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Bautis Financial

Bautis Financial

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Giving Back

Episode 305 – Donating More Than Cash: A Guide to Tax-Efficient Charitable Giving With Phoenix Hafen

August 14, 2026 by Bautis Financial

Charitable giving can go beyond writing a check. Phoenix Hafen of UI Charitable explains how donors can use Bitcoin, appreciated securities, private business interests and other assets to give more tax-efficiently — and how DAFs can help separate the timing of tax deductions from charitable giving.

Read moreEpisode 305 – Donating More Than Cash: A Guide to Tax-Efficient Charitable Giving With Phoenix Hafen
5 Year-End Strategies for Charitable Giving

5 Year-End Strategies for Charitable Giving

November 30, 2021 by Bautis Financial

With these year-end giving strategies, you can make charitable donations in ways that are most beneficial to your financial situation.

Read more5 Year-End Strategies for Charitable Giving
How to Pay It Forward Without Breaking Your Budget

How to Pay It Forward Without Breaking Your Budget

October 4, 2021 by Bautis Financial

The pandemic brought out the good in many people in 2020. Giving in America broke records. Here's how to pay-it-forward without breaking your budget.

Read moreHow to Pay It Forward Without Breaking Your Budget

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Bautis Financial
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Suite LL1,
Montclair, NJ 07042
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