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Pooled Income Fund

How it works

#1

You transfer cash or securities to the Pooled Income Fund.

#2

The fund issues you units, like a mutual fund, and pays you, or up to two income beneficiaries, the annual income attributable to your units for life.

#3

The principal attributed to your units passes to The Nature Conservancy 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 fund.
  • You pay no capital gains tax on any appreciated assets you donate.
  • Income can exceed dividends you were receiving on the securities you donated.
  • You have the satisfaction of making a gift that benefits you now and The Nature Conservancy later.

Related Links

• Gift illustration
Gift calculator
The Legacy Club
Charitable gift annuity

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Contact Us

Need more information about gift planning with The Nature Conservancy?

E-mail: legacy@tnc.org
Toll-free: (877) 812-3698
Fax: (703) 812-4863

Thinking of including us in your estate plans? View sample language for your will.

Is the Conservancy in your estate plans? Let us know.