Gift Planning

Pooled Income Fund Calculator

A PIF works like a mutual fund by pooling and investing donations and paying the beneficiary an income for life. And if you donate appreciated assets, you pay no capital gains tax.

Gift Amount ($):
Gift Date:
(ex. 5/19/2013)
Payment Rate (%):
Income Recipient Age:
 

Your calculation above is an estimate and is for illustrative purposes only. It does not constitute legal or tax advice.


The material presented on this Planned Giving website is not offered as legal or tax advice.
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