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Giving

Financial Planning Checklist: What to Consider When Establishing a Charitable Giving Strategy

August 20, 2026 by Kayla Waller, CFP®

As the season of giving approaches, now is a good time to revisit your charitable giving strategy. Whether you're considering a one-time gift or building philanthropy into your long-term financial plan, our checklist can help you think through the key decisions involved.

Read moreFinancial Planning Checklist: What to Consider When Establishing a Charitable Giving Strategy

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
National Volunteer Week 2021

Celebrate National Volunteer Week 2021

April 20, 2021 by Bautis Financial

Community volunteering brings people together. Celebrate this national holiday by giving back at a non-profit near you!

Read moreCelebrate National Volunteer Week 2021

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Montclair, NJ 07042
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    • Agent of Wealth
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  • About
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  • Who We Work With
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    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
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    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
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    • Orion

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