Pooled Income Fund
(Is this gift for you?)
The pooled income fund is for you if ...
- You want to make a significant
gift to us and receive lifetime income in return.
- You want to avoid the capital
gains cost of selling appreciated securities.
- You appreciate the benefits of
mutual-fund investing: a diversified portfolio, professional
management, and simplified reporting to you.
- You are comfortable with a variable
return instead of a fixed income (your payments will be based
on the Fund's earnings each quarter, and so will fluctuate).
- You want your gift to be able
to grow for our benefit while it is generating income for you.
For more information
Email us,
complete the personal illustration form,
or call us at 860.486.6135 so that we can assist you
through every step of the process.
Hal C. Reed, JD, CFRE
Assistant Vice President for Planned Giving
The University of Connecticut Foundation, Inc.
Storrs, CT 06269-3206
Telephone: 860.486.6135
Toll-free: 800.269.9965, Extension 6135
Facsimile: 860.486.1615
E-Mail: hreed@foundation.uconn.edu
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