Pooled Income Fund
(Is this gift for you?)
The 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
mutual-fund investing: a diversified portfolio, professional
management, and simplified reporting to you.
- You are comfortable with a variable
return instead of a fixed income (your payments will be based
on the Fund's earnings each quarter, and so will fluctuate).
- You want your gift to be able
to grow for our benefit while it is generating income for you.