American Red Cross - Pooled Income Fund

Gift Planning

Pooled Income Fund

Related Links

·	Gift illustration
·	Complete gift description
·	Is this gift for you?
·	Gift example

Back

Pooled Income Fund
(Gift example*)

At 65, you are an active volunteer in your community, still play tennis and golf, and invest for long-term growth. The bulk of your portfolio is Westinghouse stock that you acquired during your years with the company, and, although you are concerned that you are too concentrated in this one holding, you are reluctant to pay the capital gains cost of selling and reinvesting.

You want to support the Red Cross with a gift of $50,000.

To retain an income stream you contribute $50,000 of Westinghouse stock to our Pooled Income Fund.

Here is a summary of your income and tax benefits:

Donor	Individual, age 65
Amount contributed	$50,000
Cost basis	$20,000
Current dividend income	$1,000
Fund's rate of return	2%
First-year income	$1,000 (thereafter variable)
Charitable deduction	$26,979
Increased annual income	$1,000 ($2,000 from Fund vs. $1,000 dividend)
Capital gain avoided	$30,000
Click here to calculate the benefits the Pooled Income Fund would give you.
*This example is based on a factor that changes monthly. Contact our office for a personal illustration based on the latest rates.

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.