Pooled Income Fund

CLICK HERE FOR A DETAILED EXPLANATION

How It Works

  You transfer cash or securities to the pooled income fund.

  The fund 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 Winsor at the passing of the last income
beneficiary.

Benefits

• You receive an immediate income tax deduction for a portion of your gift to the fund.
• You pay no capital gains tax on any appreciated assets you donate.
• Income can exceed dividends you were receiving on the securities you donated.
• You have the satisfaction of making a gift that benefits you now and Winsor 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 (617) 912-1340 so that we can assist you.

The Winsor School
Pilgrim Road
Boston, MA 02215
Phone: (617) 912-1340
Fax: (617) 912-1342