Advising for Impact Certificate Program

A high impact philanthropy program for wealth advisors

Over the past few years, there is growing evidence that individual donors need improved guidance from their wealth advisors in order to achieve greater impact with their giving. CHIP’s new Advising for Impact certificate program will build on more than 10 years of high impact philanthropy education to teach wealth advisors how to provide the guidance their clients need.

Who It’s For

The Advising for Impact certificate program is designed to lay the foundation for professionals seeking to incorporate social and philanthropic impact into their wealth advising practice. Successful students will be professionals who manage client resources and serve in a strategic advisory capacity to their clients, including wealth advisors and staff at family offices and private banks.

Why This Program

Delivered in a convenient in-person and online hybrid format, this certificate program will teach wealth advisors the fundamentals of high impact philanthropy and how they can use these concepts in their work with clients. The curriculum is designed around the core components of CHIP’s existing educational offerings from its Funder Education Program, with appropriate modifications and additions for a wealth advisor audience.

You will:

  • Strengthen your knowledge and confidence to advise client families and Next-Gen members on their giving goals and strategies.
  • Gain tools to help clients clarify their philanthropic identity, values, and vision to drive their social impact decision-making.
  • Understand philanthropic and impact investing vehicles and how to help clients build a philanthropic portfolio that better deploys resources for their social impact goals.
  • Distinguish your practice with meaningful high impact philanthropic advising skills, earning a certificate from an Ivy League university.

In-Person and Online Format

The program begins with a one-day convening in Philadelphia, allowing networking among a high-caliber cohort of wealth advising peers.

Over the course of six months, learners will complete our proven high impact philanthropy curriculum online, delivered via video lectures, live online chat, and innovative learning modules. The final modules are a capstone project where learners apply all concepts in a real-world setting, followed by a closing in-person convening that brings it all together.

The certificate will be awarded upon successful completion of the capstone.

Join our inaugural cohort, Fall 2020

If you are interested in program admission, please compete this interest form and our team will contact you regarding next steps for applying to the program.

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Curriculum

One-Day Opening Convening in Philadelphia, October 2020

The certificate program begins with a welcome reception and in-person, full-day workshop. This serves as the program kick-off. Participants will begin examining the confluence of factors that make now the critical time to consider clients’ philanthropic goals and how these goals intersect with personal and financial goals. To ensure advisors are prepared to support clients in their philanthropic goals, we will cover what every advisor needs to know about the current language and structure of the nonprofit and philanthropic ecosystems in the U.S., the largest nonprofit and philanthropic systems in the world.  Through case examples and tools developed through the Center for High Impact Philanthropy’s Funder Education Program and Talent for Giving, participants will leave the kickoff better prepared for early conversations to support clients on their unique paths to impact.

Online Coursework (Winter 2020-21)

What makes a person give, anyway? Beyond legal and tax considerations, donors actually choose to be philanthropic for a variety of reasons. This session will examine motivations for giving and the values that inform those motivations. Participants will learn about the most common giving profiles and tools such as a ‘giving inventory’ that can help engage clients in discussing their past motivations and begin clarifying their future philanthropic goals.

As the saying goes, no man is an island, and philanthropy is shaped by a number of factors beyond the individual motivations explored in Module 2. Family dynamics and the intergenerational transfer of wealth are powerful forces influencing philanthropy in our time. In addition, overlooked ethical implications and new philanthropic structures shape how principals choose to give. Participants will examine these factors and evaluate how each influences their clients’ philanthropic decision-making.

Who doesn’t want to generate “high impact”? But what does “high impact” really mean? And is there only one way to go achieve it? This module builds on the Center for High Impact Philanthropy’s 13 years of applied research and teaching on how to achieve greater social impact from their giving. Participants will learn CHIP’s definition of high impact philanthropy and common myths regarding achieving high impact. We will explore how a variety of program models can fit into a high impact philanthropic portfolio and the ways advisors can support the creation of such portfolios.

How can you and your clients assess the performance of their philanthropic and social impact activities? Program evaluation is a powerful tool for gaining insight into needs, improving programs, and demonstrating impact. But in order to reap these benefits, you need to know what you want and how to get it from your performance assessment activities. What is the difference between monitoring and evaluation? Is establishing metrics the only way to get actionable data? When is the right time to start evaluating? This session of the course will equip participants with a high-level framework to support clients’ philanthropic goals.

Helping clients apply the principles of high impact philanthropy is new territory for wealth advisor practitioners. As with any new endeavor, participants will face challenges as they introduce social impact considerations into the work of supporting their clients’ philanthropic goals. By encouraging participants to define success on their own terms, this session will help mitigate the anxiety of trying something new. We will identify common pitfalls, share best-practice solutions, and generate suggestions from peer participants to begin building a community of practice beyond the formal conclusion of the program.

Capstone Project (Winter 2020-21)

Helping clients apply the principles of high impact philanthropy is new territory for wealth advisor practitioners. As with any new endeavor, participants will face challenges as they introduce social impact considerations into the work of supporting their clients’ philanthropic goals. By encouraging participants to define success on their own terms, this session will help mitigate the anxiety of trying something new. We will identify common pitfalls, share best-practice solutions, and generate suggestions from peer participants to begin building a community of practice beyond the formal conclusion of the program.

One-Day Final Convening, Spring 2021

In this final session of the program, participants will come together in-person for a full day to share their final projects and reflect on what they’ve learned. There will be time to discuss their successes and challenges over the course of the program, as well as to share plans for implementing course content in their wealth advising practices going forward.

Application Process

To start the admissions process, please compete the inquiry form and our team will contact you regarding next steps for application.

We are expecting high demand for this inaugural session, but will be keeping the program small to allow program faculty to build an appropriate class and customize certain modules to address the goals and perspectives of admitted students. Executive education students who previously accepted their place in the program, but must cancel less than a month in advance may apply a portion of their registration fee to a future session.

We encourage multiple attendees from the same organization. For more information about group rates, onsite trainings, and custom engagements, please contact Mariah Casias at mariahc@upenn.edu.