Marshall University Foundation

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Leave a Legacy

Pooled Income Fund

Is this gift for you?
The 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.