Social Secharity (Section 664) Information
More about Charitable Remainder Trusts, Pooled Income Funds and Charitable Gift Annuities 
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Social Secharity can also help you in these situations:
  • You are selling appreciated assets
  • You have inherited highly taxable income
  • You want to make a difference in your community
  • You have non cash asset you want to donate
  • 30% tax bracket
  • looking to create additional funding
Why does "Social Secharity" sound like "Social Security"?
We want people to recognize the similarity. They are similar in function but different in outcome.
 
Social Security is a social benefit enacted by the US Congress
Social Secharity is a social benefit enacted by the US Congress (IRC Section 664)
 
Social Security is a mandatory tax to create income
Social Secharity is a voluntary gift to create income
 
Social Security income is paid by the US Government
Social Secharity income is paid by a qualified trust
 
Social Security leaves nothing in your community
Social Secharity leaves everything in your community
 
Both intended to create income later in life
Both can help family members (but Social Security is restrictive)
Disclaimer: Social Secharity is a registered trademark of the Advisors in Philanthropy Foundation, a 501(c)(3) IRC Organization. The Foundation and its programs, including the Council of Professional Philanthropic Advisors, are not directly affiliated with the International Association of Advisors in Philanthropy (AIP), The American College (CAP® program), or any other institution or organization.
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