Practice Strategic Giving
Choose Your Path
Give more. Keep more. Receive income for life. Pick the path that fits where you are right now.
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Run Your Giving Numbers
Enter your numbers and see personalized tax savings in real time. No login required.
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Takes about 60 seconds
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Talk to a Strategist
30 minutes with Terrence or BiG Al. We'll run your actual numbers and tell you straight what makes sense for your situation.
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Next available: usually within 48 hours
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Read the Strategic Giving Playbook
The complete guide with strategies, examples, and plain English explanations.
Read the Guide →
10-minute read
You're in good company.
A client eliminated $1.4 million in capital gains taxes through a Charitable Remainder Trust. Running total: $825,000 saved across levers 1 through 6. One more to go.
Terrence Okeke Taylor, EA & Al Darnell, Jr (BiG Al), EA, MBA · Enrolled Agents (IRS Licensed) · MBA, Harvard Business School