A Holistic Giving Solution for Donors and Advisors

4/3/26: 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.

PodcastsMark TalercioApril 3, 2026Jill Schlesinger, Jill on Money, MoneyWatch, retire, retirement, retirement planning, retirement checkup, Roth IRA, early retirement, can I quit?, can I quit my job?, can we retire?, can I retire?