Pooled Income Fund
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Support ORT Programs
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Planned Giving OptionsBequest: Defer your gift until after your lifetime. Charitable Remainder Trusts: Two ways to "give away the tree, but keep the fruit." Gift Annuity: Earn partially tax-free income for life at a competitive return rate. Deferred Gift Annuity: A gift that pays a higher interest for life. Life Insurance: An affordable way to make a substantial gift. Pooled Income Fund: A way for you to share the wealth. Real Estate: Three ways to give and gain. Retirement Plan Assets: Will your IRA be taxed twice? Named Endowment Fund: Create a lasting tribute.
LEGACY FOR LIFEView our Scroll of Life Eternal to see the names of dearly departed members and friends who made ORT America a part of their legacy, by enabling a bequest to ORT America. More than 1,100 participants have included ORT in their estate plans - ensuring the continuity of ORT programs for many generations to come. View our De Gunzbourg Society page to see a list of current participants, and learn more. |
What is a Pooled Income Fund?
The ORT America Pooled Income Fund combines the gifts of many donors for investment, very much in the same way mutual funds work. Each year you will receive your proportionate share of the fund's income earnings. This stream of income is guaranteed for your life (and the life of another, if you wish). After that, your share of the fund will be used to support ORT's mission and programs in more than 60 countries around the world.
Contributions to the pooled income fund are tax deductible and if you use appreciated securities to fund your gift you may avoid capital gain taxes as well.
ORT America has varous planned giving options that can be tailored to your individual needs. Contact Marla Landis, Chief Development Officer, to discuss at 818.865.1802 or e-mail mlandis@ortamerica.org. All inquiries are held in strict confidence.
