Example of a Pooled Income Fund

Example of a Pooled Income Fund

How it works:

  • You transfer cash, securities, or other property to the pooled income fund.
  • You receive an income tax deduction and pay no capital gains tax.
    • The fund pays your share of its income each year to you or to anyone you name for life.
  • When the gift term ends, your share of the fund's principal passes to Whitman College.
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