Pooled Income Fund
Is this gift right for you?
A pooled income fund is for you if…
- You want to make a significant gift to us and receive lifetime income in return.
- You want to avoid the capital gains cost of selling appreciated securities.
- You appreciate the benefits of a diversified portfolio, professional management, and simplified reporting.
- You are comfortable with a variable return instead of a fixed income. (Your payments will be based on the fund's earnings and so will fluctuate.)
- You want your gift to be able to grow over time while it is generating income for you.