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Pooled Income Fund

PIF Diagram

How It Works

  • You transfer cash or securities to the Pooled Income Fund.
  • The fund issues you units, like a mutual fund, and pays you (or up to two income beneficiaries you name) the annual payments attributable to your units for life.
  • The principal attributed to your units passes to Anti-Defamation League Foundation after the lifetime of the last income beneficiary.

Benefits

  • Receive annual payments for life in return for your gift.
  • Receive an immediate income tax deduction for a portion of your gift to the Fund.
  • Reduce capital gains tax on any appreciated assets you donate.
  • Annual payments may exceed dividends you were receiving on the securities you donated.

Next: Tell me more...

Please contact us so that we can assist you through every step of the process.

Questions and Answers


How is a pooled income fund invested?

Can I make future gifts to my pooled income account?

Is it better to give cash or appreciated securities?



Compare Gift Plans Goals & Benefits Glossary Request Information

The professionals at our Department of National Planned Giving, Legacy and Endowments will be happy to discuss your interests, concerns and financial options, and work personally with you and/or your legal and financial advisors to create a plan that meets your needs and supports the Anti-Defamation League Foundation.

For more information, please contact:

Director of National Planned Giving, Legacy and Endowments
Anti-Defamation League Foundation (ADLF)
605 Third Avenue
New York, NY 10158
plannedgiving@adl.org
1-888-235-9710

This information is provided for educational purposes. The Anti-Defamation League Foundation and ADL are not financial, legal or tax advisors. Please contact your advisors regarding your financial, legal or tax needs.