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Pooled Income Fund
Click Here for Detailed
Explanation
How It Works
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You transfer cash
or securities to the Pooled Income Fund managed
by Eckerd College. |
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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. |
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The principal attributed
to your units passes to Eckerd College at the death
of the last income beneficiary. |
Benefits
- You receive gift credit and an immediate
income tax deduction for a portion of your gift to the Fund.
- You pay no capital gains tax on any
appreciated assets you donate.
- The Fund's income often
exceeds the level of stock dividends.
- You can have the satisfaction of making
a gift that benefits you now and Eckerd College later.
More
For more information
If you are considering a pooled life income fund, email us,
complete the personal illustration form,
or call us at (727) 864-8229 so that we can assist you through
every step of the process.
Judi Schraer
Director of Gift Planning
Eckerd College
4200 54th Avenue South
St. Petersburg, FL 33711
(727) 864-8229
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