BENEFITS OF A PIF

Few Charitable giving options provide the versatility and tax efficiency that Pooled Income Funds do. Today's Pooled Income Funds provide many benefits. You can:

Have Income for Life

Pooled Income Funds allow you to donate assets to charity while still providing you with the income generated by diversified portfolios. You and your spouse or your chosen income beneficiary(ies) will receive monthly proportionate share of income earned by the Funds for the duration of your lives.

Avoid Capital Gains Taxes

Gifts of long-term appreciated securities avoid capital gains taxes, and receive a deduction based on their full market value. This means that more money is generating more income for life.

Establish at a Low Cost

Pooled Income Funds cost nothing to establish and no out of pocket expenses to maintain. There are no legal costs or transaction fees. The only cost is Management fees charged by the Funds. Fees vary from fund to fund and break points are provided for higher dollar amounts.

Diversify Concentrated Holdings

Donors who are highly concentrated in one security can diversify with Pooled Income Funds and, if your current security(ies) pays little or no income, receive an enhanced income for life.

Gain an Immediate Tax Deductions

The actual amount of the deduction is determined by analyzing several variable, including the size of the donation, the age(s) and number of income beneficiaries, and the Funds rate of return. We are here to help you determine the approximate deduction you can expect.

Avoid Estate Taxes

Pooled Income Funds can help you avoid estate taxes because a percentage of assets contributed to the Funds will be removed from the value of your estate. For details concerning tax benefits you should consult a tax advisor.

Establish with Virtually No Paperwork for You

The Pooled Income Funds administrator will handle all the record keeping, including sending you quarterly statements showing you the value of your Pooled Income Funds. You will receive written confirmation of all contributions with a calculation for the income tax deduction for your contribution.

Gain High-Quality Money Management

Your Donation will be invested in the Funds you select. You have a choice of Funds which are managed by investment professionals at the corresponding Fund companies. All assets are invested in established Mutual Funds, registered with the SEC.

Click here to receive a Free Pooled Income Funds Investors kit.

The information contained on this site is for educational purposes only. It is not intended to be professional tax or legal advice; consult the appropriate professional regarding your specific situations.