I’d like to see more work in this space and that I can point people to.
That being said… EA is just a part of people’s lives and I don’t think we need to (nor really should) provide everything for people as “EA” branded or core content etc.
Hello! I was glad to see this post. I am also an advocate of financial literacy within the EA movement. I have done a couple of presentations and workshops around Financial Independence + Effective Altruism, Financial Planning Advice for Charitable Giving, and Personal Finance for EAs, and would be eager to do more and collaborate with others. I also believe this is a space that could use more attention. For example, people who very well may be able to donate 10% of their income every year only commit to say 1% because they are unsure of the math behind that decision. 1% may feel doable based on gut, but 10% based on gut is another story. There are so much to cover in this space—budgeting, investing, tax-advantaged donating, and more.
I’m happy to chat anytime and would love to brainstorm (even get a few people in the same room). I’m including some resources below for work that I have done.
Please shoot me a note at yieldandspread@gmail.com
Background on me:
I run a non profit called Yield & Spread, where I teach people the ins and outs of investing and financial management (e.g. largely influenced by the Bogleheads strategy). All profits from our courses go to The Life You Can Save’s 90⁄10 fund. I am in the process of generating more content around Financial Education and planning for those who want to donate more regularly and substantially. I retired early at the age of 32 and employ FIRE principles in my life style. I am also a member of Giving What We Can.
I’d encourage you to get in touch with Rebecca (https://yieldandspread.wixsite.com/) and Sebastian (https://impactivated.com/). We ran an event “Personal Finance for Generous People” (https://m.youtube.com/watch?v=mjEXgyg88zY) last year and GWWC will soon be releasing a podcast discussion with Rebecca.
I’d like to see more work in this space and that I can point people to.
That being said… EA is just a part of people’s lives and I don’t think we need to (nor really should) provide everything for people as “EA” branded or core content etc.
Hello! I was glad to see this post. I am also an advocate of financial literacy within the EA movement. I have done a couple of presentations and workshops around Financial Independence + Effective Altruism, Financial Planning Advice for Charitable Giving, and Personal Finance for EAs, and would be eager to do more and collaborate with others. I also believe this is a space that could use more attention. For example, people who very well may be able to donate 10% of their income every year only commit to say 1% because they are unsure of the math behind that decision. 1% may feel doable based on gut, but 10% based on gut is another story. There are so much to cover in this space—budgeting, investing, tax-advantaged donating, and more.
I’m happy to chat anytime and would love to brainstorm (even get a few people in the same room). I’m including some resources below for work that I have done.
Please shoot me a note at yieldandspread@gmail.com
Background on me:
I run a non profit called Yield & Spread, where I teach people the ins and outs of investing and financial management (e.g. largely influenced by the Bogleheads strategy). All profits from our courses go to The Life You Can Save’s 90⁄10 fund. I am in the process of generating more content around Financial Education and planning for those who want to donate more regularly and substantially. I retired early at the age of 32 and employ FIRE principles in my life style. I am also a member of Giving What We Can.
Resources/Presentations:
Personal Finance for Generous People presentation I did with Giving What We Can and One for The World (youtube video)
Presentation I did for the EA Consulting network (google slides, see slide 21 for giving models—bundling, donating assets, DAFs, and more)
Aaron Hamlin also has a great article to tax effective giving.
Per luke, Sebastian in the EU with https://impactivated.com/
I am so excited for Financial Independence for EA Software Engineers. Stay tuned, guys!! Coming soon to a Zoom near you in late February.