• Endowment Vision - Episode 3: Tools for Financial Transformation: CRTs, PIFs, and DAFs Explained

  • Jan 27 2025
  • Durée: 3 min
  • Podcast

Endowment Vision - Episode 3: Tools for Financial Transformation: CRTs, PIFs, and DAFs Explained

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  • Résumé

  • This episode of Endowment Vision with Professor Les highlights the tools of Social Secharity that connect financial security with philanthropy. Discover how Charitable Remainder Trusts (CRTs), Pooled Income Funds (PIFs), and Donor-Advised Funds (DAFs) can help reduce taxes, generate income, and support the causes you care about. These strategies pave the way for financial stability while leaving a lasting impact.

    Mark your calendars for the next episode on March 3, 2025, as we delve into The Great Wealth Transfer and its role in preserving and growing wealth for future generations.

    In the meantime, start building your financial future today by enrolling in the Ambassador Program at courses.discovery664.com. Gain access to expert training, practical tools, and insights that can help you reduce taxes, grow income, and leave a meaningful legacy. Graduates can also earn the prestigious Endowment Engineer Certification—establishing themselves as leaders in financial and philanthropic planning.


    Thank you for joining Endowment Vision with Professor Les. The choices you make today will shape the legacy you leave tomorrow.


    #socialsecharity #financialplanning #charitablegiving #discovery664
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