Pooled Income Fund

Values a term-certain pooled income fund interest using a stated annual income rate.

Pooled Income Fund Setup

Transfer
$
years
Income
%

The annual payment is calculated from the contribution and stated income rate, then discounted under the selected Section 7520 rate.

Section 7520 Rate

Pooled Income Fund Review

Annual income payment stream.

Ready for pooled income valuation

Calculate once to populate the donor income value, charitable value, and discounted income schedule.