Welcome back to The En Factor for a new episode as we are very excited to be joined by Phoenix Hafen, who is the Partnerships Manager for the organization UI Charitable. Phoenix planned to start a career as a financial advisor coming out of college and found UI Charitable as a solid stepping stone for gaining relevant, industry-related experience to grow his career. Over four years later, Phoenix still finds himself working for UI Charitable after discovering his passion for philanthropy and giving back to the community while still doing work that is relevant to his education and the career that he is building for himself.
UI Charitable operates similarly to a financial advisory practice, collaborating with entrepreneurs, financial advisors, and nonprofit organizations to achieve the optimal balance of wealth management and philanthropy for these entrepreneurs to increase and manage their charitable giving in a healthy fashion. From assisting with the set up of donor advised funds, to helping business owners find the perfect nonprofit, industry, or even location match for where they want to donate, Phoenixโs organization blends this process seamlessly so that these entrepreneurs can build out their legacy while giving back to the communities that they want to impact in a financially healthy way.
If youโre an entrepreneur wanting to make a philanthropic impact out there in the world or even a nonprofit owner looking for donors that can bolster the impact youโre striving to achieve, this conversation with Phoenix and host Dr. Rebecca White is definitely worth the listen. Tune in and join us as the two explore topics of discussion including managing your charitable planning and optimizing your philanthropic resources, when to even start thinking about philanthropy for your business in the most tax friendly ways possible, as well as funding advice for nonprofit organizations and how they can appeal to their ideal donors.
Key Words - Philanthropy, Finance
Learn more about UI Charitable at their website, below:
Connect with Phoenix on LinkedIn, below: