A Holistic Giving Solution for Donors and Advisors
Jill on Money with Jill Schlesinger
Succession Planning for DAFs
Julie emphasizes setting successor advisors or heirs to direct funds if a donor dies before granting all assets.
It's never too early in the year to discuss charitable giving, and that's what we're doing today as we're joined by Julie Sunwoo, the President of DAFgiving360.
The mission of DAFgiving360 is to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution of a donor-advised fund (DAF) account and related philanthropic tools and guidance that empower donors to incorporate planning into their everyday lives.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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