Lydia Oh, IPA Lydia Oh (She/Her) Manager, Programs & Marketing lydia@daylightadvisors.com 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 helps lead the women’s group and community growth group. 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. LinkedIn

Singapore Gives — But Not Always: Here’s Why Singapore Gives — But Not Always: Here’s Why By Dien Yuen Earlier this month, I completed a training on philanthropy and social impact with a group of learners from Singapore’s wealth management and nonprofit sectors. As part of the session, we explored why people in Singapore choose to give, and why they sometimes hold back. Why People Give Six key themes emerged as we discussed why people in Singapore give. Generosity here extends far beyond charity - it is an expression of purpose, identity, and legacy. 1. Altruism & Social Impact The dominant motivation centers on helping others and improving the world. People give to multiply goodness, pay it forward, help underprivileged communities, and to uplift others. The responses reflect a deep-seated belief in social responsibility and the transformative power of collective good — giving as a means to create positive change. 2. Financial & Pragmatic Factors A secondary cluster focuses on strategic or rational benefits: tax deductions and reductions, corporate branding, and funding innovation. Here, giving is seen as both smart and impactful — aligning philanthropy with business or financial stewardship. 3. Legacy & Family Values Many view giving as an act of legacy — teaching children, honoring loved ones, or to instill good values for the next generation. This cluster highlights intergenerational philanthropy, where giving becomes a way to pass on moral and social capital. 4. Personal Fulfillment & Meaning For some, giving fulfills a personal or emotional need: feeling grateful, finding purpose, or feeding the soul. 5. Religious & Spiritual Roots Faith-based reasons, such as afterlife blessings , karma , or emptying for regeneration, play a meaningful role, underscoring how religion anchors generosity in moral duty and divine reciprocity. 6. Cultural & Moral Influences Some respondents connect giving to upbringing, tradition, or cultural expectation, especially within Asian or collectivist contexts — giving as a reflection of who we are raised to be: part of Asian culture , custodian for the future , or social theories of reciprocity and gift exchange . Why People Do Not Give Learners shared a range of personal, social, and practical reasons for why people in Singapore do not give. Seven main themes emerged, showing that hesitation stems from emotional, informational, and situational barriers. 1. Trust and Credibility Gaps A recurring barrier is distrust in charitable institutions. Many learners noted uncertainty about how funds are managed or whether donations truly reach the intended beneficiaries. Comments such as “don’t trust charities” and “lack of credibility (data)” reflect deeper concerns about transparency and accountability — highlighting the need for clearer communication and tangible evidence of impact. 2. Financial Constraints Giving may also be constrained by economic realities. Respondents mentioned “not enough money (yet)” and a “scarcity mindset” , reflecting the tension between wanting to help and needing to prioritize personal financial security. Some also perceive that some contributions would be insignificant compared to wealthier donors — a belief that diminishes motivation. 3. Awareness and Knowledge Gaps Some mentioned that people don’t know where or how to give. This indicates that information accessibility and simple giving pathways could significantly increase participation. 4. Lack of Personal Connection or Relevance Some people don’t give because charitable causes feel distant or unrelatable ( “cause does not relate to me” ). When individuals don’t see a clear connection between their values and a cause, motivation wanes. 5. Structural and Convenience Barriers Practical barriers also play a role. The comment “operational hurdle to give — not easy to donate” illustrates how inefficient systems or complex donation processes can discourage action, even among those who want to give. 6. Social and Cultural Influences Giving is also shaped by social context and cultural expectations. Phrases like “my family does not appreciate” and “kiasu mentality” reflect social norms that discourage giving or prioritize self-preservation over generosity. This indicates a social permission gap, where community attitudes can either enable or inhibit giving behavior. 7. Fatigue and Negative Experiences Some respondents suggested signs of donor fatigue or emotional burnout. Prior negative experiences — such as feeling unappreciated, over-solicited, or disappointed — can lead to disengagement. The Balance of Heart and Head Together, these insights paint a portrait of giving in Singapore that is both empathetic and evaluative. People give when it aligns with their sense of purpose and trust; they hesitate when these are absent. The future of philanthropy in Singapore, therefore, lies in bridging this gap — fostering trust, transparency, and personal connection that turn good intentions into sustained generosity. Dien Yuen with WMI October 2025

Dien Yuen, CAP®, AEP®, IPA Dien Yuen (She/Her) CEO Dien is the Founder and CEO of Daylight, a learning partner equipping wealth and philanthropic advisors with the confidence, competence, and cultural dexterity to grow their practices and strengthen client relationships. Daylight’s Certified Impact Philanthropy Advisor (IPA) program and certificate offerings establish a new benchmark for excellence in philanthropic planning education. She was named in Wealthmanagement.com’s 2025 Ten to Watch: Innovators and Influencers Set to Change the Industry. Dien 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 Wealth Management Institute in Singapore. Dien served as the lead faculty for philanthropy at WMI, where she was instrumental in launching Asia’s first professional philanthropic certification program. Previously, Dien founded the Center for Philanthropy and Social Impact at The American College of Financial Services, where she also developed and taught courses in the Chartered Advisor in Philanthropy® (CAP®) program as the Blunt-Nickel Professor in Philanthropy. Dien’s early career included senior roles in wealth management and global development organizations. She holds a Juris Doctorate, an LLM in International Law, a Chartered Advisor in Philanthropy (CAP®), an Accredited Estate Planning (AEP) designation, and is a Certified Impact Philanthropy Advisor. LinkedIn

Jackie Demee, IPA Manager, Programs LinkedIn

Turning Advisors Into Ambassadors Turning Advisors Into Ambassadors By Crystal Thompkins Director of Strategic Impact, Daylight A strong network of professional advisors can be invaluable to nonprofits. Professional advisors can serve as a resource for technical expertise and as connectors to others within their networks. Many nonprofits develop councils, create collateral, and host events to cultivate relationships with advisors in hopes of uncovering new opportunities. Much time and resources are spent engaging with advisors, yet often the effort does not yield commensurate results. Successful engagement with advisors, meaning engagement that creates a pipeline of new donor opportunities, doesn’t come solely from pleasant lunches and glossy marketing material. Here are 6 tips to help turn professional advisors into effective ambassadors: Develop an advisor engagement strategy. Advisor engagement should be strategic for and specific to your organization, not an obligation or copycat project from other organizations. Consider your organization’s goals, resources, and needs. How might professional advisors specifically (as opposed to other stakeholder groups) help reach those goals or meet a need given your available resources? What resources will you allocate and how? What are the measurable outcomes and success metrics for your advisor engagement? Events and activities should result from the strategy. They are not the strategy. Keep it simple. A sound strategy with supporting activities and clear goals does not need to be complicated. In fact, it shouldn’t be. The simpler the better. Limit activities to those that have a direct line to meeting your goals. Advisor engagement should not distract or subtract from other organizational priorities and resources. Recruit thoughtfully. With the strategy in mind, consider the profile of the advisors who will be most likely to help meet your goals and be thoughtful in selecting advisors to collaborate with. Look for criteria besides oldest/largest practice, most popular, or biggest donor. What networks are they connected to that you are not? Do they have an existing affinity to your organization? What role(s) have they demonstrated (asker, doer, host, connector, etc.)? Would you and your team enjoy working more closely with them? Keep in mind that an advisor may be a subject matter expert or a great supporter of your organization, but that may not translate into being a great ambassador. Be clear about the expectation. The most effective ambassadors know that’s their role. Let advisors know why your organization wants them to be a part of your success and how they can contribute. Instead of downplaying their commitment - “It’s only one meeting a quarter!” - be upfront about the importance of their participation in achieving your goals: “We’re relying on the connections made through our advisor networks to help meet our goals. We’ll need your active involvement to make that happen.” Give them something to do and the tools to do it. One of the best gifts you can give a busy person is instruction, so they don’t have to spend valuable time figuring out how to do something. Give your advisors tasks that are clear and time-sensitive, along with any tools that will help them. If you want them to make introductions, tell them who, how many, why, and by when. Make a digital toolkit with three bullet points on key initiatives, a 60-day calendar of events, a contact list, and an intro email template. Ask them to share it with at least X number of people a month. Let them tell you if that’s too many or too few. The specificity not only makes it easier for them to do, but it also makes it easier for you to track and report outcomes. Interact with purpose. Whether it’s a phone call, an email, or a meeting, every interaction with your advisor network should include: An acknowledgement of their contribution to your success. A reminder and/or status update of their tasks. A discussion of what hurdles or barriers they’re encountering. A report of the status of goals & celebrating accomplishments. A learning moment. Time for listening to their feedback or an offer to do so at a later date. Addressing these six things will affirm their importance to your organization while establishing a sense of collaboration and accountability. ©2025 Daylight Advisors, Inc.

I learn best when... 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… ©2025 Daylight Advisors, Inc.

What trends are influencing gift planning? 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

Philanthropic Advising Learning Journey Philanthropic Advising Learning Journey By Dien Yuen & Tony Macklin Advisors come to philanthropic advising through many paths—wealth management, philanthropy, consulting, impact investing, and beyond. At the same time, client expectations, social impact tools, and the capabilities required to advise effectively have evolved significantly. As a result, advisors often face uncertainty about where to focus their development and how to adapt their approach. We created the Philanthropic Advising Learning Journey to address this challenge. It helps advisors quickly recognize where they are in their professional journey and identify what to focus on next. The Learning Journey is grounded in Daylight’s Philanthropic Advising Competency Model , which defines the behavioral and technical capabilities required to serve clients well in today’s environment. How to use it Start by identifying the persona that most closely reflects your current role or focus. Each persona highlights: The capabilities advisors typically bring. The gaps or pressures they are experiencing. Learning pathways that align with those needs. Many advisors will see themselves in more than one persona over time. The Learning Journey is designed to be revisited as client needs evolve, careers progress, or responsibilities shift. How does this help advisors? The Learning Journey helps advisors: Prioritize learning in a crowded professional landscape. Build confidence by focusing on capabilities that matter now. Engage in more relevant conversations with clients about purpose, impact, and legacy. Create a shared language for development within teams and firms. For individual advisors, it provides clarity and direction. For managers and firm leaders, it offers a coherent way to develop teams around shared competencies while respecting individual strengths and growth paths. Our goal is not to prescribe a single path, but to support informed, intentional growth—so advisors can meet today’s complexity with confidence and relevance. Philanthropic Advising Learning Journey 2026 .pdf Download PDF • 558KB

What does it take to be a great philanthropic advisor? 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 . ©2025 Daylight Advisors, Inc.

Certified IPAs October 2025 Cohort Alicia Thomas Ashley Gordon Casey Johnson Dawn Rocky Evelyn Chen Holly M. Hatcher Jody Dilday Juliet Valdinger Kelsey Russell Maria Drury Nandini Gondhalekar Suzy Beeler Travers J. Oliver Alissa Moen Aubrie J. Willaert Catherine Rollhaus Debra Faulk Giselle Pole Isabelle Leighton John Knight June Ho Kimberly Collins Maureen Greenwood-Basken Peter Leon Guerrero Tamieka Atkins Yvonne Moore Altaf Rahamatulla Camille A. Emeagwali Christopher Meyer Dee-Anna Janku Heather Pruess JC De Vera John Sansome Kate Fink DeYoe Kristi Patton Hasman Michael T. Walsh, Jr. Sahana Mehta Tanner Edwards Zach Maynard Ana Marie Argilagos Carrie Ogami Cleo Cavolo Diana Donlon Helle Burlingame Jennifer Stitely Josue De Paz Kathleen Maloney Luciana Bonifacio Michelle Cottrell Sharon Van Pelt Todd Hermon Aquanetta Betts Carrie Simon Courtney Lundquist Elizabeth Versten Holly Coleman Jill McIlroy Julie Asher Kelly Wilson Luigi Fu Milan Ball Susan Burns Tony Steuer

Certified IPAs July 2025 Cohort Aisha Alexander-Young Antoine Lunsford CJ Dates Greg Pollard Jacqueline Ackerman Jill Dotts Kati Dray Laura Dean-Shapiro Maura Donlan Myrna Orozco Sarah Ramsey Szu-han Chen Alex Alkire Beka Whitson Denver Frederick Gretchen Vanderveer Janell Kaplan Jim Marconi Kelly Shea Lexie Cde Baca Michael Davis Nicole Stuke Shelby Goodrum Tamisha Keith Amber Mueller Breechaye Milburn Elly Grogan Hilary Leav Jeanine Holden Jon Kraus Kelsey Wetzstein Lisa Ellis Michele Fugiel Gartner Nisha Patel Shiloh Turner Tiffany Dyson Andrea Faiss Brianna Jackson Emily Myles Huong Nguyen-Yap Jenny Johnson Jose Orellana Klementina Sula Marguerita Cheng Mikayla Riskin Richard Taylor Sokol Shtylla Vanessa Murrieta Angelika Arutyunova Byron Liles Gabriela Boyer Ilona Prucha Jessica Lazar Judy Kinney Krista Riddley Maryann Fernandez Mike Worley Sangeeta Nandi Susana Cáceres

Certified IPAs April 2025 Cohort Allison Brody Aurora Colindres Dana Rogers Diamond Ebony Bloom Everett Poisson Jaclyn Sablosky Julia Ge Lauren Bartolozzi Matthew Closter Molly Judge Shanan Spencer-Brown Solomon Kim Allison Parker Brantley Boyett Danese Bardot Edward Wang Evlyn Andrade Jen Goh Kathi Littmann Lauren Graham Maya Hemachandra Nneka Nwaifejokwu Shannon Stagner Sylia Obagi Andy Kastner Christy Cole Davinah Simmons Emilia Blancarte Jaber Fernanda B Nogueira Jennifer Curry Kimberlin Butler Lauren Hadi Meghan Clifford Patrick Fletcher Shannon Walker Tiffanie Purvis Aparna Rae Constance Young Devi Vat-Ho Erik Rankin George Suttles Jennifer Ryan Kimberly Bailey Lauren Sgandurra Merrick Nguyen Rebecca Mantey Shirley Kwan Tyeshia Wilson Ashlee Carter Corinne Handelman Dianne Chipps Bailey Erin Gollhofer Selfridge Jackie Demee Jordan Richardson Laura Risimini Lori Kranczer Mohamed Alansari Robyn Sneeringer Simone Hassan-Bey