You can do this with a gift of $5,000 or more to the Elderhostel Pooled Income Fund. This Fund is a trust fund into which donors’ contributions are pooled together and invested. Each donor’s gift is added to the investment pool, and the income beneficiaries receive quarterly distributions of their proportionate share of the income earned. The Elderhostel Pooled Income Fund is invested to produce a balance of income and growth of assets. The annual income will be variable and has the potential to grow. Currently, the average annualized rate of return for the Fund is 3.36%.

By making a gift to the Fund, you can:
• benefit from a large charitable income tax deduction in the year of   your gift,
• provide for lifetime income to one or two beneficiaries, and
• have the satisfaction of knowing you have made a significant gift   that will strengthen Elderhostel.

Please use our Planned Giving Calculator to calculate the income and tax benefits to which you may be entitled if you make a gift to the Elderhostel Pooled Income Fund.

Sample Benefits of a $5,000 Gift to the
Elderhostel Pooled Income Fund

ONE INCOME BENEFICIARY		TWO INCOME BENEFICIARIES
Age of Beneficiary	Charitable Deduction	Ages of Beneficiaries	Charitable Deduction
55	$2,409	55, 55	$1,928
60	$2,702	60, 60	$2,212
65	$3,000	65, 65	$2,518
70	$3,304	70, 70	$2,843
75	$3,599	75, 75	$3,176
80	$3,884	80, 80	$3,510
85	$4,140	85, 85	$3,825
Deductions shown are for gifts made in 2006.

To receive a complete packet of information, including calculations personalized for your situation, please contact anne.forsyth@elderhostel.org or call toll free (877) 737-0664.

Anne Forsyth
Sr. Planned Giving Officer
11 Avenue de Lafayette
Boston, MA 02111-1746
Toll free (877) 737-0664

As with any matter of this nature, we suggest you consult your attorney or tax advisor. The information presented here is not intended to be legal or tax advice.

May 12, 2008
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