Donor-Advised Funds and the Future of Giving with Julie Sunwoo
About this episode
Julie Sunwoo discusses the growing importance of donor-advised funds in charitable giving and the role of financial advisors in this ecosystem.
Julie Sunwoo , President of DAFgiving360 , outlines why donor-advised funds continue to gain momentum as a flexible, tax-efficient vehicle for charitable giving. By allowing contributions of appreciated assets, immediate tax benefits, and ongoing investment growth before grants are distributed, DAFs help maximize the total dollars ultimately reaching nonprofits. Increasingly, donors are using them not just for cash, but for complex assets—unlocking more value for charitable impact. She emphasizes the critical role advisors play in this ecosystem, with the majority of DAF users working alongside financial professionals to manage and grow their charitable portfolios. Strong 2025 giving trends—including nearly $10 billion in grants and expanding participation across both donors and charities—highlight a broader shift: charitable giving is becoming more strategic, more accessible, and more integrated into overall financial planning. If you’d like to learn more about working with DAFgiving360 and the benefits to both you and your clients, review their online resources or request more information . DAFgiving360 is the name used for the combined programs and services of Donor Advised…
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