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:
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 for Children 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 for Children’s pooled income fund pays no tax when we sell the securities either.
To learn more about the specific financial benefits you can enjoy by contributing to our pooled income fund, please contact us.
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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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:
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 for Children 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 for Children’s pooled income fund pays no tax when we sell the securities either.
To learn more about the specific financial benefits you can enjoy by contributing to our pooled income fund, please contact us.
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