Pooled Income Funds

Variable Income Now, Support For a Cause Later

Pooled Income Fund Infographic

A Pooled Income Fund works much like a mutual fund. You receive a variable amount of income each year and these assets ultimately will support a cause that matters to you.

You join the pool by contributing at least $5,000. You can add more in $1,000 increments at any time.

You name one or two life income beneficiaries (yourself and your spouse, for example) who are at least 50 years old. The beneficiary receives regular quarterly income payments for life.

Although actual income varies with market conditions, the fund typically offers the potential for moderate growth.

If you donate securities that now pay a low dividend, you may actually increase your income.

Run a Customized Illustration of how
a Pooled Income Fund could work for you


Schedule a confidential conversation about a Pooled Income Fund with our
professional staff.
Call 215-563-6417 or email us.

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