Money & Purpose

A New Certification for Philanthropic Advising with Rebecca Rothey


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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

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Money & PurposeBy Marianne Poon