Pooled Income Fund:

Sold as a package of 5 booklets.

A pooled income fund pools your gift with others and is invested by a team of professionals. The fund pays you and/or chosen beneficiaries an income for life based on the performance of the investments. At the death of the final beneficiary, the principal goes to the designated organization. This booklet details how to set up a pooled income fund through the Episcopal Church Foundation and provides the necessary forms for starting a fund.