"What is the use of living, if it not to strive for noble causes and to make this muddled world a better place for those who will live in it after we are gone?" - Winston Churchill

TAX ADVANTAGES OF A PIF

Contributions made to Pooled Income Funds are irrevocable. The amount of your deduction will depend on the type of asset being contributed, the amount contributed, the age(s) and number of income beneficiaries and the Funds rate of return. Consult your tax advisors for more information.

Estate Taxes

All contributions to Pooled Income Funds are separate from your estate and therefore are not subject to either estate taxes or probate.

Account income

Any income that is received from your Pooled Income Fund account is considered taxable income.

Capital Gains

One of the most rewarding benefits of Pooled Income Funds is the ability to contribute appreciated securities without incurring any capital gains tax liability.

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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.