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Charitable Endowment Fund
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Pooled Income Fund
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Pooled Income Funds
The Raymond James Pooled Income Funds, also known as "life income"
funds, offers a significant advantage in philanthropic giving. When
you make your contribution, you gain tax benefits and a continued
stream of investment income for life. By giving to your favorite charities
through the Raymond James Pooled Income Funds, you:
- Earn income for life,
- Avoid capital gains on highly appreciated securities,
- Gain an immediate tax deduction and
- Create a legacy of giving through your own foundation.
At The Oxford Group, we believe that making the choice to enhance
the lives of others through charitable giving shouldn't mean that
you and your loved ones forgo the benefits of your hard work. Exploring
giving opportunities through The Raymond James Pooled Income Funds
may be one way you can both help others and provide for your family
simultaneously.
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