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Julie Sun Wu
President of DAFgiving360 at Schwab, experienced philanthropic executive with a 30+ year Schwab background focused on donor-advised funds and increasing charitable giving.
Best podcasts with Julie Sun Wu
Ranked by the Snipd community
Dec 8, 2025
• 27min
How Can You Make the Most of Your Charitable Giving?
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In this engaging discussion, Julie Sun Wu, the President of DAFgiving360 at Schwab and a philanthropic veteran, shares her extensive expertise on donor-advised funds (DAFs). She demystifies how DAFs operate and highlights their integration into estate planning. Julie dispels common myths, emphasizes the benefits of donating appreciated assets, and reveals how recent tax changes impact charitable contributions. Plus, she discusses the growing trend of impact investing and offers practical tips for researching and selecting charities aligned with personal values.
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