Subscribe  Gift Planning News & Information

 

 

Search Through a List of Our Services.HomeNewsRed Cross StorePress RoomGovernanceJobsPublicationsMuseum
  Welcome
  Meet Our Donors
  Legacy Society
  Gift Planning Tools
  Resources
  Gift Plans »
  Assets to Give »
  Request Information
  Meet Our Team
  Professional Advisors
  Find Your Local
  Red Cross
 Enter Zip Code Here:
 

Related Links

· 

Gift illustration

· 

Complete gift description

· 

Is this gift for you?

·  Gift example
· 

Gift Calculator

«

Back

Pooled Income Fund



How it works

You transfer cash or securities to the Pooled Income Fund trust established by the Red Cross.

The trust 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.

The principal attributed to your units passes to the Red Cross when the last income beneficiary dies.

Benefits

  • You receive gift credit and an immediate income tax deduction for a portion of your gift to the trust.
  • You pay no capital gains tax on any appreciated assets you donate.
  • Although modest, the income usually exceeds the level of stock dividends.
  • You can have the satisfaction of making a gift that benefits you now and the Red Cross later.

For more information

Email us, complete the personal illustration form, or call us at (800) 797-8022 Ext. 5 so that we can assist you through every step of the process.

© Copyright 2008 The American National Red Cross. All Rights Reserved.        CONTACT US  |  SITE DIRECTORY  |  PRIVACY POLICY