More examples in Estate Planning/Trusts
Example of a Pooled Income Fund Example
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Donors Pooled Income
Trust Fund Organization 1 2 3 4 POOLED INCOME FUND 1 Donors gift assets to the pooled income trust fund, which is maintained by the organization. 2 The fund pays an annual income to the donors, which is based on the unit value of their gift. 3 Each donor receives an income tax deduction for the present value of his/her future gift to the organization. 4 The remaining value of the trust is passed to the organization for use at final donor's death.
Trust Fund Organization 1 2 3 4 POOLED INCOME FUND 1 Donors gift assets to the pooled income trust fund, which is maintained by the organization. 2 The fund pays an annual income to the donors, which is based on the unit value of their gift. 3 Each donor receives an income tax deduction for the present value of his/her future gift to the organization. 4 The remaining value of the trust is passed to the organization for use at final donor's death.