Pooled Income Funds

A pooled income fund is a charitable gift plan that allows you to provide income to yourself and/or another for life while making a generous gift to the Epilepsy Foundation. Your irrevocable gift of cash, securities, bonds or other property of value is invested together (pooled) with the gifts of all other donors to the fund, much like a mutual fund.

Each quarter, your proportional share of the fund's income is distributed to the income beneficiaries you have named. The amount of your quarterly payment varies with investment performance of the fund.

Benefits of a Pooled Income Fund gift:

• Provides quarterly lifetime income payments to yourself and/or a loved one
• Provides you with payments that have the potential to grow (depending on the earnings of the fund)
• Earns an immediate charitable income tax deduction
• Allows you to avoid capital gains tax if you donate appreciated securities that you have held for more than one year
• Enables you to make additional contributions as low as $2,000 to the Fund at any time

The Epilepsy Foundation's Pooled Income Fund is segregated from the Foundation's assets and is invested with and administered by Sun Trust Bank, who has been providing the highest quality trust and investment management services to non-profits for nearly a century. Approximately 95% of the fund is invested in U.S. Treasury and agency securities, investment grade corporate bonds, and asset and mortgage-backed securities and 5% is in cash.

For more information about the Epilepsy Foundation's Pooled Income Fund or other planned giving opportunities, please contact the Office of Planned Gifts at (301) 918-3749.