Planned Giving


The Pooled Income Fund

A Pooled Income Fund is one of the easiest ways to provide income to yourself or others for life while making a generous gift to AIUSA.

A Pooled Income Fund is like a charitable mutual fund. Your irrevocable gift of cash or securities is combined with other gifts from friends of AIUSA, and it is professionally invested by Trillum Asset Management . Each quarter, your proportional share of the Fund's income is distributed to you and/or the income beneficiaries. The amount distributed varies with the Fund's investment performance. When the last income from the Fund and transferred to AIUSA. Minimum gift is $5,000 (one income beneficiary) or $10,000 (two income beneficiaries). Income beneficiaries must be age 55 or older.

What Are the Advantages?

It costs nothing to set up a PIF agreement with AIUSA.

Relatively small amounts can be contributed to a PIF.

You and/or your named beneficiaries will receive variable income payments for life. Although these payments are usually modest in the case of Pooled Income Funds, they usually exceed dividend payments on most publicly traded securities.

You will be eligible to receive a charitable income tax deduction for a portion of your gift in the year you make it, with five additional years to take any unused deduction.

You will pay $ZERO in capital gains tax or any appreciated assets you contribute.

The assets you contribute will be removed from your estate, which may reduce your estate tax exposure.

You can diversify a previously concentrated asset.

You can benefit from Trillium's professional investment management.

Our PIFs are "no load" funds. AIUSA assumes all cost.

You will help endow the future for human rights AND help yourself at the same time!

Investment Goals

The objective the AIUSA Pooled Income Fund for the Future is to maximize your income while achieving modest capital appreciation over time. The fund is invested relatively conservatively with preservation of capital in mind. You can request an Annual Report for the Fund, which will describe the past performance and investment objectives of the Fund.

How Do I Make a PIF Gift?

Just email AIUSA's Planned Giving Office, or complete the personal illustration form. We will prepare a Pooled Income Fund Agreement form, and help you transfer cash or appreciated securities.