Episode Details

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Connect with Phoenix Haffen:

Website: https://www.uicharitable.org/

LinkedIn: https://www.linkedin.com/in/phoenix-hafen-2024b6162

Timestamps:

00:00 Welcome and Guest Intro

00:24 Phoenix Background and UI Charitable

01:38 Why Not Donate Cash

03:14 How to Evaluate Charities

08:11 Donor Advised Funds Explained

10:19 DAF vs Private Foundation

12:21 DAFs as LP Capital for GPs

13:30 Donating Founder Equity Pre Exit

15:18 Timing Mistakes and IRS Rules

17:03 Appraisals and Valuation Window

18:08 Business Interest vs Cash Donation

19:06 Wild Assets and Venture LP Gifts

23:59 Problem Assets and UBIT Risks

26:13 Custody and Bitcoin Multisig

28:42 Creative DAF Projects Example

31:23 Unique Causes and Tonga Project

33:20 Who Uses UI Charitable

34:12 Where to Learn More Closing

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.