Pooled Income Fund Click Here for Detailed Explanation

How It Works

	You transfer cash or securities to the Pooled Income Fund trust established by Northeastern University.
	The fund issues you units, like a mutual fund, and pays you, or up to two income beneficiaries you name, the annual income attributable to your units for life.
	The principal attributed to your units passes to Northeastern at the death of the last income beneficiary.

Benefits

• You receive gift credit and an immediate income tax deduction for a portion of your gift to the fund.
  
• You pay no capital gains tax on any appreciated assets you donate.
  
• Although modest, the income usually exceeds the level of stock dividends.
  
• You can have the satisfaction of making a gift that benefits you now and Northeastern later.

Disclaimer and Privacy Notice

Northeastern University
Office of Gift Planning
346 Richards Hall
360 Huntington Avenue
Boston,MA 02115-5000
(617) 373-2014 | Fax: (617) 373-5519

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