Pooled Income Fund

A pooled income fund is for you if ...

• You want to make a significant gift to us and receive lifetime income in return.
  
• You want to avoid the capital gains cost of selling appreciated securities.
  
• You appreciate the benefits of mutual-fund investing: a diversified portfolio, professional management, and simplified reporting to you.
  
• You are comfortable with a variable return instead of a fixed income (your payments will be based on the Fund's earnings each quarter, and so will fluctuate).
  
• You want your gift to be able to grow for our benefit while it is generating income for you.

More

• Picture this gift. Click here.
• Read more detail. Click here.

To learn more about the Pooled Income Fund, Email us, complete the Information Request form, or call us at 831-338-8717 so that we can assist you.