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.

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To learn more about the pooled income fund, Email us, complete the Information Request Form, or call us at (860) 435-3263 so that we can assist you.