• Endowment Vision 2.0 - Episode 2: Social Secharity in Action – How to Preserve Wealth & Give with Purpose

  • 2025/05/05
  • 再生時間： 7 分
  • ポッドキャスト

Endowment Vision 2.0 - Episode 2: Social Secharity in Action – How to Preserve Wealth & Give with Purpose

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  • Social Secharity isn’t just theory—it’s a real solution for real financial goals. In this must-listen episode, Professor Les Winston breaks down the three core tools of Social Secharity—Charitable Remainder Trusts, Pooled Income Funds, and Charitable Gift Annuities. Learn how these powerful strategies can help you reduce taxes, create lifetime income, and support the causes you care about. Whether you’re planning for retirement or looking to leave a meaningful legacy, this episode offers a practical roadmap for building financial stability while making an impact.


    Ready to lead the change in financial strategy and philanthropy?

    📢 The 664 Ambassador Course is now live at Discovery 664 Academy!

    This expert-led training teaches you how to reduce taxes, generate income, and create long-term impact through IRC Section 664 and the Theory of Social Secharity™.

    ✅ Learn strategic financial planning

    ✅ Master charitable tools like CRTs & PIFs

    ✅ Build wealth and support your community


    🎓 Enroll now at courses.discovery664.com – Your journey to becoming an Ambassador begins here.
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あらすじ・解説

Social Secharity isn’t just theory—it’s a real solution for real financial goals. In this must-listen episode, Professor Les Winston breaks down the three core tools of Social Secharity—Charitable Remainder Trusts, Pooled Income Funds, and Charitable Gift Annuities. Learn how these powerful strategies can help you reduce taxes, create lifetime income, and support the causes you care about. Whether you’re planning for retirement or looking to leave a meaningful legacy, this episode offers a practical roadmap for building financial stability while making an impact.


Ready to lead the change in financial strategy and philanthropy?

📢 The 664 Ambassador Course is now live at Discovery 664 Academy!

This expert-led training teaches you how to reduce taxes, generate income, and create long-term impact through IRC Section 664 and the Theory of Social Secharity™.

✅ Learn strategic financial planning

✅ Master charitable tools like CRTs & PIFs

✅ Build wealth and support your community


🎓 Enroll now at courses.discovery664.com – Your journey to becoming an Ambassador begins here.
続きを読む 一部表示

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