Julie Sunwoo
President of DAF Giving 360 with a background in financial services, bringing expertise on donor-advised funds, charitable giving strategies, and philanthropic planning.
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Apr 3, 2026 • 16min
A Holistic Giving Solution for Donors and Advisors
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.
