Program Description

Emerging research shows that the LatinX community give generously to invest in systemic change. Yet, few advisors have the competence or cultural know-how to help these donors/clients meet their philanthropic goals.

How might we better engage the LatinX community of donors through our roles as trusted advisors? What do we know about their unique giving journeys? How do they approach philanthropy, and what giving vehicles and strategies appeal to them? How does philanthropic giving affect their financial and estate planning decisions?

In this interactive discussion, Cris Lutz and Dien Yuen will share research on LatinX philanthropists. We’ll apply those insights as well as our own experiences as trusted advisors through a case study and open discussion.

Dien Yuen, JD/LLM, CAP®, AEP® is the Executive Director, Center for Philanthropy and Social Impact at The American College of Financial Services and the Blunt-Nickel Professor in Philanthropy. She also serves as Program Director of Purpose School, a program she co-created for those exploring the intersections of purpose and social impact. Dien founded the Advisors of Color Network to increase diversity among philanthropic planning professionals and to support their work through research and content development. Before joining the College, Dien worked in several wealth management firms assisting clients with their philanthropic investments. She has held executive positions in several regional and global development organizations.

Cris Lutz is the Assistant Vice President of Gift Planning at The Huntington Library, Art Museum, and Botanical Gardens, which she joined in 2005. She also serves as Chair of the staff Diversity, Equity, and Inclusion Committee. Cris is President-Elect of the Los Angeles Council of Charitable Gift Planners (LACGP) and served as a board member for the American Council on Gift Annuities (ACGA). She earned her master's degree in psychology from California State University, Fullerton, and dual bachelor's degrees in art history and social science from the University of California, Irvine. Cris has been a certified specialist in planned giving (CSPG) since 2013 and recently became a Chartered Advisor in Philanthropy (CAP).