POOLED INCOME FUND
How It Works
 | You transfer cash or securities to the Pooled Income Fund trust established by RTS. |
 | The 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. |
 | The 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
- Is this gift for you? Click here
- Read more detail. Click here.
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.
