Benefits to Consider

Your Gifts Will Provide Current Income

The Raymond James Pooled Income Funds are designed to provide a lifetime income stream for as many as two beneficiaries. We invest the money for you, with a focus on producing income while protecting the principal value of the account for charity.

Timing of Tax Deductions

One of the most appealing benefits of the Raymond James Pooled Income Funds is that you can take an immediate partial tax deduction – up to the maximum allowed by law – for the amount that you have donated.

You avoid the pressure of having to make snap year-end decisions because of an income tax deadline. And because the fund is a public charity, you may be able to take a larger deduction within a given year than you would for a donation or contribution to a private foundation.

No Capital Gains Taxes

The Raymond James Pooled Income Funds are perfect for making contributions of long-term appreciated securities – you’ll avoid capital gains taxes on the appreciated portion and receive immediate charitable tax deduction for the full fair market value of your gift. This is particularly useful for shares bought at a very low price (or other basis) that have appreciated greatly over the years.

Save Estate Taxes

Depending on who receives the income, you will save varying amounts of federal estate taxes. If you and/or your spouse are the income beneficiaries, your donation may be removed from your estate for tax purposes. If you name anyone other than your spouse as an income beneficiary, a portion of your donation may be taxable in your estate and a portion will be removed from your estate. Consult your tax advisor for more information.

Creating a Tradition of Giving

While you can’t live forever, your passion for helping others can. If you elect to have your gift pass to the donor-advised fund after receiving income benefits in your lifetime from the pooled income funds, you can create a legacy of giving in your family name and designate a successor donor - a child, grandchild or other important person in your life - to recommend grants for you after your death.

The Pleasure of Giving Without the Hassle

It simply couldn’t be easier. The Raymond James Pooled Income Funds provide all administration and reporting services, including the documentation you need to calculate and support income tax deductions.

The Raymond James Pooled Income Funds will keep you apprised of account activity with status reports each quarter and a summary report at year-end.

Getting Started is Easy

To establish a Raymond James Pooled Income Funds account, simply read the Disclosure Information and complete the Gift Agreement, which can be found in the Forms section. Then, simply send in the Gift Agreement with your initial gift to the Raymond James Pooled Income Funds, P.O. Box 14407, St. Petersburg, FL, 33733-4407. It’s that easy. In most cases, your account can be initiated within 24 hours.

Next: Establishing an Account

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