Impact Philanthropy Advisor (IPA) certification
The Impact Philanthropy Advisor (IPA) certification helps advisors build the skills, confidence, and cultural fluency needed to guide meaningful, modern philanthropic conversations with today’s clients.
Modern philanthropy, practical skills
The Impact Philanthropy Advisor (IPA) certification, offered by Daylight, is designed for advisors who want a practical, contemporary approach to philanthropic advising.
IPA focuses on real-world application—helping you integrate values, purpose, and impact into client relationships while navigating today’s complex social and philanthropic landscape.
Who it’s for
Advisors seeking practical skills in philanthropic advising—including financial professionals, attorneys, nonprofit leaders, and family office staff.
What we offer
The Community Foundation hosts a Memphis-based IPA Study Group, combining virtual learning with in-person discussion and peer connection. Engage with fellow advisors while grounding your learning in the real needs, opportunities, and impact of the Mid-South.
How we support your IPA journey
Local study group
Join a Memphis-based IPA Study Group convened by the Community Foundation, combining national coursework with local, peer-driven learning.
Condensed timeline
The IPA study group is expected to begin in April 2026 and conclude in September, with a manageable, cohort-based learning schedule.
Practical, modern advising
Gain tools you can apply immediately to client conversations around values, purpose, impact, and giving strategies.
Relational & cultural fluency
Strengthen your ability to guide philanthropic conversations across generations, identities, and evolving client priorities.
IPA participants
These inaugural IPA participants are being equipped with a practical, contemporary framework for guiding clients through meaningful philanthropic decisions.
Kate Connell, Gilliland Investments, 2026
Sheri Gadberry, Jewish Foundation of Memphis, 2026
William Gates, Beacon Pointe Advisors, 2026
Liz Gilliland, Consultant, 2026
Veronica Jamison, Community Foundation of Greater Memphis, 2026
Elizabeth Rouse, ARTSmemphis, 2026
Larry Schaffer, Jewish Foundation of Memphis, 2026
Pooja Shah, The PS Table, 2026
Nick Sowell, Legacy Wealth Management, 2026
Cathy Wilson, Le Bonheur Children’s Hospital, 2026
Here to help
Jim Marconi, CAP®, IPA
Philanthropic Advisor
Cultivating relationships with professional advisors
Angela Richards
Philanthropic Services Associate
Information for prospective donors and professional advisors