A Note from Marguerita Cheng, CFP® Pro — You are invited to watch today’s episode of my show, Margaritas with Marguerita, where women learn from industry experts how to flex their financial muscles and gain financial security.
Today’s guest: Dien Yuen, Assistant Professor of Philanthropy at The American College of Financial Services
Our topic: The look inside the work being done at the American College of Financial Services
We will discuss:
- Dien’s role with the American College
- How she became interested in philanthropy
- The misconceptions that exist around philanthropy
- What excites you about philanthropic work
- The causes that resonate with Dien
About Dien: Holder of the Blunt-Nickel Professorship in Philanthropy, and a designated instructor for the Chartered Advisor in Philanthropy®(CAP®) program, Dien is an authority on family philanthropy, global philanthropy, and emerging philanthropic models for corporate and community giving.
A respected practitioner and colleague in philanthropy, Dien has had a well-established career in the nonprofit and private sectors. Her experience informs her research and instruction for the CAP® program as a philanthropic consultant, nonprofit gift planner, trust officer, and wealth advisor. Before joining The College, Yuen was Managing Director and Fiduciary Advisor for Evercore Wealth Management, LLC, where she engaged with high net-worth individuals and families and charitable institutions. Before that, she was the principal and founder of a research and advisory firm serving the philanthropic needs of families, businesses, and organizations in the U.S. and Asia. Her former positions include Chief Philanthropy Officer at Give2Asia, Vice President and Senior Trust Officer at U.S. Trust, and executive positions at IIT Bombay Heritage Fund, Asian Pacific Fund, and the American Cancer Society.
She currently serves on the boards of The American Council on Gift Annuities (ACGA), The 1990 Institute, and Angel Island Immigration Station Foundation. She is an advisory board member of GlobalSF, Asia Society of Northern California, Philanthropic Ventures Foundation, and Arowana Impact Capital Group (a B Corporation). She is a past board member of the Northern California Planned Giving Council (NCPGC), Asian American Pacific Islanders in Philanthropy (AAPIP), and the Center for Asian American Media (CAAM). She currently serves on the Diversity, Equity, and Inclusion Task Force of the National Association of Estate Planning Councils (NAEPC) and the Conference and Education Committee of Advisors in Philanthropy (AIP).
Yuen holds the professional designations of Chartered Advisor in Philanthropy® (CAP®) and the AEP® designation from NAEPC. She received her LL.M. in International Law at Golden Gate University, Juris Doctorate (JD) from the University of Toledo College of Law, and Bachelor of Arts (BA) in Political Science from Adrian College.
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