What trends are influencing gift planning? By Megan Bell and Dien Yuen At Daylight, we monitor trends in philanthropic advising and listen closely to advisors and gift planners working with clients and donors on the frontlines. One way we do this is by connecting some of the dots we see and asking advisors how it might apply in their day-to-day work and what's on their minds. In April, we asked attendees at the Northern California Planned Giving Council, "What trends in philanthropy or gift planning are on your minds?" We received over 60 responses written on notecards. They can be grouped into six general themes: giving styles and trends, gift planning, DAFs, demographics, AI/Tech, and concerns over the current political climate. Below are examples of what the participants shared. Do they resonate with you? We've shared our "Adapting to 8 Trends in Philanthropic Advising" presentation to over 600 non-profit and for-profit advisors in many small gatherings. The responses vary based on geography, advisor mix, client or donor sophistication level, etc. One consistent theme is that advisors are looking to broaden their definition of philanthropic planning. Adapting to 8 Trends in Philanthropic Advising Episode 1: Changing Client Base Episode 2: Evolving Definitions Episode 3: Evolving Vehicles Episode 4: Questioning Norms Episode 5: Growing Mistrust Episode 6: Wealth Planning Episode 7: AI for Good Episode 8: The Messy Marketplace

Papa, Where Do Philanthropy Advisors Come From? By Tony Macklin Well, son, sometimes a donor couple loves a cause very much. So much they want to put a lot of money into it… OK, maybe a child hasn’t asked you that question. But the topic comes up in the Daylight team’s conversations with philanthropy professionals. Our answer has been something like “from more than a dozen allied professions like nonprofit management, grantmaking, gift planning, and financial services.” It turns out philanthropy advisors’ backgrounds are far more diverse. During a packed session about philanthropic services at the 2023 DAF Giving Summit , we asked attendees to share their previous three jobs or roles. Forty two percent of them came from the types of philanthropy jobs you might expect: But the larger percentage listed backgrounds as varied as cowboy, bartender, ecological designer, letter carrier, marketing coordinator, social worker, and domestic violence attorney: Wildly mixed backgrounds can be a strength in the field of philanthropic advising. The diverse lived experiences will benefit clients and advisors working collaboratively. And different professions bring new angles to identifying and solving problems, involving people in decision-making, structuring client services, and more. The mix also presents challenges. The primary one, often reported by employers, is an advisor’s limited experience with the broad range of philanthropic motivations, resources, vehicles, strategies, and social impact tools clients use. To be sure, some advisors make a living only knowing about grantmaking to charities or only working in an issue such as education. But most private sector employers, and an increasing number of foundations, need generalists who can comfortably navigate multiple options, often without judging the client’s final choices. What’s Next? Over the past 18 months, Daylight team members have been developing a standardized set of competencies for philanthropic advisors, mapping where professional development programs meet those competencies, and asking advisors where they rank themselves on a scale from novice to expert. And, no surprise, we have ideas for filling gaps with new programming and research. Stay tuned for more information about our competency mapping and new programming in April! REN DAF Giving Summit 2023

What does it take to be a great philanthropic advisor? By Tony Macklin Every week, the Daylight team meets with leaders of wealth management firms, banks, foundations, nonprofits, consulting firms, and more. We hear them trying to respond to four trends: The increasing number of wealth creators and inheritors who want to focus part of their financial and estate planning on philanthropy. The increasing amount of money being placed in donor-advised funds and foundations. The expanding ways people achieve social impact, going beyond charitable giving to use impact investments, advocacy, crowdfunding, and other tools. Advisors and clients alike hoping to find ways to make a difference in the complex challenges our communities and planet face. They’re often expanding and refining their roles as philanthropic advisors—people who help clients and donors navigate the why, who, what, where, and how of philanthropy and social impact. But the field of philanthropic advising is a messy mix of professional backgrounds, business models, skillsets, services, and success metrics. To help shed…well…daylight on that mess, we’re releasing a draft philanthropic advising competency model this summer. The model will describe attitudes, knowledge, and skills essential for succeeding in philanthropic advising roles. It should clarify recruitment, hiring, performance measurement, and professional development plans for employers, employees, and solo practitioners. We’ll base the model on dozens of job descriptions, interviews with a variety of employers, and competency maps from organizations such as the UHNW Institute (see graphic), Dorothy A. Johnson Center for Philanthropy, CFP Board, and SkillsFuture Singapore. Our project partner is the LaCire team who bring deep experience in developing effective and equitable human capital policies and procedures. And we’re fortunate to have the expertise and leadership of our volunteer working group and advisory board members. What does being a highly competent philanthropic advisor mean in this quickly-evolving world? Stay tuned to Daylight’s blog and social media for a publication and webinar this summer. And if you have questions about the project, don’t hesitate to contact me at tony@daylightadvisors.com .

The Best Learning Environment Has…Snacks?!?! By Crystal Thompkins To kick off last month’s information sessions about the Certified Impact Philanthropy Advisor (IPA) program, we asked attendees to complete the phrase “I learn best when________.” The top responses from attendees indicated that the best learning happens In open discussions with others Through practice and repetition With engaging topics and content With snacks Others shared they learn best when they can share and train others what they’ve learned. Some responses were more about the ideal settings, such as “not being interrupted” and “relaxed and calm.” Daylight and IPA check most of these boxes for a great learning experience. One of Daylight's guiding principles is creating an interactive learning environment that promotes practical application and embraces sharing ideas. In designing the Impact Philanthropy Advisor program, we incorporated many of the best principles or practices for adult learning. IPA brings individual learners together in a collaborative, peer-to-peer learning environment that combines self-study with group discussion. Learners will be able to apply the content in real-time by working through case studies and considering the implications for their clients and practice. The learning experience is guided by facilitators who will make the material and discussions instructive and engaging. That’s the good news. The bad news? Everyone must bring their own snacks. At least for now…

Bringing ideas and resources to light for philanthropy advisors and philanthropic planning Our Ideas In Practice Bringing ideas and resources to light What trends are influencing gift planning? What trends are influencing gift planning? Congratulations to the Inaugural IPA Cohort! Congratulations to the Inaugural IPA Cohort! What does it take to be a great philanthropic advisor? What does it take to be a great philanthropic advisor? SEE MORE In the Field Where to find us in-person and virtually SEE CALENDAR

Daylight is a global hub for philanthropic learning, practice, and research. It is home to the flagship program, the Impact Philanthropy Advisor (IPA) Certificate Program for philanthropic and wealth advisors. In the Field APRIL • DAF Professional Certificate Program, The American College of Financial Services Dallas April 8-9 Button • Daylight IPA Info Session Virtual April 10 Button • NCPGC Annual Conference San Francisco April 22 Button • Conference on Charitable Giving Stanford May 8 Button • Daylight IPA Info Session Virtual May 13 Button • Western Michigan Planned Giving Group Kalamazoo May 13 Button • We Give Summit Virtual May 13-15 Button • NNCG: Understanding the Role and Impact of DAFs in Philanthropic Planning Virtual May 21 Button • SoCalCGP Western Regional Planned Giving Conference Costa Mesa May 21-23 Button • Improving Your Philanthropic Advising Business Webinar May 28 Button MAY JUNE • Daylight IPA Info Session Virtual June 12 Button JULY • Daylight IPA Info Session Virtual July 8 Button • Purposeful Planning Institute Rendezvous Westminster July 28-31 Button IPA Live Info Session - June 12 View More Webinar: Adapting to 8 Trends in Philanthropic Advising in SE Asia View More IPA Live Info Session - May 13 View More Webinar: Adapting to 8 Trends in Philanthropic Advising View More Post-Election Webinar View More

Daylight is a global hub for philanthropic learning, practice, and research. It is home to the flagship program, the Impact Philanthropy Advisor (IPA) Certificate Program for philanthropic and wealth advisors. In Practice Bringing ideas and resources to light. What trends are influencing gift planning? View More Advising the Modern Philanthropic Client View More PPI- Idea Lab: The Future of Philanthropic Advising View More Congratulations to the Inaugural IPA Cohort! View More I Learn Best When... View More Gift Planning Landscape: An Overview View More What does it take to be a great philanthropic advisor? View More Positioning Yourself for Growth View More Where Do Philanthropy Advisors Come From? View More SEE MORE

Welcome to Illuminate Philanthropy, the podcast by and for advisors dedicated to exploring the latest news and trends in the world of philanthropy and social impact. Each episode dives into current topics, innovative trends, and the inspiring stories of the people shaping the philanthropic landscape. In Season 2 of Illuminate Philanthropy, we’re diving deeper into the future of philanthropy with members of Daylight’s learners, faculty, and advisory board—practitioners who are influencing the future of philanthropy and fostering meaningful change. Every guest brings a distinct perspective and valuable insights to our conversations. This series is filled with innovative ideas, real-world experiences, and thought-provoking insights on social good. Our guests go beyond theoretical discussions; they share their practical experiences working with communities, organizations, and clients who are transforming the impact of philanthropy. From the significance of storytelling to collaborative funding and diversifying the advisory field, we aim to highlight those who are actively engaged in this important work and the incredible efforts they are making.

Allie Lemieux (She/Her) Manager, Learner Experience allie@daylightadvisors.com Allie is a dynamic professional with over 15 years of experience building technology partnerships and programs. Throughout her career, she’s built strong relationships with nonprofit and for-profit organizations alike, focusing on strategic partnerships and initiatives that amplify the power of technology to drive positive impact. Known for her approachable and creative leadership style, Allie blends her expertise in change management with a deep commitment to authentic listening and collaboration. Whether working with customers or partners, her goal is always to create experiences that accelerate meaningful outcomes. As the co-founder of Home to Hired, an organization empowering moms to return to the workforce on their own terms, Allie is also dedicated to fostering inclusive opportunities. When she’s not in the office, you’ll find Allie “chasing dinos” with her energetic 4-year-old, mentoring young professionals, or exploring new travel destinations with her husband and stepchildren—all while staying inspired by the endless possibilities (and responsibility) for technology to make a difference. LinkedIn

Seth Klukoff (He/Him) Consultant, Advisor Practice seth@daylightadvisors.com Seth Klukoff works with Daylight in our Advisor Practice engagements. Seth has a more than 30-year background in thought leadership, business development, policy advocacy, social marketing, and writing. He has worked extensively with organizations in the philanthropic and nonprofit arenas—from foundations and think tanks to advocacy groups and large research organizations—as well as in the for-profit sector. Seth serves as a faculty member for Daylight Advisors’ Impact Philanthropy Advisor (IPA) certification, developed the learning module on Purpose and Strategy, and participated in the initial IPA cohort. He also managed a research study as part of the Hewlett Foundation’s Effective Philanthropy program, focusing on how high net worth donors access and use knowledge. Prior to founding Eoan Strategies, Seth served as Vice President, Thought Leadership at Equal Measure, a national research and strategy firm. At Equal Measure, he led thought leadership for foundation, nonprofit, and government clients such as the Bill & Melinda Gates Foundation, the National Science Foundation, Lumina Foundation, StriveTogether, and Citi Foundation. He also led Equal Measure’s business and partnership development strategy. Seth holds a master’s degree in journalism from Northwestern University and a B.A. in political science from the University of Michigan. He serves on the National Steering Committee for the National Network of Consultants to Grantmakers (NNCG), where he is co-chair of NNCG’s programming committee and past chair of its fundraising committee. Seth resides in Cherry Hill, NJ, which is just outside Philadelphia. He loves hiking, 3,000-piece jigsaw puzzles, reading history, Abbott Elementary, and all things Philadelphia and University of Michigan sports. LinkedIn

Crystal Thompkins (She/Her) Director, Strategic Impact crystal@daylightadvisors.com A Chartered Advisor in Philanthropy® and Certified Specialist in Planned Giving with over 20 years of experience in planned giving program management, Crystal brings a depth of expertise in nonprofit and family legacy planning. Crystal most recently served as Head of Philanthropic Solutions for BNY Mellon Wealth Management leading the national strategy and thought leadership for the firm’s philanthropic businesses. Crystal was the direct manager of the planned giving business responsible for the administration and organizational support of over 100 national nonprofit planned giving programs, leveraging her extensive experience in charitable tax preparation, operations, and fiduciary services. Crystal’s focus on prioritizing research to help nonprofits, funders, and advisors better understand the giving landscape led to the publication of one of the few studies of the charitable giving behavior of high- and ultra-high-net wealth investors and another study specifically on planned giving activity and trends. Crystal is also the Principal and Founder of TrueCrystal Consulting, a philanthropic consulting firm committed to helping Black Indigenous People of Color (BIPOC) -led, BIPOC-serving organizations and allied funders create a legacy through endowment building utilizing gift planning, equity-focused governance practices, and inclusive succession planning. Crystal is a frequent speaker at regional and national conferences and affiliated professional organizations and also facilitates nonprofit and private foundation board meetings guiding DEI and impact-focused, trust-based governance and giving. She has published articles in several publications including Worth Magazine, ThinkAdvisor, and Planned Giving Today. She also serves on the advisory council of Women of Color in Fundraising and Philanthropy (WŌC); the editorial board of Planned Giving Today; the investment committee of The Winston-Salem Foundation; and the board of the Black Philanthropy Initiative. Crystal and her husband, David, are permanent, life-long residents of North Carolina and are proud rescue fur baby parents and servants to DJ (dog) and Sinclair (cat). LinkedIn

Dien Yuen (She/Her) CEO Dien founded Daylight in 2023 to create transformative learning experiences for advisors pursuing growth, service, and social impact. The Impact Philanthropy Advisor (IPA) certification and market-focused certificate programs set a new standard for philanthropic planning education. Dien serves as lead faculty for philanthropy at Singapore’s Wealth Management Institute (WMI), where she was instrumental in launching the Certified Impact Philanthropy Professional (CIPP), Asia’s first professional philanthropic certification. She was inducted into the 2023 National Association of Charitable Gift Planners (CGP) Hall of Fame and recognized for her academic leadership with the Distinguished Faculty Award from WMI. Previously, Dien founded the Center for Philanthropy and Social Impact at The American College of Financial Services, where she also developed and taught courses as the Blunt-Nickel Professor in Philanthropy for the Chartered Advisor in Philanthropy® (CAP®) program. Dien holds a Juris Doctorate, an LLM in International law, a Chartered Advisor in Philanthropy (CAP®), and an Accredited Estate Planning (AEP) designation. LinkedIn