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Daylight: Introduction to Philanthropic Planning Certificate

A free 2-hour entry point to philanthropic planning for advisors at any level

Course
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The Introduction to Philanthropic Planning Certificate is a free, two-hour program that gives advisors the essential vocabulary, frameworks, and conversational techniques to start discussing philanthropy with clients. It covers the nine components of modern philanthropic planning, the social impact toolkit — including DAFs, private foundations, and emerging structures — and practical discovery prompts.

Designed for wealth advisors, private client attorneys, CPAs, trust officers, family office staff, and nonprofit professionals, it’s a grounded starting point for anyone who wants to be more useful in philanthropic planning conversations. CE credit is available for CFP®, CAP®, CFRE, CSPGCM, CPWA®, CIMA®, and RMA® designations. Completion is complimentary for all advisors.

Outcomes

  • Lead client discovery conversations about giving
  • Explain modern philanthropic planning components
  • Understand DAFs, foundations, and giving tools
  • Earn 2 CE credits at no cost

What's included?

  • 2 Course Modules

    Laying the Groundwork and Preparing for Meaningful Impact — delivered as an asynchronous online course with readings, videos, and quizzes.

  • Downloadable Resources

    Practical guides and reference materials to support philanthropic planning conversations with clients.

  • CE Credits

    2 CE credit hours eligible for CFP®, CPWA®, CIMA®, RMA®, CAP®, CFRE, and CSPGCM designations upon completion.

Who is this for?

  • Wealth advisors, CPAs, and trust officers who want a baseline in philanthropic advising
  • Private client attorneys and family office staff handling clients’ giving decisions
  • Nonprofit professionals seeking a refresh on modern philanthropic planning frameworks
  • Any advisor who wants CE credit and a structured first step before pursuing deeper credentials

About the creator

Dien Yuen picture

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...