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Explore Our Courses

Discovery 664 Academy empowers individuals, financial advisors, and charitable organizations with the knowledge and tools needed to leverage IRC Section 664 and Social Secharity™ effectively. Our courses are crafted to offer in-depth insights into strategic financial planning and philanthropic impact.

664 Ambassador Course

In a world where financial literacy is often reserved for the few and philanthropy is viewed as a luxury, the 664 Ambassador Course redefines what is possible. Created by Professor Les Winston, Chairman of the Endow America Network Foundation (EANF), a 501(c)(3) organization and founder of the Society of Endowment Engineers, this course equips you to unlock powerful financial tools—significantly increasing income, reducing taxes, and creating enduring legacies.

Built around the revolutionary Theory of Social Secharity™ and IRC Section 664, this isn’t just financial literacy—it’s transformative education. The course challenges outdated financial models by teaching strategic philanthropy as a core component of wealth management. You will learn how to use charitable instruments not just to give, but to grow, protect, and transfer wealth—strategically and sustainably.

Delivered through a fully online, professional-grade platform, the 664 Ambassador Course allows you to engage with the material at your own pace. With expertly produced video instruction, downloadable strategic resources, and step-by-step guidance, the experience is structured for those ready to think differently about wealth, taxation, and legacy.

Upon successful completion of all 34 structured chapters and the quizzes that follow each one, you will be awarded the 664 Ambassador Certificate. This credential confirms your proficiency in philanthropic wealth planning and your ability to apply the principles of IRC Section 664. It represents your commitment to strategic financial education and can be printed or displayed digitally, including on your LinkedIn profile, to showcase your achievement.

Graduates of the 664 Ambassador Course are eligible to enroll in the advanced-level certification, the Endowment Engineer Course.

Unlike traditional programs built on abstract theory, this course delivers a practical, results-driven framework. Each concept is taught with real-world application, empowering you to take action and make informed financial decisions from day one.

The 664 Ambassador Course is more than an education – it’s a strategic gateway to legacy planning, financial clarity, and long-term impact. Grounded in real-world financial law and philanthropic innovation, it equips you with the tools to make wealth work – on your terms.

Endowment Engineer Certification Course

The Endowment Engineer Course is the pinnacle of philanthropic wealth education—where financial mastery meets strategic purpose. This advanced certification empowers you to design, implement, and lead sophisticated endowment strategies that protect assets, reduce taxes, and create lasting social impact.

If the 664 Ambassador Course opens the door, the Endowment Engineer Course puts you in command. It’s where theory becomes precision, and knowledge becomes influence. Whether you’re managing personal wealth or advising others, this is the credential that distinguishes strategic thinkers from financial technicians.

Built around 24 practicum-based chapters and a final certification exam, the course delivers a rigorous, hands-on learning experience that equips you to develop real-world financial solutions using charitable planning tools. Every chapter challenges you to think critically, solve complex planning scenarios, and build tax-efficient structures that benefit both personal legacies and public good.

You’ll gain mastery in:

  • Structuring income with Charitable Remainder Trusts, Gift Annuities, and Pooled Income Funds

  • Positioning endowment tools for business owners, real estate holders, and nonprofit leaders

  • Designing strategies that align financial assets with philanthropic objectives

  • Protecting wealth while creating lifetime income streams

  • Implementing multi-generational plans with measurable, enduring impact

Certification is awarded by the Endow America Network Foundation, a 501(c)(3) organization, and is accredited by the Society of Endowment Engineers. Earning this credential confirms your expertise in endowment-based planning and positions you as a leader in the emerging field of strategic philanthropy.

The Endowment Engineer Course is both a science and an art—combining analytical precision with creative problem-solving. It’s not about theory; it’s about execution. As an Endowment Engineer, you’ll learn to balance tax law, financial design, and charitable purpose to create results that endure across generations.

This course is ideal for, but not limited to:

– Entrepreneurs & Founders integrating purpose into succession and exit strategies

– Corporate Executives driving corporate social responsibility with financial insight

– Wealth Managers offering high-impact solutions to attract and retain top-tier clients

– Nonprofit Leaders seeking to engage donors with advanced philanthropic tools

– High-Net-Worth Individuals ready to turn wealth into meaningful, lasting legacies

To enroll, participants must first complete the 664 Ambassador Course. Once accepted, you’ll move through the full 24-chapter practicum, culminating in the Official Endowment Engineer Exam—a formal assessment that certifies your readiness to lead at the highest level of financial strategy and charitable planning.

The Endowment Engineer Course isn’t just a next step—it’s a strategic transformation. It offers the clarity, skills, and credentials to shape wealth with purpose and leave a legacy that matters.

Apply now and become a Certified Endowment Engineer.

Why Should You Look into Social Secharity and IRC Section 664

 

The Theory of Social Secharity  is 664 = E²

It provides the most effective way to manage wealth and philanthropy by reducing tax liabilities, securing steady income, and making a significant charitable impact. Integrate it into your financial plan to support your own secured future.

Social Secharity is more than a financial tool—it’s a transformative philosophy. At its core is the equation 664 = E², a powerful framework reshaping how wealth is managed and how generosity is expressed.

  • 664 refers to Section 664 of the Internal Revenue Code, which authorizes the use of specialized charitable instruments to create financial and philanthropic advantages.
  • stands for Estate and Endowment—the two enduring benefits you achieve simultaneously by implementing these tools.

Together, this formula empowers you to secure your personal estate while building a permanent charitable endowment. It’s not just about deferring taxes—it’s about multiplying impact.

Social Secharity enables individuals to become philanthropic capitalists, using wealth wisely to support both their future and the greater good. It aligns personal financial security with long-term social value.

By integrating the principles of Social Secharity into your financial strategy, you’re not only protecting your wealth—you’re building a legacy that lasts.

Unlock Tax Efficiency

Tax Code 664 effectively allows savvy investors to combine tax efficiency with philanthropic goals. Learn how this code can significantly lower your tax burden while advancing the causes you’re passionate about.

Create Sustainable Income Streams

Utilize Tax Code 664 to generate reliable income streams for retirement. This strategic tool can offer financial security and peace of mind later in life.

Enhance Philanthropic Impact

Beyond financial advantages, Tax Code 664 helps you leave a lasting legacy. Discover how this code can amplify your charitable efforts and make a meaningful difference.

Start Your Journey

Empower your financial future and make a lasting impact. Subscribe to our podcast services, and join a community dedicated to financial and philanthropic success.

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