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Planned Giving: Pooled income fund

A pooled income fund is one of the easiest ways to provide income for yourself or others while also making a generous gift to WGBH.

ABOUT POOLED INCOME FUNDS

Pooled income funds are similar to mutual funds in that your gift of cash or securities is combined for investment purposes with gifts from other donors. Each year, beneficiaries receive their proportional share of the fund’s net income. The minimum gift to the pooled income fund is $5,000, and the minimum distribution age is 55.


CONTACT US

For a complimentary illustration of how a pooled income fund might benefit you, please contact the Office of Endowment and Planned Giving at planned_giving@wgbh.org or 800-220-7122. WGBH is located at One Guest Street, Boston, MA, 02135. 



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