, CFP®, AEP®, CAP®, CLU®, WMCP® President & CEO Crossroad Capital Partners FACULTY Tony Macklin, CAP® Daylight Aquanetta Betts JD, AEP®, CAP®, CFRE Johnson Betts, LLC Mark Greer, MBA, CAP® 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® Enterprise Development Consultant, Daylight Crystal Thompkins CAP®, CSPGCM Daylight Ginni Galicinao, ACFBA, ACFWA, CAP®, CPCC, ORSC Dynamics of Family Wealth Andrew Ho, MBA, CAP® National Academy of Sciences Cris Lutz, CAP®, CSPG The Huntington Library, Art Museum, and Botanical Gardens Dorothy Stuehmke MPA, CAP® Philanthropic Advisor Nishita Bakshi MBA, MSAE Philanthropy Advisor Kristin Giant, JD Hyper Local Impact, LLC Randi N. Hogan, CAP® Hogan Philanthropy Consulting Rob A. MacPherson The Indianapolis Foundation FEES You have the chance to participate in the most ambitious, modern philanthropic learning opportunity available, and benefit from Daylight’s national network and years of instructional and practitioner expertise. IPAs can immediately leverage new skills, connections and visibility with clients and teams, and in the marketplace. Special partnership opportunities are available for organizations interested in maximizing IPA’s national kickoff. About 30 hours, start-to-finish 12-15 advisors per cohort 12 self-paced modules 5 case studies 10 live virtual cohort conversation IPA Workbook HOW IT WORKS For Profit: $2,850 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 Street Address City Region/State/Province Country Company Position/Role How did you hear about IPA? Please share your friend's name so we may thank them! I 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 group preferences. * Required July 2025 Cohort - Group 1 July 2025 Cohort - Group 2 July 2025 Cohort - Group 3 July 2025 Cohort - Group 4 July 2025 Cohort - Group 5 (Cohort group options: 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. Daylight Your learning partner for growth and impact. Meet the inaugural IPA graduates! 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 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. 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. 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. 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. 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. 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. 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 7/31) Nonprofit & Solo 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 Street Address 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 looks at the previous roles of philanthropy advisors in "Where do philanthropy advisors come from?" IPA Graduates Congratulations to the inaugural class of the Certified Impact Philanthropy Advisor Program! Over the past 20 weeks, these 76 graduates from 14 states and four countries have engaged in independent learning and collaborative discussions to strengthen their fluency in philanthropic advising. They’ve shared their experience and expertise as financial advisors, philanthropic advisors, nonprofit fundraisers and gift planners, and DAF and foundation grantmakers. Thank you to our facilitators for creating a safe space for advisors to collaborate and learn. To all of our Certified IPA graduates, congratulations and thank you for trusting us as your partner for growth and impact. Ada Williams Prince Becky Crowe Bree Rose Christina Gorczynski David Pickler Erin Hulme Oceguera Jen Holleran Julia Toffoli Lydia Oh Michelle Caragol Padric Scott Rebecca Stibbe Seth Klukoff Steve Grourke Tim Wilmot Zakiya Lord Adam Creighton Beth A. Hubbard Brian Balduzzi Christopher Beck Dien Yuen Ginni Galicinao Joan Ai Kimberly Karol Mark Greer Mike Rea Rachel Denny Richard C. Peck Sharmila Rao Thakkar Steve Saalfeld Tony Macklin Alanna Casselle Chew Beth Harper Briglia Carí Jackson Lewis Crystal Thompkins Dorothy Stuehmke Jaimi Cortes John Unterreiner Kyle Funakoshi Mary Jovanovich Muhi Khwaja Randi Hogan Rob MacPherson Shazly Zain Sudha Nandagopal Warren Northern Alisia Robin Beverly Cox Caterina Ferrari Cynthia Yongvang Eileen Egan Jane Nordell Jonathan Herndon Leah Caragol Meg Bell Natalie Kennedy Rebecca Darwent Robin Elmerick Stephen E. Peeler Sumitra Pasupathy Wendy Soone Broder Allie Lemieux Bleu Blakslee Chris Nazareth Darley Tom Emma Beeston Janelle Cavanagh Joy Webb Lorena Patlán Michel Vekved Nhi Chau Rebecca Rothey Sarah Taylor Stephen Robinson Tiffany Polite Yolanda F. Johnson *Several IPA graduates chose not to be featured.

Crystal Thompkins 6 days ago The Future of Black Giving is Now August is Black Philanthropy Month , a celebration of giving by those of African descent around the globe founded by Dr. Jacqueline... Crystal Thompkins Jul 1 Future's Gonna Be Okay When Dien first told me about the idea for the Prismatic Accelerator, a program for advisor entrepreneurs from underinvested communities... Crystal Thompkins May 20 No. "No is a complete sentence" is something we've all heard, usually as a reminder for those of us, especially women inclined to...

Pages (24) Blog Posts (7) 24 items found for "" Lydia Oh | Daylight 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. Daylight Advisors | philanthropic advising Download Report In Practice | Daylight Advisors In Practice Bringing ideas and resources to light. I Learn Best When... View More Impact Philanthropy Advisor Info Session Video View More U.S. Philanthropic Advisors 2024 View More PPI- Idea Lab: The Future of Philanthropic Advising View More "A Holistic Look at Giving" By: Lisa Amor Featuring Dien Yuen View More "What Philanthropy is poised to look like in 2024" ft. Tony Macklin View More Positioning Yourself for Growth View More Introducing the next Prismatic cohort! View More Where Do Philanthropy Advisors Come From? View More Advisors as Influencers Featuring Dien Yuen View More Dien Yuen Inducted into CGP Hall of Fame View More Dien Yuen featured in CGP's Newsletter View More Webinar: Adapting to 8 Trends in Philanthropic Advising View More Changemakers in Asia: An Advisor's Perspective, Dien Yuen View More Gift Planning Landscape: An Overview View More Increasing Planned Gifts in Diverse Communities View More "Leveraging Diaspora Communities for Philanthropic Support" View More In Practice | Daylightadvisors In Practice Bringing ideas and resources to light I Learn Best When... I Learn Best When... Impact Philanthropy Advisor Info Session Video Impact Philanthropy Advisor Info Session Video U.S. Philanthropic Advisors 2024 U.S. Philanthropic Advisors 2024 Positioning Yourself for Growth Positioning Yourself for Growth Introducing the next Prismatic cohort! Introducing the next Prismatic cohort! Where Do Philanthropy Advisors Come From? Where Do Philanthropy Advisors Come From? Webinar: Adapting to 8 Trends in Philanthropic Advising Webinar: Adapting to 8 Trends in Philanthropic Advising Changemakers in Asia: An Advisor's Perspective, Dien Yuen Changemakers in Asia: An Advisor's Perspective, Dien Yuen Gift Planning Landscape: An Overview Gift Planning Landscape: An Overview SEE MORE In the Field JULY ​ HBCU Philanthropy Symposium in Washington D.C. (June 30-July 4) ​ ​ Purposeful Planning Institute Rendezvous in West Minister (July 29-Aug 2) Daylight Insights Tour: 8 Trends in Philanthropic Advising in Denver (July 29) AUGUST ​ Daylight Insights Tour: 8 Trends in Philanthropic Advising in Aspen (Aug 2 ​ Daylight Insights Tour: 8 Trends in Philanthropic Advising Virtual (Aug 20)​ South Sound Planned Giving Council Virtual (Aug 21) Daylight Insights Tour: 8 Trends in Philanthropic Advising in Virtual (Aug 28) ​ SEPTEMBER ​ Wealthies Award in NYC (Sept 5) Daylight Insights Tour: 8 Trends in Philanthropic Advising in NYC (Sept 5) ​ ​ Future Proof Festival in Huntington Beach (Sept 15 - 18) ​ ​ South Sound Philanthropy Summit in Tacoma (Sept 27) ​ National Forum on Family Philanthropy in Atlanta (Sept 18- 20) ​ Search Results | Daylight Advisors Pages (24) Blog Posts (7) 24 items found for "" In Practice | Daylightadvisors In Practice Bringing ideas and resources to light I Learn Best When... I Learn Best When... Impact Philanthropy Advisor Info Session Video Impact Philanthropy Advisor Info Session Video U.S. Philanthropic Advisors 2024 U.S. Philanthropic Advisors 2024 Positioning Yourself for Growth Positioning Yourself for Growth Introducing the next Prismatic cohort! Introducing the next Prismatic cohort! Where Do Philanthropy Advisors Come From? Where Do Philanthropy Advisors Come From? Webinar: Adapting to 8 Trends in Philanthropic Advising Webinar: Adapting to 8 Trends in Philanthropic Advising Changemakers in Asia: An Advisor's Perspective, Dien Yuen Changemakers in Asia: An Advisor's Perspective, Dien Yuen Gift Planning Landscape: An Overview Gift Planning Landscape: An Overview SEE MORE In the Field JULY ​ HBCU Philanthropy Symposium in Washington D.C. (June 30-July 4) ​ ​ Purposeful Planning Institute Rendezvous in West Minister (July 29-Aug 2) Daylight Insights Tour: 8 Trends in Philanthropic Advising in Denver (July 29) AUGUST ​ Daylight Insights Tour: 8 Trends in Philanthropic Advising in Aspen (Aug 2 ​ Daylight Insights Tour: 8 Trends in Philanthropic Advising Virtual (Aug 20)​ South Sound Planned Giving Council Virtual (Aug 21) Daylight Insights Tour: 8 Trends in Philanthropic Advising in Virtual (Aug 28) ​ SEPTEMBER ​ Wealthies Award in NYC (Sept 5) Daylight Insights Tour: 8 Trends in Philanthropic Advising in NYC (Sept 5) ​ ​ Future Proof Festival in Huntington Beach (Sept 15 - 18) ​ ​ South Sound Philanthropy Summit in Tacoma (Sept 27) ​ National Forum on Family Philanthropy in Atlanta (Sept 18- 20) ​ Daylight Advisors | philanthropic advising 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. Education Education and entrepreneurship , starting with the launch of the Prismatic Accelerator , is the first effort dedicated to increasing multicultural ownership, influence, and impact in the philanthropic advisor sector. Our flagship program, the Impact Philanthropy Advisor Certificate , is designed exclusively for wealth and philanthropic advisors to advance your practice, client relationships, and impact. Research New, empirical research on advisors and the developing field, such as our latest report, U.S. Philanthropic Advisors 2024: Professional Development, Practice, and Knowledge Gaps. This research is the first of several initiatives to better understand the experiences and needs of philanthropy advisors as crucial yet understudied agents of social change. Services Impact and services , which includes an effort to understand and support unmet potential for legacy giving and growth with HBCUs and social justice organizations. We are also working with our first enterprise client to support their regional strategy, and will offer fiscal sponsorship via our affiliated nonprofit. Advisor Hub Our Advisor Hub connects a community of industry practitioners to refine and perfect their craft so they may better serve clients and donors. For now, follow our LinkedIn page for the latest news and the conferences where you can find Dien and the team. Purpose Purpose x Social Impact , going beyond technical philanthropy to support advisors with elements of vocation, growth and transitions, social capital, and meaning-making, to further align well-being with community and impact. Look forward to workshops and tools for advisors, as well as options for partnering to support clients. Daylight Advisors | philanthropy advisors Daylight Revealing greater impact. Register now to be one of the first IPAs! Daylight is a global home for learning, practice, and research. Amidst an historic intergenerational transfer of wealth, rising needs, and interest in philanthropy, now is the time to reinvigorate and elevate the practice of impact advising. We do that by helping advisors build their competence, confidence, and cultural dexterity. Em power practitioners with contemporary, accessible learning opportunities, and launch the first accelerator for BIPOC philanthropic advisor-entrepreneurs. Conn ect advisors, and organize and elevate this segment of the profession. Understand the sector better with new research on philanthropic influe nce. Boost the capacity of social justice 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. Advisors bring the ideas and goals of families and institutions to life. Whether a specialist, wealth manager, accountant, attorney, gift planner, or life coach, advisors are essential for enabling many types of social impact and maximizing its value. Yet amidst the opportunity of today, and imperatives such as systemic racism and climate change, three shortages hold the sector back: we don’t have enough advisors fluent in philanthropy, they are not diverse enough, and we need modern, scalable knowledge and skills to drive sustainable, equitable change. The certified Impact Philanthropy Advisor program is designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact. Register Now TEAM The Daylight team A hub for learning, sharing, and connection, Daylight is led by Dien Yuen, a global leader in philanthropy services, education, and wealth management. The team includes experts in social entrepreneurship, research, gift planning, purpose, impact investing, and more. Learn more. Help us build a more visible, trusted, and inclusive 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 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 Advisors | philanthropic planning About Us Daylight was founded by leaders committed to excellence, innovation, and equity in philanthropy. 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 Travis Meister Consultant, Educational Design Nathan Heruy Consultant, Research Crystal Thompkins Director, Strategic Impact Mike Rea Director, Partnerships Rick Peck Consultant, Advisor Practice Tony Macklin Director, Advisor Practice Lydia Oh Manager, Programs & Marketing Cindy Yang Consultant, Programs Daylight Advisors | impact philanthropy advisor Edit About Chat Experience User Faculty Camera Fees Mail Register THE IMPACT PHILANTHROPY ADVISOR CERTIFICATION Daylight’s learning platform and network are designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact. ​ Your home for lifelong learning, Daylight has something for all advisor skill levels and roles – and becoming an Impact Philanthropy Advisor is where you start . ​ With a mix of expert facilitation and on-demand instruction available online over 20 weeks, the Impact Philanthropy Advisor certificate (IPA) offers the skills and connections to confidently support the needs and expectations of families, organizations and communities today. ​ IPA will help you: Deepen client relationships Seize growth opportunities Accelerate and share your skills Spark social impact and family legacies It’s a transformative era for wealth and philanthropy, requiring new competencies and cultural dexterity to thrive. Amidst a historic $85 trillion intergenerational transfer of wealth, clients are turning to advisors for more than investments and tax planning, and philanthropy’s tools, considerations and goals have become more complex. It’s the perfect time to skill up with IPA. THE IPA EXPERIENCE The Impact Philanthropy Advisor certificate 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, founded by advisors and educators, Dien Yuen and Tony Macklin, 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 Advisor Hub and Learning Labs • 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 Charitable Giving Strategies 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 For-Profit Vehicles 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. ADVISOR LEARNING JOURNEY ADVISORY BOARD Dianne Chipps Bailey, JD, CAP® MD, National Philanthropic Strategy Executive Bank of America Nina L. Cohen, JD, CAP® MD, Chief DEI Officer Strategic Advisor, Center for Family Philanthropy & Wealth Education, Glenmede Avery T. Fontaine, CAP® SVP, Head of Philanthropy & Impact PNC Private Bank Hawthorn Alisia Robin, CAP® Sr Manager, Strategic Partnerships and Nonprofit Outreach Schwab Charitable Padric H.B. Scott, MSFP®, CFP®, AEP®, CAP®, CLU®, WMCP® President & CEO Crossroad Capital Partners Edward Wang, 21/64 Certified Advisor VP, Family Office of Philanthropy Marin Community Foundation FACULTY Tony Macklin, CAP® Daylight Aquanetta Betts JD, AEP®, CAP®, CFRE George Mason University 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 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: $2,500 ​ First 250 registrants will receive a $250 discount. FEES Cohorts starting in October 2024 and January 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 our training? 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. Select registration option: * For Profit Professional: $2,850 with $250 discount - $2600 Nonprofit & Independent Practitioner: $2,500 with $250 discount - $2250 (First 250 registrants receive a $250 discount.) Select cohort: * October 2024 January 2025 April 2025 Checkout Thank you for registering! We will be in touch. IPA About Experience Faculty Fees Register IPA: A New Standard for Impact Quick Links About Experience Who Advisory Board Faculty Fees Register Crystal Clear Blog | Daylight Advisors Crystal Thompkins 1 day ago The Future of Black Giving is Now August is Black Philanthropy Month , a celebration of giving by those of African descent around the globe founded by Dr. Jacqueline... Crystal Thompkins Jul 1 Future's Gonna Be Okay When Dien first told me about the idea for the Prismatic Accelerator, a program for advisor entrepreneurs from underinvested communities... Crystal Thompkins May 20 No. "No is a complete sentence" is something we've all heard, usually as a reminder for those of us, especially women inclined to... Daylight Advisors | philanthropic planning The Best Learning Environment Has…Snacks?!?! By Crystal Thompkins To kick off last month’s information sessions about the Certified Impact Philanthropy Advisor (IPA) program, we asked attendees to complete the phrase “I learn best when________.” ​ The top responses from attendees indicated that the best learning happens In open discussions with others Through practice and repetition With engaging topics and content With snacks ​ Others shared they learn best when they can share and train others what they’ve learned. Some responses were more about the ideal settings, such as “not being interrupted” and “relaxed and calm.” Daylight and IPA check most of these boxes for a great learning experience. One of Daylight's guiding principles is creating an interactive learning environment that promotes practical application and embraces sharing ideas. In designing the Impact Philanthropy Advisor program, we incorporated many of the best principles or practices for adult learning. IPA brings individual learners together in a collaborative, peer-to-peer learning environment that combines self-study with group discussion. Learners will be able to apply the content in real-time by working through case studies and considering the implications for their clients and practice. The learning experience is guided by facilitators who will make the material and discussions instructive and engaging. That’s the good news. The bad news? Everyone must bring their own snacks. At least for now… Daylight Advisors | prismatic accelerator Prismatic Accelerator Philanthropy Advisors and Multicultural Entrepreneurs Transforming Lives and Communities Introducing the next Prismatic cohort of philanthropy advisor-entrepreneurs! Led by Crystal Thompkins, Director of Strategic Impact Bao-Tram Do Eileen Egan Andra Kranzler Britney Nesbit Cohort 1 Mark Greer Tiffany Polite Denise Sarkor Jilla Tombar Lauren Tudor Joy Webb The Prismatic Accelerator helps philanthropy realize its full potential by expanding and diversifying the pool of advisors available to meet client demand and speeding growth in multicultural entrepreneur ownership and thought leadership. It is the first accelerator dedicated to increasing multicultural ownership and impact in the philanthropic advisor sector with a focus on business growth. Created by Daylight Advisors, the program is designed to boost business, technical and leadership acumen and create a welcoming, inspiring, and supportive community for multicultural advisor-entrepreneurs. "I work to radically reimagine philanthropy and help implement the changes ne cessary to bring forth a new way of resourcing social change: essentially to help philanthropists do good, better.” -- Jilla Tombar, Vortex Philanthropy Advisors Prismatic Fellow 2024 In Practice | Daylight Advisors In Practice Bringing ideas and resources to light. Dien Yuen Inducted into CGP Hall of Fame View More "Leveraging Diaspora Communities for Philanthropic Support" View More Webinar: Adapting to 8 Trends in Philanthropic Advising View More Positioning Yourself for Growth View More Gift Planning Landscape: An Overview View More Advisors as Influencers Featuring Dien Yuen View More Where Do Philanthropy Advisors Come From? View More Increasing Planned Gifts in Diverse Communities View More Introducing the next Prismatic cohort! View More PPI- Idea Lab: The Future of Philanthropic Advising View More Dien Yuen featured in CGP's Newsletter View More Changemakers in Asia: An Advisor's Perspective, Dien Yuen View More U.S. Philanthropic Advisors 2024 View More Impact Philanthropy Advisor Info Session Video View More "A Holistic Look at Giving" By: Lisa Amor Featuring Dien Yuen View More I Learn Best When... View More "What Philanthropy is poised to look like in 2024" ft. Tony Macklin View More Daylight Advisors | philanthropic advising Download Report Dien Yuen | Daylight Advisors Dien Yuen (She/Her) CEO dien@daylightadvisors.co m As CEO of Daylight, Dien is working to maximize philanthropy’s potential for transforming lives by advancing the training, research, professionalization, and diversity of social impact advising. She also serves as lead faculty for philanthropy at the Wealth Management Institute (WMI) in Singapore. Dien was inducted into the 2023 National Association of Charitable Gift Planners (CGP) Hall of Fame and was 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®) designation. Overall, Dien has supported more than one thousand advisors seeking greater competence, confidence, and cultural dexterity in their work. Earlier in her career, Dien worked for several wealth management firms and held executive positions in regional and global development organizations. Today, she serves on the boards of Myriad USA , Giving Compass , and Angel Island Immigration Station Foundation. She is also an advisor to Asia Society Northern California and Global SF. Crystal Thompkins | Daylight Advisors Crystal Thompkins (She/Her) Director, Strategic Impact crystal@daylightadvisors.co m A Chartered Advisor in Philanthropy ® and Certified Specialist in Planned Giving with over 20 years of experience in planned giving program management, Crystal brings a depth of expertise in nonprofit and family legacy planning. Crystal most recently served as Head of Philanthropic Solutions for BNY Mellon Wealth Management leading the national strategy and thought leadership for the firm’s philanthropic businesses. Crystal was the direct manager of the planned giving business responsible for the administration and organizational support of over 100 national nonprofit planned giving programs, leveraging her extensive experience in charitable tax preparation, operations, and fiduciary services. Crystal’s focus on prioritizing research to help nonprofits, funders, and advisors better understand the giving landscape led to the publication of one of the few studies of the charitable giving behavior of high- and ultra-high-net wealth investors and another study specifically on planned giving activity and trends. Crystal is also the Principal and Founder of TrueCrystal Consulting, a philanthropic consulting firm committed to helping Black Indigenous People of Color (BIPOC) -led, BIPOC-serving organizations and allied funders create a legacy through endowment building utilizing gift planning, equity-focused governance practices, and inclusive succession planning. Crystal is a frequent speaker at regional and national conferences across nonprofit sectors and affiliated professional organizations and also facilitates nonprofit and private foundation board meetings guiding DEI and impact-focused, trust-based governance and giving. She has published articles in several publications including Worth Magazine , ThinkAdvisor , and Planned Giving Today . She also serves on the advisory council of Women of Color in Fundraising and Philanthropy (WŌC); the editorial board of Planned Giving Today ; and the board of the Winston-Salem State University Foundation, her alma mater. Crystal and her husband, David, are permanent, life-long residents of North Carolina and are proud rescue fur baby parents and servants to DJ (dog) and Sinclair (cat). Previous 1 2 Next Daylight Advisors | philanthropic advising 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. Education Education and entrepreneurship , starting with the launch of the Prismatic Accelerator , is the first effort dedicated to increasing multicultural ownership, influence, and impact in the philanthropic advisor sector. Our flagship program, the Impact Philanthropy Advisor Certificate , is designed exclusively for wealth and philanthropic advisors to advance your practice, client relationships, and impact. Research New, empirical research on advisors and the developing field, such as our latest report, U.S. Philanthropic Advisors 2024: Professional Development, Practice, and Knowledge Gaps. This research is the first of several initiatives to better understand the experiences and needs of philanthropy advisors as crucial yet understudied agents of social change. Services Impact and services , which includes an effort to understand and support unmet potential for legacy giving and growth with HBCUs and social justice organizations. We are also working with our first enterprise client to support their regional strategy, and will offer fiscal sponsorship via our affiliated nonprofit. Advisor Hub Our Advisor Hub connects a community of industry practitioners to refine and perfect their craft so they may better serve clients and donors. For now, follow our LinkedIn page for the latest news and the conferences where you can find Dien and the team. Purpose Purpose x Social Impact , going beyond technical philanthropy to support advisors with elements of vocation, growth and transitions, social capital, and meaning-making, to further align well-being with community and impact. Look forward to workshops and tools for advisors, as well as options for partnering to support clients. Daylight Advisors | philanthropy advisors Daylight Revealing greater impact. Register now to be one of the first IPAs! Daylight is a global home for learning, practice, and research. Amidst an historic intergenerational transfer of wealth, rising needs, and interest in philanthropy, now is the time to reinvigorate and elevate the practice of impact advising. We do that by helping advisors build their competence, confidence, and cultural dexterity. Em power practitioners with contemporary, accessible learning opportunities, and launch the first accelerator for BIPOC philanthropic advisor-entrepreneurs. Conn ect advisors, and organize and elevate this segment of the profession. Understand the sector better with new research on philanthropic influe nce. Boost the capacity of social justice 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. Advisors bring the ideas and goals of families and institutions to life. Whether a specialist, wealth manager, accountant, attorney, gift planner, or life coach, advisors are essential for enabling many types of social impact and maximizing its value. Yet amidst the opportunity of today, and imperatives such as systemic racism and climate change, three shortages hold the sector back: we don’t have enough advisors fluent in philanthropy, they are not diverse enough, and we need modern, scalable knowledge and skills to drive sustainable, equitable change. The certified Impact Philanthropy Advisor program is designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact. Register Now TEAM The Daylight team A hub for learning, sharing, and connection, Daylight is led by Dien Yuen, a global leader in philanthropy services, education, and wealth management. The team includes experts in social entrepreneurship, research, gift planning, purpose, impact investing, and more. Learn more. Help us build a more visible, trusted, and inclusive 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 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 Advisors | impact philanthropy advisor Edit About Chat Experience User Faculty Camera Fees Mail Register THE IMPACT PHILANTHROPY ADVISOR CERTIFICATION Daylight’s learning platform and network are designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact. ​ Your home for lifelong learning, Daylight has something for all advisor skill levels and roles – and becoming an Impact Philanthropy Advisor is where you start . ​ With a mix of expert facilitation and on-demand instruction available online over 20 weeks, the Impact Philanthropy Advisor certificate (IPA) offers the skills and connections to confidently support the needs and expectations of families, organizations and communities today. ​ IPA will help you: Deepen client relationships Seize growth opportunities Accelerate and share your skills Spark social impact and family legacies It’s a transformative era for wealth and philanthropy, requiring new competencies and cultural dexterity to thrive. Amidst a historic $85 trillion intergenerational transfer of wealth, clients are turning to advisors for more than investments and tax planning, and philanthropy’s tools, considerations and goals have become more complex. It’s the perfect time to skill up with IPA. THE IPA EXPERIENCE The Impact Philanthropy Advisor certificate 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, founded by advisors and educators, Dien Yuen and Tony Macklin, 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 Advisor Hub and Learning Labs • 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 Charitable Giving Strategies 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 For-Profit Vehicles 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. ADVISOR LEARNING JOURNEY ADVISORY BOARD Dianne Chipps Bailey, JD, CAP® MD, National Philanthropic Strategy Executive Bank of America Nina L. Cohen, JD, CAP® MD, Chief DEI Officer Strategic Advisor, Center for Family Philanthropy & Wealth Education, Glenmede Avery T. Fontaine, CAP® SVP, Head of Philanthropy & Impact PNC Private Bank Hawthorn Alisia Robin, CAP® Sr Manager, Strategic Partnerships and Nonprofit Outreach Schwab Charitable Padric H.B. Scott, MSFP®, CFP®, AEP®, CAP®, CLU®, WMCP® President & CEO Crossroad Capital Partners Edward Wang, 21/64 Certified Advisor VP, Family Office of Philanthropy Marin Community Foundation FACULTY Tony Macklin, CAP® Daylight Aquanetta Betts JD, AEP®, CAP®, CFRE George Mason University 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 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: $2,500 ​ First 250 registrants will receive a $250 discount. FEES Cohorts starting in October 2024 and January 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 our training? 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. Select registration option: * For Profit Professional: $2,850 with $250 discount - $2600 Nonprofit & Independent Practitioner: $2,500 with $250 discount - $2250 (First 250 registrants receive a $250 discount.) Select cohort: * October 2024 January 2025 April 2025 Checkout Thank you for registering! We will be in touch. IPA About Experience Faculty Fees Register IPA: A New Standard for Impact Quick Links About Experience Who Advisory Board Faculty Fees Register Daylight Advisors | philanthropic planning About Us Daylight was founded by leaders committed to excellence, innovation, and equity in philanthropy. 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 Travis Meister Consultant, Educational Design Nathan Heruy Consultant, Research Crystal Thompkins Director, Strategic Impact Mike Rea Director, Partnerships Rick Peck Consultant, Advisor Practice Tony Macklin Director, Advisor Practice Lydia Oh Manager, Programs & Marketing Cindy Yang Consultant, Programs Crystal Clear Blog | Daylight Advisors Crystal Thompkins 1 day ago The Future of Black Giving is Now August is Black Philanthropy Month , a celebration of giving by those of African descent around the globe founded by Dr. Jacqueline... Crystal Thompkins Jul 1 Future's Gonna Be Okay When Dien first told me about the idea for the Prismatic Accelerator, a program for advisor entrepreneurs from underinvested communities... Crystal Thompkins May 20 No. "No is a complete sentence" is something we've all heard, usually as a reminder for those of us, especially women inclined to... Daylight Advisors | philanthropic planning The Best Learning Environment Has…Snacks?!?! By Crystal Thompkins To kick off last month’s information sessions about the Certified Impact Philanthropy Advisor (IPA) program, we asked attendees to complete the phrase “I learn best when________.” ​ The top responses from attendees indicated that the best learning happens In open discussions with others Through practice and repetition With engaging topics and content With snacks ​ Others shared they learn best when they can share and train others what they’ve learned. Some responses were more about the ideal settings, such as “not being interrupted” and “relaxed and calm.” Daylight and IPA check most of these boxes for a great learning experience. One of Daylight's guiding principles is creating an interactive learning environment that promotes practical application and embraces sharing ideas. In designing the Impact Philanthropy Advisor program, we incorporated many of the best principles or practices for adult learning. IPA brings individual learners together in a collaborative, peer-to-peer learning environment that combines self-study with group discussion. Learners will be able to apply the content in real-time by working through case studies and considering the implications for their clients and practice. The learning experience is guided by facilitators who will make the material and discussions instructive and engaging. That’s the good news. The bad news? Everyone must bring their own snacks. At least for now… Daylight Advisors | prismatic accelerator Prismatic Accelerator Philanthropy Advisors and Multicultural Entrepreneurs Transforming Lives and Communities Introducing the next Prismatic cohort of philanthropy advisor-entrepreneurs! Led by Crystal Thompkins, Director of Strategic Impact Bao-Tram Do Eileen Egan Andra Kranzler Britney Nesbit Cohort 1 Mark Greer Tiffany Polite Denise Sarkor Jilla Tombar Lauren Tudor Joy Webb The Prismatic Accelerator helps philanthropy realize its full potential by expanding and diversifying the pool of advisors available to meet client demand and speeding growth in multicultural entrepreneur ownership and thought leadership. It is the first accelerator dedicated to increasing multicultural ownership and impact in the philanthropic advisor sector with a focus on business growth. Created by Daylight Advisors, the program is designed to boost business, technical and leadership acumen and create a welcoming, inspiring, and supportive community for multicultural advisor-entrepreneurs. "I work to radically reimagine philanthropy and help implement the changes ne cessary to bring forth a new way of resourcing social change: essentially to help philanthropists do good, better.” -- Jilla Tombar, Vortex Philanthropy Advisors Prismatic Fellow 2024 Previous 1 2 Next