The Power of a Pooled Income Fund

When Donors Work Together, Everyone Benefits

If you want to make a major contribution to Shriners Hospitals for Children®, consider giving cash, securities or both to our pooled income fund.

How does a pooled income fund work? Your gift is added to the fund for investment and managed along with the gifts of other donors. Each year you receive your proportionate share of the fund’s annual earnings. We agree to pay you this income for the rest of your life.

Your advantages include the following:

You acquire an assured source of income for life.
You may increase your effective yield on the assets donated and benefit from professional and diversified investment management.
You have the choice of determining the size of your initial gift and making additions later. (Shriners Hospitals’s minimum is $5,000 for the initial investment, and for additional contributions.)
You are entitled to an immediate income tax charitable deduction, if you itemize.
You can name another person as successor beneficiary.
You feel good knowing that your gift ultimately becomes available to Shriners Hospitals to support our vital needs.

The Power of a Pooled Income Fund

Which assets qualify? Cash and appreciated securities are accepted. The tax laws do not allow for tax-exempt securities, real estate or depreciable assets.

Tip: If you’re tired of low yields on your investments, a pooled income fund may boost your income and provide you with substantial tax savings.

How is my life income determined? The amount of income is determined by the rate of return earned by the entire fund for that year. Payments will be made to you quarterly. No annual fee is charged while Shriners Hospitals acts as trustee of the fund.

Tip: You can benefit even more when you donate appreciated securities you’ve held for more than one year. Transferring them to the fund will not generate capital gains tax. And Shriners Hospitals’s pooled income fund pays no tax when we sell the securities either.

The Power of a Pooled Income Fund

Next Steps

To learn more about the specific financial benefits you can enjoy by contributing to our pooled income fund, please contact us.

Don Gorbandt
Corporate Director of Planned & Major Giving
Phone: 813.367.2241
Fax: 813.281.7156
Email: dgorbandt@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/your-planning-library

Clare Meade
Senior Regional Planned & Major Giving Director
Phone: 813.217.3118
Fax: 813.281.7156
Email: cmeade@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/cmeade

Kathleen Luzier-Bogolea
Senior Regional Planned & Major Giving Director
Phone: 813.518.7746
Fax: 813.281.7156
Email: kluzier-bogolea@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/kluzier-bogolea

MJ Miller
Senior Regional Planned & Major Giving Director
Phone: 801.214.5351
Fax: 813.281.7156
Email: mjmiller@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/mjmiller

Terri Andrews
Senior Regional Planned & Major Giving Director
Phone: 314.920.0716
Fax: 813.281.7156
Email: tandrews@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/tandrews

David Cantrell
Senior Regional Planned & Major Giving Director
Phone: 813.285.6277
Fax: 813.281.7156
Email: dcantrell@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/dcantrell

Alison Petty
Director of Planned and Major Giving Operations
Phone: 813.367.2241
Fax: 813.281.7156
Email: apetty@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/apetty

Natalie Deniz
Planned & Major Giving Specialist
Phone: 813.518.7707
Fax: 813.281.7156
Email: ndeniz@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/ndeniz

Soledad Toca
Planned & Major Giving Specialist
Phone: 813.518.7615
Fax: 813.281.7156
Email: stoca@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/stoca

Bob Hawkes
Planned & Major Giving Officer
Phone: 813.367.2794
Fax: 813.281.7156
Email: bob.hawkes@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/bobhawkes

Jennifer Hughes
Director of Principal Gifts and Campaigns
Phone: 713.202.6495
Fax: 813.281.7156
Email: jhughes@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/jhughes

Catherine McDonough
Manager of Corporate and Foundation Relations
Phone: 813.205.2719
Fax: 813.281.7156
Email: cmcdonough@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/cmcdonough

Jacqui Kasper
Associate Director, Principal Gifts and Campaigns
Phone: 813.344.6167
Fax: 813.281.7156
Email: jkasper@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/jkasper

Jeremy Tomlinson
Associate Director, Corporate & Community Engagement
Phone: 813.518.7635
Fax: 813.281.7156
Email: jetomlinson@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607
https://shcgiftplanning.org/jetomlinson

Stacey Perlmutter
Director of Development
Phone: 413.787.2000
Email: sperlmutter@shrinenet.org
516 Carew St.
Springfield, MA 01104
https://shcgiftplanning.org/sperlmutter

Shiva Damghany
Director of Development
Phone: 617.371.4746
Email: sdamghany@shrinenet.org
51 Blossom St.
Boston, MA 02114
https://shcgiftplanning.org/sdamghany

Carolyn Wahto
Development Officer
Phone: 617.371.4807
Email: cwahto@shrinenet.org
51 Blossom St.
Boston, MA 02114
https://shcgiftplanning.org/cwahto

David Schumacher
Director of Development
Phone: 814.875.8781
Email: daschumacher@shrinenet.org
1645 W. 8th St.
Erie, PA 16505
https://shcgiftplanning.org/daschumacher

Terry Diamond
Director of Development
Phone: 215.430.4055
Email: tdiamond@shrinenet.org
3551 N. Broad St.
Philadelphia, PA 19140
https://shcgiftplanning.org/tdiamond

Bonnie Meister
Development Officer
Phone: 215.430.4046
Email: bmeister@shrinenet.org
3551 N. Broad St.
Philadelphia, PA 19140
https://shcgiftplanning.org/bmeister

Paul Finelli
Director of Development
Phone: 864.255.7850
Email: pfinelli@shrinenet.org
950 W. Farris Rd.
Greenville, SC 29605
https://shcgiftplanning.org/pfinelli

Jennifer Pearson
Development Officer
Phone: 864.255.8770
Email: jfpearson@shrinenet.org
950 W. Farris Rd.
Greenville, SC 29605
https://shcgiftplanning.org/jfpearson

Christie Waters
Donor Development Associate
Phone: 864.255.8765
Email: cwaters@shrinenet.org
950 W. Farris Rd.
Greenville, SC 29605
https://shcgiftplanning.org/cwaters

Dale Wallenius
Director of Development
Phone: 859.268.5770
Email: dwallenius@shrinenet.org
110 Conn Terrace
Lexington, KY 40508
https://shcgiftplanning.org/dwallenius

McRae Stephenson
Development Officer
Phone: 859.368.5766
Email: ann.stephenson@shrinenet.org
110 Conn Terrace
Lexington, KY 40507
https://shcgiftplanning.org/annstephenson

Alicia Argiz-Lyons
Director of Development
Phone: 813.975.7118
Email: aargiz-lyons@shrinenet.org
12502 USF Pine Dr.
Tampa, FL 33612
https://shcgiftplanning.org/aargiz-lyons

Thomas Sloan
Director of Development
Phone: 713.793.3709
Email: tsloan@shrinenet.org
6977 Main St.
Houston, TX 77030
https://shcgiftplanning.org/tsloan

Debra Richmond
Development Officer
Phone: 713.793.3947
Email: derichmond@shrinenet.org
6977 Main St.
Houston, TX 77030
https://shcgiftplanning.org/derichmond

Lisa Court
Director of Development
Phone: 409.770.6957
Email: lcourt@shrinenet.org
815 Market St.
Galveston, TX 77550
https://shcgiftplanning.org/lcourt

Lisa Mignerey
Development Officer
Phone: 409.770.6853
Email: lmignerey@shrinenet.org
815 Market St.
Galveston, TX 77550
https://shcgiftplanning.org/lmignerey

Jennifer Martin
Director of Development
Phone: 318.226.4304
Email: jmmartin@shrinenet.org
3100 Samford Ave.
Shreveport, LA 71103
https://shcgiftplanning.org/jmmartin

Jennifer Laurent
Development Officer
Phone: 318.222.5704
Email: jlaurent@shrinenet.org
3100 Samford Ave.
Shreveport, LA 71103
https://shcgiftplanning.org/jlaurent

Aaron J. Hanson
Director of Development
Phone: 626.389.9566
Email: aahanson@shrinenet.org
909 S. Fair Oaks Ave.
Pasadena, CA 91101
https://shcgiftplanning.org/aahanson

Joanne David
Development Officer
Phone: 626.389.9587
Email: jodavid@shrinenet.org
909 S. Fair Oaks Ave.
Pasadena, CA 91101
https://shcgiftplanning.org/jodavid

Nathan Clark
Director of Development
Phone: 801.536.3567
Email: naclark@shrinenet.org
1275 E. Fairfax Rd.
Salt Lake City, UT 84103
https://shcgiftplanning.org/naclark

Kristin Liszkowski
Associate Director of Development
Phone: 801.536.3812
Email: kliszkowski@shrinenet.org
1275 E. Fairfax Rd.
Salt Lake City, UT 84103
https://shcgiftplanning.org/kliszkowski

Alan Anderson
Director of Development
Phone: 916.453.2008
Email: asanderson@shrinenet.org
2425 Stockton Blvd.
Sacramento, CA 95817
https://shcgiftplanning.org/asanderson

Melissa Wood
Associate Director of Development
Phone: 916.453.2110
Email: mwood@shrinenet.org
2425 Stockton Blvd.
Sacramento, CA 95817
https://shcgiftplanning.org/mwood

Bettina Kohlbrenner
Development Officer
Phone: 916.453.2321
Email: bettina.kohlbrenner@shrinenet.org
2425 Stockton Blvd.
Sacramento, CA 95817
https://shcgiftplanning.org/bettinakohlbrenner

Janessa Pulido
Development Officer–Silicon Valley
Phone: 916.453.2321
Email: jpulido@shrinenet.org
2425 Stockton Blvd.
Sacramento, CA 95817
https://shcgiftplanning.org/jpulido

Kathy Park
Director of Development
Phone: 971.544.3334
Email: kkpark@shrinenet.org
3101 SW Sam Jackson Park Rd.
Portland, OR 97239
https://shcgiftplanning.org/kkpark

Devereaux Dion
Associate Director of Development
Phone: 971.282.4605
Email: ddion@shrinenet.org
3101 SW Sam Jackson Park Rd.
Portland, OR 97239
https://shcgiftplanning.org/ddion

Angelique Heinzen
Director of Development
Phone: 509.744.1242
Email: aheinzen@shrinenet.org
911 W. 5th Ave.
Spokane, WA 99210
https://shcgiftplanning.org/aheinzen

Lisa Smith
Associate Director of Development
Phone: 509.252.3381
Email: lissmith@shrinenet.org
911 W. 5th Ave.
Spokane, WA 99210
https://shcgiftplanning.org/lissmith

Lori Suan
Director of Development
Phone: 808.951.3609
Email: lsuan@shrinenet.org
1310 Punahou St.
Honolulu, HI 96826
https://shcgiftplanning.org/lsuan

Dianne Johnson
Director of Development
Phone: 314.692.6430
Email: dsjohnson@shrinenet.org
4400 Clayton Ave.
St. Louis, MO 63110
https://shcgiftplanning.org/dsjohnson

Janet Cline
Development Officer
Phone: 314.872.8330
Email: jcline@shrinenet.org
4400 Clayton Ave.
St. Louis, MO 63110
https://shcgiftplanning.org/jcline

Jennifer Sutch
Director of Development
Phone: 612.596.6201
Email: jsutch@shrinenet.org
215 Radio Drive, Suite 100
Woodbury, MN 55125
https://shcgiftplanning.org/jsutch

Dan Winter
Director of Development
Phone: 773.385.5805
Email: dwinter@shrinenet.org
2211 N. Oak Park Dr.
Chicago, IL 60707
https://shcgiftplanning.org/dwinter

Janet Coffey
Development Officer
Phone: 773.385.5451
Email: jcoffey@shrinenet.org
2211 N. Oak Park Dr.
Chicago, IL 60707
https://shcgiftplanning.org/jcoffey

Mark McCauley
Development Officer
Phone: 773.385.5879
Email: mamccauley@shrinenet.org
2211 N. Oak Park Dr.
Chicago, IL 60707
https://shcgiftplanning.org/mamccauley

Bethany Deines
Director of Development
Phone: 513.872.6029
Email: bdeines@shrinenet.org
3229 Burnet Ave.
Cincinnati, OH 45229
https://shcgiftplanning.org/bdeines

Kari Tucker
Associate Director of Development
Phone: 513.872.6100
Email: kari.tucker@shrinenet.org
3229 Burnet Ave.
Cincinnati, OH 45229
https://shcgiftplanning.org/karitucker

Meet the team

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.Privacy Policy | Cookie Policy

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