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Want to have better conversations with clients about charitable giving? In this episode, Rebecca Rothey from the Greater Washington Community Foundation introduces the Enterprise Impact Philanthropy Advisor certification, a 20-week program that equips financial advisors, estate planning attorneys, accountants, insurance agents, and trust officers with the tools to guide clients in meaningful, values-based giving. We cover what's included, the case study-based format, and how these skills can enhance your practice and deepen client relationships across generations. The DC-area cohort starts January 2026, with national cohorts available quarterly. https://www.thecommunityfoundation.org/enterprise-ipa | https://www.daylightadvisors.com/impact-philanthropy-advisor | www.onyxfn.com
By Marianne PoonWant to have better conversations with clients about charitable giving? In this episode, Rebecca Rothey from the Greater Washington Community Foundation introduces the Enterprise Impact Philanthropy Advisor certification, a 20-week program that equips financial advisors, estate planning attorneys, accountants, insurance agents, and trust officers with the tools to guide clients in meaningful, values-based giving. We cover what's included, the case study-based format, and how these skills can enhance your practice and deepen client relationships across generations. The DC-area cohort starts January 2026, with national cohorts available quarterly. https://www.thecommunityfoundation.org/enterprise-ipa | https://www.daylightadvisors.com/impact-philanthropy-advisor | www.onyxfn.com