Daylight: Behavioral Philanthropy Certificate
Understand what drives donor behavior and build stronger client giving strategies
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The Behavioral Philanthropy Certificate, created in partnership with ideas42, explores how behavioral science applies to philanthropic advising. Through five modules covering donor psychology, decision-making, social and family dynamics, and real-world case studies, you’ll gain a solid grounding in the principles that shape how clients think and act when it comes to giving.
The program is built for practicing advisors who want a sharper edge in client conversations. By the end, you’ll be able to identify what motivates — and what blocks — donors, and develop actionable strategies that foster engagement and drive real impact. CE credit hours are available for CFP®, CAP®, CFRE, CSPGCM, CPWA®, CIMA®, and RMA® designations.
Outcomes
- Identify what drives and blocks donor behavior
- Recognize how family dynamics shape giving decisions
- Apply behavioral insights to real client scenarios
- Build personalized giving strategies for clients
What's included?
5 Course Modules
Intro to Behavioral Science, Donor Psychology, Understanding the Donor Context, Behavioral Strategies for Advisors, and Behavioral Philanthropy in Practice.
Practical Case Studies
Hands-on scenarios that bring behavioral strategies to life through real examples of donor engagement and philanthropic outcomes.
CE Credits
5 CE credit hours eligible for CFP®, CPWA®, CIMA®, RMA®, CAP®, CFRE, and CSPGCM designations upon completion.
Expert Faculty
Instruction from the ideas42 Giving Team — behavioral scientists who design informed interventions for the philanthropic sector.
Who is this for?
- Wealth advisors and financial planners who facilitate philanthropic conversations with clients
- Gift planners looking to understand donor psychology more deeply
- Nonprofit development professionals who want to improve donor engagement strategies
- Any advisor seeking CE credit in a practical, research-backed format
About the creator
Dien Yuen
CEO of Daylight | Philanthropic Advising Educator & CGP Hall of Fame Inductee
I’ve spent the last two decades at the intersection of wealth management and philanthropy, working to build a field that takes advising seriously. Before founding Daylight, I established the Center for Philanthropy and Social Impact at The American C...