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Donor Pooled Income Fund

How Does It Work

1. Charity creates pooled income fund
   
   
2. Individual donors make gifts to the fund
   
   
3. Trustee invests and manages fund
   
   
4. Trustee makes annual payments to income beneficiaries equal to their proportionate share of the fund
   
   
5. Donor's shares transferred to the University of Michigan at death
   
   

Benefits

• Income based on the performance of the fund
  
  
• Federal income-tax deduction for the charitable remainder value of your gift
  
  
• Diversification with numerous gifts pooled for investment purposes
  
  
• Gift remainder will provide generous support for the University of Michigan
  
  

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Office of Planned Giving
University of Michigan Office of University Development
734-615-2022 • toll free 866-233-6661 • Contact Us
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