Pooled Income Fund

PIF Diagram

How It Works

  • You transfer cash or securities to the Pooled Income Fund.
  • The fund issues you units, like a mutual fund, and pays you (or up to two income beneficiaries you name) the annual income attributable to your units for life.
  • The principal attributed to your units passes to Defenders of Wildlife at the passing of the last income beneficiary.


  • Receive income for life in return for your gift.
  • Receive an immediate income tax deduction for a portion of your gift to the Fund.
  • Pay no capital gains tax on any appreciated assets you donate.
  • Income can exceed dividends you were receiving on the securities you donated.


Let Us Know


Let Us Know

Bequests left to Defenders are crucial to our ability to protect imperiled species and their habitats for generations to come. Have you included Defenders in your will or other estate plans?