When you contribute to the pooled income fund for our benefit, you receive an income for the rest of your life, as well as a current income tax deduction. If you give low-yield appreciated securities, you may actually increase your income and avoid capital gains taxes. In summary, you make a meaningful gift to Pattie A. Clay Foundation—a gift that also gives back to you.

Ultimately, your gift becomes our property, which we can use to further our important work. A pooled income fund gift is a perfect way to strengthen your financial future and ours, too.

The concept of a pooled income fund is simple. A pooled income fund commingles gifts from many donors for investment purposes, sharing the net earnings proportionately among them. In many respects, it is similar to a mutual fund.