Planned Giving

A pooled income fund gift may be right for you if:

You want income for life.
You want the possibility of income growth.
You itemize deductions and want an immediate charitable deduction.
You want to avoid capital gains tax on appreciated securities.
You are considering a gift amount of $10,000 or more.

How it Works

When you make a gift, you receive units representing your share of the fund. Each year, the fund distributes its net income to participants.

Income payments are proportional to your share.
Payments are typically made quarterly.
Payments may increase or decrease depending on fund performance.

Unlike a charitable gift annuity, payments are not fixed—they vary based on investment income.

When your arrangement ends, your share of the fund supports charity_nickname.

Key Features

Lifetime payments for one or more beneficiaries.
Irrevocable gift once funded.
Additional contributions may be added at any time.

Tax Advantages

A pooled income fund may provide:

An immediate income tax charitable deduction (if you itemize).
Avoidance of capital gains tax on appreciated securities.
Potential reduction of estate taxes.

Payments you receive are generally taxed as ordinary income.

Assets to Consider

Common funding assets include:

Cash
Appreciated securities (tax-exempt securities are not permitted)

Example

Walter and Janice Kaminsky are in their early 80s. They have been modest but faithful supporters of charity_name, having given $5,000 each year for many years. They would like to make a larger commitment, but are concerned about maintaining their income.

The Kaminsky's own a $25,000 CD that will mature in a few weeks. They are pleased to discover that they can donate the $25,000 to our pooled income fund and continue to receive about the same amount of income from the pooled income fund as their CD was earning. Moreover, if the pooled fund investment portfolio increases in value, their income could increase in the future.

In addition to receiving income for life, the Kaminskys will:

Receive an immediate income tax charitable deduction of $14,626 for the value of their gift. Kaminsky will enjoy income tax savings if they itemize their deductions.

Make a generous legacy gift to charity_nickname.

How Your Gift Helps

NEED COPY FOR THIS AREA

and copy here;

and copy here;

and copy here;

Planned Giving

Pooled Income Fund

A pooled income fund gift may be right for you if:

Example

How Your Gift Helps

Take the Next Step

Contact Us