Education

Basic financial and societal literacy is of vital importance in the journey towards financial and social security.  Understanding the basics of earning, spending, saving, and investing underpins a life of increasing choices and freedoms.  Many resources go untapped because of a lack of knowledge about their existence, their potential benefits, and how to navigate their complex rules and requirements.

From a safe and secure home base, we aim to use education to illuminate a path forward to financial security.  Initial efforts will be directed towards developing an online library of resources focused on teaching the value and basics of financial literacy.  Additional topics will include information on the value and basics of other potentially useful tools such as insurance and governmental programs.

Please consult your tax advisor for advice regarding the tax-deductibility of your contributions.

Your tax advisor can evaluate the specific circumstances which may apply to you, but in general you are permitted to deduct up to 60% of your Adjusted Gross Income (AGI) in cash donations or 50% of your AGI in non-cash donations.  Corporations are typically limited to 10% of AGI in cash donations.

However, for tax years 2020 and 2021, thanks to the CARES Act individuals may deduct up to 100% of AGI in cash donations (non-cash donations are still capped at 50% of AGI).

IRS: Charitable Contribution
Deductions

IRS: CARES Act Provisions