Pooled Income + Planned Giving = Untapped Opportunities

When:  May 15, 2025 from 01:00 PM to 02:00 PM (ET)
Associated with  AFP FL, Miami Chapter

This presentation demonstrates how a Pooled Income Fund (PIF) can:

1) be funded by cash or noncash assets;

2) avoid current tax on capital gains;

3) provide an income tax deduction for the donor in the year the fund is first gifted;

4) provide an income endowment for life to the donor;

5) provide a current cash gift to the charity of the donors choice; and 

6) upon the passing of the donor or last endowment income beneficiary, leave the income endowment to the charity(ies) chosen by the donor.  

 

This presentation will recommend the use of Certified Endowment Engineers and the availability of Discovery 664 Academy, a school to unlock financial growth, teaching usable information and providing mentorship.  WE EDUCATE the public, advisors and NGOs about endowments BUILT using noncash assets.  This creates bigger endowment income for donors and ultimately for NGOs.   

 

We teach the Theory of Social Secharity, in which 664 equals endowment squared, the most powerful economic theory for a quantum change to occur. And we promote Economic individualism over political citizenry, where we move from an indebted America to an Endowed America.

 

There will be an opportunity for questions to be asked during this Zoom call presentation.

Location

Online Instructions:
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