POOLED INCOME FUND

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How It Works

/images/upload/1-gift.gifYou transfer cash or securities to the Pooled Income Fund trust established by RTS.
/images/upload/2-gift.gifThe trust issues you units, like a mutual fund, and pays you, or up to two income beneficiaries you name, the annual income attributable to your units for life.
/images/upload/3-gift.gifThe principal attributed to your units passes to RTSwhen the last income beneficiary passes on.

Benefits

  • You receive gift credit and an immediate income tax deduction for a portion of your gift to the trust.
  • You pay no capital gains tax on any appreciated assets you donate.
  • Although modest, the income usually exceeds the level of stock dividends.
  • You can have the satisfaction of making a gift that benefits you now and RTS later.

More


To learn more about our Pooled Income Fund, Email us, complete the Information Request form, or call us at so that we can assist you.