Tax-Efficient Charitable Giving

What donors need to know about saving on taxes and maximizing their charitable impact with the 2027 Education Freedom Tax Credit and donor-advised funds.

Friday, November 13, 2026·11:00 a.m. CT

Phil and Mason at the Summit

Phil Geiger and Mason Jackson recently joined the Bitcoin for Financial Services Summit to discuss charitable giving and the Education Freedom tax credit. Watch their conversation on YouTube, and join us on Friday November 13 for a deeper dive on the topics covered in the video.

Title card for Phil and Mason’s Bitcoin for Financial Services Summit recording

Watch the Summit recording on YouTube

Meet the presenters

Phil Geiger

Bitcoin Scholars Fund

Bitcoin builder and fundraiser for charitable causes.

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Mason Jackson

Director of Investment Solutions, UI Charitable

Helps donors plan impactful giving; formerly at JPMorgan Private Bank.

Join us November 13

Get clear on the Education Freedom tax credit and donor-advised funds.