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 · 86 Lessons

1
Introduction to the 664 Ambassador Program Course
1. Welcome to 664 Ambassador Program Course 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)
  Selling Appreciated Stock Quiz
3
Reducing Your Income Tax Bracket: Why Pay More Then You Should?
1. (Included in full purchase)
  Chapter 02 -Reducing Your Income Tax Bracket
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)
  Reducing Your Income Tax Bracket Quiz
4
Appreciated Commercial Real Estate: Learn How To Do It (Without Triggering Taxes)
1. (Included in full purchase)
  Chapter 03 - Appreciated Commercial Real Estate
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)
  Appreciated Commercial Real Estate
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-Corp
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)
  Retained Earnings in a C Corporation Quiz
6
The Five Tax Levels: Learn How to Keep More of your Money
1. (Included in full purchase)
  Chapter 05 - The Five Tax Levels
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)
  The Five Tax Levels Quiz
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
2. (Included in full purchase)
  CRT No Dead End Blueprint
3. (Included in full purchase)
  CRT No Dead End Quiz
8
The Five Financial Hazards: They Are the Same for Everybody
1. (Included in full purchase)
  Chapter 07 - The Five Financial Hazards
2. (Included in full purchase)
  The Five Financial Hazards Quiz
9
Pooled Income Funds: Very Smart Tax-Smart Planning
1. (Included in full purchase)
  Chapter 08 - Pooled Income Funds
2. (Included in full purchase)
  Pooled Income Funds Quiz
10
Charitable Remainder Trusts: The Heart of 664
1. (Included in full purchase)
  Chapter 09 - Charitable Remainder Trusts
2. (Included in full purchase)
  Charitable Remainder Trust Quiz
11
Charitable Remainder Unitrusts (CRUTs): other variations
1. (Included in full purchase)
  Chapter 10 - Charitable Remainder Unitrusts
2. (Included in full purchase)
  Charitable Remainder Unitrusts Quiz
12
Charitable Remainder Trusts Miscellaneous: The Real Planning Genius
1. (Included in full purchase)
  Chapter 11 - Charitable Remainder Trusts, Miscellaneous
2. (Included in full purchase)
  Charitable Remainder Trusts, Miscellaneous Quiz
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
2. (Included in full purchase)
  The 3 B's; Budget, Balance Sheet, Ballpark Quiz
14
Donor-Advised Funds vs. Charitable Pooled Income Funds: There is a better way.
1. (Included in full purchase)
  Chapter 13 - Comparison of Donor Advised Funds and Charitable Pooled Income Funds
2. (Included in full purchase)
  Comparison of Donor Advised Funds and Charitable Pooled Income Funds Quiz
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
2. (Included in full purchase)
  Chapter 14 - Blueprint 1
3. (Included in full purchase)
  Why Social Secharity sounds like Social Security Quiz
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
2. (Included in full purchase)
  How to Make a Charitable Gift Quiz
17
Homeowners Insurance: What You Don’t Know Could Cost You
1. (Included in full purchase)
  Chapter 16 - Homeowners Insurance
2. (Included in full purchase)
  Homeowners Insurance Quiz
18
The Five Essential Documents Everyone Needs
1. (Included in full purchase)
  Chapter 17 - Five Required Documents
2. (Included in full purchase)
  Five Required Documents Quiz
19
Information Gathering: Building the Foundation for Effective Planning
1. (Included in full purchase)
  Chapter 18 - Information Gathering
2. (Included in full purchase)
  Information Gathering Quiz
20
Life Insurance – Part 1: Foundations of Purpose and Protection
1. (Included in full purchase)
  Chapter 19 - Life Insurance - part 1
2. (Included in full purchase)
  Life Insurance - Part 1 Quiz
21
Life Insurance – Part 2: Strategic Uses for Legacy and Leverage
1. (Included in full purchase)
  Chapter 20 - Life Insurance - Part 2
2. (Included in full purchase)
  Life Insurance - Part 2 Quiz
22
Life Insurance - Part 3: A little More Complicated View
1. (Included in full purchase)
  Chapter 21 - Life Insurance - Part 3
2. (Included in full purchase)
  Life Insurance - Part 3 Quiz
23
What Is Social Secharity™? 664 equals Two Endowments
1. (Included in full purchase)
  Chapter 22 - What is Social Secharity?
2. (Included in full purchase)
  What is Social Secharity Quiz
24
What Is an Endowment? Your Source of Sustainable Income
1. (Included in full purchase)
  Chapter 23 - What is an Endowment?
2. (Included in full purchase)
  What is an Endowment? Quiz
25
Qualified Charitable Distributions (QCDs): Tax-Smart Giving from Your IRA
1. (Included in full purchase)
  Chapter 24 - Qualified Charitable Distribution
2. (Included in full purchase)
  Qualified Charitable Distribution Quiz
26
Start Your Own Business - There Is a Lot to Know
1. (Included in full purchase)
  Chapter 25 - Start your own Business
2. (Included in full purchase)
  Start Your Business Quiz
27
Automobile Insurance: What Coverage You Need and Why It Matters
1. (Included in full purchase)
  Chapter 26 - Automobile Insurance
2. (Included in full purchase)
  Automobile Insurance Quiz
28
Workers’ Compensation: Protection, Compliance, and an Employer’s Best Friend
1. (Included in full purchase)
  Chapter 27 - Workers Compensation
2. (Included in full purchase)
  Workers Compensation Quiz
29
Disability Income and Overhead Expense Insurance: Disability Can Be Worse than Death
1. (Included in full purchase)
  Chapter 28 - Disability Income / Overhead Expense
2. (Included in full purchase)
  Disability Income / Overhead Expense Quiz
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
2. (Included in full purchase)
  The Cost of Medical Care Quiz
31
Asset Protection: Safeguarding your Endowment
1. (Included in full purchase)
  Chapter 30 - Asset Protection
32
Retirement Plans: Tax Levels 3 and 4
1. (Included in full purchase)
  Chapter 31 - Retirement Plan
2. (Included in full purchase)
  Tax Table 2025 Edition by Morgan Stanley
3. (Included in full purchase)
  Retirement Plans: Tax Levels 3 and 4 Quiz
33
Annuity versus Endowment: They Are the Same but Different
1. (Included in full purchase)
  Chapter 32 - Annuity versus Endowment
2. (Included in full purchase)
  Annuity versus Endowment Quiz
34
Annuities: Fixed Income, Guarantees, and Strategic Considerations
1. (Included in full purchase)
  Chapter 33 -Annuities
2. (Included in full purchase)
  Annuities Quiz
35
Understanding the 3 Social Secharity Devices
1. (Included in full purchase)
  Chapter 34 - Differences Between the 3 Social Secharity Devices
2. (Included in full purchase)
  Differences Between the 3 Social Secharity Devices Quiz

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