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. 


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Social secharity EDUCATION

Embark on a comprehensive learning journey with our 664 Education service. We offer a deep dive into the nuances of Tax Code 664, presenting complex concepts in an accessible manner. Our curriculum is designed to empower you with knowledge, from basic principles to advanced strategies, ensuring you’re well-equipped to make informed financial decisions. Ideal for individuals, financial advisors, and anyone keen to understand the transformative potential of this tax strategy.


Explore our rich repository of Resources, curated to support your financial education and planning. This extensive collection includes user-friendly guides, detailed case studies, interactive tools, and the latest research on Tax Code 664 and related financial topics. Whether you’re a beginner or an experienced planner, our resources are tailored to provide valuable insights and practical tips to enhance your financial journey.

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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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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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