Idea Lab: Developing the Field of Philanthropic Advising

PPI 2024 Rendezvous Pre-Rendezvous Workshop

July 29, 2024 | Westminster, Colorado

1pm - 4pm MT

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Who is this for?

People who already or wish to integrate philanthropic and social impact advising into their work; people who wish to effectively partner with or hire those professionals.


The field of philanthropic and social impact advising is quickly growing and evolving. It is a beautiful mess of disciplines, services, business models, competencies, ethical codes, and more. That mess makes it difficult for families to know why, when, and how to benefit from qualified counsel by their current advisors or specialists. Yet, despite that mess, 258 philanthropic advisors reported they helped facilitate almost $13 billion in giving last year.

The field has massive potential to unlock all types of capital to address the big challenges facing our society and world. The PPI community is uniquely situated to help bring clarity to the field and improve its partnerships with families and their advisors. Participants in this highly interactive idea lab will:

  • Learn and apply results of a survey of the philanthropic advising field and a new accelerator for advisor-entrepreneurs of color.
  • Work through case studies about supporting the increasingly diverse demographics and social impact expectations of wealth holders. 
  • Build on a draft map of shared competencies for philanthropic advising, going beyond charitable planning, that can intersect with work of the UHNW Institute and Wealth 3.0.
  • Develop shared language about a spectrum of services that will be clearer for clients and their advisors in related fields.

This lab will build on previous gatherings of philanthropic advisors and their allies hosted by PPI and other organizations.

Megan Lemieux Bell

Director of Engagement, Daylight Advisors

Megan is a seasoned partner relations executive with over 20 years of experience leading partner strategies for B2B startups. A graduate of Seattle University with a B.A. in Liberal Studies and a former Jesuit Volunteer Corp member, Megan has always been driven to serve and make an impact. 

Throughout her career she has supported mission-driven organizations in all stages of operation including newly formed endeavors. Her ability to build relationships, create connections and cultivate community is her superpower.  She strongly believes “there is no power for change greater than a community discovering what they care about.” Margaret Wheatley. 

Megan is the mother of two spirited boys and a sports enthusiast– competing in multiple triathlons, and most recently dragon boat racing. She is a pseudo party planner, a road trip warrior and an experience seeker. Megan currently serves as Co-Chair on Seattle University Board of Regents. Her volunteer work has included Jesuit Volunteer Corp, Generations Cancer Foundation and City Year. She recently hosted and produced a podcast called, “My Aunt Is A Nun”.

Megan Bell
Tony Macklin, CAP®

Principal, Tony Macklin Consulting
VP, Advisor Practice and Learning, Daylight Advisors

Tony helps donors, families, grantmakers, and their advisors answer questions about shared purpose, use of resources for social impact, governance, strategy, and assessment. He is a frequent speaker, trainer, and author for the same audiences. 

He served four years as executive director of the Roy A. Hunt Foundation, a multi-generational family foundation. While there, he facilitated a visioning process and changes in investment management, impact investing, grantmaking, trustee education, and back-office management. In twelve years at the Central Indiana Community Foundation, he led grantmaking and community change initiatives, advised generous entrepreneurs and families, attracted $39 million in assets and co-investments, and co-founded a social enterprise. Before that he managed technical assistance and financing programs for the State of Indiana’s Community Development Division. 

Raised in Indiana, Tony now lives in Pittsburgh. He also serves as a senior consultant with the firms Daylight and Ekstrom Alley Clontz & Associates and the nonprofit National Center for Family Philanthropy. He is a member of the National Network for Consultants to Grantmakers and Purposeful Planning Institute and volunteer for the Impact Finance Center and 412 Food Rescue.

Crystal Thompkins, CAP®, CSPGCM ​

Director of Strategic Impact, Daylight Advisors

A Chartered Advisor in Philanthropy® and Certified Specialist in Planned Giving with over 20 years of experience in planned giving program management, Crystal brings a depth of expertise in nonprofit and family legacy planning. 

Crystal most recently served as Head of Philanthropic Solutions for BNY Mellon Wealth Management leading the national strategy and thought leadership for the firm’s philanthropic businesses. Crystal was the direct manager of the planned giving business responsible for the administration and organizational support of over 100 national nonprofit planned giving programs, leveraging her extensive experience in charitable tax preparation, operations, and fiduciary services. Crystal’s focus on prioritizing research to help nonprofits, funders, and advisors better understand the giving landscape led to the publication of one of the few studies of the charitable giving behavior of high- and ultra-high-net wealth investors and another study specifically on planned giving activity and trends. 

Crystal is also the Principal and Founder of TrueCrystal Consulting, a philanthropic consulting firm committed to helping Black Indigenous People of Color (BIPOC) -led, BIPOC-serving

Crystal Thompkins Headshot 2023