Allie Lemieux (She/Her) Manager, Learner Experience allie@daylightadvisors.co m 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.

Crystal Thompkins (She/Her) Director, Strategic Impact crystal@daylightadvisors.co m 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 across nonprofit sectors 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 ; and the board of the Winston-Salem State University Foundation, her alma mater. 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).

Cindy Yang (She/Her) Consultant, Programs cindy@daylightadvisors.co m Cindy joins Daylight with over 20 years of experience supporting C-Suite executives in the legal, health, and nonprofit sector. Cindy’s dedication, capacity to juggle a diverse and dynamic set of responsibilities and ability to collaborate across geographies will be a great addition to Daylight as they continue to grow. Prior to joining Daylight, Cindy worked as an Executive Administrator for a non-profit health care organization in Milwaukee, WI. In her role there, she managed the day-to-day operations for the corporate office, and supported the CEO and executive staff, as well as served closely as a liaison to the board of directors. Cindy received her bachelor’s in business administration from the University of Wisconsin-Milwaukee and a master’s degree in management from Cardinal Stritch University. Cindy was raised in Wisconsin and now lives in South Carolina. In her spare time, Cindy enjoys spending time with her husband and two sons, as well as volunteering and building relationships in the Hmong communities throughout the Carolinas.

In Practice Bringing ideas and resources to light. Post-Election Webinar View More Positioning Yourself for Growth View More Introducing the next Prismatic cohort! View More Webinar: Adapting to 8 Trends in Philanthropic Advising in SE Asia View More Webinar: Adapting to 8 Trends in Philanthropic Advising View More Changemakers in Asia: An Advisor's Perspective, Dien Yuen View More I Learn Best When... View More Impact Philanthropy Advisor Info Session Video View More U.S. Philanthropic Advisors 2024 View More SEE MORE

Our Work Daylight is a platform where advisors can find the knowledge, ideas, and community to support their passion for growth, service, and philanthropic outcomes. We know the special challenges and potential of advisors, whose success hinges not just on philanthropic knowledge but also on strategy, dynamic relationship building, wealth management considerations, and more. Our three areas of work help advisors develop their craft, careers, and the field. The Impact Philanthropy Advisor certification program is designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact. Learn More Learning Certificates Coming Soon

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Tony Macklin (He/Him) Director, Advisor Practice tony@daylightadvisors.co m A Chartered Advisor in Philanthropy®, Tony helps donors, families, grantmakers, and their advisors and associations answer questions about shared purpose, use of resources for social impact, governance, strategy, and assessment. He is a frequent speaker, trainer, and author for the same audiences. He served four years as executive director of the Roy A. Hunt Foundation, a multi-generational family foundation. While there, he facilitated a visioning process and changes in investment management, impact investing, grantmaking, trustee education, and back-office management. In twelve years at the Central Indiana Community Foundation, he led grantmaking and community change initiatives, advised generous entrepreneurs and families, attracted $39 million in assets and co-investments, and co-founded a social enterprise. Before that he managed technical assistance and financing programs for the State of Indiana’s Community Development Division. Tony was raised in Indiana and now lives in Pittsburgh. He is a member of the National Network for Consultants to Grantmakers and Purposeful Planning Institute. He also serves as a senior consultant for the National Center for Family Philanthropy, senior consultant with Ekstrom Alley Clontz & Associates, and senior advisor to the Impact Finance Center. He’s reviewed proposals for a wide variety of funders and purposes, co-founded a giving circle, and served on more task forces and committees than he can remember.

In the Field OCTOBER • CASE & CCS Women in Philanthropy Virtual Oct 14 Button • DAF Giving Summit Nashville Oct 16 - 18 Button • Wealth Management Institute Singapore Oct 21 - 25 Button • Adapting to 8 Trends in Philanthropic Advising in SE Asia Virtual (Singapore) Oct 29 Button • Charitable Gift Planners (CGP) Annual Conference Orlando Oct 28 - 30 Button • SOCAP San Francisco Oct 28 - 30 Button NOVEMBER • Hawaii Tax Institute Hawaii Nov 3 - 7 Button • Post-Election Webinar Virtual Nov 7 Button • Greater Washington Community Foundation Washington DC Nov 13 Button • WOC Symposium 2024 NYC Nov 13 Button • UHNW Institute NYC Nov 13 - 14 Button • AIP Conference San Jose Nov 13 - 15 Button • Schwab Impact 2024 San Francisco Nov 19 - 24 Button • ThinkAdvisor Luminaries Awards Las Vegas Dec 11 Button • Southern Arizona Estate Planning Council Tucson Dec 11 Button DECEMBER

What We Do Daylight was founded by leaders committed to excellence, innovation, and equity in philanthropy. We are strategists, researchers, entrepreneurs, storytellers - and above all, practitioners - with experience in philanthropic advising in the U.S. and abroad. At heart, we are collaborators and advocates, thrilled to support the talent and passion of the Daylight community. Dien Yuen CEO Megan Lemieux Bell Director, Engagement Allie Lemieux Manager, Learner Experience Travis Meister Consultant, Educational Design Crystal Thompkins Director, Strategic Impact Mike Rea Director, Partnerships Rick Peck Consultant, Advisor Practice Nathan Heruy Consultant, Research Tony Macklin Director, Advisor Practice Lydia Oh Manager, Programs & Marketing Cindy Yang Consultant, Programs Education Education and entrepreneurship , starting with the launch of the Prismatic Accelerator , is the first effort dedicated to increasing multicultural ownership, influence, and impact in the philanthropic advisor sector. Our flagship program, the Impact Philanthropy Advisor Certificate , is designed exclusively for wealth and philanthropic advisors to advance your practice, client relationships, and impact. Research New, empirical research on advisors and the developing field, such as our latest report, U.S. Philanthropic Advisors 2024: Professional Development, Practice, and Knowledge Gaps. This research is the first of several initiatives to better understand the experiences and needs of philanthropy advisors as crucial yet understudied agents of social change. Services Impact and services , which includes an effort to understand and support unmet potential for legacy giving and growth with HBCUs and social justice organizations. We are also working with our first enterprise client to support their regional strategy, and will offer fiscal sponsorship via our affiliated nonprofit. Advisor Hub Our Advisor Hub connects a community of industry practitioners to refine and perfect their craft so they may better serve clients and donors. For now, follow our LinkedIn page for the latest news and the conferences where you can find Dien and the team. Purpose Purpose x Social Impact , going beyond technical philanthropy to support advisors with elements of vocation, growth and transitions, social capital, and meaning-making, to further align well-being with community and impact. Look forward to workshops and tools for advisors, as well as options for partnering to support clients.

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…

Mike Rea (H e/Him ) Director, Partnerships mike@daylightadvisors.co m Mike is a philanthropic leader and social entrepreneur whose ventures help transform systems for social impact to be more equitable and effective. Mike and Dien launched Daylight to modernize and reenergize the field of philanthropic advising, resuming a collaboration that began after Mike founded Give2Asia in 2001, a cross-border philanthropy intermediary that has facilitated more than US$550M in support of diverse donors, grantees and causes throughout the Asia-Pacific. After deepening his practice with clients and philanthropy leading the West and Central Regions for Bank of America/US Trust’s Philanthropic Management group, and as strategist for the K-12 Education team at the Bill & Melinda Gates Foundation, Mike combined his love of travel and passion for impact as CEO of Tourism Cares, the industry’s CSR association. The strategy developed and executed with a global board and team created innovation in travel and disaster philanthropy, skilled volunteering, CSR practice, and rebalancing power and experiences through the social enterprise-filled Meaningful Travel Map of Jordan , which spawned a whole global platform. Mike’s most recent contribution has come as CEO of the climatetech investing network E8 Angels, resulting in record membership and investment growth, driven by a new strategy, attention to diversity, equity and climate justice, and launching the Decarbon8 Fund to make climatetech impact investing readily accessible to foundation and DAF donors. A former journalist, Mike hopes to someday write his book on social impact, and one passion project, Tsunami Plus 10 , looked back at grants made in Sri Lanka eight years later. His community also includes service as director of the Transformational Travel Council, venture partner to Planetary VC, and advisor to the Kruckeberg Garden Foundation near his home in Seattle.

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