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Pooled Income Fund At 65, you are an active volunteer in your community, still play tennis and golf, and invest for long-term growth. The bulk of your portfolio is Westinghouse stock that you acquired during your years with the company, and, although you are concerned that you are too concentrated in this one holding, you are reluctant to pay the capital gains cost of selling and reinvesting. You want to support World Vision with a gift of $50,000. To retain an income stream you contribute $50,000 of Westinghouse stock to our Pooled Income Fund. Here is a summary of your income and tax benefits:
For more information Email us, complete the personal illustration form, or call us at 800-426-5753 so that we can assist you through every step of the process.
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1-800-426-5753 World Vision is a Christian humanitarian organization dedicated to working with children, families and their communities worldwide to reach their full potential by tackling the causes of poverty and injustice. |
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