Making a Real Impact in Philanthropy

from Get Ready: Before Life Happens Podcast · host Tony Steuer

Send us Fan MailIn this episode, I’m joined by Donna Bandelloni and Dien Yuen—two trailblazers in the world of philanthropy. We explore the evolving intersection of wealth, values, and giving—and how financial professionals can guide meaningful conversations. Key takeawaysThe changing face of philanthropy: How generational shifts are creating new opportunities and challenges.Why family dynamics matter: Philanthropy opens the door to inclusive conversations across generations.Don’t be afraid of philanthropy: Your clients are already thinking about it—they just need your guidance.You don’t need to have all the answers: Collaboration and listening go a long way.The role of the advisor is evolving: Learn how the Impact Philanthropy Advisor Certificate empowers you to support your clients at a deeper level.What’s your impact? How to define, deepen, and align your practice with purpose.If you’re a financial advisor, planner, or coach—this episode will challenge you to rethink how you support clients on their giving journey. It’s not about being an expert—it’s about showing up, asking better questions, and helping them create lasting impact.Connect with Dien Nguyen:LinkedInDaylight WebsiteDaylight LinkedInDaylight InstagramDaylight BlueSkyDaylight YouTubeConnect with Donna Bandelloni:LinkedIn:(here)Bios: Dien Yuen, JD, LLM, CAP®, AEP®, IPA is the Founder and CEO of Daylight. Dien also serves as the lead faculty for philanthropy at Singapore’s Wealth Management Institute (WMI), where she was instrumental in launching Asia’s first professional philanthropic certification program. She 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 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 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.Donna Bandelloni is an experienced gift-planning consultant dedicated to building and sustaining nonprofit organizations by advancing their mission through legacy gifts. She has served as a director of gift planning for leading healthcare organizations and senior director and director of charitable gifts for world-leading financial institutions for more than 25 years. In addition, Donna held VP director positions at large financial institutions such as Merrill Lynch Trust, Wells Fargo Charitable Management, and BNY Mellon Wealth Management, where she successfully expanded charitable services across the United States to the nonprofit sector. Director of Gift Planning, California Pacific Medical Center Foundation. Director of Gift Planning, Lucile Packard Foundation for Children’s Health.The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

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