You thought the pooled income fund was dead, a concept from the past that doesn't work now. THINK AGAIN. It is reborn.

The combination of low AFR rates and the modified definition of “income” in the 2004 regulations make this one of the most exciting charitable gift vehicles right now. Start a new pooled income fund and use the current 2.2% AFR. Compare that to the same CRT deduction—at least twice the deduction!
No 100% confiscatory tax on UBTI, no minimum 10% remainder rule, and you can even use the power of adjustment to allocate earnings between income and principal. Income can be redefined to include capital gain.
If you have any idea how powerful all of that makes a pooled income fund, this is the course you need to adopt it for your clients or your organization. If you have no idea what I am talking about, you definitely need this course! Three modules, video lessons, Power Point slides you can use in making your own presentations, PDF downloads and much more.

What you will learn—

  • Discover why pooled income funds fell out of favor and how their surprising revival came about
  • Explore the eight best markets for the new pooled income fund and how to approach those prospects
  • Learn the easy to comprehend eight Internal Revenue Code rules that make the pooled income a qualified fund that is really a powerhouse.
  • Understand the SEC exemption from securities laws just in case you are asked about it
  • Compare the CRT to the PIF and two dozen ways they differ
  • See and download the three types of instruments you need to complete your package so you are ready to roll from the start

This video course will be in three modules with Power Point slides and PDF downloads, and with fill-in documents to complete the package for a qualified pooled income fund.


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