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Pooled Income Fund
(Gift example*)
Example
A 65-year-old donor in the 35% bracket contributes $10,000 in appreciated stock, originally purchased for $2,000, to Yale's Pooled Life Income Fund. Donor is the income beneficiary. Assume the Fund is currently yielding 4.0%.
Charitable deduction |
$5,396 |
Income tax savings (35%) |
$1,889 |
Capital gains savings (15%) |
$1,200.00 |
Est. income (first year) |
$400.00 |
PLEASE NOTE: This example is for illustration purposes only and is not intended as legal or tax advice. Consult your legal and tax advisors prior to making any material decisions based on this data.
For more information
Email us, complete the personal illustration form, or call us at 1 (800) 445-6086 so that we can assist you through every step of the process.