Overview
A single fund maintained by a sponsoring public charity into which many donors contribute. Contributions are commingled and invested together; each donor receives a pro-rata share of the fund's actual income for life, and at death their portion passes to the sponsoring charity. It delivers remainder-trust-style benefits without the cost of establishing a standalone trust.
Best For
- Smaller donors who want lifetime income plus a deduction
- Givers who prefer professional management over running their own trust
- Those who want a simple, lower-cost charitable income vehicle
📊 Key Tax & Giving Advantage
Immediate income-tax deduction and bypass of capital gains on appreciated contributions, with no setup of a separate trust required.
Considerations
- Income varies with the fund's investment performance
- The sponsoring charity is fixed once you join its fund
- Less customizable than an individual charitable remainder trust
Interested in Pooled Income Fund?
Every philanthropic structure should be tailored to your assets, goals, and state law. Request a private consultation and we'll help you choose and establish the right vehicle.
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