Jill on Money with Jill Schlesinger A Holistic Giving Solution for Donors and Advisors
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Apr 3, 2026 Julie Sunwoo, President of DAF Giving 360 and former financial services pro, explains donor-advised funds and why they simplify giving. She covers contributing appreciated assets, tax-smart strategies like bunching, recent tax law impacts, recordkeeping benefits, and planning for successors. Short, practical talk on making philanthropy easier and more strategic.
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Julie Sunwoo Transitioned From Schwab To DAF Leadership
- Julie Sunwoo worked three decades at Charles Schwab across RIA and retail divisions before joining DAF Giving 360 in April.
- She applied financial services experience to scale donor solutions and celebrate her one-year anniversary in the role.
How Donor Advised Funds Actually Work
- Donor advised funds (DAFs) let donors contribute assets now and advise grants later as a simple, tech-forward giving vehicle.
- Julie Sunwoo explains DAFs accept many asset types and give an immediate tax deduction equal to the contribution's market value.
Donate Appreciated Stock To Increase Charitable Impact
- Donate highly appreciated securities to a DAF to avoid capital gains and increase the amount available for charity by roughly up to 20% versus selling first.
- Julie notes MAG7 and other long-held equities were major non-cash contributions last year and are tax-efficient to donate in-kind.