Please complete the following application. A member of our admissions team will review your submission and contact you within 2 weeks. If you are an appropriate candidate for this program, the next step will be to schedule an interview to provide more context on the program and learn more about you and your goals as we build the upcoming cohort.
First Name *
Last Name *
Organization Name *
Title *
Address *
Phone *
Email *
Your professional role Wealth Manager Trust or Estate Attorney Family Office Professional Philanthropy Advisor Other
Your organization Bank or trust company Community foundation Consulting practice Donor-advised fund (DAF) Family office Financial planning firm/practice Law firm/practice Private foundation or charitable trust Wealth management firm/practice Other
Please provide additional background on your philanthropic advising experience and practice, including current and past roles, education, training, and certifications (300 words max):
Why are you interested in incorporating high impact philanthropy into your advising practice? My clients are asking for this serviceI am interested in impact and want to bring it to my clientsBothOther (if other, please explain in your answer to the question below)
What are your learning goals for this program and why (250 words max)? *
Who (if anyone) referred you to the Advising for Impact Certificate Program?
Are you interested in attending with others in your organization? YesNo
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