You want to make a significant gift to us and receive lifetime income in return;

You want to avoid the capital gains cost of selling appreciated securities;

You appreciate the benefits of mutual-fund investing: a diversified portfolio, professional management, and simplified reporting to you;

You are comfortable with a variable return instead of a fixed income -- your payments will be based on the Fund's earnings each quarter, and so will fluctuate;

You want your gift to be able to grow for our benefit while it is generating income for you.

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