The Elderhostel Pooled Income Fund

The Elderhostel Pooled Income Fund is exactly what it sounds like. Donors’ contributions are “pooled” into a fund that is invested to benefit the income beneficiaries and Elderhostel. Contributors, or their designated beneficiaries, receive quarterly income payments based on their share of the total pool.

The Fund is invested to produce a balance of income and growth in assets. This provides a potential for growth in income over time. The amount of income distributed to income beneficiaries depends on the portfolio earnings and varies from year to year.

For as little as $5,000 you can make a special gift to Elderhostel, benefit from a large charitable contribution deduction, and receive lifetime income for yourself, a relative or friend. Each gift to the Fund can benefit one of two income beneficiaries.

Consider Some of the Benefits

  • Participate in the benefits of a trust with a gift of only $5,000 or more.
  • Forge a lifetime relationship with Elderhostel for family members 55 years of age or older.
  • Benefit from a large charitable contribution deduction.

  • Sample Benefits of a $5,000 Gift to the Elderhostel Pooled Income Fund
    One Income Beneficiary
    Two Income Beneficiaries
    Age of Beneficiary
    Charitable Deduction
    Age of Beneficiary
    Charitable Deduction
    55, 55
    65, 65
    75, 75
    85, 85

    Please contact our office for information on gifts that can help you support Elderhostel and lifelong learning and provide significant benefits to you.
    Elderhostel Planned Giving
    11 Ave de Lafayette
    Boston, MA 02111
    Phone: 877-737-0664 (toll free)

    Use our Planned Giving Calculator to calculate your income and tax benefits.