Gift Planning

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Pooled Income Fund (Gift example*)

Example

A 65-year-old donor in the 35% bracket contributes $10,000 in appreciated stock, originally purchased for $2,000, to University of Colorado Foundation's Pooled Life Income Fund. Donor is the income beneficiary. Assume the Fund is currently yielding 4.0%.

Charitable deduction

$5,396

Income tax savings (35%)

$1,889

Capital gains savings (15%)

$1,200.00

Est. income (first year)

$400.00

PLEASE NOTE: This example is for illustration purposes only and is not intended as legal or tax advice. Consult your legal and tax advisors prior to making any material decisions based on this data.

For more information

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University of Colorado Foundation
Gift Planning Group
4740 Walnut Street
Boulder,Colorado 80301
(800) 405-9488 | Fax: (303) 541-1397




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