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Jill on Money with Jill Schlesinger

A Holistic Giving Solution for Donors and Advisors

Jill on Money with Jill Schlesinger

Audacy

Self-improvement, Education, Business, Investing

4.61.9K Ratings

🗓️ 3 April 2026

⏱️ 15 minutes

🧾️ Download transcript

Summary

It's never too early in the year to discuss charitable giving, and that's what we're doing today as we're joined by ⁠Julie Sunwoo, the President of ⁠DAFgiving360⁠. 

The mission of DAFgiving360 is to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution of a donor-advised fund (DAF) account and related philanthropic tools and guidance that empower donors to incorporate planning into their everyday lives.

Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Transcript

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0:00.0

Welcome to the Jill On Money Show. It's Friday, April 3rd, and we are here trying to help you make better.

0:09.7

Sometimes it's just less bad financial decisions. If you've got a question or a big decision that is pending in your life, get in touch with us.

0:18.0

Go to Jillonmoney.com. Click the contact us button, write us a note.

0:22.2

And if you'd like to join us on the air live, just check the box. Mark will do everything else.

0:26.2

While you're on the website, don't forget to subscribe to our free weekly newsletter.

0:31.0

It comes out today, Fridays, and that exact newsletter will entitle you to our blog as well.

0:36.5

So kind of cool, right? Today we've got a special

0:39.1

guest who's going to help educate us on donor advised funds. Now, many of you know we've

0:45.4

talked about this for a while that we really think philanthropy is so much woven into the

0:51.5

day-to-day decisions that you're making. And so we wanted to bring you a guest

0:55.7

who could kind of drill through that. So today we're joined by Julie Sunwu. She is the president

1:02.3

of DAF Giving 360. Julie Sunwu, welcome to our program. And Julie, you are president of DAF Giving 360.

1:12.6

It's one of the largest providers of donor advised funds or DAFs, as we like to call it in the biz.

1:18.6

But you know, I always like to introduce people by making sure they give us a little bit of their back story before you were president of Deaf Giving 360. You were actually a human

1:29.0

being in your own right. So tell us about yourself. Well, thank you so much for the invite,

1:33.3

Jill. It is great to be here. I joined Def Giving 360 about a year ago. April is my anniversary.

1:39.6

But prior to that, I've been working in financial services in many parts of Schwab, actually,

1:43.9

for three decades.

1:45.3

I worked with both registered investment advisors in the advisor services division and the individual

1:50.7

investors in the retail division. And now I get to apply all that learning here in donor advised

1:55.5

fund land to help people with their philanthropic goals. I'm very excited.

1:59.7

You know, I think it's interesting that,

...

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