Pooled Income Fund
(Is this gift for you?)
The 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 mutual-fund investing: a diversified portfolio, professional management, and simplified reporting to you.
- You are comfortable with a variable return instead of a fixed income (your payments will be based on the fund's earnings each quarter, and so will fluctuate).
- You want your gift to be able to grow for our benefit while it is generating income for you.
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