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Pooled Income Funds - Planned Giving - American Nurses Foundation

<!DOCTYPE html><html lang="en"><head><meta charSet="utf-8"/><meta name="viewport" content="width=device-width,initial-scale=1.0"/><title>Pooled Income Funds - Planned Giving - American Nurses Foundation</title><meta name="description" content=""/><link rel="canonical" href="https://nursingworld.mygiftlegacy.org/gifts/pooled-income-funds/"/><meta name="robots" content="index, follow"/><meta property="og:type" content="article"/><meta property="og:title" content="Pooled Income Funds - Planned Giving - American Nurses Foundation"/><meta property="og:description" content="Leverage strength in numbers to maximize your impact and generate a sustainable income stream through collective giving."/><meta property="og:url" content="https://nursingworld.mygiftlegacy.org/gifts/pooled-income-funds/"/><meta property="og:site_name" content="Planned Giving - American Nurses Foundation"/><meta name="next-head-count" content="11"/><link rel="apple-touch-icon" sizes="180x180" 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<span></span></a></div></div></div><div class="Header_mobileHomeLink__G8YYB d-lg-none"><div> <ul class="customTopBar wp-block-list"> <li><a href="https://www.nursingworld.org/" target="_blank" rel="noreferrer noopener">www.nursingworld.org</a></li> </ul> </div></div><a role="button" tabindex="0" href="https://www.freewill.com/americannursesfoundation?utm_source=partner&amp;utm_medium=fwpg&amp;utm_campaign=americannursesfoundation_mobile-header" class="Header_navWillButton__a3AvL d-lg-none btn btn-primary">Make your will for free</a></div></div></div></nav><main id="main" class="page"><div class="SimplePageIntro_banner__QHW94 SimplePageIntro_condensed__MVw6x"><div class="SimplePageIntro_generalHeaderWrapper__c2LhQ container-fluid"><div class="row"><div class="undefined order-2 align-self-center col"><h1>Pooled Income Funds</h1><div> <p>Leverage strength in numbers to maximize your impact and generate a sustainable income stream through collective giving.</p> </div></div></div></div></div><section class="ExpandedGiftPageGifts_giftPageSection__zxsXU"><div class="ExpandedGiftPageGifts_giftPageSectionContainer__N_DmR ExpandedGiftPageGifts_giftPageIntroContainer__eTEn5 container-fluid"><div class="ExpandedGiftPageGifts_giftIntro__69q3k row"><div class="undefined order-2 order-md-1 col-xxl-5 col-md-6 col-12"><h2>About Pooled Income Funds</h2><div> <p>A Pooled Income Fund (PIF) is a type of trust that combines donors&#8217; contributions into a single fund managed by a charitable organization. Each donor has a separate account and receives a pro-rated share of income.</p> <p>Pooled Income Funds offer reliable income while leveraging pooled assets for potentially higher investment returns, appealing to those seeking income generation and enhanced performance.</p> </div></div><div class="undefined ExpandedGiftPageGifts_giftImg__ry8yZ order-1 order-lg-2 col-xxl-7 col-md-6 col-12"><div><span></span></div></div></div></div><div class="ExpandedGiftPageGifts_giftPageSectionContainer__N_DmR container-fluid"><div class="ExpandedGiftPageGifts_giftFacts__R4VjQ row"><div class="ExpandedGiftPageGifts_benefits__wy81T undefined col-md-6 col-12"><div><h2>Benefits</h2> <ul> <li>Retain an income stream from donated assets</li> <li>Receive an immediate income tax deduction for a portion of your gift</li> <li>Create a lasting legacy that supports our mission</li> </ul> </div></div><div class="ExpandedGiftPageGifts_howItWorks__tOpW4 undefined col-md-6 col-12"><div><h2>How it works</h2> <ol> <li>Make a gift of cash or securities to the fund, which is managed by us.</li> <li>Receive an immediate income tax deduction for a portion of your gift based on your age and the fund&#8217;s expected investment return.</li> <li>The fund invests the assets and distributes income to you for life.</li> <li>When you pass away, the remaining account balance is distributed to our organization, as designated by you.</li> </ol> <p>Income payments from a Pooled Income Fund can fluctuate over time based on the performance of the fund&#8217;s investments. Also, you will not have control over the investments or the timing of income distributions.</p> </div><p><a href="#contactForm">Contact us for more information</a></p></div></div></div><div class="ExpandedGiftPageGifts_giftPageSectionContainer__N_DmR ExpandedGiftPageGifts_calloutContainer__XyQ_z container-fluid"><div class="ExpandedGiftPageGifts_callout__qdKXU row"><div class="col-12"><h3>Learn more about Pooled Income Funds</h3><div><p>Consult with a qualified estate planning attorney and a financial advisor to determine if this option is right for you.</p> </div></div></div></div></section><div class="bg-light pb-5"><div id="contactForm" class="ContactInfo_contactInfoContainer__g0ver container-fluid"><div class="row"><div class="ContactInfo_contactInfo__mT5R3 col-12 col-md-6 col"><h2>We鈥檙e here to help you meet your goals!</h2><div> <p>Our team would be happy to speak with you in confidence about your giving goals, with no obligation.</p> <div class="wp-block-group"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained"> <p><span class="visually-hidden">Name: </span>Alicia Cocco</p> <p><span class="visually-hidden">Title :</span>Development Manager</p> <p>Phone: <a href="tel:800-284-2378">800-284-2378</a></p> <p>Email: <a href="mailto:alicia.cocco@ana.org">alicia.cocco@ana.org</a></p> </div></div> <p>Already included us in your estate plan? <a href="https://www.freewill.com/record/americannursesfoundation?utm_source=partner&utm_medium=fwpg&utm_campaign=americannursesfoundation_contact-form">Let us know</a></p> </div></div><div class="col-12 col-md-6 col"><div aria-label="Fill out the form below to contact our team."><form novalidate="" class="ContactForm_contactForm__IOvIW"><div class="ContactForm_contactFormRow__Ox9Xo row"><div class="ContactForm_contactFormCol__pTsqg col"><label class="form-label visually-hidden" for="firstName">First name</label><input required="" placeholder="First" title="First Name" type="text" id="firstName" class="form-control" value=""/><div class="invalid-feedback">Please enter your first name.</div></div><div class="ContactForm_contactFormCol__pTsqg col"><label class="form-label visually-hidden" for="lastName">Last name</label><input required="" placeholder="Last" title="Last name" type="text" id="lastName" class="form-control" value=""/><div class="invalid-feedback">Please enter your last name.</div></div></div><div class="ContactForm_contactFormRow__Ox9Xo row"><div class="ContactForm_contactFormCol__pTsqg col"><label class="form-label visually-hidden" for="email">Email address</label><input required="" placeholder="Email" title="Email address" type="email" id="email" class="form-control" value=""/><div class="invalid-feedback">Please enter your email address.</div></div></div><div class="ContactForm_contactFormRow__Ox9Xo row"><div class="ContactForm_contactFormCol__pTsqg col"><label class="form-label visually-hidden" for="subject">Subject</label><select required="" title="Subject/Inquiry" class="form-select" id="subject"><option value="" selected="">What are you inquiring about?</option><option value="Gifts in a will or trust">Gifts in a will or trust</option><option value="Beneficiary designations">Beneficiary designations</option><option value="Charitable gift annuities">Charitable gift annuities</option><option value="Charitable remainder trusts">Charitable remainder trusts</option><option value="Pooled income funds">Pooled income funds</option><option value="Charitable lead trusts">Charitable lead trusts</option><option value="Stocks, securities and mutual funds">Stocks, securities and mutual funds</option><option value="Cryptocurrency">Cryptocurrency</option><option value="QCDs from an IRA">QCDs from an IRA</option><option value="Donor-advised funds">Donor-advised funds</option><option value="Other">Other</option></select><div class="invalid-feedback">Please select an inquiry.</div></div></div><div class="ContactForm_contactFormRow__Ox9Xo row"><div class="ContactForm_contactFormCol__pTsqg col"><label class="form-label visually-hidden" for="message">Message</label><textarea required="" placeholder="Message" style="height:200px" title="Message" id="message" class="form-control"></textarea><div class="invalid-feedback">Please enter a message.</div></div></div><div class="ContactForm_contactFormRow__Ox9Xo row"><div class="ContactForm_contactFormCol__pTsqg col"><button type="submit" class="btn btn-primary">Request more information</button></div></div></form></div></div></div></div><section class="MoreWays_moreGifts__oJCZg"><div class="MoreWays_moreGiftsContainer__q3rTm container-fluid"><h2>More ways to make an impact</h2><div class="MoreWays_moreGiftsRow__8Ct7h MoreWays_giftRow__E_S4M flex-nowrap flex-md-wrap justify-content-md-center row"><div class="MoreWays_moreGiftsCol__nKamF col-md-4 col-9"><div class="h-100 card"><div class="PopularGiftCard_cardBody__HoukH d-flex flex-column align-items-start card-body"><div class="PopularGiftCard_iconWrap__ZSZsB"><span></span></div><h3 class="h4 card-title">Gifts in a will or trust</h3><div class="PopularGiftCard_cardText___KUj9 card-text"> <p>Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).</p> </div><a role="button" tabindex="0" href="/will-and-trust/" class="mt-auto card-link btn btn-outline-primary">Learn more</a></div></div></div><div class="MoreWays_moreGiftsCol__nKamF col-md-4 col-9"><div class="h-100 card"><div class="PopularGiftCard_cardBody__HoukH d-flex flex-column align-items-start card-body"><div class="PopularGiftCard_iconWrap__ZSZsB"><span></span></div><h3 class="h4 card-title">Beneficiary designations</h3><div class="PopularGiftCard_cardText___KUj9 card-text"> <p>Gifting assets not covered by your will &#8212; like 401(k) or IRA accounts &#8212; may help your heirs avoid unwanted taxes, even if you鈥檙e below the estate tax threshold.</p> </div><a role="button" tabindex="0" href="/beneficiary-designations/" class="mt-auto card-link btn btn-outline-primary">Learn more</a></div></div></div><div class="MoreWays_moreGiftsCol__nKamF col-md-4 col-9"><div class="h-100 card"><div class="PopularGiftCard_cardBody__HoukH d-flex flex-column align-items-start card-body"><div class="PopularGiftCard_iconWrap__ZSZsB"><span></span></div><h3 class="h4 card-title">Popular tax-smart gifts</h3><div class="PopularGiftCard_cardText___KUj9 card-text"> <p>Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.</p> </div><a role="button" tabindex="0" href="/tax-smart-gifts/" class="mt-auto card-link btn btn-outline-primary">Learn more</a></div></div></div></div></div></section></div></main><footer class="Footer_footer__RNJA1"><div class="Footer_footerContainer__mKWTm container-fluid"><div class="Footer_footerRow__6L8g5 row"><div class="Footer_branding__rYanU ps-lg-0 col-lg-4 col-md-3 col-12"><a class="Footer_logo__FWtCf footer-logo" href="https://www.nursingworld.org"><img src="https://sites.mygiftlegacy.org/americannursesfoundation/wp-content/uploads/sites/160/2024/07/Footerlogo.png" alt="Planned Giving - American Nurses Foundation" height="274" width="1200" class="img-fluid"/></a><div class="Footer_taxId__ohuV4">Tax ID: <span>13-1893924</span></div></div><div class="pe-lg-0 col-lg-8 col-md-9 col-12"><div class="row"><div class="col-6"><ul class="list-unstyled row"><li class="mb-4 col-md-6 col-12"><span class="Footer_linkColHeader__Ss6dj">Gifts for the future</span><ul class="list-unstyled"><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="/will-and-trust" target="_self">Will and trust</a></li><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="/beneficiary-designations" target="_self">Beneficiary designations</a></li></ul></li><li class="mb-4 col-md-6 col-12"><a class="Footer_linkColHeader__Ss6dj" href="/gifts-that-pay-you-back" target="_self">Gifts that pay you back</a><ul class="list-unstyled"><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="/gifts/charitable-gift-annuities/" target="_self">Charitable gift annuities</a></li><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="/gifts/charitable-remainder-trusts/" target="_self">Charitable remainder trusts</a></li><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="/gifts/pooled-income-funds/" target="_self">Pooled income funds</a></li><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="/gifts/charitable-lead-trusts/" target="_self">Charitable lead trusts</a></li></ul></li></ul></div><div class="col-6"><ul class="list-unstyled row"><li class="mb-4 mb-lg-0 col-md-6 col-12"><a class="Footer_linkColHeader__Ss6dj" href="/tax-smart-gifts" target="_self">Tax-smart gifts</a><ul class="list-unstyled mb-lg-0"><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="/gifts/stocks-securities-mutual-funds/" target="_self">Stocks, Securities, and Mutual Funds</a></li><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="/gifts/cryptocurrency/" target="_self">Cryptocurrency</a></li><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="/gifts/qualified-charitable-distributions-from-your-ira/" target="_self">QCDs</a></li><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="/gifts/donor-advised-funds/" target="_self">Donor-Advised Funds</a></li></ul></li><li class="mb-4 mb-lg-0 col-md-6 col-12"><span class="Footer_linkColHeader__Ss6dj">Get in touch</span><ul class="list-unstyled mb-lg-0"><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="#contactForm" target="_self">Contact us</a></li><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="https://www.linkedin.com/company/american-nurses-association" target="_self">LinkedIn</a></li></ul></li></ul></div></div></div></div></div><div class="Footer_disclaimerWrapper__Pj2RH container-fluid"><div class="Footer_disclaimer__uOI8J disclaimer"><div> <div class="wp-block-columns row justify-content-between align-items-center about logos is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex"> <div class="wp-block-column col-12 col-md is-layout-flow wp-block-column-is-layout-flow"> <p class="logo">Powered by <a href="https://www.freewill.com" target="_blank" rel="noreferrer noopener">FreeWill</a></p> </div> <div class="wp-block-column col-auto is-layout-flow wp-block-column-is-layout-flow"> <p class="badges"><a href="https://www.trustpilot.com/review/www.freewill.com" target="_blank" rel="noreferrer noopener"><img decoding="async" class="wp-image-197" style="width: 80px; height:37px;" src="https://fwpgprod.wpengine.com/wp-content/uploads/2023/02/trustpilot.png" alt="Trustpilot logo"></a><a href="https://www.bbb.org/us/ny/new-york/profile/legal-document-help/freewill-co-0121-87151863" target="_blank" rel="noreferrer noopener"><img decoding="async" class="wp-image-196" style="width: 80px; height:30px;" src="https://fwpgprod.wpengine.com/wp-content/uploads/2023/02/bbb.png" alt="Better Business Bureau accredited business"></a><a href="https://www.w3.org/WAI/WCAG2AA-Conformance" target="_blank" rel="noreferrer noopener"><img decoding="async" class="wp-image-449" style="width: 80px;height:29px;" src="https://fwpgprod.wpengine.com/wp-content/uploads/2023/07/wcag-21.png" alt="WCAG 2.1 Level AA compliant"></a></p> </div> </div> <p class="about">FreeWill鈥檚 no-cost estate planning and non-cash giving tools are made possible by the support of hundreds of nonprofit organizations that work on meaningful issues. <a href="https://www.freewill.com/about" target="_blank" rel="noreferrer noopener">About FreeWill</a></p> <p>Copyright 漏 2024 FreeWill Co., a Delaware Public Benefit Corporation. All rights reserved. FreeWill offers online self-help solutions for common estate planning needs and related educational content. Estate planning may implicate both state and federal laws, and estate planning needs will differ based on personal circumstance and applicable law. FreeWill is not a law firm and its services are not substitutes for an attorney鈥檚 advice. The information here is provided for educational purposes only and is not intended to provide, and should not be construed as providing legal or tax advice. This information is general in nature and is not intended to serve as the primary or sole basis for investment or tax-planning decisions. 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All rights reserved. FreeWill offers online self-help solutions for common estate planning needs and related educational content. Estate planning may implicate both state and federal laws, and estate planning needs will differ based on personal circumstance and applicable law. FreeWill is not a law firm and its services are not substitutes for an attorney鈥檚 advice. The information here is provided for educational purposes only and is not intended to provide, and should not be construed as providing legal or tax advice. This information is general in nature and is not intended to serve as the primary or sole basis for investment or tax-planning decisions. 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