My Legacy
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Phone: 1-800-426-5753
Fax: 1-253-815-3174
plannedgiving@worldvision.org
Paula Schubert
Gift Planning Relationship Manager
1-888-701-4438 or 916-740-3240
advisors@worldvision.org

Pooled Income Fund

Charitable Gift Annuity
Stock or Cash
Pooled Income Fund
Donor
World Vision

How a Pooled Income Fund gift works

  1. You transfer cash or securities to the Pooled Income Fund trust ("the Fund") established by World Vision.
  2. Each quarter, the Fund pays you and/or someone else you designate your proportional share of its net income.
  3. The principal attributed to your share of the Fund passes to World Vision when the last income beneficiary dies.
  4. World Vision uses the proceeds for its programs around the world.

Benefits

  • Receive income payments for life for you and/or your designated income beneficiary.
  • Secure an immediate income-tax deduction for a portion of your gift to the Fund.
  • Avoid capital gains tax on donated appreciated assets.
  • Bring hope and healing to future generations of children.

Contact Us for More Information

If you have any questions about making a pooled income fund, please click here to send us an email or call 1.800.426.5753.

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