Glenn & Melanie
Decumulation & Giving
A strategy for giving more, spending freely, and building the structure to make it happen.
Prepared for CIS Tax · July 2026
About Us
Context, philosophy, financial situation.
Private Foundation vs. DAF
Structure rationale, why not a DAF.
Advisory Team
CIS, Legacy Tax, Solus Trust.
Funding Evolution
The 1:2 rule, regime change at 70½, IRA/QCD strategy.
Financial Modelling
Monte Carlo simulation — interactive model.
Next Steps
Questions for CIS, critical path, timing.