Charitable

20 IRA Mistakes

Charitable MyPersonalCFO - August 7, 2025

Hey! It’s just an IRA. What is there to know? You put money in and it’s a tax deduction, you get to take it...

Gifting Tax Rules

Charitable MyPersonalCFO - March 25, 2025

A long-time, highly effective estate planning tool is gifting which takes several forms, the Annual Exclusion, the Unified Credit, and the Generation Skipping Transfer...

Giving More to Charity and Reducing Your Taxes

Charitable MyPersonalCFO - March 19, 2025

Americans give more than $557 billion to charity every year. Without a doubt, we are a caring and compassionate...

Charitable Giving Strategies

Charitable Bob Williams - December 2, 2024

Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught...

Year-End Financial Checklist

Charitable Bob Williams - November 5, 2024

The end of the year is a great time to think about what’s coming up and reviewing your financial...

Charitable Giving Strategies You Can Still Use In 2024

Charitable Bob Williams - October 22, 2024

It’s near the end of the year and you’re calculating how much you’ll have to pay the IRS when...

Charitable Giving Strategies

Charitable Bob Williams - October 3, 2024

Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught...

Second Harvest Food Bank of Middle Tennessee

Charitable Erin Jester - July 12, 2024

When Second Harvest Food Bank of Middle Tennessee opened its doors in 1978, its founders were hoping to solve...