What you give, and when, can matter as much as how much. On The Owner's Profit Playbook, Phoenix Hafen explains why gifts of business interests, securities, or real estate can do more than cash, and why the best time to plan is before sale documents are final.

Phoenix Hafen, Director of Advisor Solutions at UI Charitable, recently sat down with host Skyler Steinke on the Alt Funds podcast to talk through how donors, founders, and fund managers can use charitable planning to make their giving go further.

UI Charitable is thrilled to share Phoenix Hafen's recent appearance on Wealth Strategy Secrets of the Ultra Wealthy.

Phoenix Hafen, Director of Advisor Solutions at UI Charitable, discusses tax-efficient philanthropic strategies for business owners when they are exiting a business.

Podcast appearance on the Agent of Wealth Podcast

John Gannon sits down with Daniel Blake (CEO of UI Charitable) and Dave McClure (co-founder of 500 Global, Managing Partner at Practical VC) to go deep on how DAFs actually work, where most people leave money on the table

Practical VC founder Dave McClure with UI Charitable CEO Daniel Blake give a practical session on giving like an investor.

UI Charitable and Eden Reach webinar on justice finance—how donor-advised fund capital can be invested into ethically screened, AI-enabled class actions to improve access to justice while pursuing uncorrelated returns.

SOCAP25 convenes global impact leaders in San Francisco, October 27–29, 2025. Join entrepreneurs, investors, nonprofits, and innovators to collaborate, learn, and mobilize capital for systemic change.

One-day summit for family offices, wealth advisors, and business leaders, offering bold, actionable strategies to grow, preserve, and transfer generational wealth with immediate real-world application.