664 Ambassador Program Course

Discovery 664 Academy’s Ambassador Program offers a comprehensive, expert-led training in financial planning, focusing on IRC Section 664 and Social Secharity™ strategies to foster individual growth, community benefit, and charitable impact. This program is uniquely crafted to empower individuals, financial advisors, and charitable organizations with innovative strategies to secure personal and community-oriented financial well-being. Program Goals and Structure Our goal is to enable participants to establish a brighter financial future while creating meaningful support for charitable causes. The curriculum integrates foundational financial principles, tax efficiency, and advanced philanthropic techniques, offering a clear path to financial security and a sustainable impact on society. Ambassador Program participants learn to leverage IRC Section 664 for economic growth and gain practical tools for managing charitable remainder trusts and strategic endowments to reduce taxes and increase income. 664 Ambassador Certification and Society of Endowment Engineers The 664 Ambassador Program is the gateway to certification with the Society of Endowment Engineers, which recognizes specialists in strategic endowment planning under IRC Section 664. Upon completing the program, participants can take a certification test to become listed members of the Society, joining a distinguished network of professionals committed to financial and philanthropic growth. The Ambassador courses also include continuous education offerings, ensuring members remain informed on best practices and innovative strategies to maintain their certification and listing on the Society’s site. Learning with Professor Lesley Winston Guided by Professor Lesley Winston, a distinguished figure in philanthropic financial planning, participants gain insights from decades of expertise. As the founder of the Endow America Network Foundation (EANF) and host of the Discovery 664 Podcast, Winston brings a wealth of knowledge to the Academy’s courses. His career focuses on transforming the financial landscape with strategic charitable planning, making him a powerful mentor to Academy participants. 664 Ambassador Benefits By joining the Ambassador Program, participants access exclusive resources, including: - A member portal with essential financial planning modules: - Theory Module: 34 Chapters - Practicum Module: 24 Chapters - Weekly Q&A sessions with Professor Winston - Incremental one-on-one mentorship scheduling - Additional tax planning resources For a monthly subscription, participants gain access to a curriculum that addresses everything from basic planning concepts to advanced strategies for financial growth and charitable impact. As a 664 Ambassador, you’ll expand your expertise, grow your network, and gain the tools to empower others in their financial journeys.

Curriculum

35 Chapters · 88 Lessons

1
Introduction to the 664 Ambassador Program Course
1. Welcome to 664 Ambassador Program Course Free preview
2. Course Syllabus Free preview
2
Selling Appreciated Stock – if you own stocks you need to know this
1. (Included in full purchase)
  Chapter 01 - Selling Appreciated Stock
2. (Included in full purchase)
  Selling Appreciated Stock, Chapter 1 Blueprint 1
3. (Included in full purchase)
  Selling Appreciated Stock, Chapter 1 Blueprint 2
4. (Included in full purchase)
  Selling Appreciated Stock, Chapter 1 Blueprint 3
5. (Included in full purchase)
  Quiz Chapter 01 - Selling Appreciated Stock
3
Reducing Your Income Tax Bracket: Why Pay More Then You Should?
1. (Included in full purchase)
  Chapter 02 - Reducing Your Income Tax Bracket: Why Pay More Then You Should?
2. (Included in full purchase)
  Tax Brackets
3. (Included in full purchase)
  Reducing Your Income Tax Bracket, Chapter 2 Blueprint 1
4. (Included in full purchase)
  Reducing Your Income Tax Bracket, Chapter 2 Blueprint 2
5. (Included in full purchase)
  Reducing Your Income Tax Bracket, Chapter 2 Blueprint 3
6. (Included in full purchase)
  Quiz Chapter 02 - Reducing Your Income Tax Bracket
4
Appreciated Commercial Real Estate: Learn How To Do It (Without Triggering Taxes)
1. (Included in full purchase)
  Chapter 03 - Appreciated Commercial Real Estate: Learn How To Do It (Without Triggering Taxes)
2. (Included in full purchase)
  Appreciated Commercial Real Estate, Chapter 3 Blueprint 1
3. (Included in full purchase)
  Appreciated Commercial Real Estate Chapter 3 - Blueprint 2
4. (Included in full purchase)
  Appreciated Commercial Real Estate Chapter 3 Blueprint 3
5. (Included in full purchase)
  Quiz Chapter 03 - Appreciated Commercial Real Estate: Learn How To Do It (Without Triggering Taxes)
5
Retained Earnings In a C-Corporation: Change a Headache Into a Benefit
1. (Included in full purchase)
  Chapter 04 - Retained Earnings In a C-Corporation: Change a Headache Into a Benefit
2. (Included in full purchase)
  Retained Earnings in a C-Corp - Blueprint 1
3. (Included in full purchase)
  Retained Earnings in A C-Corp - Blueprint 2
4. (Included in full purchase)
  Retainned Earnings in a C-Corp - Blueprint 3
5. (Included in full purchase)
  Quiz Chapter 04 - Retained Earnings In a C-Corporation: Change a Headache Into a Benefit
6
The Five Tax Levels: Learn How to Keep More of your Money
1. (Included in full purchase)
  Chapter 05 - The Five Tax Levels: Learn How to Keep More of your Money
2. (Included in full purchase)
  The Five Tax Levels with a Plan
3. (Included in full purchase)
  The Five Tax Levels
4. (Included in full purchase)
  Quiz Chapter 05 - The Five Tax Levels: Learn How to Keep More of your Money
7
CRT: No Dead End – They may be irrevocable, but they are not dead.
1. (Included in full purchase)
  Chapter 06 - CRT: No Dead End – They may be irrevocable, but they are not dead
2. (Included in full purchase)
  CRT No Dead End Blueprint
3. (Included in full purchase)
  Quiz Chapter 06 - CRT: No Dead End – They may be irrevocable, but they are not dead
8
The Five Financial Hazards: They Are the Same for Everybody
1. (Included in full purchase)
  Chapter 07 - The Five Financial Hazards: They Are the Same for Everybody
2. (Included in full purchase)
  Quiz Chapter 07 - The Five Financial Hazards: They Are the Same for Everybody
9
Pooled Income Funds: Very Smart Tax-Smart Planning
1. (Included in full purchase)
  Chapter 08 - Pooled Income Funds: Very Smart Tax-Smart Planning
2. (Included in full purchase)
  Quiz Chapter 08 - Pooled Income Funds: Very Smart Tax-Smart Planning
10
Charitable Remainder Trusts: The Heart of 664
1. (Included in full purchase)
  Chapter 09 - Charitable Remainder Trusts: The Heart of 664
2. (Included in full purchase)
  Quiz Chapter 09 - Charitable Remainder Trusts: The Heart of 664
11
Charitable Remainder Unitrusts (CRUTs): Other variations
1. (Included in full purchase)
  Chapter 10 - Charitable Remainder Unitrusts (CRUTs): Other variations
2. (Included in full purchase)
  Quiz Chapter 10 - Charitable Remainder Unitrusts (CRUTs): Other variations
12
Charitable Remainder Trusts Miscellaneous: The Real Planning Genius
1. (Included in full purchase)
  Chapter 11 - Charitable Remainder Trusts Miscellaneous: The Real Planning Genius
2. (Included in full purchase)
  Quiz Chapter 11 - Charitable Remainder Trusts Miscellaneous: The Real Planning Genius
13
The 3 B’s: Budget, Balance Sheet, Ballpark – This is where it all starts
1. (Included in full purchase)
  Chapter 12 - The 3 B’s: Budget, Balance Sheet, Ballpark – This is where it all starts
2. (Included in full purchase)
  Quiz Chapter 12 - The 3 B’s: Budget, Balance Sheet, Ballpark – This is where it all starts
14
Donor-Advised Funds vs. Charitable Pooled Income Funds: There is a better way.
1. (Included in full purchase)
  Chapter 13 - Donor-Advised Funds vs. Charitable Pooled Income Funds: There is a better way.
2. (Included in full purchase)
  Quiz Chapter 13 - Donor-Advised Funds vs. Charitable Pooled Income Funds: There is a better way.
15
Why Social Secharity Sounds Like Social Security – and Why It’s Very Different
1. (Included in full purchase)
  Chapter 14 - Why Social Secharity Sounds Like Social Security – and Why It’s Very Different
2. (Included in full purchase)
  Chapter 14 - Blueprint 1
3. (Included in full purchase)
  Quiz Chapter 14 - Why Social Secharity Sounds Like Social Security – and Why It’s Very Different
16
How to Make a Charitable Gift – Make Sure it Will do What You Want
1. (Included in full purchase)
  Chapter 15 - How to Make a Charitable Gift – Make Sure it Will do What You Want
2. (Included in full purchase)
  Quiz Chapter 15 - How to Make a Charitable Gift – Make Sure it Will do What You Want
17
Homeowners Insurance: What You Don’t Know Could Cost You
1. (Included in full purchase)
  Chapter 16 - Homeowners Insurance: What You Don’t Know Could Cost You
2. (Included in full purchase)
  Quiz Chapter 16 - Homeowners Insurance: What You Don’t Know Could Cost You
18
The Five Essential Documents Everyone Needs
1. (Included in full purchase)
  Chapter 17 - The Five Essential Documents Everyone Needs
2. (Included in full purchase)
  Quiz Chapter 17 - The Five Essential Documents Everyone Needs
19
Information Gathering: Building the Foundation for Effective Planning
1. (Included in full purchase)
  Chapter 18 - Information Gathering: Building the Foundation for Effective Planning
2. (Included in full purchase)
  Quiz Chapter 18 - Information Gathering: Building the Foundation for Effective Planning
20
Life Insurance – Part 1: Foundations of Purpose and Protection
1. (Included in full purchase)
  Chapter 19 - Life Insurance – Part 1: Foundations of Purpose and Protection
2. (Included in full purchase)
  Quiz Chapter 19 - Life Insurance – Part 1: Foundations of Purpose and Protection
21
Life Insurance – Part 2: Strategic Uses for Legacy and Leverage
1. (Included in full purchase)
  Chapter 20 - Life Insurance – Part 2: Strategic Uses for Legacy and Leverage
2. (Included in full purchase)
  Quiz Chapter 20 - Life Insurance – Part 2: Strategic Uses for Legacy and Leverage
22
Life Insurance - Part 3: A little More Complicated View
1. (Included in full purchase)
  Chapter 21 - Life Insurance - Part 3: A little More Complicated View
2. (Included in full purchase)
  Quiz Chapter 21 - Life Insurance - Part 3: A little More Complicated View
23
What Is Social Secharity™? 664 equals two endowments
1. (Included in full purchase)
  Chapter 22 - What Is Social Secharity™? 664 equals two endowments
2. (Included in full purchase)
  Quiz What Is Social Secharity™? 664 equals Two Endowments
24
What Is an Endowment? Your Source of Sustainable Income
1. (Included in full purchase)
  Chapter 23 - What Is an Endowment? Your Source of Sustainable Income
2. (Included in full purchase)
  Quiz Chapter 23 - What Is an Endowment? Your Source of Sustainable Income
25
Qualified Charitable Distributions (QCDs): Tax-Smart Giving from Your IRA
1. (Included in full purchase)
  Chapter 24 - Qualified Charitable Distributions (QCDs): Tax-Smart Giving from Your IRA
2. (Included in full purchase)
  Quiz Chapter 24 - Qualified Charitable Distributions (QCDs): Tax-Smart Giving from Your IRA
26
Start Your Own Business - There Is a Lot to Know
1. (Included in full purchase)
  Chapter 25 - Start Your Own Business - There Is a Lot to Know
2. (Included in full purchase)
  Quiz Chapter 25 - Start Your Own Business - There Is a Lot to Know
27
Automobile Insurance: What Coverage You Need and Why It Matters
1. (Included in full purchase)
  Chapter 26 - Automobile Insurance: What Coverage You Need and Why It Matters
2. (Included in full purchase)
  Quiz Chapter 26 - Automobile Insurance: What Coverage You Need and Why It Matters
28
Workers’ Compensation: Protection, Compliance, and an Employer’s Best Friend
1. (Included in full purchase)
  Chapter 27 - Workers’ Compensation: Protection, Compliance, and an Employer’s Best Friend
2. (Included in full purchase)
  Quiz Chapter 27 - Workers’ Compensation: Protection, Compliance, and an Employer’s Best Friend
29
Disability Income and Overhead Expense Insurance: Disability Can Be Worse than Death
1. (Included in full purchase)
  Chapter 28 - Disability Income and Overhead Expense Insurance: Disability Can Be Worse than Death
2. (Included in full purchase)
  Quiz Chapter 28 - Disability Income and Overhead Expense Insurance: Disability Can Be Worse than Death
30
The Cost of Medical Care: Planning for Health Expenses and Financial Safety
1. (Included in full purchase)
  Chapter 29 - The Cost of Medical Care: Planning for Health Expenses and Financial Safety
2. (Included in full purchase)
  Quiz Chapter 29 - The Cost of Medical Care: Planning for Health Expenses and Financial Safety
31
Asset Protection: Safeguarding your Endowment
1. (Included in full purchase)
  Chapter 30 - Asset Protection: Safeguarding your Endowment
2. (Included in full purchase)
  Quiz Chapter 30 - Asset Protection: Safeguarding your Endowment
32
Retirement Plans: Tax Levels 3 and 4
1. (Included in full purchase)
  Chapter 31 - Retirement Plans: Tax Levels 3 and 4
2. (Included in full purchase)
  Tax Table 2025 Edition by Morgan Stanley
3. (Included in full purchase)
  Quiz Chapter 31 - Retirement Plans: Tax Levels 3 and 4
33
Annuity versus Endowment: They Are the Same but Different
1. (Included in full purchase)
  Chapter 32 - Annuity versus Endowment: They Are the Same but Different
2. (Included in full purchase)
  Quiz Chapter 32 - Annuity versus Endowment: They Are the Same but Different
34
Annuities: Fixed Income, Guarantees, and Strategic Considerations
1. (Included in full purchase)
  Chapter 33 - Annuities: Fixed Income, Guarantees, and Strategic Considerations
2. (Included in full purchase)
  Quiz Chapter 33 - Annuities: Fixed Income, Guarantees, and Strategic Considerations
35
Understanding the 3 Social Secharity Devices
1. (Included in full purchase)
  Chapter 34 - Understanding the 3 Social Secharity Devices
2. (Included in full purchase)
  Quiz Chapter 34 - Understanding the 3 Social Secharity Devices

664 Ambassador Program Course

Curriculum

Introduction to the 664 Ambassador Program Course

Selling Appreciated Stock – if you own stocks you need to know this

Reducing Your Income Tax Bracket: Why Pay More Then You Should?

Appreciated Commercial Real Estate: Learn How To Do It (Without Triggering Taxes)

Retained Earnings In a C-Corporation: Change a Headache Into a Benefit

The Five Tax Levels: Learn How to Keep More of your Money

CRT: No Dead End – They may be irrevocable, but they are not dead.

The Five Financial Hazards: They Are the Same for Everybody

Pooled Income Funds: Very Smart Tax-Smart Planning

Charitable Remainder Trusts: The Heart of 664

Charitable Remainder Unitrusts (CRUTs): Other variations

Charitable Remainder Trusts Miscellaneous: The Real Planning Genius

The 3 B’s: Budget, Balance Sheet, Ballpark – This is where it all starts

Donor-Advised Funds vs. Charitable Pooled Income Funds: There is a better way.

Why Social Secharity Sounds Like Social Security – and Why It’s Very Different

How to Make a Charitable Gift – Make Sure it Will do What You Want

Homeowners Insurance: What You Don’t Know Could Cost You

The Five Essential Documents Everyone Needs

Information Gathering: Building the Foundation for Effective Planning

Life Insurance – Part 1: Foundations of Purpose and Protection

Life Insurance – Part 2: Strategic Uses for Legacy and Leverage

Life Insurance - Part 3: A little More Complicated View

What Is Social Secharity™? 664 equals two endowments

What Is an Endowment? Your Source of Sustainable Income

Qualified Charitable Distributions (QCDs): Tax-Smart Giving from Your IRA

Start Your Own Business - There Is a Lot to Know

Automobile Insurance: What Coverage You Need and Why It Matters

Workers’ Compensation: Protection, Compliance, and an Employer’s Best Friend

Disability Income and Overhead Expense Insurance: Disability Can Be Worse than Death

The Cost of Medical Care: Planning for Health Expenses and Financial Safety

Asset Protection: Safeguarding your Endowment

Retirement Plans: Tax Levels 3 and 4

Annuity versus Endowment: They Are the Same but Different

Annuities: Fixed Income, Guarantees, and Strategic Considerations

Understanding the 3 Social Secharity Devices