Donating More Than Cash: A Guide to Tax-Efficient Charitable Giving With Phoenix Hafen

In this episode of The Agent of Wealth, co-host John Williams speaks with Phoenix Hafen, Partnerships Manager at UI Charitable, about the growing world of crypto philanthropy and the broader strategies that can make charitable giving more tax-efficient.Phoenix explains why appreciated assets — including Bitcoin, publicly traded securities, private business interests and real estate — can sometimes be more advantageous to donate than cash. He also breaks down how donor-advised funds (DAFs) work, why charitable bunching can be useful, and how donors can separate the timing of a charitable tax deduction from when the money is ultimately granted to a nonprofit.In this episode, you will learn:Why appreciated assets can be more tax-efficient to donate than cash.How Bitcoin is treated for charitable giving purposes.How donor-advised funds work and when a donor-advised fund may — or may not — make sense.How charitable assets can be invested and grow tax-free.Examples of unconventional philanthropic strategies.And more!Whether you regularly give to charity, hold highly appreciated assets or are simply looking for more strategic ways to approach philanthropy, this episode offers a fresh perspective on charitable giving.Resources:Episode Transcript & Blog | uicharitable.org | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call