Here's How Pooled Income Funds Work

• Donors make a gift to a Pooled Income Funds account using cash or securities.

• They receive income from the Funds for the remainder of their lives.

• They receive an immediate tax deduction.

• If the donors transfer appreciated assets they avoid all capital gain taxes.

At the death of the last income beneficiary, the account can be passed onto the charities they named to receive their remaining account assets.

To many people this may look and sound very similar to a Charitable Remainder Trust. In fact, Pooled Income Funds have many similar benefits. However: Pooled Income Funds don't require an attorney to draft any trust documents. They don't require annual tax returns to be filed by the donors and they are much easier to set up, understand and maintain than a Charitable Remainder Trust. You maintain all the benefits a Charitable Remainder Trust provides while eliminating all the drawbacks.

A New Source of Contributions

Because of the Pooled Income Funds many benefits, ease of use and income provided for the lives of the donors, the potential donor becomes more inclined to support the organization with higher dollar amounts than they would otherwise consider.

A qualified organization can easily implement a strategy that can establish an ongoing pipeline of donations that are not currently being received. Many organizations have been successful attracting outright donations. Now, by using Pooled Income Funds your organization can take your planned giving to the next level. By simply making your supporters aware of this attractive product and giving them an easy avenue to take advantage of their many benefits, your organization can be better positioned to receive more frequent and larger contributions.

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