About Pooled Income Funds
A Pooled Income Fund (PIF) is a type of trust that combines donors’ contributions into a single fund managed by a charitable organization. Each donor has a separate account and receives a pro-rated share of income.
Pooled Income Funds offer reliable income while leveraging pooled assets for potentially higher investment returns, appealing to those seeking income generation and enhanced performance.
Benefits
- Retain an income stream from donated assets
- Receive an immediate income tax deduction for a portion of your gift
- Create a lasting legacy that supports our mission
How it works
- Make a gift of cash or securities to the fund, which is managed by us.
- Receive an immediate income tax deduction for a portion of your gift based on your age and the fund’s expected investment return.
- The fund invests the assets and distributes income to you for life.
- When you pass away, the remaining account balance is distributed to our organization, as designated by you.
Income payments from a Pooled Income Fund can fluctuate over time based on the performance of the fund’s investments. Also, you will not have control over the investments or the timing of income distributions.
Learn more about Pooled Income Funds
Consult with a qualified estate planning attorney and a financial advisor to determine if this option is right for you.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Beth Zimmerman
Title :Executive Director
Phone: 877-473-8223 ext. 1
Email: ed@petsforpatriots.org
Already included us in your estate plan? Let us know
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Popular tax-smart gifts
Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.