Facilitating and Educating

Tony, seated on a chair, facilitating a conversation. One woman on his right and two women on his left, also seated, are listening. All four people are holding pages of notes.
NCFP session for family foundation CEOs

I am frequently asked to design, facilitate, and deliver learning opportunities, ranging from webinars and workshops to longer learning communities. Typical topics include: navigating 21st-century philanthropy trends and tools, managing family philanthropy dynamics, risks and biases in philanthropic decision-making, strategic grantmaking and philanthropic leadership initiatives, impact investing basics, developing and delivering philanthropic services, and donor and funder engagement. Listed below are a few examples. 

For philanthropic families and their staff

“Thank you for the incredible presentation and workshop you led. We simply cannot make progress without studying trends and tension and then constructively acting on those to drive trust, accountability, and outcomes.” – participant in Indiana Philanthropy Alliance’s Mutz Philanthropic Leadership Institute

For advisors

  • Impact Philanthropy Advisor program cohort facilitator – 2024-present, Daylight Advisors
  • Taking the Lead with Modern DAF Advising; Start Me Up with Complex DAF Implementation; Choose Your Own Adventure – 3 case study sessions with Dien Yuen, 2026 DAF Giving Summit
  • Collaborating Competently around Client Purpose and Social Impact (with Dan Felix and Marguerite Griffin) – 2026 Purposeful Planning Institute Rendezvous
  • When Philanthropy Becomes a Family Affair (with Sharmila Rao Thakkar) – 6/18/26, National Network of Consultants to Grantmakers
  • The Constant Evolution of Professional Advising (with Noel Pacarro Brown) – 1/21/26, Daylight Advisors
  • Insights and Opportunities for Advisors: The 2025 Bank of America Study of Philanthropy (with Dianne Chipps Bailey) – 11/3/25, Daylight Advisors
  • Certified Impact Philanthropy Professional Programme – August. 2025, Wealth Management Institute, Singapore
  • Revealing a Competency Model for Modern Philanthropic Advising – 7/17/25, Daylight Advisors
  • Understanding the Role and Impact of DAFs in Philanthropic Planning (with Dien Yuen) – 5/21/25, NNCG
  • Impact Philanthropy Advisor certification (designer and co-author) – Daylight, 2024
  • Strengthening Your Philanthropic Services (with Dien Yuen) – 2023 DAF Giving Summit
  • Starting on the Road to JEDI Investing Mastery (with Erika Seth Davies) – 2023 Purposeful Planning Institute Rendezvous
  • The Melton Case: From Charitable Tools to Philanthropic Impact – 10/25/22, DAF Giving Summit
  • Future of Philanthropic Advising Summit – Oct. 13-14, 2022, The American College of Financial Services
  • Navigating Family Philanthropy Trends and Transitions – 10/14/21, Financial Planning Association of Kansas
  • The Melton Family Case: Climbing the Philanthropic Learning Curve (with Phil Cubeta) – 8/26/21, Greater Kansas City Community Foundation professional advisor webinar
  • Changemakers in a Time of Crisis (with Dien Yuen and Crysti Zinan Chen) –  2020 Purposeful Planning Institute Rendezvous
  • The Melton Family Case: Climbing the Philanthropic Learning Curve (with Phil Cubeta and Jennie Zioncheck) – 2019 Advisors in Philanthropy Conference, 2019 Purposeful Planning Institute Rendezvous, and NAEPC Sep. 2019 Webinar
  • Navigating Trends & Transitions in Family Philanthropy – CEU events for Community Foundation of Elkhart County (2016),  Community Foundation of Greater Fort Wayne (2016), Advisors in Philanthropy Conference (2018), Community Foundation of Tampa Bay (2020)

For grantmakers

“Great opportunity to learn from other more established Community Foundations on how they have integrated a Donor Services approach to the family philanthropy needs within their organizations. Lots of informative takeaways from Tony Macklin that I will take back to our Board for discussion as we move towards implementing more legacy giving strategies.” – attendee at Community Foundations of Canada conference