Gift Planning

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Gift example
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Pooled Income Fund
(Gift example*)

At 65, you are an active volunteer in your community, still play tennis and golf, and invest for long-term growth. The bulk of your portfolio is Westinghouse stock that you acquired during your years with the company, and, although you are concerned that you are too concentrated in this one holding, you are reluctant to pay the capital gains cost of selling and reinvesting.

You want to support the Zoological Society of San Diego with a gift of $50,000.

To retain an income stream you contribute $50,000 of Westinghouse stock to our Pooled Income Fund.

Here is a summary of your income and tax benefits:

Donor

Individual, age 65

Amount contributed

$50,000

Cost basis

$20,000

Current dividend income

$1,000

Fund's rate of return

5%

First-year income

$2,500 (thereafter variable)

Charitable deduction

$23,667

Increased annual income

$1,500 ($2,500 from Fund vs. $1,000 dividend)

Capital gain avoided

$30,000

Click here to calculate the benefits the Pooled Income Fund would give you.

*This example is based on a factor that changes monthly. Contact our office for a personal illustration based on the latest rates.

For more information

Email us, complete the personal illustration form, or call us at (619) 744-3352 so that we can assist you through every step of the process.