Ep. 48 Part 1: Pooled Income Funds Explained: Flexible Charitable Planning Strategies with Randy Fox
What if one of the most powerful charitable planning tools has been sitting quietly in the background for decades? In this episode of Money to Give, Rick Peck sits down with Randy Fox to unpack the world of pooled income funds and why they may offer far more flexibility than many donors and advisors realize. Randy explains how pooled income funds compare to charitable remainder trusts and charitable gift annuities, while revealing how these structures can support multi-generational income planning, charitable giving, and sophisticated tax strategies all at once.
Throughout the conversation…
The skinny
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