The Pooled Income Fund
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How It Works
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You transfer cash or securities to the Pooled Income Fund trust established by Gilman. |
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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. |
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The principal attributed to your units passes to Gilmanwhen the last income beneficiary passes on. |
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 Gilman later.
More
- Is this gift for you? Click
here.
- Read more detail. Click here.
To learn more about our Pooled Income Fund, Email us, complete the Information Request form, or call us at 410-323-7176 so that we can assist you.