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John Scott Kerr
Director of Planned Giving
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Phone Number
Kent Parents

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Pooled Income Fund
(Gift example*)

Example

A 65-year-old donor in the 35% bracket contributes $10,000 in appreciated stock, originally purchased for $2,000, to Kent School's Pooled Life Income Fund. Donor is the income beneficiary. Assume the Fund is currently yielding 4.0%.

Charitable deduction

$5,396

Income tax savings (35%)

$1,889

Capital gains savings (15%)

$1,200.00

Est. income (first year)

$400.00

PLEASE NOTE: This example is for illustration purposes only and is not intended as legal or tax advice. Consult your legal and tax advisors prior to making any material decisions based on this data.

For more information

Email us, complete the personal illustration form, or call us at 860-927-6023 so that we can assist you through every step of the process.




Office of Planned Giving
Kent School
P.O. Box 2006
Kent, CT 06757
860-927-6023 | 877-770-KENT | Fax: 860-927-6027
E-mail: kerrj@kent-school.edu




                                Kent School Alumni and Development Office, P.O. Box 2006, Kent, CT 06757
                               Phone: 877-770-KENT Fax: 860-927-6027 email: alumni@kent-school.edu
                                           For inquiries regarding this site, contact: webcoordinator@kent-school.edu