06/08/2026
Nonprofit nerd turned IPA. 🎓
20 weeks. 12 in-depth modules. Certified Impact Philanthropy Advisor, through Daylight. I've done the work so you don't have to figure out philanthropy alone.
Here's what that means for the families, nonprofits, and wealth advisors I work with:
- Sharper DAF strategy: how to structure gifts, time them, and maximize the tax benefit.
- Stronger nonprofit vetting: evaluating organizations with both rigor and intention.
- Deeper gift planning knowledge: complex assets, legacy giving, charitable vehicles beyond the checkbook.
- More culturally informed advising: meeting clients where they actually are.
Philanthropic advising is no longer a "nice add-on." Families want intentional and personalized strategies. Nonprofits need to understand DAFs to stop losing out on gifts. And wealth advisors need partners who bring rigor to the philanthropic side.
That gap is exactly why I built Epic Philanthropy.
If you're ready to move from reactive giving to intentional philanthropy, I'd love to connect. Send me a DM. Link in bio! đź”—