jcccnc / giving / planned / tanomoshi

tanomoshi pooled income fund

This unique pooled income fund allows individuals to give a gift of cash, stocks or real estate to the fund, while receiving lifetime interest income from the gift. An unlimited donors gifts will be pooled together in the Fund administered by Union Bank, and re-invested into one diversified portfolio of high-quality stocks and bonds. The donor or beneficiary will receive the proportionate share of the total net income earned by the entire fund.

Benefits of a Pooled Income Fund

  • Charitable contribution deduction for the present value of the gift.
  • Avoidance of taxation on gains on investments
  • Right to life income - A quarterly dividend check is mailed out to you.
  • Exclusion of gifted amount from Federal Estate Taxes at death
  • Ease in making additional donations to the charity
  • Comfort in knowing that donations are professionally managed by a fiduciary to maximize income to donors.
  • JCCCNC does not receive immediate monetary benefit from the donation. At the time of the death of the donor or designated beneficiary, the fund will be transferred to JCCCNC.
  • Modest Gift sizes of $5,000 to $250,000 with advantages of a large Charitable Remainder Trust

How Do I Request More Information?

Please call us at the Center (415.567.5505) or email plannedgiving@jcccnc.org