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Donor-Advised Funds: Leveraging Capital for Equity and Impact

 
Donor-Advised Funds: Leveraging Capital for Equity and Impact
 

Wednesday, April 20, 2022
12:30 PM ET

Free for WOC Members - Log-in to RSVP
$45.00 for Non-Members

Recent events created urgency in philanthropic responses, shed light on the incredible growth of donor-advised funds, and sparked conversations on being a better donor. New awareness of structural inequities, climate change concerns, and renewed interest in civic engagement offer various ways donors can leverage charitable capital and relationships.

As an advisor or fundraising professional, how can you position yourself to respond to these philanthropic donors? Who are the partners you can work with, and how do you bring them into the relationship?

Why are donor-advised funds now the tool of choice? In this presentation, you will learn how advisors can help donors achieve their goals and objectives using donor-advised funds. We will look at why this tool has become so popular with everyday donors and leverage it for equity and impact.

 

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Registrants will receive event details prior to the event.

 

By registering for this Women of Color in Fundraising and Development (WOC)® event, I give consent for my photograph to be taken and possibly used on the organization’s intranet, internet, newsletters, board reports, and other organizational materials as needed. I understand that I am not eligible for compensation for use of my photo and I may not be informed in advance of the specific use of those images.

 

Dien Yuen, JD/LLM, CAP®, AEP®, Executive Director, Center for Philanthropy & Social Impact; Blunt-Nickel Professor in Philanthropy; Assistant Professor of Philanthropy; The American College of Financial Services

Dien Yuen, JD/LLM, CAP®, AEP® is the Executive Director, Center for Philanthropy and Social Impact, The American College of Financial Services and Blunt-Nickel Professor in Philanthropy. She also serves as Program Director of Purpose School, a program she co-created for leaders exploring the intersections of purpose and social impact. Dien teaches in the Chartered Advisor in Philanthropy (CAP®) program and leads the Advisors of Color Network.

Before joining the College, Dien worked in several wealth management firms assisting high net-worth individuals, families, and charitable institutions with their philanthropic planning. She has held executive positions in several regional and global development nonprofit organizations and social enterprises. Dien is also the founder of a boutique social impact research and advisory firm serving clients in the U.S. and Asia.

Dien serves on the boards of the American Council on Gift Annuities (ACGA), The 1990 Institute, and Angel Island Immigration Station Foundation. She is on the advisory boards of GlobalSF, Asia Society of Northern California, and Philanthropic Ventures Foundation.

She holds the Chartered Advisor in Philanthropy® (CAP®) designation from The American College of Financial Services and the Accredited Estate Planner (AEP ®) designation from NAEPC. She received her LL.M. in International Law at Golden Gate University, her Juris Doctorate (JD) from the University of Toledo College of Law, and her Bachelor of Arts (BA) in Political Science from Adrian College.

 
 
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