A pooled income fund allows a client to join an investment pool and make donations over time, receiving variable quarterly payments for life. Upon the last beneficiary's death, the client's share supports selected nonprofit causes, while providing immediate tax deductions and avoiding capital gains and estate taxes. The document promotes the benefits of a pooled income fund through The Philadelphia Foundation.

1. A POOLED INCOME FUND CAN TAKE
YOUR CLIENT PAST THE MURKY
SHOALS OF CAPITAL AND
ESTATE TAXES
THE PHILADELPHIA FOUNDATION
DIVEIN!

2. DONATE
1
YOUR CLIENT
JOINS THE
INVESTMENT
POOL AND MAY
ADD TO IT
AT ANY TIME.
SAVE
3
• IMMEDIATE TAX
DEDUCTION
• NO CAPITAL GAINS
TAX ON DONATED
APPRECIATED
SECURITIES
• NO ESTATE TAX ON
SHARE IN THE
INVESTMENT POOL
RECEIVE
2
YOUR CLIENT
GETS VARIABLE
QUARTERLY
PAYMENTS
FOR LIFE.
GIVE BACK
4
WHEN THE LAST BENEFICIARY DIES, YOUR
CLIENT’S SHARE IS REMOVED FROM THE
INVESTMENT POOL AND SUPPORTS THE
SELECTED CAUSES.
CONTACT US FOR A CONFIDENTIAL CONVERSATION ABOUT THE AMOUNT OF YOUR CLIENT’S
QUARTERLY PAYMENT, TAX SAVINGS AND THE NONPROFIT OR CAUSE TO SUPPORT. | (215) 563-6417
THE PHILADELPHIA FOUNDATION: 1234 MARKET STREET, SUITE 1800, PHILADELPHIA, PA 19107
POOLED INCOME FUND
VARIABLE INCOME NOW, SUPPORT FOR A CAUSE LATER.