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Employment

The Pooled Income Fund

Detailed Description

How It Works

  1. Charity creates pooled income fund

  2. Individual donors make gifts to the fund

  3. Trustee invests and manages fund

  4. Trustee makes annual payments to income beneficiaries equal to their proportionate share of the fund

  5. Donor's shares transferred to the UW Foundation at death

Benefits

  • Income based on the performance of the fund

  • Federal income-tax deduction for the charitable remainder value of your gift

  • Diversification with numerous gifts pooled for investment purposes

  • Gift remainder will provide generous support for the UW Foundation

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