Making A Real Impact on Philanthropy - The Get Ready Money Podcast with Tony Steuer

In 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.

💡 Conversation Highlights: 

•  The 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.

 🎥 Watch this episode below: 

Connect with Dien Nguyen: 

•  LinkedIn: (here)
•  Daylight Website (here)
•  Daylight LinkedIn (here)
•  Daylight Instagram (here)
•  Daylight BlueSky (here)
•  Daylight YouTube (here)

Connect 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.

Donna has served on several boards, which include American Council on Gift Annuities and the Northern California Planned Giving Council and chaired The Woodmark Group’s first Legacy Advancement Best Practices 2-day Forum in Toronto, Canada. As a CAP® she serves as a moderator for National Study Groups for the Certified Advisor Program with the American College of Financial Services. Donna provides gift planning training for the “Planned Giving Basics Program” for the Northern California Planned Giving Council each fall. She has been an active member of the National Charitable Gift Planners Association for more than 25 years and is a member of the NC Council of Charitable Gift Planners Association, and the Association of Healthcare Philanthropy (AHP). Recently, Donna was named the Distinguished Alumna for the Neag School of Education at the University of Connecticut in 2022.