Employee Ownership and Philanthropic Planning
This module equips philanthropic advisors with the knowledge to help clients evaluate and integrate employee ownership models into their charitable and legacy planning for maximum community impact.
$59
Up to 1.5 hours CPE
Flexible schedule
Any time, self-paced
Get certified
Build toward your CEOA designation
Faculty
Our faculty aren’t just educators—they’re leaders in the field, bringing decades of hands-on experience to help advisors translate knowledge into impact.

Lauren Elyse Tudor
Lauren is the founder and CEO of ARCHITECT Philanthropic Collective, where she reimagines how nonprofits build community, tell their story, and raise funds with integrity and intention.
A Chartered Advisor in Philanthropy® (CAP®) and Impact Philanthropy Advisor (IPA), Lauren architects sustainable funding ecosystems that help BIPOC-led and grassroots organizations turn their missions into measurable, lasting impact.
Her leadership path spans executive roles at the Greater Cincinnati Foundation, Public Allies Cincinnati, YWCA, United Way, and All On The Line (formerly Organizing for America) during President Barack Obama’s re-election campaign—experiences that continue to inform ARCHITECT’s bold, human-centered approach to capacity building.

Crystal Thompkins
Crystal is the director of strategic impact at Daylight Advisors, leading the development of Daylight’s community of practice for professional advisors.
Crystal brings a depth of experience with over 20 years of experience in planned giving program management and organizational support and family legacy planning across the wealth spectrum. She is committed to building relationships and collaborating across the philanthropic sector to create an advisor community prepared for the future of philanthropy.
Crystal is a frequent speaker at national conferences and has published articles in several publications including Worth Magazine and ThinkAdvisor. Her community service includes the advisory council of Women of Color in Fundraising and Philanthropy (WĹŚC); the editorial board of Planned Giving Today; the investment committee of the Winston-Salem Foundation; and the boards of the Black Philanthropy Initiative (BPI) and the Community Investment Network (CIN).
Crystal is a Chartered Advisor in Philanthropy®, Certified Specialist in Planned Giving, and a Certified Impact Philanthropy Advisor.
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Project Equity is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.