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Bautis Financial

Bautis Financial

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Private Foundations

Philanthropy 2.0: Using Donor-Advised Funds vs. Private Foundations

September 30, 2025 by Bautis Financial

Are you maximizing your charitable impact? Donor-advised funds allow tax-free growth and easy grantmaking, while private foundations provide full control and the chance to engage in direct programs. Find out here which vehicle fits your goals and legacy plans.

Read morePhilanthropy 2.0: Using Donor-Advised Funds vs. Private Foundations
How to change the world with charitable giving.

Episode 64 – How to Change the World Through Charitable Giving with Kris Putnam-Walkerly

March 25, 2021 by Bautis Financial

Discover how to transform your charitable giving to catapult your impact.

Read moreEpisode 64 – How to Change the World Through Charitable Giving with Kris Putnam-Walkerly

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Bautis Financial
8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
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862-205-5800

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  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
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    • Our Difference
  • Who We Work With
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    • Small Business Owners
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    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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