Pooled income fund

A pooled income fund allows you to make a gift immediately and gain savings while retaining income for life through a transfer of cash or securities to the JCEF. Your gift is pooled in a common fund similar to a mutual fund.

Advantages:

• Established with a minimum of $5,000 in assets
• Allows income to be paid now to person specified by donor during the beneficiary's lifetime
• Can avoid capital gains tax on appreciated assets
• Eliminates estate and gift taxes on the assets

Limitations:

• Donor does not participate in investment of funds

Best assets:

• Cash 
• Stocks and other securities

For more information contact:
Jennifer Gorovitz at 415.512.6215 or email jenniferg@sfjcf.org
Lisa Gurwitch at 415.512.6221 or email lisag@sfjcf.org