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Pooled income funds are similar to mutual funds. Donors' gifts are joined and assigned a proportionate interest in the fund. Each beneficiary receives a variable income stream for life. A second beneficiary may be named to receive a lifetime income from the gift and the payout rate does not change.

One of the greatest advantages of making a gift of long-term appreciated securities to one of the pooled income funds is that capital gains taxes, currently at a maximum rate of 20 percent for long-term appreciated securities, are completely avoided. A minimum of $10,000 is needed to join one of McLean's pooled income funds, after which gifts of $1,000 or more may be added at any time.

McLean offers two pooled income funds, each with different investment objectives and financial benefits.
Summary of financial benefits:

If you would like to learn more about this giving opportunity, please contact the McLean Development office at 617.855.3571 or by email (McLeanDevelopment@partners.org).