Pooled Income Fund
How It Works
Questions and Answers
A pooled income fund is administered to produce a reasonable annual payment for all beneficiaries who own units (or shares) in the fund. It works much like a charitable mutual fund whereby a donor invests in the fund and the dollars invested by all the donors are pooled and invested in a common fund to produce annual payments for all beneficiaries depending on the number of units (or shares) they own in the fund.
Absolutely! You can make additional contributions to your pooled income account at any time, and thereby increase the number of units you own in the fund which may increase your annual payments.
Gifts of cash or securities to a pooled income fund produce the same result as to the income and charitable deductions you will receive. However, gifts of appreciated securities have the additional benefit of avoiding capital gains taxes.
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
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.