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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

Alanna Casselle Chew, IPA

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

Become a Sponsor of DAFopedia Today!

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