
What is DAFopedia?
DAFopedia is a curated, expert-driven resource delivering concise, actionable insights on donor-advised fund (DAF) giving and beyond. Written by advisors for advisors, DAFopedia draws on the collective intelligence of leaders from the wealth advisory and philanthropic sectors to help you navigate the evolving landscape of DAFs. Whether you are guiding clients, stewarding resources, or leading initiatives, DAFopedia is your one-stop, trusted resource for understanding what’s happening, what works, and what’s next in the world of DAF giving.
Who created DAFopedia?
Daylight is a leading professional development platform, supporting advisors with the confidence, competence, and cultural dexterity to grow their philanthropic planning practice. Daylight’s Certified Impact Philanthropy Advisor (IPA) program and certificate offerings establish a new benchmark for excellence in philanthropic planning education. Our Impact Advisor Network (IAN) is the fastest-growing philanthropic advising network.
Daylight’s success is built on listening to advisors, co-creating with them, and anticipating their needs. With DAFs expanding rapidly but educational resources lagging, we launched DAFopedia to modernize philanthropic education and equip the wealth industry with the tools it needs for today’s giving landscape.
Advisors who confidently weave DAF discussions into client conversations open new planning opportunities, deepen relationships, and channel more philanthropic capital into communities—fueling solutions to urgent social challenges.
Who is the DAFopedia team?
DAFopedia is led by the Daylight team in partnership with the DAFopedia Working Group. We are committed to strengthening the field of philanthropic advising.
Team Daylight
Megan Lemieux Bell, IPA
Director, Engagement
Tony Macklin, CAP®, IPA
Director, Advisor Practice
Lydia Oh, CAP®, IPA
Manager, Programs & Marketing
Crystal Thompkins, CAP®, CSPG, IPA
Director, Strategic Impact
Dien Yuen, JD/LLM, CAP®, AEP®, IPA
CEO
DAFopedia Working Group
Philanthropy Advisor, Geneva Global
Elaine Chu, CAP®, IPA
VP, Philanthropic Strategies, Private Donor Group, Fidelity Charitable
Steve Grourke, CAP®, IPA
SVP, Leadership & Planned Giving,
National Park Foundation
Solomon Kim, IPA
SVP, Financial Advisor, Morgan Stanley
Mike Rea, IPA
Founder, ClimeOn
Jordan Richardson, AIF®, CAP®, IPA
Charitable Strategist, REN
Shannon Stagner, IPA
Donor Relations Officer,
Austin Community Foundation
Rebecca Stibbe, MA, CAP®, IPA
Director of Family Philanthropy, Myriad USA
