Pooled Income Fund

Join Others in Support of Memorial Sloan Kettering

A pooled income fund consists of gifts from multiple donors that are combined into a trust and invested for the benefit of all donors and ultimately MSK. You and/or your beneficiaries receive a proportional share of the fund's annual income for life, while also enjoying the benefits that come with being a member of the Cullum Society. At the death of the last income beneficiary, the principal of your gift will be used by the Center. With this type of gift you can:

  • Receive a source of income for life.
  • Receive a federal income tax charitable deduction for a portion of your gift's value, depending on your tax situation.
  • Provide long-term support for cancer research and care.

 

Guidelines

  1. Pooled income funds require an initial gift of $10,000 or more.
  2. Up to two people, both at least 60 years of age, may receive lifetime payments.
  3. You may add to the fund at any time in amounts of $1,000 or more.

Next Steps

  1. Request a personal pooled income fund illustration or additional information or assistance from our Office of Planned Giving staff.
    Toll free: 800-688-1827
    E-mail: plannedgiving@mskcc.org
  2. Seek the counsel of your financial or legal advisor.
  3. Complete the pooled income fund application enclosed with your personal gift illustration and return it along with a check or notification that you will be transferring securities to create a pooled income fund gift.

Legal Name

Memorial Sloan Kettering Cancer Center
1275 York Avenue, New York, NY 10065

Federal Tax ID #

13-1924236

Contact Us

Our staff is available to help, in confidence and without obligation.

Toll free: 800-688-1827
E-mail: plannedgiving@mskcc.org

If you have included MSK in your estate plans, please let us know.