CASE STUDIES
Learn how Social Secharity can be used in a variety of life scenarios
jack and diane
Jack and Diane, aged 70, decided with their financial advisor to use their summer home as a Charitable Gift Annuity to endow their favorite charity, pay less tax, and receive a fixed endowment income.
MIke
Mike, a 50 year old father, owns 100% of the stock in a highly successful business. By contributing to his Charitable Remainder Trust at the advice of his advisor, he now will only pay necessary taxable funds, endow the hospital that assisted his child, and secure his future income.
Jane and John
Jane and John, 40 year old parents of 2, earn a high yearly income and decide to consult with a philanthropic financial advisor as to the best way to make use of Social Secharity to secure future retirement income, pay less tax, and support her favorite charity.
benefits to charities
The ‘Safe Schools Great Schools’ project is a perfect example of how Social Secharity can be used to benefit a charity, in this case – public schools in your community.
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Interested in discussing possible next steps with a certified philanthropic financial advisor? We’d be happy to help you find a good fit.
