Baldwin Wallace University Pooled Income Fund

A pooled income fund is a combination of donations that are invested for the purposes of achieving current income for donors to the fund and eventual distribution to charity.  Income is normally distributed to donors on an annual basis for their lifetimes.  Donors also receive a partial income tax deduction at their time of their gift.

Under the auspices of the West Ohio Conference of the United Methodist Church, Baldwin Wallace University offers pooled income fund participation.  Donations can be in the form of cash or appreciated securities.  All donations are then “pooled”, invested in a portfolio of securities.  The earnings from these securities are then distributed to the donors in proportion to their contributions.  All distributions are considered taxable income to the donors.  

Baldwin Wallace welcomes donations to the pooled income fund in amounts of $1,000 or more.  Many donors have chosen to make multiple contributions to the fund, obtaining additional tax deductions and increasing their income payments.  

Donating low-yielding appreciated securities is particularly attractive to some donors.  A contribution to a pooled income fund is not considered a “sale”, thus, no capital gains tax is due and the donor may expect to receive income in excess of what was received as dividends from the stock.

Do you want to see an personalized illustration of the benefits of a gift to the pooled income fund?  GiftCalcs will compute your tax deduction and provide you with an estimate of the initial amount of income you may receive from your contribution. 

For further information about pooled income fund participation, please contact the Office of Gift Planning, Baldwin Wallace University, (440) 826-2136.

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