Pooled Income Fund​
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          Pooled Income Fund

          Pooled Income Fund Diagram

          How It Works

          • You transfer cash or securities to the Pooled Income Fund. Our suggested initial minimum gift requirement is $10,000.
          • 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.
          • The principal attributed to your units passes to Edinboro University at the passing of the last income beneficiary.


          • Receive income for life in return for your gift.
          • Receive an immediate income tax deduction for a portion of your gift to the fund.
          • Pay no capital gains tax on any appreciated assets you donate.
          • Income can exceed dividends you were receiving on the securities you donated.


          The material presented on this Planned Giving website is not offered as legal or tax advice.
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