Learn, Travel & Enjoy with not-for profit Elderhostel. Discover more than 8,000 learning adventures in all 50 states and more than 90 countries abroad. Elderhostel offers in-depth and behind-the-scenes learning experiences for almost every interest and ability. History, culture, nature, music, outdoor activities such as walking and biking, individual skills, crafts, study cruises: Enjoy these and many more with the not-for-profit leader in educational travel for older adults.Elderhostel - Adventures in Lifelong Learning
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Would you like to:
• Add a balanced investment to your retirement assets?
• Receive lifetime income?
• Make a significant charitable gift to Elderhostel?
• Benefit from a large charitable income tax deduction?
• Provide for lifetime income to relatives age 55 or older?

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.

Related Links:
Read more about supporting Elderhostel at the following pages:
Planned Giving Calculator
Charitable Gift Annuities
Charitable Remainder Trusts
Planned Giving
Giving





May 12, 2008
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