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The balance of saving and giving has come up repeatedly in this forum. The major essence of planned giving is being able to give away all the assets that you can't give away right now. And those assets you can't give right now tend to be relatively large compared to what you can give now.

The catch is that planned giving can be hard to figure out. So I read a bunch of planned giving books to make this easier. I also have both a legal and nonprofit background, which makes this easier for me than the average person. Note that the linked essay is US-centric, but many of the concepts likely apply in other countries.

Feel free to let me know if you have any feedback, and good luck setting up your planned giving. Much of it isn't that hard.




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Set up a bank account beneficiary (CEA USA) as a result of this. Thanks Aaron!

Very welcome! And thank you for taking the steps, Cullen. :)

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