The Nature Conservancy. Protecting nature. Preserving life.™
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Pooled Income Funds
Gift Overview
How it works
- You transfer cash or securities to the Pooled Income Fund.
- 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.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.
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