Pooled Income Funds

Receive an immediate tax benefit and establish an income stream by giving to a professionally managed fund that pools donations from multiple parties.

Drone shot of Baker Tower on a bright spring day

Benefits

Enjoy immediate and long-term tax benefits, establish an income stream for life for you or beneficiaries, and support future students and faculty.

Plan at a Glance

  • 55-59
  • 70+
  • Reduce income tax
  • Reduce capital gains
  • Reduce estate taxes
  • Transfer wealth to heirs
  • Provide income
  • Business interest
  • Cash
  • Personal property
  • Real estate
  • Stocks

How It Works

A pooled income fund is a professionally managed fund that allows contributions from multiple donors to work together. You give to the fund of your choice using cash or stocks, and then receive your share of the fund’s annual net income. When you or your beneficiaries pass, your share of the fund is distributed to Dartmouth for use in areas you have selected. 

Calculate the impact of your gift

Use the calculator below to help you evaluate your planned gift options. In the box where you are asked to select the IRS Discount Rate, select the highest rate for a gift annuity and a charitable remainder trust.