Pooled Income Fund

Is this gift right for you?

A 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 a diversified portfolio, professional management, and simplified reporting.
• You are comfortable with a variable return instead of a fixed income. (Your payments will be based on the fund's earnings and so will fluctuate.)
• You want your gift to be able to grow over time while it is generating income for you.