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...Pooled Income Fund...

Your TCGF Pooled Income Fund contributions are professionally managed within a pool of funds geared for income.  The income stream generated is variable based on the performance of the underlying investments.  Income is distributed to you, or to the beneficiaries you name, quarterly by the earnings from interest, dividends, and other ordinary realized income.  Capital gains, short and long, and unrealized appreciation are reinvested for possible future income generation.

Most recent published performance data are published separately with Tompkins Charitable Gift Fund.

Pooled Income Fund Average Annual Total Returns
as of
December 31, 2009

Total Return Pool    12.25%  Composite Return     4.62%

*All TCGF returns are net of fees however the above listed Composite returns do not have fees.

TCGF has contracted with Tompkins Investment Services to perform a range of administrative and financial advisory services. These materials are provided to you pursuant to the Gift Fund's agreements with Tompkins Investment Services.