Daylight

Daylight gives advisors access to a philanthropic advising ecosystem that connects learning, credentialing, and community.

Daylight’s Introduction to Philanthropic Planning Certificate (IPP) offers a quick, practical entry for advisors who are increasingly called upon to help clients give effectively. IPP is designed for wealth advisors, private client attorneys, CPAs, trust officers, family office staff, and nonprofit professionals seeking a fundamental baseline or refresh in philanthropic advising. It provides essential vocabulary, frameworks, and conversational techniques to clarify and support clients’ decisions about purpose, giving, and social impact.

Get complimentary access to IPP by registering here.

Explore additional technical or market segment-specific topics offered in Daylight’s Certificate Programs. NAEPC members who complete IPP can purchase an annual certificate subscription for the discounted price of $1,300. Use code NAEPC at checkout.

Please log into our members-only area for special pricing and ordering links.