Pooled Income Fund Calculator

What is A Pooled Income Fund?

A pooled income fund is a type of charitable trust established and maintained by a qualified nonprofit organization. The fund receives irrevocable contributions from one or more individuals, a family or a charity. Donors may qualify for an immediate partial tax deduction, based on their life expectancy and anticipated income stream, but they must pay income tax on the income stream from the fund each year.

How A Pooled Income Fund Works

A pooled income fund is a type of charitable trust that gets its name from the fact that contributors’ resources are pooled for investing purposes. Unlike a giving circle, in which donors pool resources and agree on which nonprofits to support, there is no collaboration among donors. In fact, the funds are not distributed to charity until after the donor is deceased. A pooled income fund also differs from a giving circle in that it allows you and/or your designated beneficiaries to receive regular income distributions for life.

Pooled Income Fund Benefits

  • Capital gain tax relief
  • Possible income tax relief
  • Provides payments to yourself and others while providing generous gifts to charity
  • Receive net income quarterly plus end of year net short term capital gains
  • Possible income tax reduction

Our Exclusive Pooled Income Fund Calculator

Welcome to our Pooled Income Fund Capital Gain Calculator.

Four simple steps to receive a custom illustration of your potential tax savings.

The results are for your information and should be reviewed with your accountant.

Calculator functions assume an individual has an annual income of $500,000 or more *

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Example Assets Include: Cash, Bonds, Publicly Traded Stock, Mutual Fund Shares, Appreciated Property, or Tangible Personal Property
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Your calculation above is an estimate and is for illustrative purposes only. It does not constitute legal or tax advice. The calculator is designed to ONLY work for individuals with an annual income of $500,000 or more. Neither the author, publisher, nor the firm are engaged in legal or tax advisory service. For advice or assistance in specific cases or whether to make certain a pooled income fund fits well into your overall circumstances and planning, the services of an attorney or other professional advisor should be obtained.

The purpose of this website is to provide general gift, estate, and financial planning information. Watch for tax revisions. State laws govern wills, trusts, and charitable gifts made in a contractual agreement. Advice from legal counsel should be sought when considering a pooled income fund. Please consult your tax or legal advisors before taking any action that may have tax consequences.

We do not collect or store any sensitive information through this website.

* Our Calculator functions assume an individual has an annual income of $500,000 or more.

** Estimated for illustrative purposes only, does not represent legal or tax advice.

*** Limited to 30% of Adjusted Gross Income tax deduction in first year.
Unused tax deduction may be carried forward the next five years.

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