U.S. Philanthropic Advisors 2024: Professional Development, Practice, and Knowledge Gaps Who are philanthropic advisors? What services do they provide? What challenges do they face in their work? What kinds of support and resources could help them generate more impact in their communities? Here's a look at understanding the unique experiences and professional needs of today's philanthropic advisors. Download Report EXECUTIVE SUMMARY Philanthropic advisors play a critical role within the philanthropic ecosystem, yet their professional experiences remain largely unmapped. Little is known about who today’s advisors are, how they learned the craft, whom they serve, and how they carry out their work to generate impact. This research is the first of several initiatives to better understand the experiences and needs of philanthropic advisors as crucial yet understudied agents of social change. The topics of inquiry include the nature of their current work and impact; whom they serve and how they do so; their experience in the field, including role tenure, salary, and supervisory responsibilities; how they stay abreast of charitable trends and apply new tools; and the specific skills and knowledge areas they seek to develop further. We conducted an online survey with 258 philanthropic advisors living in or working with clients in the United States. The term “philanthropic advisors” was defined broadly to include anyone involved in navigating the who, what, why, and how of using resources for philanthropy and social impact, either as a full-time job or as part of the role of a wealth advisor, gift planner, or other profession. KEY FINDINGS The field is becoming more diverse. Over half (51%) of the newcomers to philanthropic advising, defined as having fewer than 10 years of experience, were Black, Indigenous, and People of Color (BIPOC). New advisors were mostly female (65%) and in their 30s (38%). Advisors in their 30s are leading diversity efforts. Respondents aged 30–39 reported serving more BIPOC and/or Lesbian, Gay, Bisexual, and Transgender (LGBTQ+) clients than their colleagues in other age cohorts. Respondents are moving billions in charitable dollars. Collectively, the respondents helped to facilitate almost $13 billion in charitable giving last year, with an individual average of $50 million. The largest category (40%) helped to facilitate between $1 million and $10 million, and the second largest category (28%) helped to facilitate between $10 million and $100 million. Donor-advised funds (DAFs) remain popular throughout the sector. Both new and senior advisors named DAFs among their most commonly used charitable tools. They were the most or second-most popular charitable tool across employer types. With experience comes confidence—with some exceptions. When asked to rate their knowledge levels in key skill areas, respondents reported levels of expertise that generally increased with experience, with the exception of two broad skill areas: 1) financial capital development and 2) diversity, equity, and inclusion (DEI), intercultural, and wealth dynamics. Growth as a philanthropic advisor comes primarily from learning on the job. When asked to rate several educational resources, such as professional development programs or memberships in associations, all respondent groups described learning on the job as the most helpful to their development as advisors.

Crystal Thompkins 6 days ago The Future of Black Giving is Now August is Black Philanthropy Month , a celebration of giving by those of African descent around the globe founded by Dr. Jacqueline... Crystal Thompkins Jul 1 Future's Gonna Be Okay When Dien first told me about the idea for the Prismatic Accelerator, a program for advisor entrepreneurs from underinvested communities... Crystal Thompkins May 20 No. "No is a complete sentence" is something we've all heard, usually as a reminder for those of us, especially women inclined to...

Pages (24) Blog Posts (7) 24 items found for "" Lydia Oh | Daylight Advisors Lydia Oh (She/Her) Manager, Programs & Marketing lydia@daylightadvisors.co m Lydia’s contributions to Daylight’s program and marketing efforts stem from a deep commitment to community and care that is only growing, demonstrated at work and at home. Her leadership in philanthropy is no surprise, having most recently worked with Dien at the Center for Philanthropy and Social Impact at the American College of Financial Services, where she supported the Center in programming, research and publications, and marketing and social media. Lydia welcomed the chance to join the Center, and now Daylight, to further extend her work with donors that started out at Missio Seminary and then The UCLA School of Theater, Film and Television. Throughout all of these roles she’s come to appreciate, and draw out, the essence of giving: that it’s about so much more than the ask; it’s about connection with people; hearing their stories and supporting new ones; activating what matters to them and the change they seek. Lydia personally practices many different ways of giving and creating connection, which was one of the things she studied upon recently completing the Chartered Advisor in Philanthropy® certification (CAP®), as a member of the latest Advisors of Color cohort. She is very active in both the Korean-American community and her church, where she helped lead the women’s group, and developed efforts around well being and mental health during and after the pandemic. Similarly, Lydia is a committed friend and advocate to the families and mothers in her extended community, and she lives in the Philadelphia suburbs with her husband and two young children. Daylight Advisors | philanthropic advising Download Report In Practice | Daylight Advisors In Practice Bringing ideas and resources to light. I Learn Best When... View More Impact Philanthropy Advisor Info Session Video View More U.S. Philanthropic Advisors 2024 View More PPI- Idea Lab: The Future of Philanthropic Advising View More "A Holistic Look at Giving" By: Lisa Amor Featuring Dien Yuen View More "What Philanthropy is poised to look like in 2024" ft. Tony Macklin View More Positioning Yourself for Growth View More Introducing the next Prismatic cohort! View More Where Do Philanthropy Advisors Come From? View More Advisors as Influencers Featuring Dien Yuen View More Dien Yuen Inducted into CGP Hall of Fame View More Dien Yuen featured in CGP's Newsletter View More Webinar: Adapting to 8 Trends in Philanthropic Advising View More Changemakers in Asia: An Advisor's Perspective, Dien Yuen View More Gift Planning Landscape: An Overview View More Increasing Planned Gifts in Diverse Communities View More "Leveraging Diaspora Communities for Philanthropic Support" View More In Practice | Daylightadvisors In Practice Bringing ideas and resources to light I Learn Best When... I Learn Best When... Impact Philanthropy Advisor Info Session Video Impact Philanthropy Advisor Info Session Video U.S. Philanthropic Advisors 2024 U.S. Philanthropic Advisors 2024 Positioning Yourself for Growth Positioning Yourself for Growth Introducing the next Prismatic cohort! Introducing the next Prismatic cohort! Where Do Philanthropy Advisors Come From? Where Do Philanthropy Advisors Come From? Webinar: Adapting to 8 Trends in Philanthropic Advising Webinar: Adapting to 8 Trends in Philanthropic Advising Changemakers in Asia: An Advisor's Perspective, Dien Yuen Changemakers in Asia: An Advisor's Perspective, Dien Yuen Gift Planning Landscape: An Overview Gift Planning Landscape: An Overview SEE MORE In the Field JULY ​ HBCU Philanthropy Symposium in Washington D.C. (June 30-July 4) ​ ​ Purposeful Planning Institute Rendezvous in West Minister (July 29-Aug 2) Daylight Insights Tour: 8 Trends in Philanthropic Advising in Denver (July 29) AUGUST ​ Daylight Insights Tour: 8 Trends in Philanthropic Advising in Aspen (Aug 2 ​ Daylight Insights Tour: 8 Trends in Philanthropic Advising Virtual (Aug 20)​ South Sound Planned Giving Council Virtual (Aug 21) Daylight Insights Tour: 8 Trends in Philanthropic Advising in Virtual (Aug 28) ​ SEPTEMBER ​ Wealthies Award in NYC (Sept 5) Daylight Insights Tour: 8 Trends in Philanthropic Advising in NYC (Sept 5) ​ ​ Future Proof Festival in Huntington Beach (Sept 15 - 18) ​ ​ South Sound Philanthropy Summit in Tacoma (Sept 27) ​ National Forum on Family Philanthropy in Atlanta (Sept 18- 20) ​ Search Results | Daylight Advisors Pages (24) Blog Posts (7) 24 items found for "" In Practice | Daylightadvisors In Practice Bringing ideas and resources to light I Learn Best When... I Learn Best When... Impact Philanthropy Advisor Info Session Video Impact Philanthropy Advisor Info Session Video U.S. Philanthropic Advisors 2024 U.S. Philanthropic Advisors 2024 Positioning Yourself for Growth Positioning Yourself for Growth Introducing the next Prismatic cohort! Introducing the next Prismatic cohort! Where Do Philanthropy Advisors Come From? Where Do Philanthropy Advisors Come From? Webinar: Adapting to 8 Trends in Philanthropic Advising Webinar: Adapting to 8 Trends in Philanthropic Advising Changemakers in Asia: An Advisor's Perspective, Dien Yuen Changemakers in Asia: An Advisor's Perspective, Dien Yuen Gift Planning Landscape: An Overview Gift Planning Landscape: An Overview SEE MORE In the Field JULY ​ HBCU Philanthropy Symposium in Washington D.C. (June 30-July 4) ​ ​ Purposeful Planning Institute Rendezvous in West Minister (July 29-Aug 2) Daylight Insights Tour: 8 Trends in Philanthropic Advising in Denver (July 29) AUGUST ​ Daylight Insights Tour: 8 Trends in Philanthropic Advising in Aspen (Aug 2 ​ Daylight Insights Tour: 8 Trends in Philanthropic Advising Virtual (Aug 20)​ South Sound Planned Giving Council Virtual (Aug 21) Daylight Insights Tour: 8 Trends in Philanthropic Advising in Virtual (Aug 28) ​ SEPTEMBER ​ Wealthies Award in NYC (Sept 5) Daylight Insights Tour: 8 Trends in Philanthropic Advising in NYC (Sept 5) ​ ​ Future Proof Festival in Huntington Beach (Sept 15 - 18) ​ ​ South Sound Philanthropy Summit in Tacoma (Sept 27) ​ National Forum on Family Philanthropy in Atlanta (Sept 18- 20) ​ Daylight Advisors | philanthropic advising 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. 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. Daylight Advisors | philanthropy advisors Daylight Revealing greater impact. Register now to be one of the first IPAs! Daylight is a global home for learning, practice, and research. Amidst an historic intergenerational transfer of wealth, rising needs, and interest in philanthropy, now is the time to reinvigorate and elevate the practice of impact advising. We do that by helping advisors build their competence, confidence, and cultural dexterity. Em power practitioners with contemporary, accessible learning opportunities, and launch the first accelerator for BIPOC philanthropic advisor-entrepreneurs. Conn ect advisors, and organize and elevate this segment of the profession. Understand the sector better with new research on philanthropic influe nce. Boost the capacity of social justice organizations, as well as advisors, with specialized expertise and services. Advisors help activate the social impact of families and institutions – and there’s so much more we can do. Advisors bring the ideas and goals of families and institutions to life. Whether a specialist, wealth manager, accountant, attorney, gift planner, or life coach, advisors are essential for enabling many types of social impact and maximizing its value. Yet amidst the opportunity of today, and imperatives such as systemic racism and climate change, three shortages hold the sector back: we don’t have enough advisors fluent in philanthropy, they are not diverse enough, and we need modern, scalable knowledge and skills to drive sustainable, equitable change. The certified Impact Philanthropy Advisor program is designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact. Register Now TEAM The Daylight team A hub for learning, sharing, and connection, Daylight is led by Dien Yuen, a global leader in philanthropy services, education, and wealth management. The team includes experts in social entrepreneurship, research, gift planning, purpose, impact investing, and more. Learn more. Help us build a more visible, trusted, and inclusive field. Subscribe to our newsletter to receive updates on our research, professional development programs, community networks, and other resources specifically for advisors and those they serve. Questions? Interested in becoming involved? Email us! info@daylightadvisors.com Subscribe Why Daylight? We believe in open design and spaces and in illuminating blind spots. Of surfacing obscured resources and just finding inspiration with good company outside. What might Daylight be to you? Daylight Advisors | philanthropic planning About Us 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 Travis Meister Consultant, Educational Design Nathan Heruy Consultant, Research Crystal Thompkins Director, Strategic Impact Mike Rea Director, Partnerships Rick Peck Consultant, Advisor Practice Tony Macklin Director, Advisor Practice Lydia Oh Manager, Programs & Marketing Cindy Yang Consultant, Programs Daylight Advisors | impact philanthropy advisor Edit About Chat Experience User Faculty Camera Fees Mail Register THE IMPACT PHILANTHROPY ADVISOR CERTIFICATION Daylight’s learning platform and network are designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact. ​ Your home for lifelong learning, Daylight has something for all advisor skill levels and roles – and becoming an Impact Philanthropy Advisor is where you start . ​ With a mix of expert facilitation and on-demand instruction available online over 20 weeks, the Impact Philanthropy Advisor certificate (IPA) offers the skills and connections to confidently support the needs and expectations of families, organizations and communities today. ​ IPA will help you: Deepen client relationships Seize growth opportunities Accelerate and share your skills Spark social impact and family legacies It’s a transformative era for wealth and philanthropy, requiring new competencies and cultural dexterity to thrive. Amidst a historic $85 trillion intergenerational transfer of wealth, clients are turning to advisors for more than investments and tax planning, and philanthropy’s tools, considerations and goals have become more complex. It’s the perfect time to skill up with IPA. THE IPA EXPERIENCE The Impact Philanthropy Advisor certificate is a state-of-the-art learning program crafted with decades of experience in philanthropic advising, wealth management and philanthropic education. IPA is the flagship course created by Daylight, founded by advisors and educators, Dien Yuen and Tony Macklin, to meet the demand for contemporary and robust learning solutions. The Advisory Board and faculty, representing the sector’s diversity and breadth, ensure IPA is accessible, relevant and valuable. IPA participants will receive • 20 weeks of learning designed by expert advisors • On-demand content and case studies • Live group discussions facilitated by industry practitioners • New peer connections within your cohort • Continuing education credits • Complimentary content just for IPAs • First access to the Advisor Hub and Learning Labs • Celebrations and graduation invitations IPA WILL ADVANCE YOUR PRACTICE IN 3 AREAS TECHNICAL Align client values and priorities to achieve philanthropic objectives Assess features and benefits of charitable and non-charitable giving tools Integrate giving strategies within wealth, estate, tax, and philanthropic planning opportunities RELATIONAL Apply a cultural dexterity framework to support a range of client generations and backgrounds Identify the phases of the client impact journey and motivations Develop your skills and personal style to deepen philanthropic conversations PRACTICAL Examine the current philanthropic landscape, trends and debates Develop a sustainable philanthropic strategy and expand client relationships Assess the ethical obligations of a philanthropy advisor IPA MODULES Fundamentals Evolving demands for social impact services from different client segments; the new map of social impact advising services and competencies Social Impact Landscape Trends in uses of resources across multiple sectors; networks and associations in philanthropy; current policy and practice debates Art of Philanthropic Advising Modalities of advising; challenging assumptions of our roles; client philanthropic journeys; techniques to support progress Purpose and Strategy Developing client values, desired impact, understanding of the ecosystem, strategy statement; addressing inequities Charitable Tax Planning Substantiation; types of assets to give and identifying opportunities to use those assets; gift acceptance policies and donor due diligence Charitable Giving Strategies Application of tools such as bequests, life estates, retirement assets, life insurance, charitable trusts, and charitable gift annuities Foundations and Donor Advised Funds Advantages, disadvantages, critiques, applicability of charitable vehicles for grantmaking and operating programs For-Profit Vehicles Advantages, disadvantages, critiques, applicability of forms of impact investing and types of purpose-led businesses Influence, Leverage, & Civic Action Use of advocacy, lobbying, crowdfunding, movement building, and similar tools and strategies Planning for the Future Anticipating clients’ future needs; clarifying value propositions and advisor collaborations; personal development agendas Ethics in Philanthropic Advising Defining responsibilities to self, client, community, and the profession Cultural Dexterity Understanding how our social identities, family traditions, and cultural backgrounds influence wealth, estate, and philanthropic planning WHO NEEDS TO BE AN IPA? Social impact is not just for specialists. Whether in a wealth management firm, DAF sponsor or community foundation, family office, grantmaker or nonprofit, many roles benefit from fluency in philanthropy. IPA is for: Client-facing advisors and team members, to better understand your clients and their families, the options available to them, and to collaborate with fellow advisors. Business development roles, to be nimble and opportunistic with the demands of U/HNW families today. Planning and philanthropic specialists, to support junior team members, and for advanced leaders to update their knowledge and be first to access new courses. Associates interested in social change, to further their career development and boost corporate loyalty and retention. ADVISOR LEARNING JOURNEY ADVISORY BOARD Dianne Chipps Bailey, JD, CAP® MD, National Philanthropic Strategy Executive Bank of America Nina L. Cohen, JD, CAP® MD, Chief DEI Officer Strategic Advisor, Center for Family Philanthropy & Wealth Education, Glenmede Avery T. Fontaine, CAP® SVP, Head of Philanthropy & Impact PNC Private Bank Hawthorn Alisia Robin, CAP® Sr Manager, Strategic Partnerships and Nonprofit Outreach Schwab Charitable Padric H.B. Scott, MSFP®, CFP®, AEP®, CAP®, CLU®, WMCP® President & CEO Crossroad Capital Partners Edward Wang, 21/64 Certified Advisor VP, Family Office of Philanthropy Marin Community Foundation FACULTY Tony Macklin, CAP® Daylight Aquanetta Betts JD, AEP®, CAP®, CFRE George Mason University Mark Greer, MBA, CAP® Phila Engaged Giving Seth Klukoff Eoan Strategies, LLC Rick Peck CAP®, CFP®, CFC® Rick C. Peck Consulting, LLC Dien Yuen JD/LLM, CAP®, AEP® Daylight Beth Harper Briglia CPA, CAP® Philanthropic Advisor Steve Grourke CAP®, CFRE National Park Foundation Shelly Kurtz Eagle Pointe Advisors Rebecca Rothey CFRE, CAP®, AEP® Rothey Planned Giving Services Crystal Thompkins CAP®, CSPGCM Daylight Ginni Galicinao, ACFBA, ACFWA, CAP®, CPCC, ORSC Dynamics of Family Wealth Andrew Ho, MBA, CAP® National Academy of Sciences Cris Lutz, CAP®, CSPG The Huntington Library, Art Museum, and Botanical Gardens Dorothy Stuehmke, MPA Philanthropic Advisor Nishita Bakshi MBA, MSAE Philanthropy Advisor Kristin Giant, JD Hyper Local Impact, LLC Randi N. Hogan, CAP® Hogan Philanthropy Consulting Rob A. MacPherson The Indianapolis Foundation FEES You have the chance to participate in the most ambitious, modern philanthropic learning opportunity available, and benefit from Daylight’s national network and years of instructional and practitioner expertise. IPAs can immediately leverage new skills, connections and visibility with clients and teams, and in the marketplace. Special partnership opportunities are available for organizations interested in maximizing IPA’s national kickoff. About 30 hours, start-to-finish 12-15 advisors per cohort 12 self-paced modules 5 case studies 10 live virtual cohort conversation IPA Workbook HOW IT WORKS For Profit: $2,850 ​ Nonprofit: $2,500 ​ First 250 registrants will receive a $250 discount. FEES Cohorts starting in October 2024 and January 2025. Still have questions? See our FAQs . Watch our info session video. Download IPA program description. REGISTER First name Last name Email Code Phone City Region/State/Province Country Company Position/Role How did you hear about our training? I agree to abide by Daylight's Guiding Principles. I acknowledge that I have read IPA's program accessibility. I understand that once registered, I will not be granted a refund. We will consider any extenuating circumstances and may allow your fee to be applied to future cohorts within 12 months. If you have questions about whether IPA is right for you, please contact us at learn@daylightadvisors.com before enrolling. Select registration option: * For Profit Professional: $2,850 with $250 discount - $2600 Nonprofit & Independent Practitioner: $2,500 with $250 discount - $2250 (First 250 registrants receive a $250 discount.) Select cohort: * October 2024 January 2025 April 2025 Checkout Thank you for registering! We will be in touch. IPA About Experience Faculty Fees Register IPA: A New Standard for Impact Quick Links About Experience Who Advisory Board Faculty Fees Register Crystal Clear Blog | Daylight Advisors Crystal Thompkins 1 day ago The Future of Black Giving is Now August is Black Philanthropy Month , a celebration of giving by those of African descent around the globe founded by Dr. Jacqueline... Crystal Thompkins Jul 1 Future's Gonna Be Okay When Dien first told me about the idea for the Prismatic Accelerator, a program for advisor entrepreneurs from underinvested communities... Crystal Thompkins May 20 No. "No is a complete sentence" is something we've all heard, usually as a reminder for those of us, especially women inclined to... Daylight Advisors | philanthropic planning 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… Daylight Advisors | prismatic accelerator Prismatic Accelerator Philanthropy Advisors and Multicultural Entrepreneurs Transforming Lives and Communities Introducing the next Prismatic cohort of philanthropy advisor-entrepreneurs! Led by Crystal Thompkins, Director of Strategic Impact Bao-Tram Do Eileen Egan Andra Kranzler Britney Nesbit Cohort 1 Mark Greer Tiffany Polite Denise Sarkor Jilla Tombar Lauren Tudor Joy Webb The Prismatic Accelerator helps philanthropy realize its full potential by expanding and diversifying the pool of advisors available to meet client demand and speeding growth in multicultural entrepreneur ownership and thought leadership. It is the first accelerator dedicated to increasing multicultural ownership and impact in the philanthropic advisor sector with a focus on business growth. Created by Daylight Advisors, the program is designed to boost business, technical and leadership acumen and create a welcoming, inspiring, and supportive community for multicultural advisor-entrepreneurs. "I work to radically reimagine philanthropy and help implement the changes ne cessary to bring forth a new way of resourcing social change: essentially to help philanthropists do good, better.” -- Jilla Tombar, Vortex Philanthropy Advisors Prismatic Fellow 2024 In Practice | Daylight Advisors In Practice Bringing ideas and resources to light. Dien Yuen Inducted into CGP Hall of Fame View More "Leveraging Diaspora Communities for Philanthropic Support" View More Webinar: Adapting to 8 Trends in Philanthropic Advising View More Positioning Yourself for Growth View More Gift Planning Landscape: An Overview View More Advisors as Influencers Featuring Dien Yuen View More Where Do Philanthropy Advisors Come From? View More Increasing Planned Gifts in Diverse Communities View More Introducing the next Prismatic cohort! View More PPI- Idea Lab: The Future of Philanthropic Advising View More Dien Yuen featured in CGP's Newsletter View More Changemakers in Asia: An Advisor's Perspective, Dien Yuen View More U.S. Philanthropic Advisors 2024 View More Impact Philanthropy Advisor Info Session Video View More "A Holistic Look at Giving" By: Lisa Amor Featuring Dien Yuen View More I Learn Best When... View More "What Philanthropy is poised to look like in 2024" ft. Tony Macklin View More Daylight Advisors | philanthropic advising Download Report Dien Yuen | Daylight Advisors Dien Yuen (She/Her) CEO dien@daylightadvisors.co m As CEO of Daylight, Dien is working to maximize philanthropy’s potential for transforming lives by advancing the training, research, professionalization, and diversity of social impact advising. She also serves as lead faculty for philanthropy at the Wealth Management Institute (WMI) in Singapore. Dien was inducted into the 2023 National Association of Charitable Gift Planners (CGP) Hall of Fame and was 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®) designation. Overall, Dien has supported more than one thousand advisors seeking greater competence, confidence, and cultural dexterity in their work. Earlier in her career, Dien worked for several wealth management firms and held executive positions in regional and global development organizations. Today, she serves on the boards of Myriad USA , Giving Compass , and Angel Island Immigration Station Foundation. She is also an advisor to Asia Society Northern California and Global SF. Crystal Thompkins | Daylight Advisors 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). Previous 1 2 Next Daylight Advisors | philanthropic advising 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. 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. Daylight Advisors | philanthropy advisors Daylight Revealing greater impact. Register now to be one of the first IPAs! Daylight is a global home for learning, practice, and research. Amidst an historic intergenerational transfer of wealth, rising needs, and interest in philanthropy, now is the time to reinvigorate and elevate the practice of impact advising. We do that by helping advisors build their competence, confidence, and cultural dexterity. Em power practitioners with contemporary, accessible learning opportunities, and launch the first accelerator for BIPOC philanthropic advisor-entrepreneurs. Conn ect advisors, and organize and elevate this segment of the profession. Understand the sector better with new research on philanthropic influe nce. Boost the capacity of social justice organizations, as well as advisors, with specialized expertise and services. Advisors help activate the social impact of families and institutions – and there’s so much more we can do. Advisors bring the ideas and goals of families and institutions to life. Whether a specialist, wealth manager, accountant, attorney, gift planner, or life coach, advisors are essential for enabling many types of social impact and maximizing its value. Yet amidst the opportunity of today, and imperatives such as systemic racism and climate change, three shortages hold the sector back: we don’t have enough advisors fluent in philanthropy, they are not diverse enough, and we need modern, scalable knowledge and skills to drive sustainable, equitable change. The certified Impact Philanthropy Advisor program is designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact. Register Now TEAM The Daylight team A hub for learning, sharing, and connection, Daylight is led by Dien Yuen, a global leader in philanthropy services, education, and wealth management. The team includes experts in social entrepreneurship, research, gift planning, purpose, impact investing, and more. Learn more. Help us build a more visible, trusted, and inclusive field. Subscribe to our newsletter to receive updates on our research, professional development programs, community networks, and other resources specifically for advisors and those they serve. Questions? Interested in becoming involved? Email us! info@daylightadvisors.com Subscribe Why Daylight? We believe in open design and spaces and in illuminating blind spots. Of surfacing obscured resources and just finding inspiration with good company outside. What might Daylight be to you? Daylight Advisors | impact philanthropy advisor Edit About Chat Experience User Faculty Camera Fees Mail Register THE IMPACT PHILANTHROPY ADVISOR CERTIFICATION Daylight’s learning platform and network are designed exclusively for wealth and philanthropic advisors, to help you meet this extraordinary opportunity to grow your business, client relationships and impact. ​ Your home for lifelong learning, Daylight has something for all advisor skill levels and roles – and becoming an Impact Philanthropy Advisor is where you start . ​ With a mix of expert facilitation and on-demand instruction available online over 20 weeks, the Impact Philanthropy Advisor certificate (IPA) offers the skills and connections to confidently support the needs and expectations of families, organizations and communities today. ​ IPA will help you: Deepen client relationships Seize growth opportunities Accelerate and share your skills Spark social impact and family legacies It’s a transformative era for wealth and philanthropy, requiring new competencies and cultural dexterity to thrive. Amidst a historic $85 trillion intergenerational transfer of wealth, clients are turning to advisors for more than investments and tax planning, and philanthropy’s tools, considerations and goals have become more complex. It’s the perfect time to skill up with IPA. THE IPA EXPERIENCE The Impact Philanthropy Advisor certificate is a state-of-the-art learning program crafted with decades of experience in philanthropic advising, wealth management and philanthropic education. IPA is the flagship course created by Daylight, founded by advisors and educators, Dien Yuen and Tony Macklin, to meet the demand for contemporary and robust learning solutions. The Advisory Board and faculty, representing the sector’s diversity and breadth, ensure IPA is accessible, relevant and valuable. IPA participants will receive • 20 weeks of learning designed by expert advisors • On-demand content and case studies • Live group discussions facilitated by industry practitioners • New peer connections within your cohort • Continuing education credits • Complimentary content just for IPAs • First access to the Advisor Hub and Learning Labs • Celebrations and graduation invitations IPA WILL ADVANCE YOUR PRACTICE IN 3 AREAS TECHNICAL Align client values and priorities to achieve philanthropic objectives Assess features and benefits of charitable and non-charitable giving tools Integrate giving strategies within wealth, estate, tax, and philanthropic planning opportunities RELATIONAL Apply a cultural dexterity framework to support a range of client generations and backgrounds Identify the phases of the client impact journey and motivations Develop your skills and personal style to deepen philanthropic conversations PRACTICAL Examine the current philanthropic landscape, trends and debates Develop a sustainable philanthropic strategy and expand client relationships Assess the ethical obligations of a philanthropy advisor IPA MODULES Fundamentals Evolving demands for social impact services from different client segments; the new map of social impact advising services and competencies Social Impact Landscape Trends in uses of resources across multiple sectors; networks and associations in philanthropy; current policy and practice debates Art of Philanthropic Advising Modalities of advising; challenging assumptions of our roles; client philanthropic journeys; techniques to support progress Purpose and Strategy Developing client values, desired impact, understanding of the ecosystem, strategy statement; addressing inequities Charitable Tax Planning Substantiation; types of assets to give and identifying opportunities to use those assets; gift acceptance policies and donor due diligence Charitable Giving Strategies Application of tools such as bequests, life estates, retirement assets, life insurance, charitable trusts, and charitable gift annuities Foundations and Donor Advised Funds Advantages, disadvantages, critiques, applicability of charitable vehicles for grantmaking and operating programs For-Profit Vehicles Advantages, disadvantages, critiques, applicability of forms of impact investing and types of purpose-led businesses Influence, Leverage, & Civic Action Use of advocacy, lobbying, crowdfunding, movement building, and similar tools and strategies Planning for the Future Anticipating clients’ future needs; clarifying value propositions and advisor collaborations; personal development agendas Ethics in Philanthropic Advising Defining responsibilities to self, client, community, and the profession Cultural Dexterity Understanding how our social identities, family traditions, and cultural backgrounds influence wealth, estate, and philanthropic planning WHO NEEDS TO BE AN IPA? Social impact is not just for specialists. Whether in a wealth management firm, DAF sponsor or community foundation, family office, grantmaker or nonprofit, many roles benefit from fluency in philanthropy. IPA is for: Client-facing advisors and team members, to better understand your clients and their families, the options available to them, and to collaborate with fellow advisors. Business development roles, to be nimble and opportunistic with the demands of U/HNW families today. Planning and philanthropic specialists, to support junior team members, and for advanced leaders to update their knowledge and be first to access new courses. Associates interested in social change, to further their career development and boost corporate loyalty and retention. ADVISOR LEARNING JOURNEY ADVISORY BOARD Dianne Chipps Bailey, JD, CAP® MD, National Philanthropic Strategy Executive Bank of America Nina L. Cohen, JD, CAP® MD, Chief DEI Officer Strategic Advisor, Center for Family Philanthropy & Wealth Education, Glenmede Avery T. Fontaine, CAP® SVP, Head of Philanthropy & Impact PNC Private Bank Hawthorn Alisia Robin, CAP® Sr Manager, Strategic Partnerships and Nonprofit Outreach Schwab Charitable Padric H.B. Scott, MSFP®, CFP®, AEP®, CAP®, CLU®, WMCP® President & CEO Crossroad Capital Partners Edward Wang, 21/64 Certified Advisor VP, Family Office of Philanthropy Marin Community Foundation FACULTY Tony Macklin, CAP® Daylight Aquanetta Betts JD, AEP®, CAP®, CFRE George Mason University Mark Greer, MBA, CAP® Phila Engaged Giving Seth Klukoff Eoan Strategies, LLC Rick Peck CAP®, CFP®, CFC® Rick C. Peck Consulting, LLC Dien Yuen JD/LLM, CAP®, AEP® Daylight Beth Harper Briglia CPA, CAP® Philanthropic Advisor Steve Grourke CAP®, CFRE National Park Foundation Shelly Kurtz Eagle Pointe Advisors Rebecca Rothey CFRE, CAP®, AEP® Rothey Planned Giving Services Crystal Thompkins CAP®, CSPGCM Daylight Ginni Galicinao, ACFBA, ACFWA, CAP®, CPCC, ORSC Dynamics of Family Wealth Andrew Ho, MBA, CAP® National Academy of Sciences Cris Lutz, CAP®, CSPG The Huntington Library, Art Museum, and Botanical Gardens Dorothy Stuehmke, MPA Philanthropic Advisor Nishita Bakshi MBA, MSAE Philanthropy Advisor Kristin Giant, JD Hyper Local Impact, LLC Randi N. Hogan, CAP® Hogan Philanthropy Consulting Rob A. MacPherson The Indianapolis Foundation FEES You have the chance to participate in the most ambitious, modern philanthropic learning opportunity available, and benefit from Daylight’s national network and years of instructional and practitioner expertise. IPAs can immediately leverage new skills, connections and visibility with clients and teams, and in the marketplace. Special partnership opportunities are available for organizations interested in maximizing IPA’s national kickoff. About 30 hours, start-to-finish 12-15 advisors per cohort 12 self-paced modules 5 case studies 10 live virtual cohort conversation IPA Workbook HOW IT WORKS For Profit: $2,850 ​ Nonprofit: $2,500 ​ First 250 registrants will receive a $250 discount. FEES Cohorts starting in October 2024 and January 2025. Still have questions? See our FAQs . Watch our info session video. Download IPA program description. REGISTER First name Last name Email Code Phone City Region/State/Province Country Company Position/Role How did you hear about our training? I agree to abide by Daylight's Guiding Principles. I acknowledge that I have read IPA's program accessibility. I understand that once registered, I will not be granted a refund. We will consider any extenuating circumstances and may allow your fee to be applied to future cohorts within 12 months. If you have questions about whether IPA is right for you, please contact us at learn@daylightadvisors.com before enrolling. Select registration option: * For Profit Professional: $2,850 with $250 discount - $2600 Nonprofit & Independent Practitioner: $2,500 with $250 discount - $2250 (First 250 registrants receive a $250 discount.) Select cohort: * October 2024 January 2025 April 2025 Checkout Thank you for registering! We will be in touch. IPA About Experience Faculty Fees Register IPA: A New Standard for Impact Quick Links About Experience Who Advisory Board Faculty Fees Register Daylight Advisors | philanthropic planning About Us 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 Travis Meister Consultant, Educational Design Nathan Heruy Consultant, Research Crystal Thompkins Director, Strategic Impact Mike Rea Director, Partnerships Rick Peck Consultant, Advisor Practice Tony Macklin Director, Advisor Practice Lydia Oh Manager, Programs & Marketing Cindy Yang Consultant, Programs Crystal Clear Blog | Daylight Advisors Crystal Thompkins 1 day ago The Future of Black Giving is Now August is Black Philanthropy Month , a celebration of giving by those of African descent around the globe founded by Dr. Jacqueline... Crystal Thompkins Jul 1 Future's Gonna Be Okay When Dien first told me about the idea for the Prismatic Accelerator, a program for advisor entrepreneurs from underinvested communities... Crystal Thompkins May 20 No. "No is a complete sentence" is something we've all heard, usually as a reminder for those of us, especially women inclined to... Daylight Advisors | philanthropic planning 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… Daylight Advisors | prismatic accelerator Prismatic Accelerator Philanthropy Advisors and Multicultural Entrepreneurs Transforming Lives and Communities Introducing the next Prismatic cohort of philanthropy advisor-entrepreneurs! Led by Crystal Thompkins, Director of Strategic Impact Bao-Tram Do Eileen Egan Andra Kranzler Britney Nesbit Cohort 1 Mark Greer Tiffany Polite Denise Sarkor Jilla Tombar Lauren Tudor Joy Webb The Prismatic Accelerator helps philanthropy realize its full potential by expanding and diversifying the pool of advisors available to meet client demand and speeding growth in multicultural entrepreneur ownership and thought leadership. It is the first accelerator dedicated to increasing multicultural ownership and impact in the philanthropic advisor sector with a focus on business growth. Created by Daylight Advisors, the program is designed to boost business, technical and leadership acumen and create a welcoming, inspiring, and supportive community for multicultural advisor-entrepreneurs. "I work to radically reimagine philanthropy and help implement the changes ne cessary to bring forth a new way of resourcing social change: essentially to help philanthropists do good, better.” -- Jilla Tombar, Vortex Philanthropy Advisors Prismatic Fellow 2024 Previous 1 2 Next