Home • FAQs • Contact Us • Privacy Policy
Home | About Us | Donor Advised Fund | Pooled Income Fund

...Pooled Income Fund...

With planning and foresight, you can give and receive with a Tompkins Charitable Gift Fund Pooled Income Fund.

When it comes to estate planning, most families have more than one goal in mind. No doubt that you want to leave something to your family, contribute to charity, and take care of your own needs over your lifetime.

The TCGF Pooled Income Fund allows you to contribute assets to a charity while still receiving income generated by those assets. You receive a share of the income earned by the Fund quarterly for the rest of your life.

Pooled Income Fund Average Annual Total Returns
as of September 30, 2007
  3Q 9 Month 2006 2005 2004
Total Return Pool 1.31% 2.95% 4.81% 1.75% 3.61%
Composite Return 2.91% 4.55% 4.99% -0.16% 4.94%

Tompkins Charitable Gift Fund investments are not deposits or other obligations of,
and are not guaranteed by Tompkins Trust Company or its affiliated banks, and are
 subject to investment risks including possible loss of the principal amount invested.

Pooled Income Fund Information:

How It Works
Investment Options
Giving Options
New Account Forms

A Pooled Income Fund can help you:

  • reduce your taxable estate
  • support charities
  • receive income

Tompkins Internet Banking © 2007 | Home | FAQs | Contact | Site Map | Privacy