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Pooled Income Fund
Click Here for Detailed
Explanation
How It Works
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You transfer cash
or securities to the Pooled Income Fund managed
by the Crohn's & Colitis Foundation. |
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The Fund 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 the Crohn's & Colitis Foundation at the death
of the last income beneficiary. |
Benefits
- You receive gift credit and an immediate
income tax deduction for a portion of your gift to the Fund.
- You pay no capital gains tax on any
appreciated assets you donate.
- The Fund's income often
exceeds the level of stock dividends.
- You can have the satisfaction of making
a gift that benefits you now and the Crohn's & Colitis Foundation later.
More
For more information
If you are considering a pooled life income fund, email us,
complete the personal illustration form,
or call us at (212) 685-3440 ext. 7448 so that we can assist you through
every step of the process.
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