|
Pooled Income Fund for One or Two Lives
|
A pooled income fund is a trust, operated by a charitable organization, that enables you to retain a life income, claim a current income tax deduction, and make a future gift to charity. Because pooled income funds combine the contributions of all donors in a single investment fund, they are ideal for smaller contributions.
Input Descriptions
Full Name. Please enter the full name of the donor as you would like it to appear on
the report.
Transfer Value. Enter the combined fair market value of all assets you would like to
transfer to the fund. This can be as little as
$1,000 or as much
as $100,000,000.
Fund's Rate of Return. A default Rate of Return has been entered for you. You may override this
rate by typing in your own, however, your actual deduction will be based on
the fund's highest average rate of return for the last three years.
See Pooled Income Fund on the Planned Giving Design Center for additional
incormation.
Beneficiary 1 DOB. Enter your date of birth as MM/DD/YYYY (e.g.
10/21/1932). The year must include the century.
|