Julie Sun Wu

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.