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Pooled Income Fund |
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How It Works
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You transfer cash or securities to the Pooled Income Fund trust established by Stuart . The minimum initial contribution is $10,000. Additional gifts may be added for amounts beginning at $1,000. |
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The trust 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 Stuart when the last income beneficiary passes on. |
Benefits
- You pay no capital gains tax on any appreciated assets you donate.
- Although modest, the income usually exceeds the level of stock dividends.
- You can have the satisfaction of making a gift that benefits you now and Stuart later.
To learn more about our Pooled Income Fund, Email us, complete the Information Request form, or call us at (609) 921-2330 ext. 279 so that we can assist you.