Pooled Income Fund

Benefits for you:

  • Receive variable income for life, for yourself and for others
  • Simplicity through participating in an existing trust
  • Potential immediate tax deduction
  • No capital gains on the transfer of appreciated assets
  • The residual value of your pooled income fund shares is distributed as valuable support for First Presbyterian Church Stillwater after your lifetime.

Your gift of cash or securities purchases shares of a charitable trust, into which other donors also contribute, much like a mutual fund. You, or persons you name, receive a proportional share of the trust's net income for life. After the income beneficiary's lifetime, the shares you gifted to the fund are withdrawn and contributed to First Presbyterian Church Stillwater's mission.



Income varies quarterly with the trust's investment performance.

To learn more, please contact the church office.


It is important that you consult your attorney and/or professional advisors to consider the application of this language to your individual circumstances as part of an overall estate plan.


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