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Giving Home > How to Give > Pooled Income Fund

Pooled Income Fund

Wheaton College's pooled income fund is a special charitable fund you can make gifts to and receive tax and income benefits in return.

Eight Wheaton Lyons from the Artistic Swimming team competing in the pool in their Wheaton blue suits.

Benefits of a pooled income fund

  • Receive lifetime payments to you or another beneficiary that you designate.
  • Receive a charitable income tax deduction for the present value of your gift to the fund.
  • Support Wheaton's mission to provide a transformative liberal arts education.

Pooled income fund video

How a pooled income fund works

  1. You transfer cash or property to Wheaton College's pooled income fund.
  2. Your gift is "pooled" together and invested with the gifts of other donors.
  3. You receive a charitable income tax deduction for your gift.
  4. You enjoy annual payments for life based on the value of the pool's assets and your share in the fund.
  5. You also receive satisfaction knowing that you will be supporting Wheaton students.

More on pooled income funds

Pooled income fund returns vary depending on the nonprofit organization that maintains the fund. Please check with us on your potential payment and tax savings.

Contact us

Contact us for more information to help you get started.