Planned Giving
Leave a legacy that lasts...
Pooled Income Fund
CLICK HERE FOR A DETAILED EXPLANATION
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How It Works
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You transfer cash or securities to the pooled income fund. |
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The trust issues you units, like a mutual fund, and pays you, or up to two income beneficiaries you name, the annual income attributable to your units for life. |
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The principal attributed to your units passes to Earlham School of Religion when the last income beneficiary passes on. |
Benefits
- You receive gift credit and an immediate income tax deduction for a portion of your gift to the trust.
- You pay no capital gains tax on any appreciated assets you donate.
- Income can exceed dividends you were receiving on the securities you donated.
- You have the satisfaction of making a gift that benefits you now and Earlham School of Religion later.
More
- Is this gift for you? Click here.
- Read more detail. Click here.
To learn more about our pooled income fund, Email us, complete the Information Request Form, or call us at 1-800-432-1ESR so that we can assist you.
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