About the Podcast
The Owner’s Profit Playbook is a show for entrepreneurs, CEOs, and business owners who want to grow their businesses and keep more of what they earn. Host Pat Mancuso, a business tax consultant and founder of Mancuso Consulting Group, leads practical conversations about taxes, planning, sales, and long-term wealth.
Episode Highlights
In this episode, Phoenix discussed:
His path into charitable giving, philanthropy, and financial planning
How UI Charitable helps individuals and families make their giving more strategic and tax-efficient
What business owners should understand about donor-advised funds before selling their business
How ownership, liquidity events, and donor-advised funds fit together
The range of assets that can support charitable giving, and creative ways to use charitable dollars for greater community impact
Key Takeaways
Sequence matters. Planning charitable gifts before sale documents are final can open up options that disappear once the deal closes.
Cash isn’t always the best gift. Appreciated assets such as business interests, securities, or real estate can often do more for both the donor and the cause.
A donor-advised fund separates the deduction from the giving. Donors can take a tax deduction in a high-income year and decide which charities to support over time.
Why It Matters
At UI Charitable, we believe thoughtful planning lets people give more and give better. Phoenix’s conversation with Pat reflects that belief: with the right timing and the right assets, business owners can lower their taxes and leave more money for the causes they care about. Conversations like this help bring strategic giving to the people who can benefit most from it.
Listen and Learn More
Listen to the full episode: https://www.youtube.com/watch?v=K-UAOpyysw8
Learn more about The Owner’s Profit Playbook: https://www.youtube.com/@CommasandZeros
Learn more about UI Charitable: https://www.uicharitable.org
