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Pooled Life Income Fund

How It Works

You transfer cash or securities to the Pooled Life Income Fund trust established by Mental Health America.

The trust 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 MHA at the death of the last income beneficiary.

Benefits

  • You receive gift credit and an immediate income tax deduction for a portion of your gift to the trust.
  • You pay no capital gains tax on any appreciated assets you donate.
  • Although modest, the income usually exceeds the level of stock dividends.
  • You can have the satisfaction of making a gift that benefits you now and MHA later.

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For more information

If you are considering a pooled life income fund, email us, complete the personal illustration form, or call us at (703) 838-7533 so that we can assist you through every step of the process.
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