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Pooled Income Fund
A 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.
More
To learn more about the pooled income fund, Email us, complete the Information Request Form, or call us at 562-257-5141 so that we can assist you.
Retirement Housing Foundation
911 Studebaker Road
Long Beach,CA 90815-4900
562-257-5141 | Fax: 562-430-5729
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