Bautis Financial
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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.
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.
A charitable remainder trust is designed to address multiple goals at once — income, tax efficiency, and philanthropy. In the current environment, it is a strategy worth understanding as part of a broader financial plan.
