Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video

Pooled Income Fund

Diversify your portfolio by making a gift to UNCG which will pay you dividends for life.

Not only can you expect your dividends to grow, but you receive an income tax deduction when you open the account.

Benefits of a Pooled Income Fund

  • Diversification of assets.
  • Receive a strong dividend payment for 1 or 2 people for life.
  • Complete avoidance of capital gains taxes.
  • Charitable income tax deduction for a portion of your gift.
  • Future legacy gift to UNCG.

Pooled Income fund for income that will grow over time

With a gift of cash, appreciated stock or taxable bonds, you can invest in UNCG's Pooled Income to receive lifetime dividend income for 1 or 2 people. You can expect these dividends to grow over time, helping you better meet ever-increasing living expenses. It is similar to a mutual fund, but with the added advantage of tax benefits and creating your legacy at UNCG! [minimum initial value $15,000, $5,000 additions allowed]

Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
scriptsknown