The DAFCP™ Refresher Course is designed for professionals who have successfully completed the DAFCP™ program. It includes all six modules developed by industry experts, covering charitable planning, nonprofit fundraising, and philanthropic advising. This course is strictly for review and does not include assessments or exams.
This resource includes all text and video content from the original DAFCP™ curriculum. You can review the full lifecycle of donor-advised funds, from formation and funding to grantmaking and governance. The content is self-paced, allowing you to focus on the specific areas most relevant to your current work.
Use this refresher course as a supplemental professional reference. Revisit specific topics to review foundational concepts before donor meetings or work through the modules to stay sharp on policy changes and ethical standards. You also have access to SPARK, our integrated AI tool, to help you explore complex topics or test your knowledge through interactive questioning. This is a flexible, no-pressure environment for your continued professional development.
