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Pooled Income Fund |
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How It Works
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You transfer cash or securities to the Pooled Income Fund trust established by Lawrenceville. |
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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 Lawrenceville when the last income beneficiary dies. |
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.
- Although modest, the income usually exceeds the level of stock dividends.
- You can have the satisfaction of making a gift that benefits you now and Lawrenceville later.
More
- Is this gift for you? Click here.
- Read more detail. Click here.
FOR MORE INFORMATION
If you are considering a pooled income fund, email us, complete the personal illustration form, or call us at (609) 620-6064 so that we can assist you through every step of the process.
The Lawrenceville School
Office of Planned Giving
2500 Main Street, Hogate Hall or
PO Box 6125
Lawrenceville, NJ 08648
(609) 620-6064 | Fax: (609) 895-2148
E-mail: scushmor@lawrenceville.org