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How It Works
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You transfer cash or securities to the Pooled Income Fund trust established by ROA.
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The trust 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.
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The principal attributed to your units passes to ROAwhen the last income beneficiary passes on.
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Benefits
- You receive gift credit and an immediate income tax deduction for a portion of your gift to the trust.
- 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 ROA later.
To learn more about our Pooled Income Fund, Email us, complete the Information Request form, or call us at so that we can assist you.
The Reserve Officers Association
J. Richard Thralls, Director of Resource Development
One Constitution Ave, NE
Washington, DC 20002-5618
202-646-7721 | Fax: 202-547-1641
Planned Giving content ©Copyrighted 2008 VirtualGiving
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