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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.
If you would like to learn more or obtain a complimentary personalized illustration showing how a charitable gift annuity can benefit you (and/or another person), please send an e-mail with your birth date(s), name and address to plannedgiving@ortamerica.org or call 800.519.2678, ext. 226. All inquiries are held in strict confidence.
If you are interested in developing a personalized gift plan and want to discover which gift options are right for you click here and follow ORT’s Gift Guide.
This information was prepared as an educational service and is not intended as legal, tax or financial advice. Donors should obtain legal, tax and financial opinions from their own professional advisors.
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