top of page

Alliance Community Foundation Pooled Income Fund Illustration Request Form

Thank you for your interest in the Pooled Income Fund. Please complete the

information below so we may prepare a personalized illustration for you.

Birthday
Month
Day
Year

Proposed Contribution

What asset are you considering contributing?
Is this asset appreciated and was it acquired more than a year ago?
Anticipated Contribution Date
Month
Day
Year

Income Beneficiaries

The Pooled Income Fund may allow income beneficiaries across multiple generations. Please list all individuals you wish to include in the illustration and whether they will be concurrent or consecutive income beneficiaries.

Beneficiary #1

Date of Birth
Month
Day
Year

Beneficiary #2

Date of Birth
Month
Day
Year

Beneficiary #3

Date of Birth
Month
Day
Year

Beneficiary #4

Date of Birth
Month
Day
Year

Beneficiary #5

Date of Birth
Month
Day
Year
Distribution Preference

Charitable Remainder to ACF Donor Advised Fund

After your PIF Donor Agreement ends, 99% of the remaining value will first transfer to a ACF DAF. Afterwards, your DAF can make ongoing grants to charitable organizations you choose, or the entire DAF value can be distributed to charitable organizations. 

Additional Information 

Acknowledgment

This Pooled Income Fund illustration is for information purposes only and should not be considered legal, tax, financial and accounting advice to you.

Drawing mode selected. Drawing requires a mouse or touchpad. For keyboard accessibility, select Type or Upload.
Date
Month
Day
Year

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

bottom of page