Save Taxes and Increase Income Using Charity… Social Secharity™  

An Endowment Engineer can help you use Social Secharity™ if….

  • You own highly appreciated assets yielding low income and the sale of which will create a tax. 
  • You need to reduce your income tax for the current year. 
  • You need to create more income for your retirement endowment. 
  • You need to pass your estate with less tax.
  • You need to diversify because you are highly concentrated in a closely held business. 

Case examples using Social Secharity™ (section 664 of the tax code):

  • Jane and John, a married couple in their 40s, reduce their taxes and increase income using charity (Case Study 1)
  • Mike, 50, uses closely held corporate stock to reduce taxes and increase his future retirement endowment using charity (Case Study 2)
  • Jack and Diane, both age 70, contribute a summer home to increase their income and pay less tax using charity (Case Study 3)

Check our case study tab for these and new case studies. 

CASE STUDIES About 664

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Endowment Engineers

Social secharity EDUCATION

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Millennials, step into a future where your financial growth is secured. Dive into the world of Tax Code 664, tailored to empower your generation with innovative retirement solutions. We understand the unique challenges you face in an uncertain economic landscape. Let us guide you through strategies that ensure your wealth flourishes, readying you …

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Envision a Smart Future where financial wisdom and foresight set the foundation for your life’s goals. Tax Code 664 isn’t just about planning for the distant future; it’s about creating a smart, sustainable financial pathway for every stage of your life. Our approach integrates cutting-edge financial strategies with your long-term vision, ensuring a future that’s as bright …

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Case Study 1 – Jane and John (married couple in their 40s) Plan to Reduce Taxes and Increase Income Using Charity

Case Study for Jane Doe Age 40, married, two children 7 and 9, personal injury [...]

Case Study 3 – Jack and Diane, both aged 70, contribute a summer home to increase their income and pay less tax using charity

Jack and Diane received a brochure from their favorite charity offering them a Charitable Gift [...]

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WHY DOES SECTION 664 AND SOCIAL SECHARITY SOUND LIKE SOCIAL SECURITY? We want people to [...]

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Ebook by Wanda Myles

Don’t wait any longer to join the movement that is reshaping the retirement landscape for Generation Alpha and future generations.

Dive into the world of philanthropic financial planning with our eBook, “Social SeCharity.” Available on Amazon, A blueprint for generational prosperity, offering insights and strategies for securing a brighter future for all.

Perfect for anyone looking to enhance their financial literacy and make a meaningful impact. Buy now and be a part of creating a more socially conscious and financially secure society.

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