In a fast-evolving philanthropy landscape, advisors are expected to bridge donor intent, impact strategy, and technical execution with confidence. This panel brings together three practitioners who’ve each taken a distinct certification path and apply it daily in their work:

• Alex — CSPG (Certified Specialist in Planned Giving)

• Michael — CAP (Chartered Advisor in Philanthropy)

• Asa — IPA (Impact Philanthropy Advisor)

Panelists will share why they chose their credential, what they learned, and how the training reshaped their client work and collaboration. You’ll walk away with practical tools, useful frameworks, and real “Aha” insights to strengthen donor conversations and support more effective giving.